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…
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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…
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”: [ {…
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…
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…
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…