Overview The Tax Loss Harvesting API provides endpoints to identify opportunities, validate trades, and execute tax-loss harvesting transactions. The workflow consists of three main steps: Identify opportunities (Manual or Automated)…
The Account List API endpoint (api/v2/account/accounts/list) has been updated to accept a new format for a POST body, and to support pagination of results. Please review the API documentation for…
The Portfolio List API endpoint (api/v2/portfolio/portfolios/list) has been updated to accept a new format for a POST body, and to support pagination of results. Please review the API documentation for…
The Ticker Based Model endpoint is a simplified way to create an Eclipse Model passing in a paired down payload. The endpoint will create both a model and security set…
Portfolio Security Preferences: Getting current security preferences for a specific portfolio is a two step process: First, make a GET call to https://www.orioneclipse.com/v1/preference/Portfolio/51171, where 51171 is the Portfolio ID, and…
To get existing portfolio security equivalents, make a POST call to https://www.orioneclipse.com/api/v2/SecuritySettingPreference/Equivalents/16, where 16 is the related type ID for portfolios (the related type ID for accounts is 32) and…
To get the current SMA weightings assigned to an account, make a GET call to https://www.orioneclipse.com/v1/account/accounts/<eclipseAccountId>/sma. Below is a sample response: { “selectedLevelId”: 3, “weightings”: [ {…
Notes can be read, created, updated and deleted at the Account, Portfolio and Team level using below endpoints. Notes can be viewed on the Account, Portfolio and Orders grids, Account…
Purpose: User utilizing this entity option has the ability to set trade blocks at the registration level and at the underlying sleeve accounts level in one click. If the user…
Welcome to the API guide for our new Liquidation Tool. This tool is designed to streamline the process of liquidating accounts, portfolios, and sleeves while offering flexibility in cash management….