The Quick Trade tool in Eclipse creates buy or sell orders for an account. You can also upload a spreadsheet to create buys and sells across many accounts, including lot-level…
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Purpose: Managing a large list of models or using the complexity of the model structure within Eclipse can be a challenge. This article will guide you through how to create…
The endpoint { PUT /api/v2/Portfolio/Portfolios/action/setPortfolioTradeBlock } – Accepts an array of portfolio.id and doNotTrade. The call to Eclipse will toggle trade blocked on the portfolio and will sync to Orion…
The endpoint { PUT api/v2/account/accounts/action/setAccountTradeBlock } – Accepts an array of account.id, isDoNotBuySell, isCustodialRestriction. The call to Eclipse will toggle trade block in Eclipse and sync to Orion Connect. id…
To get model details for Eclipse models, you would use the below endpoint: GET https://baseurl/v1/modeling/models/<modelid> property description required datatype <modelid> Model ID Yes Integer Below is an example for a…
Restricted Plans allow you to create a list of securities that are available to be purchased in an account. For example, you may use this for clients with a 401(k)…
To exclude/include portfolios from Tax Loss Harvesting (TLH), Out Of Tolerance (OOT) and Cash Needs dashboards until a set date, the below endpoint can be used. The corresponding Trade Tools…
Purpose: Assistance with creating an Orion SSO app in Okta. Simple Use Case: Your firm would like to leverage Okta SSO capabilities, and you want a SAML SSO into Orion….
Purpose: This article will provide steps on how to SSO to specific pages with Orion Connect. Simple Use Case: You would like users to land on commonly used pages when…
Purpose: Guidelines on how to set up SAML for Azure SSO. Simple Use Case: You would like a SAML solution into Orion with Azure. Scope and Outputs: This is an…