DhanHQ 3.1.0 → 3.2.0

data/skills/dhanhq-ruby/examples/order_management.rb

@@ -1,105 +0,0 @@
-# frozen_string_literal: true
-
-$LOAD_PATH.unshift(File.expand_path("../../lib", __dir__))
-require "dhan_hq"
-require_relative "../scripts/dhan_helpers"
-
-# Initialize credentials
-get_client
-
-security_id = "2885"
-price = 2000.0
-quantity = 1
-
-puts preview_order(
-  security_id: security_id,
-  exchange_segment: DhanHQ::Constants::ExchangeSegment::NSE_EQ,
-  transaction_type: DhanHQ::Constants::TransactionType::BUY,
-  quantity: quantity,
-  order_type: DhanHQ::Constants::OrderType::LIMIT,
-  product_type: DhanHQ::Constants::ProductType::CNC,
-  price: price,
-  trading_symbol: "RELIANCE"
-)
-
-if ENV["RUN_LIVE_EXAMPLE"] != "1"
-  puts "Set RUN_LIVE_EXAMPLE=1 to place, modify, and cancel a live demo order."
-  exit 0
-end
-
-# Step 1: Place a limit order (well below market for demo — won't fill)
-puts "Step 1: Placing limit buy order for RELIANCE..."
-order = DhanHQ::Models::Order.place(
-  security_id: security_id,
-  exchange_segment: DhanHQ::Constants::ExchangeSegment::NSE_EQ,
-  transaction_type: DhanHQ::Constants::TransactionType::BUY,
-  quantity: quantity,
-  order_type: DhanHQ::Constants::OrderType::LIMIT,
-  product_type: DhanHQ::Constants::ProductType::CNC,
-  price: price, # Below market — will stay pending
-  validity: DhanHQ::Constants::Validity::DAY
-)
-
-if order.nil? || order.order_id.to_s.empty?
-  puts "Order failed to place."
-  exit 1
-end
-
-order_id = order.order_id
-puts "Order placed: #{order_id}"
-
-# Step 2: Check order status
-puts "\nStep 2: Checking order status..."
-sleep(1)
-order = DhanHQ::Models::Order.find(order_id)
-status = order.order_status
-puts "Status: #{status}"
-puts "  Security:  #{order.trading_symbol}"
-puts "  Qty:       #{order.quantity}"
-puts "  Price:     ₹#{order.price}"
-puts "  Filled:    #{order.filled_qty || 0}"
-
-# Step 3: Modify the order (change price)
-if status == DhanHQ::Constants::OrderStatus::PENDING
-  puts "\nStep 3: Modifying order price to ₹2050..."
-  modified_order = order.modify(
-    order_type: DhanHQ::Constants::OrderType::LIMIT,
-    quantity: quantity,
-    price: 2050.00,
-    validity: DhanHQ::Constants::Validity::DAY
-  )
-  puts "Modify result: #{modified_order ? "Success" : "Failure"}"
-end
-
-# Step 4: Cancel the order
-puts "\nStep 4: Cancelling order..."
-cancel_success = order.cancel
-puts "Cancel result: #{cancel_success ? "Success" : "Failure"}"
-
-# Step 5: View order book
-puts "\nStep 5: Today's order book:"
-orders = begin
-  DhanHQ::Models::Order.all
-rescue StandardError
-  []
-end
-if orders.any?
-  orders.last(5).each do |o| # Last 5 orders
-    printf("  %-12s | %-12s | %-4s | %-12s | ₹%-8.2f\n", o.order_id.to_s[0...12], o.trading_symbol, o.transaction_type, o.order_status, o.price.to_f)
-  end
-end
-
-# Step 6: View trade book
-puts "\nStep 6: Today's trade book:"
-trades = begin
-  DhanHQ::Models::Trade.today
-rescue StandardError
-  []
-end
-if trades.any?
-  trades.last(5).each do |t|
-    printf("  %-12s | %-4s | Qty: %-5d | ₹%-8.2f\n", t.trading_symbol, t.transaction_type, t.traded_quantity, t.traded_price.to_f)
-  end
-else
-  puts "  No trades today"
-end

data/skills/dhanhq-ruby/examples/place_equity_order.rb

@@ -1,36 +0,0 @@
-# frozen_string_literal: true
-
-$LOAD_PATH.unshift(File.expand_path("../../lib", __dir__))
-require "dhan_hq"
-require_relative "../scripts/dhan_helpers"
-
-# Initialize credentials
-get_client
-
-security_id = "2885" # RELIANCE
-price = 2450.0
-quantity = 1
-
-puts preview_order(
-  security_id: security_id,
-  exchange_segment: DhanHQ::Constants::ExchangeSegment::NSE_EQ,
-  transaction_type: DhanHQ::Constants::TransactionType::BUY,
-  quantity: quantity,
-  order_type: DhanHQ::Constants::OrderType::LIMIT,
-  product_type: DhanHQ::Constants::ProductType::CNC,
-  price: price,
-  trading_symbol: "RELIANCE"
-)
-
-# Uncomment after confirmation:
-# order = DhanHQ::Models::Order.place(
-#   security_id: security_id,
-#   exchange_segment: "NSE_EQ",
-#   transaction_type: "BUY",
-#   quantity: quantity,
-#   order_type: "LIMIT",
-#   product_type: "CNC",
-#   price: price,
-#   validity: "DAY"
-# )
-# puts "Placed order ID: #{order.order_id}"

data/skills/dhanhq-ruby/examples/place_fno_order.rb

@@ -1,76 +0,0 @@
-# frozen_string_literal: true
-
-$LOAD_PATH.unshift(File.expand_path("../../lib", __dir__))
-require "dhan_hq"
-require_relative "../scripts/dhan_helpers"
-
-# Initialize credentials
-get_client
-
-expiries = DhanHQ::Models::OptionChain.fetch_expiry_list(underlying_scrip: 13, underlying_seg: DhanHQ::Constants::ExchangeSegment::IDX_I)
-nearest_expiry = expiries.first
-
-if nearest_expiry.nil?
-  puts "Failed to fetch expiries."
-  exit 1
-end
-
-puts "Nearest expiry: #{nearest_expiry}"
-
-chain_df, spot = fetch_chain_df(under_security_id: 13, expiry: nearest_expiry)
-atm = find_atm_row(chain_df, spot)
-
-if atm.nil?
-  puts "Failed to find ATM row."
-  exit 1
-end
-
-ce_security_id = atm["ce_security_id"]
-ce_ltp = atm["ce_ltp"].to_f
-lot_size = get_lot_size(underlying: "NIFTY") || 75
-quantity = lot_size
-
-puts "Nifty spot: #{spot}"
-puts "ATM strike: #{atm["strike"]}"
-puts "CE security ID: #{ce_security_id}, LTP: Rs. #{"%.2f" % ce_ltp}"
-puts
-
-puts preview_order(
-  security_id: ce_security_id,
-  exchange_segment: DhanHQ::Constants::ExchangeSegment::NSE_FNO,
-  transaction_type: DhanHQ::Constants::TransactionType::BUY,
-  quantity: quantity,
-  order_type: DhanHQ::Constants::OrderType::LIMIT,
-  product_type: DhanHQ::Constants::ProductType::INTRADAY,
-  price: ce_ltp,
-  trading_symbol: "NIFTY #{atm["strike"].to_i} CE"
-)
-
-margin = check_margin(
-  security_id: ce_security_id,
-  exchange_segment: DhanHQ::Constants::ExchangeSegment::NSE_FNO,
-  transaction_type: DhanHQ::Constants::TransactionType::BUY,
-  quantity: quantity,
-  product_type: DhanHQ::Constants::ProductType::INTRADAY,
-  price: ce_ltp
-)
-
-printf(
-  "Margin check: sufficient=%s required=Rs. %s available=Rs. %s\n",
-  margin["sufficient"].to_s,
-  "%.2f" % margin["total_margin"],
-  "%.2f" % margin["available_balance"]
-)
-
-# Uncomment only after confirmation:
-# order = DhanHQ::Models::Order.place(
-#   security_id: ce_security_id,
-#   exchange_segment: "NSE_FNO",
-#   transaction_type: "BUY",
-#   quantity: quantity,
-#   order_type: "LIMIT",
-#   product_type: "INTRADAY",
-#   price: ce_ltp,
-#   validity: "DAY"
-# )
-# puts "Placed order ID: #{order.order_id}"

data/skills/dhanhq-ruby/examples/portfolio_summary.rb

@@ -1,74 +0,0 @@
-# frozen_string_literal: true
-
-$LOAD_PATH.unshift(File.expand_path("../../lib", __dir__))
-require "dhan_hq"
-require_relative "../scripts/dhan_helpers"
-
-# Initialize credentials
-get_client
-
-holdings = begin
-  DhanHQ::Models::Holding.all
-rescue StandardError
-  []
-end
-positions = begin
-  DhanHQ::Models::Position.all
-rescue StandardError
-  []
-end
-funds = begin
-  DhanHQ::Models::Funds.fetch
-rescue StandardError
-  nil
-end
-trades = begin
-  DhanHQ::Models::Trade.today
-rescue StandardError
-  []
-end
-
-summary = format_pnl_report(holdings, positions)
-
-puts "=" * 50
-puts "             PORTFOLIO SUMMARY"
-puts "=" * 50
-puts "\nHoldings count:   #{summary["holdings_count"]}"
-puts "Positions count:  #{summary["positions_count"]}"
-printf("Current value:    Rs. %12.2f\n", summary["current_value"])
-printf("Total P&L:        Rs. %12.2f\n", summary["total_pnl"])
-printf("Day P&L:          Rs. %12.2f\n", summary["day_pnl"])
-
-if funds
-  available = funds.availabel_balance || funds.available_balance || 0.0
-  utilized = funds.utilized_amount || 0.0
-  collateral = funds.collateral_amount || 0.0
-  withdrawable = funds.withdrawable_balance || 0.0
-
-  puts "\nFUNDS"
-  printf("  Available:      Rs. %12.2f\n", available)
-  printf("  Utilized:       Rs. %12.2f\n", utilized)
-  printf("  Collateral:     Rs. %12.2f\n", collateral)
-  printf("  Withdrawable:   Rs. %12.2f\n", withdrawable)
-end
-
-if holdings.any?
-  puts "\nTOP HOLDINGS"
-  # Sort holdings by quantity
-  sorted_holdings = holdings.sort_by { |h| -(h.total_qty || 0) }
-  sorted_holdings.first(5).each do |holding|
-    printf("  %-15s qty=%5d available=%5d\n", holding.trading_symbol, holding.total_qty.to_i, holding.available_qty.to_i)
-  end
-end
-
-open_positions = positions.reject { |p| p.net_qty.to_i.zero? }
-if open_positions.any?
-  puts "\nOPEN POSITIONS"
-  open_positions.first(5).each do |position|
-    pnl = position.realized_profit.to_f + position.unrealized_profit.to_f
-    printf("  %-20s netQty=%5d pnl=Rs. %8.0f\n", position.trading_symbol, position.net_qty.to_i, pnl)
-  end
-end
-
-puts "\nTrades today:     #{trades.size}"
-puts "=" * 50

data/skills/dhanhq-ruby/examples/super_order_with_sl.rb

@@ -1,57 +0,0 @@
-# frozen_string_literal: true
-
-$LOAD_PATH.unshift(File.expand_path("../../lib", __dir__))
-require "dhan_hq"
-require_relative "../scripts/dhan_helpers"
-
-# Initialize credentials
-get_client
-
-# Fetch LTP for Reliance
-ltp_response = DhanHQ::Models::MarketFeed.ltp("NSE_EQ" => [2885])
-if ltp_response[:status] != "success"
-  puts "Failed to fetch LTP: #{ltp_response[:remarks]}"
-  exit 1
-end
-
-reliance_ltp = ltp_response[:data][DhanHQ::Constants::ExchangeSegment::NSE_EQ]["2885"]["last_price"].to_f
-puts "Reliance LTP: Rs. #{"%.2f" % reliance_ltp}"
-
-entry_price = reliance_ltp
-target_price = (entry_price * 1.02).round(2)
-sl_price = (entry_price * 0.99).round(2)
-trailing_jump = 5.0
-
-puts "\n--- Super Order Preview ---"
-puts "Action:        BUY 1 share of RELIANCE"
-puts "Entry Price:   Rs. #{"%.2f" % entry_price}"
-puts "Target:        Rs. #{"%.2f" % target_price}"
-puts "Stop Loss:     Rs. #{"%.2f" % sl_price}"
-puts "Trailing Jump: Rs. #{"%.2f" % trailing_jump}"
-puts "Product:       INTRADAY"
-
-# Uncomment after confirmation:
-# order = DhanHQ::Models::SuperOrder.create(
-#   security_id: "2885",
-#   exchange_segment: "NSE_EQ",
-#   transaction_type: "BUY",
-#   quantity: 1,
-#   order_type: "LIMIT",
-#   product_type: "INTRADAY",
-#   price: entry_price,
-#   target_price: target_price,
-#   stop_loss_price: sl_price,
-#   trailing_jump: trailing_jump
-# )
-#
-# if order
-#   puts "Super order placed: #{order.order_id} - #{order.order_status}"
-#
-#   # Connect to Order Update websocket to listen for updates
-#   orders_client = DhanHQ::WS::Orders.connect do |update|
-#     puts "Order Update -> OrderNo: #{update.order_no}, Status: #{update.status}"
-#   end
-#
-#   sleep(10)
-#   orders_client.stop rescue nil
-# end

data/skills/dhanhq-ruby/references/backtesting-with-dhan.md

@@ -1,65 +0,0 @@
-# Backtesting With Dhan Data (Ruby SDK)
-
-## Daily Equity Backtest Skeleton
-
-```ruby
-# Fetch daily charts via HistoricalData model
-candles = DhanHQ::Models::HistoricalData.daily(
-  security_id: "2885",
-  exchange_segment: "NSE_EQ",
-  instrument: "EQUITY",
-  from_date: "2023-01-01",
-  to_date: "2024-12-31"
-)
-
-# candles is a normalized array of hashes:
-# [{ timestamp: Time, open: Float, high: Float, low: Float, close: Float, volume: Integer }]
-```
-
-Typical next steps:
-- Create signals based on technical calculations.
-- Shift positions to avoid look-ahead bias.
-- Apply transaction costs.
-- Compute CAGR, maximum drawdown, Sharpe ratio, and win rate.
-
-## Minute-Level Backtest Skeleton
-
-```ruby
-candles = DhanHQ::Models::HistoricalData.intraday(
-  security_id: "2885",
-  exchange_segment: "NSE_EQ",
-  instrument: "EQUITY",
-  from_date: "2024-09-11 09:30:00",
-  to_date: "2024-09-15 13:00:00",
-  interval: "5", # 5-minute interval
-  oi: false
-)
-```
-
-## Expired Options Backtest Skeleton
-
-```ruby
-response = DhanHQ::Models::ExpiredOptionsData.fetch(
-  underlying_scrip: 13,
-  exchange_segment: "NSE_FNO",
-  expiry_flag: "MONTH",
-  expiry_code: 1,
-  strike: "ATM",
-  option_type: "CALL",
-  required_data: ["open", "high", "low", "close", "volume", "oi", "spot"],
-  from_date: "2021-08-01",
-  to_date: "2021-08-31",
-  interval: "1"
-)
-```
-
-## Cost Model Reminders
-
-At minimum consider:
-- Brokerage charges
-- Securities Transaction Tax (STT)
-- Exchange transaction charges
-- GST (Service Tax)
-- Stamp duty
-- SEBI turnover charges
-- Slippage

data/skills/dhanhq-ruby/references/common-workflows.md

@@ -1,76 +0,0 @@
-# Common Workflows — Agent Playbooks (Ruby SDK)
-
-## Portfolio Rebalance
-
-Recommended sequence:
-1. Fetch holdings and funds.
-2. Compute target deltas.
-3. Resolve symbols and quantities.
-4. Preview proposed orders.
-5. Confirm with the user.
-6. Place live orders.
-
-```ruby
-holdings = DhanHQ::Models::Holding.all rescue []
-funds = DhanHQ::Models::Funds.fetch rescue nil
-
-if funds
-  available_cash = funds.availabel_balance || funds.available_balance || 0.0
-end
-```
-
-## Delivery Sell With eDIS
-
-Use this flow for selling demat holdings:
-1. Fetch holdings and identify ISIN.
-2. Generate TPIN: `DhanHQ::Models::EDIS.generate_tpin`
-3. Open authorization form: `DhanHQ::Models::EDIS.open_browser_for_tpin(isin: "...", qty: 5, exchange: "NSE")`
-4. Check inquiry: `DhanHQ::Models::EDIS.inquiry(isin: "...")`
-5. Place the sell order.
-
-```ruby
-# Generate TPIN
-DhanHQ::Models::EDIS.generate_tpin
-
-# Open authorization portal
-DhanHQ::Models::EDIS.open_browser_for_tpin(isin: "INE002A01018", qty: 5, exchange: "NSE")
-
-# Inquiry
-status = DhanHQ::Models::EDIS.inquiry(isin: "INE002A01018")
-```
-
-## Single-Leg F&O Execution
-
-Recommended sequence:
-1. Resolve current contract from option chain or security master.
-2. Resolve lot size.
-3. Validate quantity.
-4. Check margin.
-5. Preview & Confirm.
-6. Place live order.
-
-```ruby
-require_relative "../scripts/dhan_helpers"
-
-chain_df, spot = fetch_chain_df(under_security_id: 13, expiry: "2025-03-27")
-atm = find_atm_row(chain_df, spot)
-
-margin = check_margin(
-  security_id: atm["ce_security_id"],
-  exchange_segment: "NSE_FNO",
-  transaction_type: "BUY",
-  quantity: 75,
-  product_type: "INTRADAY",
-  price: atm["ce_ltp"].to_f
-)
-```
-
-## Daily P&L Summary
-
-```ruby
-require_relative "../scripts/dhan_helpers"
-
-holdings = DhanHQ::Models::Holding.all
-positions = DhanHQ::Models::Position.all
-summary = format_pnl_report(holdings, positions)
-```

data/skills/dhanhq-ruby/references/error-codes.md

@@ -1,50 +0,0 @@
-# Error Codes — Complete Reference (Ruby SDK)
-
-In the Ruby SDK, raw API error codes are automatically mapped in the client layer and raised as structured exceptions.
-
-## Exception Mapping
-
-The Ruby client maps Dhan error codes to specific error classes under the `DhanHQ` module:
-
-| Error Code | Error Class | Meaning |
-|------------|-------------|---------|
-| `DH-901` | `DhanHQ::InvalidAuthenticationError` | Client ID or access token is invalid or expired |
-| `DH-902` | `DhanHQ::InvalidAccessError` | User does not have required Data API or Trading API access |
-| `DH-903` | `DhanHQ::UserAccountError` | Account setup issue or segment activation requirement |
-| `DH-904` | `DhanHQ::RateLimitError` | Rate limit exceeded |
-| `DH-905` | `DhanHQ::InputExceptionError` | Missing or invalid request fields |
-| `DH-906` | `DhanHQ::OrderError` | Order request cannot be processed |
-| `DH-907` | `DhanHQ::DataError` | Data unavailable or parameters invalid |
-| `DH-908` | `DhanHQ::InternalServerError` | Server-side failure |
-| `DH-909` | `DhanHQ::NetworkError` | Backend communication failure |
-| `DH-1111` | `DhanHQ::NoHoldingsError` | No holdings present in the account |
-| `DH-910` / other | `DhanHQ::OtherError` / `DhanHQ::Error` | Other failure reasons |
-
-## Data API Errors
-
-| Code | Exception | Meaning |
-|------|-----------|---------|
-| `800` | `DhanHQ::InternalServerError` | Internal Server Error |
-| `804` | `DhanHQ::Error` | Requested number of instruments exceeds limit |
-| `805` | `DhanHQ::RateLimitError` | Too many requests or connections |
-| `806` | `DhanHQ::DataError` | Data APIs not subscribed |
-| `807` | `DhanHQ::TokenExpiredError` | Access token is expired |
-| `808` | `DhanHQ::AuthenticationFailedError` | Authentication failed - client ID or access token invalid |
-| `809` | `DhanHQ::InvalidTokenError` | Access token is invalid |
-| `810` | `DhanHQ::InvalidClientIDError` | Client ID is invalid |
-| `811` | `DhanHQ::InvalidRequestError` | Invalid expiry date |
-| `812` | `DhanHQ::InvalidRequestError` | Invalid date format |
-| `813` | `DhanHQ::InvalidRequestError` | Invalid security ID |
-| `814` | `DhanHQ::InvalidRequestError` | Invalid request |
-
-## User Action Checklist
-
-### Invalid Data Subscription (`806` or `DH-902`)
-If you receive access errors:
-1. Log in to `web.dhan.co`.
-2. Go to **My Profile** -> **Access DhanHQ APIs**.
-3. Verify that the **Data API** plan is active.
-4. If not active, activate it, generate a fresh access token, and retry.
-
-### Static IP Error (`DH-911` or IP issue)
-If placing or managing orders fails with IP errors, ensure that the server's public IP is whitelisted in your Dhan console.

data/skills/dhanhq-ruby/references/funds.md

@@ -1,67 +0,0 @@
-# Funds & Margin — Complete Reference (Ruby SDK)
-
-The Ruby SDK exposes first-class models `DhanHQ::Models::Funds` and `DhanHQ::Models::Margin` for funds retrieval and pre-flight margin checks (both single-order and multi-leg).
-
-## Fund Limits
-
-Use `DhanHQ::Models::Funds.fetch`:
-
-```ruby
-funds = DhanHQ::Models::Funds.fetch
-
-puts "Available Balance: Rs. #{funds.availabel_balance || funds.available_balance}"
-puts "Utilized:          Rs. #{funds.utilized_amount}"
-puts "Collateral:        Rs. #{funds.collateral_amount}"
-puts "Withdrawable:      Rs. #{funds.withdrawable_balance}"
-```
-
-Normalized model attributes:
-- `dhan_client_id`
-- `availabel_balance` (or alias `available_balance`)
-- `sod_limit`
-- `collateral_amount`
-- `receiveable_amount`
-- `utilized_amount`
-- `blocked_payout_amount`
-- `withdrawable_balance`
-
----
-
-## Margin Calculator — Single Order
-
-Use `DhanHQ::Models::Margin.calculate(params)`:
-
-```ruby
-margin = DhanHQ::Models::Margin.calculate(
-  security_id: "2885",
-  exchange_segment: "NSE_EQ",
-  transaction_type: "BUY",
-  quantity: 10,
-  product_type: "CNC",
-  price: 2450.0
-)
-
-puts "Total Margin:       Rs. #{margin.total_margin}"
-puts "Available Balance:  Rs. #{margin.available_balance}"
-puts "Brokerage Charges:  Rs. #{margin.brokerage}"
-puts "Leverage Offered:   #{margin.leverage}x"
-```
-
----
-
-## Multi-Order Margin
-
-Unlike the Python SDK, the Ruby SDK has first-class support for multi-leg portfolio margin calculation via `DhanHQ::Models::Margin.calculate_multi(params)`:
-
-```ruby
-margin = DhanHQ::Models::Margin.calculate_multi(
-  include_position: true,
-  include_orders: true,
-  scripts: [
-    { exchange_segment: "NSE_EQ", transaction_type: "BUY", quantity: 100, product_type: "CNC", security_id: "1333", price: 1428.0 },
-    { exchange_segment: "NSE_EQ", transaction_type: "SELL", quantity: 50, product_type: "INTRADAY", security_id: "11536", price: 3000.0 }
-  ]
-)
-
-puts "Portfolio Total Margin Required: Rs. #{margin.total_margin}"
-```

data/skills/dhanhq-ruby/references/instruments.md

@@ -1,85 +0,0 @@
-# Instruments — Complete Reference (Ruby SDK)
-
-Use the security master as the primary source for `security_id`, lot size, expiry, strike, tick size, and display symbol.
-
-## Preferred SDK Entry Point
-
-In the Ruby SDK, search and load instruments segment-wise using:
-
-```ruby
-# Retrieve compact list for a single segment (returns Array of Instrument objects)
-instruments = DhanHQ::Models::Instrument.by_segment("NSE_EQ")
-```
-
-Official instrument sources (managed by the SDK internally):
-- Compact CSV: `https://images.dhan.co/api-data/api-scrip-master.csv`
-- Detailed CSV: `https://images.dhan.co/api-data/api-scrip-master-detailed.csv`
-
----
-
-## Key Columns (Instrument Attributes)
-
-| Attribute | Meaning |
-|-----------|---------|
-| `security_id` | Security ID (String) |
-| `exchange` | Exchange ID (`NSE`, `BSE`, `MCX`) |
-| `instrument` | Instrument Type (`EQUITY`, `OPTIDX`, `OPTSTK`, etc.) |
-| `symbol_name` | Exchange trading symbol |
-| `display_name` | Dhan custom symbol |
-| `lot_size` | Lot size (Integer) |
-| `tick_size` | Tick size (Float) |
-| `expiry_date` | Expiry date (String) |
-| `strike_price` | Strike price (Float) |
-| `option_type` | Option Type (`CALL` or `PUT`) |
-
----
-
-## Recommended Resolution Flow
-
-Use the SDK's built-in helper methods on the `Instrument` class:
-
-```ruby
-# Find specific instrument in a segment (exact match)
-inst = DhanHQ::Models::Instrument.find("NSE_EQ", "RELIANCE")
-
-# Search across multiple segments (finds any match)
-inst = DhanHQ::Models::Instrument.find_anywhere("RELIANCE")
-
-# Fuzzy search across multiple segments
-results = DhanHQ::Models::Instrument.search("RELIANCE")
-```
-
-Or leverage the helper layer in `scripts/dhan_helpers.rb`:
-
-```ruby
-require_relative "../scripts/dhan_helpers"
-
-cash = resolve_symbol("RELIANCE", "NSE_EQ")
-contract = resolve_derivative("NIFTY", strike: 24000, option_type: "CE", expiry: "2025-03-27")
-lot_size = get_lot_size(underlying: "NIFTY")
-```
-
----
-
-## Quick-Reference Fallback IDs
-
-### Index Underlyings
-
-| Underlying | security_id | Underlying Segment |
-|------------|-------------|-------------------|
-| NIFTY 50 | `13` | `IDX_I` |
-| BANK NIFTY | `25` | `IDX_I` |
-| FINNIFTY | `27` | `IDX_I` |
-| MIDCPNIFTY | `442` | `IDX_I` |
-| SENSEX | `51` | `IDX_I` |
-
-### Common NSE Equities
-
-| Symbol | security_id |
-|--------|-------------|
-| RELIANCE | `2885` |
-| HDFCBANK | `1333` |
-| TCS | `11536` |
-| INFY | `1594` |
-| ICICIBANK | `4963` |
-| SBIN | `3045` |