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…
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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”: [ {…
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…
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)…