openapi: 3.2.0 info: version: V1 title: Orion Connect Trading/Model Aggs API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Trading/ModelAggs paths: /v1/Trading/ModelAggs: get: tags: - Trading/ModelAggs summary: Gets a list of model aggs that the logged in user has access to. operationId: ModelAggs_GetAsync parameters: - name: accountId in: query description: Limits the results to only model aggs that are permitted for this account. required: false schema: type: integer format: int32 - name: subAdvisorId in: query description: If limiting by accountId allows you to also limit as though the account were under the provided subadvisor. required: false schema: type: integer format: int32 - name: registrationId in: query required: false schema: type: integer format: int32 - name: excludeSelfDirected in: query description: 'Optional. Default: false. When true, self-directed aggregate models are not returned.' required: false schema: type: boolean default: false - name: modelType in: query description: 'Optional. Default: null. If provided, only model aggs that contain at least one model of the provided type will be returned.' required: false schema: type: string - name: modelAggType in: query required: false schema: type: string - name: canMaintainOnly in: query description: 'Optional. Default: false. If true, only model aggs the current user can edit are returned.' required: false schema: type: boolean default: false - name: withOrders in: query description: Optional. When provided (true) will return model aggs with orders or when provided (false) will return without orders. required: false schema: type: boolean - name: forUser in: query description: Optionl. When provided (true) will return the model aggs owned and visable to the User. required: false schema: type: boolean - name: representativeId in: query description: 'Optional. Default: null. When there is value, only the model aggs that the representativeIds' required: false schema: type: integer format: int32 - name: isUsed in: query description: Optional. When provided will only return model aggs that are used (true) or aren't used (false). required: false schema: type: boolean - name: isProposalEnabled in: query required: false schema: type: boolean - name: isAdvisoryWorldModel in: query required: false schema: type: boolean - name: riskRange in: query required: false schema: type: string enum: - None - OneToTwenty - TwentyoneToForty - FortyoneToSixty - SixtyoneToEighty - EightyoneToOneHundred - All default: 0 - name: getAllModelsForAllSubAdvisors in: query required: false schema: type: boolean default: false - name: allModelsActive in: query description: Optional. Will default to true and only bring back modelaggs where all models are active. required: false schema: type: boolean default: true - name: includeCommunityModels in: query description: 'Optional. Default: null No Community Models will be returned. When the value is true, all model aggs, including community models will be returned.' required: false schema: type: boolean default: true - name: onlyCommunityModels in: query description: 'Optional. Default: false will return all models. When value is true, will only show Community Models' required: false schema: type: boolean default: false - name: onlyAstroModels in: query description: 'Optional. Default: null will return all models. When value is true, will only show Astro Models' required: false schema: type: boolean - name: custodian in: query description: Optional. Default null - filtered model aggregates by associated account custodian required: false schema: type: string - name: fundFamily in: query description: Optional. Default null - filtered model aggregates by associated account fund family required: false schema: type: string - name: eclipseModelId in: query required: false schema: type: integer format: int32 - name: eclipseFirmId in: query required: false schema: type: integer format: int32 - name: returnStyle in: query required: false schema: type: string enum: - Standard - WithDetails - ModelAggLight default: 0 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' xml: name: ModelAggDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' xml: name: ModelAggDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' xml: name: ModelAggDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' xml: name: ModelAggDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' xml: name: ModelAggDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' xml: name: ModelAggDto wrapped: true type: array security: - Authorization: [] post: tags: - Trading/ModelAggs operationId: ModelAggs_CreateEntityAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' required: true summary: Model aggs create entity async x-summary-source: derived /v1/Trading/ModelAggs/{key}: get: tags: - Trading/ModelAggs summary: Gets the model agg that has the provided key. operationId: ModelAggs_GetByKeyAsync parameters: - name: ct in: header required: true - name: key in: path description: Key of the desired return object. required: true schema: type: integer format: int32 - name: returnStyle in: query description: Indicates if the response should include details or not. Default is WithDetails. WithDetails is much slower, but includes the assigned accounts and Approved Entitites. required: false schema: type: string enum: - Standard - WithDetails - ModelAggLight default: 1 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' security: - Authorization: [] put: tags: - Trading/ModelAggs summary: Updates the billFeeSchedule for the model aggregate operationId: ModelAggs_UpdateAggregateModelAsync parameters: - name: key in: path description: Key of the desired return object. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: CancellationToken required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto' description: ModelAggWithDetails required: true delete: tags: - Trading/ModelAggs operationId: ModelAggs_DeleteAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] summary: Model aggs delete async x-summary-source: derived /v1/Trading/ModelAggs/{key}/{accountId}/Allocations: get: tags: - Trading/ModelAggs operationId: ModelAggs_GetAllocationsForAccount parameters: - name: key in: path required: true schema: type: integer format: int32 - name: accountId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array security: - Authorization: [] summary: Model aggs get allocations for account x-summary-source: derived /v1/Trading/ModelAggs/{key}/Accounts: get: tags: - Trading/ModelAggs summary: Returns standard account object for a ModelAggregate Id operationId: ModelAggs_GetV1TradingModelAggsByKeyAccounts parameters: - name: cancellationToken in: header required: true - name: manipulator in: header required: true - name: key in: path description: ModelAggId required: true schema: type: integer format: int32 - name: isActive in: query description: Optional. If False, all accounts are returned, if true, only active true accounts are returned. required: false schema: type: boolean - name: isManaged in: query description: Optional. If included, accounts are filtered to managed parameter. required: false schema: type: boolean responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.AccountBaseDto' xml: name: AccountBaseDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.AccountBaseDto' xml: name: AccountBaseDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.AccountBaseDto' xml: name: AccountBaseDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.AccountBaseDto' xml: name: AccountBaseDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.AccountBaseDto' xml: name: AccountBaseDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.AccountBaseDto' xml: name: AccountBaseDto wrapped: true type: array security: - Authorization: [] /v1/Trading/ModelAggs/{key}/Allocations: get: tags: - Trading/ModelAggs operationId: ModelAggs_GetAllocationsForAggregateModel parameters: - name: key in: path required: true schema: type: integer format: int32 - name: includeRiskScore in: query required: false schema: type: boolean default: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.CurrentAccountModelDto' xml: name: CurrentAccountModelDto wrapped: true type: array security: - Authorization: [] summary: Model aggs get allocations for aggregate model x-summary-source: derived /v1/Trading/ModelAggs/{key}/AssignedBenchmarks: get: tags: - Trading/ModelAggs operationId: ModelAggs_GetAssignedBenchmarks parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto' xml: name: BenchmarkDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto' xml: name: BenchmarkDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto' xml: name: BenchmarkDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto' xml: name: BenchmarkDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto' xml: name: BenchmarkDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Portfolio.BenchmarkDto' xml: name: BenchmarkDto wrapped: true type: array security: - Authorization: [] summary: Model aggs get assigned benchmarks x-summary-source: derived /v1/Trading/ModelAggs/{key}/CanMaintain: get: tags: - Trading/ModelAggs operationId: ModelAggs_CanMaintain parameters: - name: key in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.AggregateModelCanMaintainDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.AggregateModelCanMaintainDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.AggregateModelCanMaintainDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.AggregateModelCanMaintainDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.AggregateModelCanMaintainDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.AggregateModelCanMaintainDto' security: - Authorization: [] summary: Model aggs can maintain x-summary-source: derived /v1/Trading/ModelAggs/AggTypes: get: tags: - Trading/ModelAggs operationId: ModelAggs_GetModelAggModelAggTypes responses: '200': description: OK content: text/plain: schema: items: type: string type: array application/json: schema: items: type: string type: array text/json: schema: items: type: string type: array application/xml: schema: items: type: string type: array text/xml: schema: items: type: string type: array multipart/form-data: schema: items: type: string type: array security: - Authorization: [] summary: Model aggs get model agg model agg types x-summary-source: derived /v1/Trading/ModelAggs/ByModel/{modelId}: get: tags: - Trading/ModelAggs operationId: ModelAggs_GetByModelId parameters: - name: modelId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDto' security: - Authorization: [] summary: Model aggs get by model id x-summary-source: derived /v1/Trading/ModelAggs/Element: get: tags: - Trading/ModelAggs summary: Gets a list of model aggs that the logged in user has access to. operationId: ModelAggs_GetModelAggsForElement parameters: - name: accountId in: query description: Limits the results to only model aggs that are permitted for this account. required: false schema: type: integer format: int32 - name: subAdvisorId in: query description: If limiting by accountId allows you to also limit as though the account were under the provided subadvisor. required: false schema: type: integer format: int32 - name: registrationId in: query required: false schema: type: integer format: int32 - name: excludeSelfDirected in: query description: 'Optional. Default: false. When true, self-directed aggregate models are not returned.' required: false schema: type: boolean default: false - name: modelType in: query description: 'Optional. Default: null. If provided, only model aggs that contain at least one model of the provided type will be returned.' required: false schema: type: string - name: modelAggType in: query required: false schema: type: string - name: canMaintainOnly in: query description: 'Optional. Default: false. If true, only model aggs the current user can edit are returned.' required: false schema: type: boolean default: false - name: withOrders in: query description: Optional. When provided (true) will return model aggs with orders or when provided (false) will return without orders. required: false schema: type: boolean - name: forUser in: query description: Optionl. When provided (true) will return the model aggs owned and visable to the User. required: false schema: type: boolean - name: representativeId in: query description: 'Optional. Default: null. When there is value, only the model aggs that the representativeIds' required: false schema: type: integer format: int32 - name: isUsed in: query description: Optional. When provided will only return model aggs that are used (true) or aren't used (false). required: false schema: type: boolean - name: isProposalEnabled in: query required: false schema: type: boolean - name: isAdvisoryWorldModel in: query required: false schema: type: boolean - name: riskRange in: query required: false schema: type: string enum: - None - OneToTwenty - TwentyoneToForty - FortyoneToSixty - SixtyoneToEighty - EightyoneToOneHundred - All default: 0 - name: getAllModelsForAllSubAdvisors in: query required: false schema: type: boolean default: false - name: allModelsActive in: query description: Optional. Will default to true and only bring back modelaggs where all models are active. required: false schema: type: boolean default: true - name: includeCommunityModels in: query description: 'Optional. Default: null No Community Models will be returned. When the value is true, all model aggs, including community models will be returned.' required: false schema: type: boolean default: true - name: onlyCommunityModels in: query description: 'Optional. Default: false will return all models. When value is true, will only show Community Models' required: false schema: type: boolean default: false - name: onlyAstroModels in: query description: 'Optional. Default: null will return all models. When value is true, will only show Astro Models' required: false schema: type: boolean - name: custodian in: query description: Optional. Default null - filtered model aggregates by associated account custodian required: false schema: type: string - name: fundFamily in: query description: Optional. Default null - filtered model aggregates by associated account fund family required: false schema: type: string - name: eclipseFirmId in: query required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] /v1/Trading/ModelAggs/FindByAllocation: put: tags: - Trading/ModelAggs operationId: ModelAggs_FindByAllocation parameters: - name: returnStyle in: query required: false schema: type: string enum: - Standard - WithDetails - ModelAggLight default: 0 responses: '200': description: OK content: text/plain: schema: items: type: object type: array application/json: schema: items: type: object type: array text/json: schema: items: type: object type: array application/xml: schema: items: type: object type: array text/xml: schema: items: type: object type: array multipart/form-data: schema: items: type: object type: array security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelAggsController.SimpleModelAggregation' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelAggsController.SimpleModelAggregation' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelAggsController.SimpleModelAggregation' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelAggsController.SimpleModelAggregation' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelAggsController.SimpleModelAggregation' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelAggsController.SimpleModelAggregation' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelAggsController.SimpleModelAggregation' required: true summary: Model aggs find by allocation x-summary-source: derived /v1/Trading/ModelAggs/Limited: get: tags: - Trading/ModelAggs summary: Gets a list of model aggs with few fields that the logged in user has access to. operationId: ModelAggs_GetLimited parameters: - name: accountId in: query description: Limits the results to only model aggs that are permitted for this account. required: false schema: type: integer format: int32 - name: subAdvisorId in: query description: If limiting by accountId allows you to also limit as though the account were under the provided subadvisor. required: false schema: type: integer format: int32 - name: registrationId in: query required: false schema: type: integer format: int32 - name: modelAggType in: query required: false schema: type: string responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.LimitedAggregateModel' xml: name: LimitedAggregateModel wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.LimitedAggregateModel' xml: name: LimitedAggregateModel wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.LimitedAggregateModel' xml: name: LimitedAggregateModel wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.LimitedAggregateModel' xml: name: LimitedAggregateModel wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.LimitedAggregateModel' xml: name: LimitedAggregateModel wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.LimitedAggregateModel' xml: name: LimitedAggregateModel wrapped: true type: array security: - Authorization: [] /v1/Trading/ModelAggs/List: post: tags: - Trading/ModelAggs operationId: ModelAggs_GetListById parameters: - name: returnStyle in: query required: false schema: type: string enum: - Standard - WithDetails - ModelAggLight default: 1 responses: '200': description: OK content: text/plain: schema: items: type: object type: array application/json: schema: items: type: object type: array text/json: schema: items: type: object type: array application/xml: schema: items: type: object type: array text/xml: schema: items: type: object type: array multipart/form-data: schema: items: type: object type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array required: true summary: Model aggs get list by id x-summary-source: derived /v1/Trading/ModelAggs/List/Id: post: tags: - Trading/ModelAggs operationId: ModelAggs_PostV1TradingModelAggsListId parameters: - name: returnStyle in: query required: false schema: type: string enum: - Standard - WithDetails - ModelAggLight default: 1 responses: '200': description: OK content: text/plain: schema: items: type: object type: array application/json: schema: items: type: object type: array text/json: schema: items: type: object type: array application/xml: schema: items: type: object type: array text/xml: schema: items: type: object type: array multipart/form-data: schema: items: type: object type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array required: true summary: Model aggs post V1 trading model aggs list id x-summary-source: derived /v1/Trading/ModelAggs/MapEclipseModelsToModelAggs: post: tags: - Trading/ModelAggs operationId: ModelAggs_MapEclipseModelIds responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Eclipse.EclipseModelMappingDto' application/json: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Eclipse.EclipseModelMappingDto' text/json: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Eclipse.EclipseModelMappingDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Eclipse.EclipseModelMappingDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Eclipse.EclipseModelMappingDto' required: true summary: Model aggs map eclipse model ids x-summary-source: derived /v1/Trading/ModelAggs/Reporting: put: tags: - Trading/ModelAggs summary: Updates the focus point reporting table for the model aggregate operationId: ModelAggsReporting_UpdateModelAggsReportingAsync parameters: - name: cancellationToken in: header description: CancellationToken required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' application/json: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' text/json: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' application/xml: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' text/xml: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' application/json: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' text/json: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' application/xml: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' text/xml: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' description: ModelAggReportingDto required: true post: tags: - Trading/ModelAggs summary: Creates a focus point reporting table for the model aggregate operationId: ModelAggsReporting_CreateModelAggsReportingAsync parameters: - name: cancellationToken in: header description: CancellationToken required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' application/json: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' text/json: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' application/xml: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' text/xml: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' application/json: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' text/json: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' application/xml: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' text/xml: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' description: ModelAggReportingDto required: true /v1/Trading/ModelAggs/Reporting/{key}: get: tags: - Trading/ModelAggs summary: Gets the model agg reporting records based on the model agg key operationId: ModelAggsReporting_GetByKeyAsync parameters: - name: key in: path description: Key of the desired model agg. required: true schema: type: integer format: int32 - name: cancellationToken in: header description: CancellationToken required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' application/json: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' text/json: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' application/xml: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' text/xml: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto' security: - Authorization: [] /v1/Trading/ModelAggs/RequestEclipseModelCreation: post: tags: - Trading/ModelAggs summary: Finds all qualifying AggregateModels (have not already been created in Eclipse)… operationId: ModelAggs_RequestEclipseModelCreationAsync parameters: - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: type: object application/json: schema: type: object text/json: schema: type: object multipart/form-data: schema: type: object security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array description: "The list of modelAgg IDs being requested to have Eclipse\n models created for" required: true /v1/Trading/ModelAggs/Search: get: tags: - Trading/ModelAggs summary: Model aggs search operationId: ModelAggs_Search parameters: - name: search in: query required: true schema: type: string - name: top in: query required: false schema: type: integer format: int32 - name: skip in: query required: false schema: type: integer format: int32 default: 0 - name: modelAggType in: query required: false schema: type: string - name: activeOnly in: query required: false schema: type: boolean default: false - name: isAdvisoryWorldModel in: query required: false schema: type: boolean default: false - name: eclipseFirmId in: query required: false schema: type: integer format: int32 - name: accountId in: query required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Trading/ModelAggs/Search/{search}: get: tags: - Trading/ModelAggs summary: Model aggs get V1 trading model aggs search by search operationId: ModelAggs_GetV1TradingModelAggsSearchBySearch parameters: - name: search in: path required: true schema: type: string - name: top in: query required: false schema: type: integer format: int32 - name: skip in: query required: false schema: type: integer format: int32 default: 0 - name: modelAggType in: query required: false schema: type: string - name: activeOnly in: query required: false schema: type: boolean default: false - name: isAdvisoryWorldModel in: query required: false schema: type: boolean default: false - name: eclipseFirmId in: query required: false schema: type: integer format: int32 - name: accountId in: query required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array security: - Authorization: [] x-summary-source: derived /v1/Trading/ModelAggs/Simple: get: tags: - Trading/ModelAggs summary: Gets a simple list of model aggs that the logged in user has access to operationId: ModelAggs_GetSimple parameters: - name: accountId in: query description: Limits the results to only model aggs that are permitted for this account. required: false schema: type: integer format: int32 - name: subAdvisorId in: query description: If limiting by accountId allows you to also limit as though the account were under the provided subadvisor. required: false schema: type: integer format: int32 - name: registrationId in: query required: false schema: type: integer format: int32 - name: excludeSelfDirected in: query description: 'Optional. Default: false. When true, self-directed aggregate models are not returned.' required: false schema: type: boolean default: false - name: modelType in: query description: 'Optional. Default: null. If provided, only model aggs that contain at least one model of the provided type will be returned.' required: false schema: type: string - name: modelAggType in: query required: false schema: type: string - name: canMaintainOnly in: query description: 'Optional. Default: false. If true, only model aggs the current user can edit are returned.' required: false schema: type: boolean default: false - name: withOrders in: query description: Optional. When provided (true) will return model aggs with orders or when provided (false) will return without orders. required: false schema: type: boolean - name: forUser in: query description: Optionl. When provided (true) will return the model aggs owned and visable to the User. required: false schema: type: boolean - name: representativeId in: query description: 'Optional. Default: null. When there is value, only the model aggs that the representativeIds' required: false schema: type: integer format: int32 - name: isUsed in: query description: Optional. When provided will only return model aggs that are used (true) or aren't used (false). required: false schema: type: boolean - name: isProposalEnabled in: query required: false schema: type: boolean - name: isAdvisoryWorldModel in: query required: false schema: type: boolean - name: riskRange in: query required: false schema: type: string enum: - None - OneToTwenty - TwentyoneToForty - FortyoneToSixty - SixtyoneToEighty - EightyoneToOneHundred - All default: 0 - name: getAllModelsForAllSubAdvisors in: query required: false schema: type: boolean default: false - name: allModelsActive in: query required: false schema: type: boolean default: true - name: includeCommunityModels in: query description: 'Optional. Default: null No Community Models will be returned. When the value is true, all model aggs, including community models will be returned.' required: false schema: type: boolean default: true - name: onlyCommunityModels in: query required: false schema: type: boolean default: false - name: onlyAstroModels in: query description: 'Optional. Default: null will return all models. When value is true, will only show Astro Models' required: false schema: type: boolean responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array security: - Authorization: [] /v1/Trading/ModelAggs/Simple/ByCommunityModelId/{communityModelId}: get: tags: - Trading/ModelAggs summary: Get the model agg for the community model id that is provided operationId: ModelAggs_GetModelAggregateByCommunityModelId parameters: - name: communityModelId in: path required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' security: - Authorization: [] /v1/Trading/ModelAggs/Simple/ByCommunityModelId/{communityModelId}/{eclipseFirmId}: get: tags: - Trading/ModelAggs summary: Get the model agg for the community model id that is provided operationId: ModelAggs_GetModelAggregateByCommunityModelIdAsync parameters: - name: communityModelId in: path required: true schema: type: integer format: int32 - name: eclipseFirmId in: path required: true schema: type: integer format: int32 - name: cancellationToken in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' security: - Authorization: [] /v1/Trading/ModelAggs/Simple/List: post: tags: - Trading/ModelAggs operationId: ModelAggs_GetSimpleListById responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' xml: name: SimpleAggregateModel wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' xml: name: SimpleAggregateModel wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' xml: name: SimpleAggregateModel wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' xml: name: SimpleAggregateModel wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' xml: name: SimpleAggregateModel wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' xml: name: SimpleAggregateModel wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array required: true summary: Model aggs get simple list by id x-summary-source: derived /v1/Trading/ModelAggs/Simple/List/Id: post: tags: - Trading/ModelAggs operationId: ModelAggs_PostV1TradingModelAggsSimpleListId responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' xml: name: SimpleAggregateModel wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' xml: name: SimpleAggregateModel wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' xml: name: SimpleAggregateModel wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' xml: name: SimpleAggregateModel wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' xml: name: SimpleAggregateModel wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleAggregateModel' xml: name: SimpleAggregateModel wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: type: integer format: int32 type: array application/json: schema: items: type: integer format: int32 type: array text/json: schema: items: type: integer format: int32 type: array application/xml: schema: items: type: integer format: int32 type: array text/xml: schema: items: type: integer format: int32 type: array application/x-www-form-urlencoded: schema: items: type: integer format: int32 type: array multipart/form-data: schema: items: type: integer format: int32 type: array required: true summary: Model aggs post V1 trading model aggs simple list id x-summary-source: derived /v1/Trading/ModelAggs/Simple/Name: get: tags: - Trading/ModelAggs operationId: ModelAggs_GetSimpleByName parameters: - name: name in: query required: true schema: type: string responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' application/json: schema: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' text/json: schema: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' application/xml: schema: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' text/xml: schema: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' multipart/form-data: schema: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' security: - Authorization: [] summary: Model aggs get simple by name x-summary-source: derived /v1/Trading/ModelAggs/Simple/Name/List: get: tags: - Trading/ModelAggs operationId: ModelAggs_GetSimpleListByName parameters: - name: name in: query required: true schema: type: string responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.SimpleEntity' xml: name: SimpleEntity wrapped: true type: array security: - Authorization: [] summary: Model aggs get simple list by name x-summary-source: derived /v1/Trading/ModelAggs/Types: get: tags: - Trading/ModelAggs operationId: ModelAggs_GetModelAggModelTypes responses: '200': description: OK content: text/plain: schema: items: type: string type: array application/json: schema: items: type: string type: array text/json: schema: items: type: string type: array application/xml: schema: items: type: string type: array text/xml: schema: items: type: string type: array multipart/form-data: schema: items: type: string type: array security: - Authorization: [] summary: Model aggs get model agg model types x-summary-source: derived components: schemas: OAS.DataModel.SimpleEntity: properties: id: type: integer format: int32 name: type: string xml: name: SimpleEntity type: object OAS.WebApi.DTO.Trading.AggregateModelCanMaintainDto: properties: owned: type: boolean canMaintain: type: boolean xml: name: AggregateModelCanMaintainDto type: object OAS.DataProcess.Reporting.ModelAggsReporting.FocusPointReportingDto: properties: id: type: integer format: int32 modelAgg: type: integer format: int32 oneYearUpperTolerance: type: number format: double oneYearLowerTolerance: type: number format: double threeYearUpperTolerance: type: number format: double threeYearLowerTolerance: type: number format: double fiveYearUpperTolerance: type: number format: double fiveYearLowerTolerance: type: number format: double tenYearUpperTolerance: type: number format: double tenYearLowerTolerance: type: number format: double fifteenYearUpperTolerance: type: number format: double fifteenYearLowerTolerance: type: number format: double twentyYearUpperTolerance: type: number format: double twentyYearLowerTolerance: type: number format: double xml: name: FocusPointReportingDto type: object OAS.WebApi.DTO.Trading.ModelAggWithDetailsDto: properties: createdDate: type: string format: date-time entities: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggEntityDto' xml: name: ModelAggEntityDto wrapped: true type: array accounts: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggAccountFullDto' xml: name: ModelAggAccountFullDto wrapped: true type: array items: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelItemFullDto' xml: name: ModelItemFullDto wrapped: true type: array productTypes: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggProductTypeDto' xml: name: ModelAggProductTypeDto wrapped: true type: array id: type: integer format: int32 name: type: string isSystemMaintained: type: boolean accountNumberSuffix: type: string keepAlways: type: boolean accountCount: type: integer format: int32 value: type: number format: double sortOrder: type: integer format: int32 color: type: string eclipseFirmId: type: integer format: int32 eclipseFirmIds_csv: type: string modelTags: readOnly: true type: string tags: items: type: string type: array eclipseModelId: type: integer format: int32 minimumInvestmentAmount: type: number format: double billFeeSchedule: type: integer format: int32 payoutSchedule: type: integer format: int32 createdBy: type: string editedBy: type: string editedDate: type: string format: date-time entityId: type: integer format: int32 entityEnum: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis include: type: boolean owned: type: boolean canMaintain: type: boolean modelAggTypeId: type: integer format: int32 modelAggType: type: string riskScore: type: number format: double proposalEnabled: type: boolean advisoryWorldModel: type: boolean hasManagerFactSheet: type: boolean subAdvisorId: type: integer format: int32 subAdvisorName: type: string containsCommunityModel: type: boolean communityModelId: type: integer format: int64 modelAssetType: type: string modelRiskCategory: type: string modelAssetClass: type: string modelStrategyType: type: string taxManaged: type: boolean isSociallyResponsible: type: boolean morningstarId: type: string isAstroEnabled: type: boolean syncToAstro: type: boolean details: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDetailDto' xml: name: ModelAggDetailDto wrapped: true type: array hasSMAModel: type: boolean strategistId: type: integer format: int32 worstReturn: type: number format: double averageReturn: type: number format: double bestReturn: type: number format: double associatedModelAggId: type: integer format: int32 astroTemplate: type: string portfolioOverview: type: string portfolioManagementTeam: type: string excludeRebalanceSleeve: description: 'If true, then sleeved accounts assigned to this model agg will be excluded from portfolio level rebalances. This field is intentionally not mapped in the API POST/PUT save, it is only meant to be synced from Eclipse.' type: boolean excludeFromComposites: type: boolean eclipseModelType: type: string enum: - Normal - Unmanaged - SelfDirected - SMA - Optimizer investmentObjectiveId: type: integer format: int32 researchedStatus: type: string xml: name: ModelAggWithDetailsDto type: object OAS.WebApi.Domains.Trading.ModelAggsController.SimpleModelAggregation: properties: details: items: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelAggsController.WeightedModel' xml: name: WeightedModel wrapped: true type: array xml: name: SimpleModelAggregation type: object OAS.WebApi.DTO.Trading.ModelAggAccountFullDto: properties: accountId: type: integer format: int32 accountName: type: string accountNumber: type: string canDelete: type: boolean lastRebalanced: type: string format: date-time editedDate: type: string format: date-time editedBy: type: string value: type: number format: double isActive: type: boolean xml: name: ModelAggAccountFullDto type: object OAS.DataModel.Trading.SimpleAggregateModel: properties: isActive: type: boolean managementStlyeId: type: integer format: int32 managementStyleName: type: string minimumInvestmentAmount: type: number format: double hasSMAModel: type: boolean containsCommunityModel: type: boolean communityModelId: type: integer format: int64 subAdvisorId: type: integer format: int32 subAdvisorName: type: string riskScore: type: number format: double excludeRebalanceSleeve: type: boolean id: type: integer format: int32 name: type: string xml: name: SimpleAggregateModel type: object OAS.WebApi.DTO.Trading.ModelAggDto: properties: id: type: integer format: int32 name: type: string isSystemMaintained: type: boolean accountNumberSuffix: type: string keepAlways: type: boolean accountCount: type: integer format: int32 value: type: number format: double sortOrder: type: integer format: int32 color: type: string eclipseFirmId: type: integer format: int32 eclipseFirmIds_csv: type: string modelTags: readOnly: true type: string tags: items: type: string type: array eclipseModelId: type: integer format: int32 minimumInvestmentAmount: type: number format: double billFeeSchedule: type: integer format: int32 payoutSchedule: type: integer format: int32 createdBy: type: string editedBy: type: string editedDate: type: string format: date-time entityId: type: integer format: int32 entityEnum: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis include: type: boolean owned: type: boolean canMaintain: type: boolean modelAggTypeId: type: integer format: int32 modelAggType: type: string riskScore: type: number format: double proposalEnabled: type: boolean advisoryWorldModel: type: boolean hasManagerFactSheet: type: boolean subAdvisorId: type: integer format: int32 subAdvisorName: type: string containsCommunityModel: type: boolean communityModelId: type: integer format: int64 modelAssetType: type: string modelRiskCategory: type: string modelAssetClass: type: string modelStrategyType: type: string taxManaged: type: boolean isSociallyResponsible: type: boolean morningstarId: type: string isAstroEnabled: type: boolean syncToAstro: type: boolean details: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAggDetailDto' xml: name: ModelAggDetailDto wrapped: true type: array hasSMAModel: type: boolean strategistId: type: integer format: int32 worstReturn: type: number format: double averageReturn: type: number format: double bestReturn: type: number format: double associatedModelAggId: type: integer format: int32 astroTemplate: type: string portfolioOverview: type: string portfolioManagementTeam: type: string excludeRebalanceSleeve: description: 'If true, then sleeved accounts assigned to this model agg will be excluded from portfolio level rebalances. This field is intentionally not mapped in the API POST/PUT save, it is only meant to be synced from Eclipse.' type: boolean excludeFromComposites: type: boolean eclipseModelType: type: string enum: - Normal - Unmanaged - SelfDirected - SMA - Optimizer investmentObjectiveId: type: integer format: int32 researchedStatus: type: string xml: name: ModelAggDto type: object OAS.WebApi.DTO.Portfolio.AccountBaseDto: properties: id: type: integer format: int32 name: type: string number: type: string modelName: type: string subAdvisor: type: string accountType: type: string isDataSharingEntity: type: boolean xml: name: AccountBaseDto type: object OAS.DataProcess.DTO.Integration.Eclipse.EclipseModelOrionConnectModelAggMapping: properties: modelAggId: type: integer format: int32 eclipseModelId: type: integer format: int32 modelAggName: type: string xml: name: EclipseModelOrionConnectModelAggMapping type: object OAS.WebApi.DTO.Trading.ModelItemFullDto: properties: id: type: integer format: int32 productId: type: integer format: int32 productName: type: string productClass: type: string ticker: type: string targetPercent: type: number format: double itemTol: type: integer format: int32 createdDate: type: string format: date-time createdBy: type: string editedDate: type: string format: date-time editedBy: type: string itemTolUpper: type: number format: double itemTolLower: type: number format: double oub: type: number format: double modelAggId: type: integer format: int32 productRiskScore: type: integer format: int32 xml: name: ModelItemFullDto type: object OAS.DataModel.Trading.LimitedAggregateModel: properties: hasSMAModel: type: boolean riskScore: type: number format: double minimumInvestmentAmount: type: number format: double id: type: integer format: int32 name: type: string xml: name: LimitedAggregateModel type: object OAS.WebApi.DTO.Trading.CurrentAccountModelDto: properties: currentPercent: type: number format: double currentValue: type: number format: double currentShares: type: number format: double productCategoryName: type: string id: type: integer format: int32 productId: type: integer format: int32 productName: type: string productClass: type: string ticker: type: string targetPercent: type: number format: double itemTol: type: integer format: int32 createdDate: type: string format: date-time createdBy: type: string editedDate: type: string format: date-time editedBy: type: string itemTolUpper: type: number format: double itemTolLower: type: number format: double oub: type: number format: double modelAggId: type: integer format: int32 productRiskScore: type: integer format: int32 xml: name: CurrentAccountModelDto type: object OAS.WebApi.DTO.Trading.ModelAggEntityDto: properties: entityId: type: integer format: int32 entityEnum: type: string enum: - Undefined - Payee - BrokerDealer - Wholesaler - Representative - Client - Registration - Account - Asset - Product - Transaction - Distribution - FundFamily - Personal - PayoutSchedule - FeeSchedule - Platform - RIA - Custodian - Journal - SWP - Other - NASD - CashFunding - Bill - BillInstance - BillMasterPayout - Model - NewAccountClient - NewAccountReg - DownloadExclusion - Price - UserDefinedFields - NewAcctUserDef - ManagersMessage - IndexEntry - PerformanceFee - PerformancePayout - NewAccountAsset - Owner - Administrator - OutsideClient - SubAdvisor - ModelRange - FaxCover - Fax - OneTimeDistribution - WebLogin - Plan401k - BillAccountItem - ThirdPartyAdministrator - CrmContact - Participant - PlanSponsor - CRMEmailList - ThirdParty - WorkflowItem - WorkflowAction - ServiceAccount - EntityOption - HouseholdMember - DownloadSymbol - IndexBlend - NABenefit - AggregateModel - CompositeRange - RepAccountManager - ScriptsScrubs - ServiceAccountBrokerDealer - BusinessLine - Blob - AssetClass - ServiceAccountLite - NewAcctUserDefDtl - Branch - AssetLevelStrategy - Report - DataQueries - PriceUnUsed - ModelItem - AssetCategory - RiskCategory - PlatformRange - Dividend - RegistrationType - CustodianCommon - RepState - QpeDashboard - ReportBatch - ModelGroup - ShareClass - DownloadFile - User - DynamicGrouping - ProductType - ProductSubType - InvestmentObjective - PortfolioGroup - OrionRealizedLot - OrionUnrealizedLot - CustodianRealizedLot - CustodianUnrealizedLot - AssetCategoryParent - TaxType - AuditRequest - AuditRequestLetter - ManagedUnmanaged - AuditRowAttachment - InformPolicy - InformAnswerAttachment - UserDetail - BillPayMethod - ModelInclusion - CommunityModel - EclipseModel - Global - ClientCategory - Taxability - Qualified - TaxID - BondState - ProductTaxability - TargetAllocation - RIATable - ProductRegion - ProductPropertyType - ProductManagerAip - MoodyRating - SPRating - BondMaturityYear - InterestRate - RegistrationTaxType - MaturityPeriod - NewHousehold - BillPayoutDashboardPayment - OptionLevel - MarginAgreement - PrimeBrokerage - InformHistoricalDocument - SleeveStrategyAggregate - MorningstarSector - BillEntity - SleeveStrategy - MorningstarGeography - GenericProspect - BillEntityType - AdditionalRep - BillPayoutReport - ProductSubHolding - DownloadSource - ModelVsActual - ProductVintageYear - EclipsePortfolio - Country - Currency - SecurityClassification1 - SecurityClassification2 - SecurityClassification3 - SecurityClassification4 - SecurityClassification5 - SecurityClassification6 - SecurityClassification7 - SecurityClassification8 - SecurityClassification9 - SecurityClassification10 - SecurityClassification11 - SecurityClassification12 - SecurityClassification13 - SecurityClassification14 - SecurityClassification15 - SecurityClassification16 - SecurityClassification17 - SecurityClassification18 - SecurityClassification19 - SecurityClassification20 - SecurityClassification21 - SecurityClassification22 - SecurityClassification23 - SecurityClassification24 - SecurityClassification25 - DownloadRecord - CustomGrouping - Cotenant - AllocatedUnrealizedCostBasis - AllocatedRealizedCostBasis xml: name: ModelAggEntityDto type: object OAS.WebApi.DTO.Portfolio.BenchmarkDto: properties: id: type: integer format: int32 type: type: string key: readOnly: true type: string name: type: string createdBy: type: string createdDate: type: string format: date-time editedBy: type: string editedDate: type: string format: date-time xml: name: BenchmarkDto type: object OAS.WebApi.Domains.Trading.ModelAggsController.WeightedModel: properties: modelId: type: integer format: int32 weightPercent: type: number format: double xml: name: WeightedModel type: object OAS.WebApi.DTO.Trading.ModelAggProductTypeDto: properties: productTypeId: type: integer format: int32 xml: name: ModelAggProductTypeDto type: object OAS.WebApi.DTO.Trading.ModelAggDetailDto: properties: modelId: type: integer format: int32 modelName: type: string weightPercent: type: number format: double managementStyle: type: string managementStyleId: type: integer format: int32 isSMA: type: boolean assetClassId: type: integer format: int32 riskCategoryId: type: integer format: int32 xml: name: ModelAggDetailDto type: object OAS.DataProcess.DTO.Integration.Eclipse.EclipseModelMappingDto: properties: createdModelAggsInEclipse: items: $ref: '#/components/schemas/OAS.DataProcess.DTO.Integration.Eclipse.EclipseModelOrionConnectModelAggMapping' xml: name: EclipseModelOrionConnectModelAggMapping wrapped: true type: array eclipseFirmId: type: integer format: int32 xml: name: EclipseModelMappingDto type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header