openapi: 3.2.0 info: version: V1 title: Orion Connect Trading/Models API x-swagger-net-version: 8.4.12.001 servers: - url: https://api.orionadvisor.com/api tags: - name: Trading/Models paths: /v1/Trading/Models: get: tags: - Trading/Models summary: Gets a list of models that the logged in user has access to. operationId: Models_Get parameters: - name: isUsed in: query description: Optional. Determins if only models that are being used, or are not being used will be returned. required: false schema: type: boolean - name: excludeSelfDirected in: query description: 'Optional. Default: false. When true, self-directed models are not returned.' required: false schema: type: boolean default: false - name: canMaintainOnly in: query description: 'Optional. Default: false. When true, only models the current user can edit are returned.' required: false schema: type: boolean default: false - name: representativeId in: query description: 'Optional. Default: null. When there is value, only the models with a matching representativeId will be returned.' required: false schema: type: integer format: int32 - name: includeAccounts in: query description: 'Optional. Default: False. Only matters when returnStyle is Full.' required: false schema: type: boolean default: false - name: includeCommunityModels in: query required: false schema: type: boolean default: false - name: returnStyle in: query description: 'Optional. Default: Standard.' required: false schema: type: string enum: - Standard - Full default: 0 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto wrapped: true type: array security: - Authorization: [] post: tags: - Trading/Models operationId: Models_CreateEntityAsync parameters: - name: ct 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: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' required: true summary: Models create entity async x-summary-source: derived /v1/Trading/Models/{key}: get: tags: - Trading/Models summary: Gets the model that has the provided key. operationId: Models_GetEntityByKey parameters: - name: key in: path description: Key of the desired return object. required: true schema: type: integer format: int32 - name: includeAccounts in: query description: 'Optional. Default: False. Only matters when returnStyle is Full.' required: false schema: type: boolean default: false - name: returnStyle in: query description: 'Optional. Default: Full.' required: false schema: type: string enum: - Standard - Full default: 1 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' security: - Authorization: [] put: tags: - Trading/Models operationId: Models_UpdateEntityAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' required: true summary: Models update entity async x-summary-source: derived delete: tags: - Trading/Models operationId: Models_DeleteAsync parameters: - name: key in: path required: true schema: type: integer format: int32 - name: ct in: header required: true responses: '204': description: No Content security: - Authorization: [] summary: Models delete async x-summary-source: derived /v1/Trading/Models/{key}/Action/RefreshDynamic: put: tags: - Trading/Models summary: Models refresh dynamic model operationId: Models_RefreshDynamicModel 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.ModelFullDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' security: - Authorization: [] x-summary-source: derived /v1/Trading/Models/{key}/ModelRanges: get: tags: - Trading/Models operationId: Models_GetModelRangesForModelId 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.Trading.ModelRangeFullDto' xml: name: ModelRangeFullDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRangeFullDto' xml: name: ModelRangeFullDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRangeFullDto' xml: name: ModelRangeFullDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRangeFullDto' xml: name: ModelRangeFullDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRangeFullDto' xml: name: ModelRangeFullDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRangeFullDto' xml: name: ModelRangeFullDto wrapped: true type: array security: - Authorization: [] summary: Models get model ranges for model id x-summary-source: derived /v1/Trading/Models/Action/DeleteModels: put: tags: - Trading/Models operationId: Models_DeleteModelsAsync parameters: - name: ct in: header required: true responses: '200': description: OK 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 multipart/form-data: schema: items: type: integer format: int32 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: Models delete models async x-summary-source: derived /v1/Trading/Models/Action/ModelDeleteValidation: post: tags: - Trading/Models operationId: Models_DeleteModelValidation responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelsController.ValidatedModelDto' xml: name: ValidatedModelDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelsController.ValidatedModelDto' xml: name: ValidatedModelDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelsController.ValidatedModelDto' xml: name: ValidatedModelDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelsController.ValidatedModelDto' xml: name: ValidatedModelDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelsController.ValidatedModelDto' xml: name: ValidatedModelDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelsController.ValidatedModelDto' xml: name: ValidatedModelDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelsController.ModelsToValidateDto' xml: name: ModelsToValidateDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelsController.ModelsToValidateDto' xml: name: ModelsToValidateDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelsController.ModelsToValidateDto' xml: name: ModelsToValidateDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelsController.ModelsToValidateDto' xml: name: ModelsToValidateDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelsController.ModelsToValidateDto' xml: name: ModelsToValidateDto wrapped: true type: array application/x-www-form-urlencoded: schema: items: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelsController.ModelsToValidateDto' xml: name: ModelsToValidateDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.Domains.Trading.ModelsController.ModelsToValidateDto' xml: name: ModelsToValidateDto wrapped: true type: array required: true summary: Models delete model validation x-summary-source: derived /v1/Trading/Models/Element: get: tags: - Trading/Models summary: Gets a list of models such that they can be displayed in Element that the… operationId: Models_GetForElementAsync parameters: - name: representativeId in: query description: 'Optional. Default: null. When there is value, only the models with a matching representativeId will be returned.' required: true schema: type: integer format: int32 - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDetailsDto' xml: name: ModelDetailsDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDetailsDto' xml: name: ModelDetailsDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDetailsDto' xml: name: ModelDetailsDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDetailsDto' xml: name: ModelDetailsDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDetailsDto' xml: name: ModelDetailsDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDetailsDto' xml: name: ModelDetailsDto wrapped: true type: array security: - Authorization: [] /v1/Trading/Models/Element/ModelNameInUseValidation: get: tags: - Trading/Models summary: Endpoint for element to validate a name description: ELEMENT operationId: Models_ModelNameInUseValidationAsync parameters: - name: name in: query description: name to check required: true schema: type: string responses: '200': description: OK content: text/plain: schema: type: boolean application/json: schema: type: boolean text/json: schema: type: boolean application/xml: schema: type: boolean text/xml: schema: type: boolean multipart/form-data: schema: type: boolean security: - Authorization: [] /v1/Trading/Models/GroupNumbers: get: tags: - Trading/Models summary: Gets a simple list of model group numbers that the logged in user has access to. operationId: Models_GetGroupNum parameters: - name: isUsed in: query description: Optional. Determins if only models that are being used, or are not being used will be returned. required: false schema: type: boolean - name: excludeSelfDirected in: query description: 'Optional. Default: false. When true, self-directed models are not returned.' required: false schema: type: boolean default: false 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/Models/List: post: tags: - Trading/Models summary: Gets the models provided in the list of keys. operationId: Models_GetListById parameters: - name: includeAccounts in: query description: 'Optional. Default: False. Only matters when returnStyle is Full.' required: false schema: type: boolean default: false - name: returnStyle in: query description: 'Optional. Default: Full.' required: false schema: type: string enum: - Standard - Full default: 1 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto 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 /v1/Trading/Models/List/ByModelAgg: post: tags: - Trading/Models operationId: Models_GetListByModelAggIds parameters: - name: includeAccounts in: query required: false schema: type: boolean default: false - name: returnStyle in: query required: false schema: type: string enum: - Standard - Full default: 1 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' xml: name: ModelFullDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' xml: name: ModelFullDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' xml: name: ModelFullDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' xml: name: ModelFullDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' xml: name: ModelFullDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' xml: name: ModelFullDto 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: Models get list by model agg ids x-summary-source: derived /v1/Trading/Models/List/ByModelAgg/Allocations: post: tags: - Trading/Models operationId: Models_GetAllocationListByModelAggId parameters: - name: includeAccounts 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.ModelFullDto' xml: name: ModelFullDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' xml: name: ModelFullDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' xml: name: ModelFullDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' xml: name: ModelFullDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' xml: name: ModelFullDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' xml: name: ModelFullDto wrapped: true type: array security: - Authorization: [] requestBody: content: text/plain: schema: type: integer format: int32 application/json: schema: type: integer format: int32 text/json: schema: type: integer format: int32 application/xml: schema: type: integer format: int32 text/xml: schema: type: integer format: int32 application/x-www-form-urlencoded: schema: type: integer format: int32 multipart/form-data: schema: type: integer format: int32 required: true summary: Models get allocation list by model agg id x-summary-source: derived /v1/Trading/Models/List/Entity: get: tags: - Trading/Models operationId: Models_GetFullModelsByEntity parameters: - name: repId in: query required: false schema: type: integer format: int32 - name: subAdvisorId in: query required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' xml: name: ModelFullDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' xml: name: ModelFullDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' xml: name: ModelFullDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' xml: name: ModelFullDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' xml: name: ModelFullDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelFullDto' xml: name: ModelFullDto wrapped: true type: array security: - Authorization: [] summary: Models get full models by entity x-summary-source: derived /v1/Trading/Models/List/Id: post: tags: - Trading/Models summary: Gets the models provided in the list of keys. operationId: Models_PostV1TradingModelsListId parameters: - name: includeAccounts in: query description: 'Optional. Default: False. Only matters when returnStyle is Full.' required: false schema: type: boolean default: false - name: returnStyle in: query description: 'Optional. Default: Full.' required: false schema: type: string enum: - Standard - Full default: 1 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelDto' xml: name: ModelDto 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 /v1/Trading/Models/ModelTypes: get: tags: - Trading/Models summary: Gets a simple list of model types that the logged in user has access to. operationId: Models_GetModelModelTypes parameters: - name: isUsed in: query description: Optional. Determins if only models that are being used, or are not being used will be returned. required: false schema: type: boolean - name: excludeSelfDirected in: query description: 'Optional. Default: false. When true, self-directed models are not returned.' required: false schema: type: boolean default: false 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/Models/Restrictions: get: tags: - Trading/Models summary: Gets a list of model restrictions that the logged in user has access to operationId: ModelRestrictions_GetAsync parameters: - name: modelId in: query required: false schema: type: integer format: int32 - name: subAdvisorDefaultId in: query required: false schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' xml: name: ModelRestrictionDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' xml: name: ModelRestrictionDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' xml: name: ModelRestrictionDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' xml: name: ModelRestrictionDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' xml: name: ModelRestrictionDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' xml: name: ModelRestrictionDto wrapped: true type: array security: - Authorization: [] post: tags: - Trading/Models summary: Used to create a new model restriction. operationId: ModelRestrictions_CreateAsync parameters: - name: ct in: header required: true responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' required: true /v1/Trading/Models/Restrictions/{key}: get: tags: - Trading/Models summary: Gets the model restriction that has the provided key. operationId: ModelRestrictions_GetByKey parameters: - name: key in: path description: Key of the desired return object. required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' security: - Authorization: [] put: tags: - Trading/Models summary: Used to update an existing model restriction. operationId: ModelRestrictions_Update parameters: - name: key in: path description: Model restriction Id of the desired return object. required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' security: - Authorization: [] requestBody: content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' application/x-www-form-urlencoded: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRestrictionDto' required: true delete: tags: - Trading/Models summary: Used to delete an existing model restriction. operationId: ModelRestrictions_Delete parameters: - name: key in: path description: Model Restriction Id to be deleted required: true 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/Models/Search: get: tags: - Trading/Models summary: Models search operationId: Models_Search parameters: - name: search 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: [] x-summary-source: derived /v1/Trading/Models/Search/{search}: get: tags: - Trading/Models summary: Models get V1 trading models search by search operationId: Models_GetV1TradingModelsSearchBySearch parameters: - name: search in: path 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: [] x-summary-source: derived /v1/Trading/Models/Simple: get: tags: - Trading/Models summary: Gets a simple list of models that the logged in user has access to operationId: Models_GetSimple parameters: - name: isUsed in: query description: Optional. Determins if only models that are being used, or are not being used will be returned. required: false schema: type: boolean - name: excludeSelfDirected in: query description: 'Optional. Default: false. When true, self-directed models are not returned.' required: false schema: type: boolean default: false - name: platformId in: query description: Optional. When set, only models assigned to this management style are returned. 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: [] /v1/Trading/Models/Simple/List: post: tags: - Trading/Models operationId: Models_GetSimpleListById responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel 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: Models get simple list by id x-summary-source: derived /v1/Trading/Models/Simple/List/Id: post: tags: - Trading/Models operationId: Models_PostV1TradingModelsSimpleListId responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel 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: Models post V1 trading models simple list id x-summary-source: derived /v1/Trading/Models/Simple/List/Name: post: tags: - Trading/Models operationId: Models_GetSimpleListByName responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.DataModel.Trading.SimpleModel' xml: name: SimpleModel wrapped: true type: array security: - Authorization: [] requestBody: 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 application/x-www-form-urlencoded: schema: items: type: string type: array multipart/form-data: schema: items: type: string type: array required: true summary: Models get simple list by name x-summary-source: derived /v1/Trading/Models/Sma/AccountType/Restrictions: get: tags: - Trading/Models summary: Gets a list of account type restrictions for sma models operationId: SmaModelAccountTypeRestrictions_Get responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' xml: name: SmaModelAccountTypeRestrictionDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' xml: name: SmaModelAccountTypeRestrictionDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' xml: name: SmaModelAccountTypeRestrictionDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' xml: name: SmaModelAccountTypeRestrictionDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' xml: name: SmaModelAccountTypeRestrictionDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' xml: name: SmaModelAccountTypeRestrictionDto wrapped: true type: array security: - Authorization: [] /v1/Trading/Models/Sma/AccountType/Restrictions/{categoryName}: get: tags: - Trading/Models summary: Gets a list of account type restrictions for sma models operationId: SmaModelAccountTypeRestrictions_GetByCategory parameters: - name: categoryName in: path required: true schema: type: string responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' xml: name: SmaModelAccountTypeRestrictionDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' xml: name: SmaModelAccountTypeRestrictionDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' xml: name: SmaModelAccountTypeRestrictionDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' xml: name: SmaModelAccountTypeRestrictionDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' xml: name: SmaModelAccountTypeRestrictionDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' xml: name: SmaModelAccountTypeRestrictionDto wrapped: true type: array security: - Authorization: [] /v1/Trading/Models/Sma/AccountType/Restrictions/{key}: get: tags: - Trading/Models summary: Gets the sma model account type restriction that has the provided key. operationId: SmaModelAccountTypeRestrictions_GetByKey parameters: - name: key in: path description: Key of the desired return object. required: true schema: type: integer format: int32 responses: '200': description: OK content: text/plain: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' application/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' text/json: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' application/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' text/xml: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' multipart/form-data: schema: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto' security: - Authorization: [] /v1/Trading/Models/Types: get: tags: - Trading/Models operationId: Models_GetModelTypes 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: Models get model types x-summary-source: derived /v1/Trading/Models/Value: get: tags: - Trading/Models summary: Gets a list of models (including aum for today and a count of accounts with… operationId: Models_GetValue parameters: - name: isUsed in: query description: Optional. Determins if only models that are being used, or are not being used will be returned. required: false schema: type: boolean - name: resetCache in: query description: 'Optional. Default: false. The result is cached for fifteen minuetes. To force the cache to refresh call with resetCache = true.' required: false schema: type: boolean default: false - name: excludeSelfDirected in: query description: 'Optional. Default: false. When true, self-directed models are not returned.' required: false schema: type: boolean default: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelValueDto' xml: name: ModelValueDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelValueDto' xml: name: ModelValueDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelValueDto' xml: name: ModelValueDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelValueDto' xml: name: ModelValueDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelValueDto' xml: name: ModelValueDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelValueDto' xml: name: ModelValueDto wrapped: true type: array security: - Authorization: [] /v1/Trading/Models/Value/{asOfDate}: get: tags: - Trading/Models summary: Gets a list of models (including aum for the end of the date specified and a… operationId: Models_GetValueAsOfDate parameters: - name: asOfDate in: path description: The aum returned is as of the end of this date. required: true schema: type: string format: date-time - name: isUsed in: query description: Optional. Determins if only models that are being used, or are not being used will be returned. required: false schema: type: boolean - name: resetCache in: query description: 'Optional. Default: false. The result is cached for fifteen minuetes. To force the cache to refresh call with resetCache = true.' required: false schema: type: boolean default: false - name: excludeSelfDirected in: query description: 'Optional. Default: false. When true, self-directed models are not returned.' required: false schema: type: boolean default: false responses: '200': description: OK content: text/plain: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelValueDto' xml: name: ModelValueDto wrapped: true type: array application/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelValueDto' xml: name: ModelValueDto wrapped: true type: array text/json: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelValueDto' xml: name: ModelValueDto wrapped: true type: array application/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelValueDto' xml: name: ModelValueDto wrapped: true type: array text/xml: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelValueDto' xml: name: ModelValueDto wrapped: true type: array multipart/form-data: schema: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelValueDto' xml: name: ModelValueDto wrapped: true type: array security: - Authorization: [] components: schemas: OAS.WebApi.DTO.Trading.ModelDto: properties: id: type: integer format: int32 name: type: string lastRebalanced: type: string format: date-time fundName: type: string editedBy: type: string editedDate: type: string format: date-time groupNum: type: string subAdvisor: type: string modelNum: type: integer format: int32 percEquity: type: integer format: int32 modelType: type: string fundList: type: string modelTol: type: integer format: int32 cashPerc: type: integer format: int32 cashTol: type: integer format: int32 isActive: type: boolean createdDate: type: string format: date-time createdBy: type: string class: type: string modelCode: type: string managementStyle: type: string notes: type: string isDynamic: type: boolean custodian: type: string subAdvisorId: type: integer format: int32 communityModelId: type: integer format: int64 useRestrictions: type: boolean isSMA: type: boolean assetClassId: type: integer format: int32 riskCategoryId: type: integer format: int32 xml: name: ModelDto type: object OAS.WebApi.DTO.Trading.ModelRangeFullDto: properties: id: type: integer format: int32 summary: type: string createdDate: type: string format: date-time createdBy: type: string editedDate: type: string format: date-time editedBy: type: string upperScore: type: integer format: int32 lowerScore: type: integer format: int32 userDefinedFields: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Settings.EntityOptionDto' xml: name: EntityOptionDto wrapped: true type: array xml: name: ModelRangeFullDto type: object OAS.DataModel.Trading.SimpleModel: properties: isActive: type: boolean isSMA: type: boolean assetClassId: type: integer format: int32 riskCategoryId: type: integer format: int32 id: type: integer format: int32 name: type: string xml: name: SimpleModel type: object OAS.WebApi.DTO.Trading.ModelDetailsDto: properties: modelId: type: integer format: int32 communityModelId: type: integer format: int64 ytdPerformance: type: number format: double riskScore: type: number format: double indexBlendId: type: integer format: int32 modelAccounts: type: integer format: int32 prevDayPerformance: type: number format: double modelName: type: string strategist: type: string strategistId: type: integer format: int32 advisorFee: type: number format: double aum: type: number format: double aggregateModelId: type: integer format: int32 riskCategory: type: string assetClass: type: string xml: name: ModelDetailsDto type: object OAS.WebApi.Domains.Trading.ModelsController.ModelsToValidateDto: properties: id: type: integer format: int32 name: type: string xml: name: ModelsToValidateDto type: object OAS.WebApi.DTO.Trading.ModelFullDto: properties: fundFamilyId: type: integer format: int32 shareClassId: type: integer format: int32 platformId: type: integer format: int32 isListTraded: type: boolean modNotes: type: string representativeId: type: integer format: int32 sequence: type: integer format: int32 changeReason: type: string modelLevels: type: integer format: int32 dynamicEffectiveDate: type: string format: date-time custodianId: type: integer format: int32 items: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelItemFullDto' xml: name: ModelItemFullDto wrapped: true type: array accounts: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelAccountFullDto' xml: name: ModelAccountFullDto wrapped: true type: array ranges: items: $ref: '#/components/schemas/OAS.WebApi.DTO.Trading.ModelRangeFullDto' xml: name: ModelRangeFullDto wrapped: true type: array riskRangeId: type: integer format: int32 defaultModelAggId: type: integer format: int32 eclipseFirmId: type: integer format: int32 EclipseFirmIds: description: A pipe-delimited list of Eclipse Firm IDs that are associated with this model. type: string communityModel: $ref: '#/components/schemas/OAS.WebApi.DTO.Integrations.Communities.CommunityModelDto' eclipseModelId: description: The Eclipse model ID for non-community models. type: integer format: int32 riskScore: type: number format: double id: type: integer format: int32 name: type: string lastRebalanced: type: string format: date-time fundName: type: string editedBy: type: string editedDate: type: string format: date-time groupNum: type: string subAdvisor: type: string modelNum: type: integer format: int32 percEquity: type: integer format: int32 modelType: type: string fundList: type: string modelTol: type: integer format: int32 cashPerc: type: integer format: int32 cashTol: type: integer format: int32 isActive: type: boolean createdDate: type: string format: date-time createdBy: type: string class: type: string modelCode: type: string managementStyle: type: string notes: type: string isDynamic: type: boolean custodian: type: string subAdvisorId: type: integer format: int32 communityModelId: type: integer format: int64 useRestrictions: type: boolean isSMA: type: boolean assetClassId: type: integer format: int32 riskCategoryId: type: integer format: int32 xml: name: ModelFullDto type: object OAS.WebApi.DTO.Settings.EntityOptionDto: properties: userDefineDataId: type: integer format: int32 value: type: string childParameter: type: string entity: 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 entityId: type: integer format: int32 entityName: type: string userDefineDefinitionId: type: integer format: int32 name: type: string category: type: string type: type: string enum: - MultiLineEditor - DropDownEditor - DropDownList - CheckBox - Currency - Date - DateTime - Integer - String - Double - Time - Long - CustomObject - Email maxLength: type: integer format: int32 code: type: string sequence: type: integer format: int32 options: type: object input: type: string securityCode: type: string canEdit: type: boolean xml: name: EntityOptionDto 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.WebApi.DTO.Integrations.Communities.CommunityModelDto: properties: modelId: type: integer format: int32 communityModelId: type: integer format: int64 communityModelName: type: string targetRiskUpper: type: number format: double targetRiskLower: type: number format: double style: type: string advisorFee: type: number format: double weightedAvgNetExpenses: type: number format: double currentRisk: type: number format: double minimumAmount: type: number format: double dateRebalanceRequested: type: string format: date-time lastRebalanceDate: type: string format: date-time needsRebalance: type: boolean platFormId: type: integer format: int32 shareClassId: type: integer format: int32 notes: type: string groupNum: type: string editedDate: type: string format: date-time editedBy: type: string strategistId: type: integer format: int32 strategistName: type: string modelManagerId: type: integer format: int32 modelManagerName: type: string name: type: string isActive: type: boolean createdDate: type: string format: date-time createdBy: type: string modelCode: type: string cashPerc: type: integer format: int32 cashTol: type: integer format: int32 fundList: type: string modelNum: type: integer format: int32 modelTol: type: integer format: int32 isDynamic: type: boolean modelType: type: string percEquity: type: integer format: int32 subAdvisorId: type: integer format: int32 useRestrictions: type: boolean fundName: type: string class: type: string managementStyle: type: string custodian: type: string subAdvisor: type: string accountCount: type: integer format: int32 aum: type: number format: double astroUsage: type: string enum: - Undefined - Disabled - Restricted - FullAccess opsTier: type: string dateRebalanceExecutionRequested: type: string format: date-time benchmark: type: string strategistExternalId: type: integer format: int32 xml: name: CommunityModelDto type: object OAS.WebApi.DTO.Trading.ModelValueDto: properties: accountCount: type: integer format: int32 value: type: number format: double id: type: integer format: int32 name: type: string lastRebalanced: type: string format: date-time fundName: type: string editedBy: type: string editedDate: type: string format: date-time groupNum: type: string subAdvisor: type: string modelNum: type: integer format: int32 percEquity: type: integer format: int32 modelType: type: string fundList: type: string modelTol: type: integer format: int32 cashPerc: type: integer format: int32 cashTol: type: integer format: int32 isActive: type: boolean createdDate: type: string format: date-time createdBy: type: string class: type: string modelCode: type: string managementStyle: type: string notes: type: string isDynamic: type: boolean custodian: type: string subAdvisorId: type: integer format: int32 communityModelId: type: integer format: int64 useRestrictions: type: boolean isSMA: type: boolean assetClassId: type: integer format: int32 riskCategoryId: type: integer format: int32 xml: name: ModelValueDto type: object OAS.WebApi.DTO.Trading.ModelAccountFullDto: 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 modelId: type: integer format: int32 xml: name: ModelAccountFullDto type: object OAS.WebApi.Domains.Trading.ModelsController.ValidatedModelDto: properties: modelId: type: integer format: int32 modelName: type: string isValid: type: boolean validationMessage: type: string xml: name: ValidatedModelDto type: object OAS.WebApi.DTO.Trading.ModelRestrictionDto: properties: id: type: integer format: int32 entityId: type: integer format: int32 entity: 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 entityType: type: integer format: int32 modelId: type: integer format: int32 subAdvisorDefaultId: type: integer format: int32 entityName: type: string xml: name: ModelRestrictionDto type: object OAS.DataModel.SimpleEntity: properties: id: type: integer format: int32 name: type: string xml: name: SimpleEntity type: object OAS.WebApi.DTO.Trading.SmaModelAccountTypeRestrictionDto: properties: id: type: integer format: int32 category: type: string name: type: string value: type: string xml: name: SmaModelAccountTypeRestrictionDto type: object securitySchemes: Authorization: type: apiKey description: 'JWT Authorization header using the Session scheme. Example: "Authorization: Session {token}"' name: Authorization in: header