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December 6, 2024
Ben Bedell

Set Aside Cash – Account Level

Setaside cash is used by eclipse to protect cash. The eclipse trade tools will remove the specified cash according to the setaside setup, and will not trade it unless the…

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November 15, 2024
Nicholas Pedicino

Notes in Eclipse

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…

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August 16, 2024
Kyle Hahn

Reg Level Trade Block

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…

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July 16, 2024
Mitch Zatizabal

Eclipse Liquidation Tool

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….

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April 4, 2024
Russell Teply

Portfolio Model Assignment

The endpoint { PUT /api/v2/Portfolio/Portfolios/action/assignModel } – Accepts an array of Eclipse portfolioId and Eclipse modelId combinations. The call to Eclipse will assign the model to the Portfolio. Then if…

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March 21, 2024
Jesse Temple

Trade Instance Fields

Trade Instances have some metadata fields that provide information on how a Trade Instance was created. These fields are optional in most API requests, if they are part of the…

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March 21, 2024
Jesse Temple

Trade Actions

Each Trade has an Action, like Buy or Sell, that is generally passed around in API JSON as an Id value. Occasionally, you will see the string value in some…

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March 21, 2024
Jesse Temple

Trade Error Messages

In some cases, Eclipse APIs return trade errors just as a set of Id/Argument pairs in JSON. Those will look like this: The the meaningful part of the errors are…

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March 15, 2024
Jesse Temple

Quick Trade

The Quick Trade tool in Eclipse is used to create single buy or sell trades in an account. It can also be used to import a list of buy and…

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January 10, 2024
Jeff Kliewer

Creating Multi-Level Models

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…

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