Overview The Option Import Trade API allows you to bulk-create option trades by uploading a spreadsheet containing option contract information. The system validates your data and creates orders in the…
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Set Aside Cash can be created for sleeved portfolios in Eclipse. Create To create a set aside cash, you can make a POST call to https://www.orioneclipse.com/v1/portfolio/portfolios/45992/asideCash, where 45992 is the…
When attempting to assign a Registration to a Sleeve Strategy Aggregate in bulk, users can utilize the Batch API. This API will allow users to provide multiple Registrations to the…
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”: [ {…