snaptrade 1.17.10 → 2.0.77
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +4 -4
- data/Gemfile +1 -0
- data/Gemfile.lock +31 -28
- data/README.md +1995 -208
- data/lib/snaptrade/api/account_information_api.rb +535 -71
- data/lib/snaptrade/api/api_status_api.rb +6 -3
- data/lib/snaptrade/api/authentication_api.rb +180 -140
- data/lib/snaptrade/api/connections_api.rb +401 -41
- data/lib/snaptrade/api/options_api.rb +82 -39
- data/lib/snaptrade/api/reference_data_api.rb +181 -101
- data/lib/snaptrade/api/trading_api.rb +200 -228
- data/lib/snaptrade/api/transactions_and_reporting_api.rb +48 -33
- data/lib/snaptrade/api_client.rb +24 -14
- data/lib/snaptrade/api_error.rb +0 -1
- data/lib/snaptrade/configuration.rb +11 -29
- data/lib/snaptrade/models/account.rb +84 -29
- data/lib/snaptrade/models/account_balance.rb +1 -2
- data/lib/snaptrade/models/account_balance_total.rb +3 -9
- data/lib/snaptrade/models/account_holdings.rb +0 -1
- data/lib/snaptrade/models/account_holdings_account.rb +19 -4
- data/lib/snaptrade/models/account_order_record.rb +52 -33
- data/lib/snaptrade/models/{brokerage_symbol_option_symbol.rb → account_order_record_option_symbol.rb} +15 -27
- data/lib/snaptrade/models/account_order_record_status.rb +0 -1
- data/lib/snaptrade/models/{brokerage_symbol_symbol.rb → account_order_record_universal_symbol.rb} +33 -7
- data/lib/snaptrade/models/account_simple.rb +4 -2
- data/lib/snaptrade/models/account_sync_status.rb +14 -6
- data/lib/snaptrade/models/account_universal_activity.rb +371 -0
- data/lib/snaptrade/models/account_universal_activity_currency.rb +245 -0
- data/lib/snaptrade/models/{target_asset.rb → account_universal_activity_option_symbol.rb} +83 -59
- data/lib/snaptrade/models/{universal_symbol_ticker.rb → account_universal_activity_symbol.rb} +37 -16
- data/lib/snaptrade/models/{trade_action.rb → action_strict.rb} +3 -4
- data/lib/snaptrade/models/{trade_execution_status_action.rb → action_strict_with_options.rb} +8 -5
- data/lib/snaptrade/models/auth_type.rb +0 -1
- data/lib/snaptrade/models/authentication_login_snap_trade_user200_response.rb +0 -1
- data/lib/snaptrade/models/balance.rb +19 -8
- data/lib/snaptrade/models/{model_portfolio.rb → balance_currency.rb} +27 -19
- data/lib/snaptrade/models/brokerage.rb +57 -50
- data/lib/snaptrade/models/brokerage_authorization.rb +24 -21
- data/lib/snaptrade/models/{model_asset_class.rb → brokerage_authorization_disabled_confirmation.rb} +12 -20
- data/lib/snaptrade/models/{jwt.rb → brokerage_authorization_refresh_confirmation.rb} +12 -12
- data/lib/snaptrade/models/brokerage_authorization_type_read_only.rb +1 -2
- data/lib/snaptrade/models/brokerage_authorization_type_read_only_brokerage.rb +2 -3
- data/lib/snaptrade/models/brokerage_type.rb +1 -2
- data/lib/snaptrade/models/connection_portal_version.rb +3 -3
- data/lib/snaptrade/models/connection_type.rb +0 -1
- data/lib/snaptrade/models/connections_session_events200_response_inner.rb +1 -2
- data/lib/snaptrade/models/currency.rb +4 -2
- data/lib/snaptrade/models/delete_user_response.rb +13 -5
- data/lib/snaptrade/models/dividend_at_date.rb +0 -1
- data/lib/snaptrade/models/encrypted_response.rb +0 -1
- data/lib/snaptrade/models/encrypted_response_encrypted_message_data.rb +0 -1
- data/lib/snaptrade/models/exchange.rb +9 -2
- data/lib/snaptrade/models/exchange_rate_pairs.rb +0 -1
- data/lib/snaptrade/models/figi_instrument.rb +230 -0
- data/lib/snaptrade/models/holdings_status.rb +229 -0
- data/lib/snaptrade/models/login_redirect_uri.rb +3 -3
- data/lib/snaptrade/models/manual_trade.rb +10 -6
- data/lib/snaptrade/models/manual_trade_and_impact.rb +2 -3
- data/lib/snaptrade/models/manual_trade_balance.rb +3 -4
- data/lib/snaptrade/models/manual_trade_form.rb +56 -28
- data/lib/snaptrade/models/{model_asset_class_target.rb → manual_trade_form_notional_value.rb} +12 -15
- data/lib/snaptrade/models/{trade.rb → manual_trade_form_with_options.rb} +126 -43
- data/lib/snaptrade/models/{snap_trade_api_disclaimer_accept_status.rb → manual_trade_form_with_options_stop_loss.rb} +24 -18
- data/lib/snaptrade/models/manual_trade_form_with_options_take_profit.rb +223 -0
- data/lib/snaptrade/models/{trade_impact.rb → manual_trade_impact.rb} +20 -17
- data/lib/snaptrade/models/manual_trade_symbol.rb +19 -15
- data/lib/snaptrade/models/model400_failed_request_response.rb +0 -1
- data/lib/snaptrade/models/model401_failed_request_response.rb +0 -1
- data/lib/snaptrade/models/model402_brokerage_auth_already_disabled_exception.rb +228 -0
- data/lib/snaptrade/models/{amount.rb → model402_brokerage_auth_disabled_response.rb} +19 -18
- data/lib/snaptrade/models/model403_failed_request_response.rb +0 -1
- data/lib/snaptrade/models/model403_feature_not_enabled_response.rb +228 -0
- data/lib/snaptrade/models/model404_failed_request_response.rb +0 -1
- data/lib/snaptrade/models/{calculated_trade.rb → model425_failed_request_response.rb} +19 -20
- data/lib/snaptrade/models/model500_unexpected_exception_response.rb +0 -1
- data/lib/snaptrade/models/monthly_dividends.rb +1 -2
- data/lib/snaptrade/models/net_contributions.rb +1 -2
- data/lib/snaptrade/models/net_dividend.rb +0 -1
- data/lib/snaptrade/models/notional_value.rb +103 -0
- data/lib/snaptrade/models/{options_holdings.rb → option_brokerage_symbol.rb} +19 -50
- data/lib/snaptrade/models/option_chain_inner.rb +0 -1
- data/lib/snaptrade/models/option_chain_inner_chain_per_root_inner.rb +0 -1
- data/lib/snaptrade/models/option_chain_inner_chain_per_root_inner_chain_per_strike_price_inner.rb +0 -1
- data/lib/snaptrade/models/option_leg.rb +0 -1
- data/lib/snaptrade/models/option_leg_action.rb +0 -1
- data/lib/snaptrade/models/option_strategy.rb +0 -1
- data/lib/snaptrade/models/option_strategy_legs_inner.rb +0 -1
- data/lib/snaptrade/models/option_type.rb +0 -1
- data/lib/snaptrade/models/options_get_option_strategy_request.rb +0 -1
- data/lib/snaptrade/models/options_place_option_strategy_request.rb +4 -3
- data/lib/snaptrade/models/options_position.rb +20 -20
- data/lib/snaptrade/models/options_position_currency.rb +4 -1
- data/lib/snaptrade/models/options_symbol.rb +12 -25
- data/lib/snaptrade/models/{model_type.rb → order_class.rb} +6 -8
- data/lib/snaptrade/models/{order_type.rb → order_type_strict.rb} +5 -6
- data/lib/snaptrade/models/paginated_universal_activity.rb +228 -0
- data/lib/snaptrade/models/pagination_details.rb +228 -0
- data/lib/snaptrade/models/partner_data.rb +49 -50
- data/lib/snaptrade/models/past_value.rb +1 -2
- data/lib/snaptrade/models/performance_custom.rb +0 -1
- data/lib/snaptrade/models/position.rb +21 -20
- data/lib/snaptrade/models/position_symbol.rb +16 -12
- data/lib/snaptrade/models/{portfolio_group_position.rb → rate_of_return_object.rb} +26 -26
- data/lib/snaptrade/models/{brokerage_authorization_type.rb → rate_of_return_response.rb} +14 -11
- data/lib/snaptrade/models/{strategy_order_place.rb → recent_orders_response.rb} +7 -16
- data/lib/snaptrade/models/security_type.rb +5 -2
- data/lib/snaptrade/models/session_event.rb +1 -2
- data/lib/snaptrade/models/session_event_type.rb +11 -4
- data/lib/snaptrade/models/snap_trade_holdings_account.rb +0 -1
- data/lib/snaptrade/models/snap_trade_holdings_total_value.rb +3 -2
- data/lib/snaptrade/models/snap_trade_login_user_request_body.rb +10 -5
- data/lib/snaptrade/models/snap_trade_register_user_request_body.rb +1 -2
- data/lib/snaptrade/models/status.rb +0 -1
- data/lib/snaptrade/models/stop_loss.rb +227 -0
- data/lib/snaptrade/models/strategy_order_record.rb +5 -3
- data/lib/snaptrade/models/strategy_order_record_status.rb +0 -1
- data/lib/snaptrade/models/strategy_quotes.rb +0 -1
- data/lib/snaptrade/models/strategy_quotes_greek.rb +0 -1
- data/lib/snaptrade/models/strategy_type.rb +0 -1
- data/lib/snaptrade/models/sub_period_return_rate.rb +2 -3
- data/lib/snaptrade/models/symbol.rb +39 -14
- data/lib/snaptrade/models/{portfolio_group.rb → symbol_currency.rb} +24 -5
- data/lib/snaptrade/models/symbol_exchange.rb +296 -0
- data/lib/snaptrade/models/{model_portfolio_security.rb → symbol_figi_instrument.rb} +27 -41
- data/lib/snaptrade/models/symbol_query.rb +1 -2
- data/lib/snaptrade/models/symbols_quotes_inner.rb +15 -11
- data/lib/snaptrade/models/{excluded_asset.rb → take_profit.rb} +11 -12
- data/lib/snaptrade/models/{time_in_force.rb → time_in_force_strict.rb} +5 -6
- data/lib/snaptrade/models/{brokerage_authorization_type_type.rb → timeframe.rb} +9 -7
- data/lib/snaptrade/models/trading_cancel_user_account_order_request.rb +1 -1
- data/lib/snaptrade/models/transactions_status.rb +19 -8
- data/lib/snaptrade/models/type.rb +3 -4
- data/lib/snaptrade/models/underlying_symbol.rb +40 -6
- data/lib/snaptrade/models/{snap_trade_holdings_account_account_id.rb → underlying_symbol_exchange.rb} +55 -54
- data/lib/snaptrade/models/{brokerage_symbol.rb → underlying_symbol_type.rb} +28 -39
- data/lib/snaptrade/models/universal_activity.rb +91 -82
- data/lib/snaptrade/models/universal_symbol.rb +30 -5
- data/lib/snaptrade/models/us_exchange.rb +0 -1
- data/lib/snaptrade/models/user_i_dand_secret.rb +2 -4
- data/lib/snaptrade/models/validated_trade_body.rb +218 -0
- data/lib/snaptrade/version.rb +1 -2
- data/lib/snaptrade.rb +90 -66
- data/snaptrade.gemspec +0 -1
- data/spec/api/account_information_api_spec.rb +66 -13
- data/spec/api/api_status_api_spec.rb +0 -1
- data/spec/api/authentication_api_spec.rb +20 -20
- data/spec/api/connections_api_spec.rb +54 -9
- data/spec/api/options_api_spec.rb +11 -7
- data/spec/api/reference_data_api_spec.rb +24 -16
- data/spec/api/trading_api_spec.rb +17 -25
- data/spec/api/transactions_and_reporting_api_spec.rb +7 -8
- data/spec/api_client_spec.rb +0 -1
- data/spec/configuration_spec.rb +0 -1
- data/spec/models/account_balance_spec.rb +0 -1
- data/spec/models/account_balance_total_spec.rb +0 -1
- data/spec/models/account_holdings_account_spec.rb +6 -1
- data/spec/models/account_holdings_spec.rb +0 -1
- data/spec/models/{strategy_impact_legs_inner_spec.rb → account_order_record_option_symbol_spec.rb} +13 -14
- data/spec/models/account_order_record_spec.rb +12 -7
- data/spec/models/account_order_record_status_spec.rb +0 -1
- data/spec/models/{brokerage_symbol_symbol_spec.rb → account_order_record_universal_symbol_spec.rb} +18 -7
- data/spec/models/account_simple_spec.rb +0 -1
- data/spec/models/account_spec.rb +14 -9
- data/spec/models/account_sync_status_spec.rb +6 -1
- data/spec/models/account_universal_activity_currency_spec.rb +41 -0
- data/spec/models/{brokerage_symbol_option_symbol_spec.rb → account_universal_activity_option_symbol_spec.rb} +6 -19
- data/spec/models/{portfolio_group_info_spec.rb → account_universal_activity_spec.rb} +47 -18
- data/spec/models/{universal_symbol_ticker_spec.rb → account_universal_activity_symbol_spec.rb} +13 -8
- data/spec/models/action_strict_spec.rb +23 -0
- data/spec/models/action_strict_with_options_spec.rb +23 -0
- data/spec/models/auth_type_spec.rb +0 -1
- data/spec/models/authentication_login_snap_trade_user200_response_spec.rb +0 -1
- data/spec/models/{model_portfolio_spec.rb → balance_currency_spec.rb} +8 -9
- data/spec/models/balance_spec.rb +6 -1
- data/spec/models/brokerage_authorization_disabled_confirmation_spec.rb +29 -0
- data/spec/models/{brokerage_authorization_type_spec.rb → brokerage_authorization_refresh_confirmation_spec.rb} +7 -8
- data/spec/models/brokerage_authorization_spec.rb +6 -7
- data/spec/models/brokerage_authorization_type_read_only_brokerage_spec.rb +0 -1
- data/spec/models/brokerage_authorization_type_read_only_spec.rb +0 -1
- data/spec/models/brokerage_spec.rb +12 -19
- data/spec/models/brokerage_type_spec.rb +0 -1
- data/spec/models/connection_portal_version_spec.rb +0 -1
- data/spec/models/connection_type_spec.rb +0 -1
- data/spec/models/connections_session_events200_response_inner_spec.rb +0 -1
- data/spec/models/currency_spec.rb +0 -1
- data/spec/models/delete_user_response_spec.rb +6 -1
- data/spec/models/dividend_at_date_spec.rb +0 -1
- data/spec/models/encrypted_response_encrypted_message_data_spec.rb +0 -1
- data/spec/models/encrypted_response_spec.rb +0 -1
- data/spec/models/exchange_rate_pairs_spec.rb +0 -1
- data/spec/models/exchange_spec.rb +0 -1
- data/spec/models/{portfolio_group_spec.rb → figi_instrument_spec.rb} +8 -9
- data/spec/models/{calculated_trade_spec.rb → holdings_status_spec.rb} +8 -9
- data/spec/models/login_redirect_uri_spec.rb +0 -1
- data/spec/models/manual_trade_and_impact_spec.rb +0 -1
- data/spec/models/manual_trade_balance_spec.rb +0 -1
- data/spec/models/manual_trade_form_notional_value_spec.rb +23 -0
- data/spec/models/manual_trade_form_spec.rb +6 -7
- data/spec/models/{strategy_impact_spec.rb → manual_trade_form_with_options_spec.rb} +29 -18
- data/spec/models/{snap_trade_api_disclaimer_accept_status_spec.rb → manual_trade_form_with_options_stop_loss_spec.rb} +8 -9
- data/spec/models/manual_trade_form_with_options_take_profit_spec.rb +29 -0
- data/spec/models/{trade_impact_spec.rb → manual_trade_impact_spec.rb} +7 -8
- data/spec/models/manual_trade_spec.rb +0 -1
- data/spec/models/manual_trade_symbol_spec.rb +6 -7
- data/spec/models/model400_failed_request_response_spec.rb +0 -1
- data/spec/models/model401_failed_request_response_spec.rb +0 -1
- data/spec/models/model402_brokerage_auth_already_disabled_exception_spec.rb +35 -0
- data/spec/models/model402_brokerage_auth_disabled_response_spec.rb +35 -0
- data/spec/models/model403_failed_request_response_spec.rb +0 -1
- data/spec/models/{model_asset_class_details_spec.rb → model403_feature_not_enabled_response_spec.rb} +8 -9
- data/spec/models/model404_failed_request_response_spec.rb +0 -1
- data/spec/models/model425_failed_request_response_spec.rb +35 -0
- data/spec/models/model500_unexpected_exception_response_spec.rb +0 -1
- data/spec/models/monthly_dividends_spec.rb +0 -1
- data/spec/models/net_contributions_spec.rb +0 -1
- data/spec/models/net_dividend_spec.rb +0 -1
- data/spec/models/notional_value_spec.rb +26 -0
- data/spec/models/{model_portfolio_details_spec.rb → option_brokerage_symbol_spec.rb} +9 -10
- data/spec/models/option_chain_inner_chain_per_root_inner_chain_per_strike_price_inner_spec.rb +0 -1
- data/spec/models/option_chain_inner_chain_per_root_inner_spec.rb +0 -1
- data/spec/models/option_chain_inner_spec.rb +0 -1
- data/spec/models/option_leg_action_spec.rb +0 -1
- data/spec/models/option_leg_spec.rb +0 -1
- data/spec/models/option_strategy_legs_inner_spec.rb +0 -1
- data/spec/models/option_strategy_spec.rb +0 -1
- data/spec/models/option_type_spec.rb +0 -1
- data/spec/models/options_get_option_strategy_request_spec.rb +0 -1
- data/spec/models/options_place_option_strategy_request_spec.rb +0 -1
- data/spec/models/options_position_currency_spec.rb +0 -1
- data/spec/models/options_position_spec.rb +2 -3
- data/spec/models/options_symbol_spec.rb +0 -13
- data/spec/models/order_class_spec.rb +23 -0
- data/spec/models/order_type_strict_spec.rb +23 -0
- data/spec/models/{model_portfolio_asset_class_spec.rb → paginated_universal_activity_spec.rb} +8 -9
- data/spec/models/{model_asset_class_spec.rb → pagination_details_spec.rb} +8 -9
- data/spec/models/partner_data_spec.rb +12 -13
- data/spec/models/past_value_spec.rb +0 -1
- data/spec/models/performance_custom_spec.rb +0 -1
- data/spec/models/position_spec.rb +2 -3
- data/spec/models/position_symbol_spec.rb +3 -4
- data/spec/models/{portfolio_group_position_spec.rb → rate_of_return_object_spec.rb} +9 -10
- data/spec/models/rate_of_return_response_spec.rb +29 -0
- data/spec/models/recent_orders_response_spec.rb +29 -0
- data/spec/models/security_type_spec.rb +0 -1
- data/spec/models/session_event_spec.rb +0 -1
- data/spec/models/session_event_type_spec.rb +0 -1
- data/spec/models/snap_trade_holdings_account_spec.rb +0 -1
- data/spec/models/snap_trade_holdings_total_value_spec.rb +0 -1
- data/spec/models/snap_trade_login_user_request_body_spec.rb +0 -1
- data/spec/models/snap_trade_register_user_request_body_spec.rb +0 -1
- data/spec/models/status_spec.rb +0 -1
- data/spec/models/{amount_spec.rb → stop_loss_spec.rb} +8 -9
- data/spec/models/strategy_order_record_spec.rb +0 -1
- data/spec/models/strategy_order_record_status_spec.rb +0 -1
- data/spec/models/strategy_quotes_greek_spec.rb +0 -1
- data/spec/models/strategy_quotes_spec.rb +0 -1
- data/spec/models/strategy_type_spec.rb +0 -1
- data/spec/models/sub_period_return_rate_spec.rb +0 -1
- data/spec/models/symbol_currency_spec.rb +41 -0
- data/spec/models/{trade_spec.rb → symbol_exchange_spec.rb} +13 -14
- data/spec/models/symbol_figi_instrument_spec.rb +35 -0
- data/spec/models/symbol_query_spec.rb +0 -1
- data/spec/models/symbol_spec.rb +13 -2
- data/spec/models/symbols_quotes_inner_spec.rb +3 -4
- data/spec/models/{jwt_spec.rb → take_profit_spec.rb} +7 -8
- data/spec/models/time_in_force_strict_spec.rb +23 -0
- data/spec/models/timeframe_spec.rb +23 -0
- data/spec/models/trading_cancel_user_account_order_request_spec.rb +0 -1
- data/spec/models/transactions_status_spec.rb +6 -1
- data/spec/models/type_spec.rb +0 -1
- data/spec/models/{snap_trade_holdings_account_account_id_spec.rb → underlying_symbol_exchange_spec.rb} +13 -14
- data/spec/models/underlying_symbol_spec.rb +18 -1
- data/spec/models/{cash_restriction_spec.rb → underlying_symbol_type_spec.rb} +9 -16
- data/spec/models/universal_activity_spec.rb +15 -16
- data/spec/models/universal_symbol_spec.rb +12 -1
- data/spec/models/us_exchange_spec.rb +0 -1
- data/spec/models/user_i_dand_secret_spec.rb +0 -1
- data/spec/models/{excluded_asset_spec.rb → validated_trade_body_spec.rb} +7 -8
- data/spec/spec_helper.rb +0 -1
- metadata +203 -360
- data/docs/APIStatusApi.md +0 -57
- data/docs/Account.md +0 -38
- data/docs/AccountBalance.md +0 -18
- data/docs/AccountBalanceTotal.md +0 -20
- data/docs/AccountHoldings.md +0 -24
- data/docs/AccountHoldingsAccount.md +0 -26
- data/docs/AccountInformationApi.md +0 -544
- data/docs/AccountOrderRecord.md +0 -52
- data/docs/AccountOrderRecordStatus.md +0 -15
- data/docs/AccountSimple.md +0 -24
- data/docs/AccountSyncStatus.md +0 -18
- data/docs/Action.md +0 -15
- data/docs/Amount.md +0 -20
- data/docs/AuthType.md +0 -15
- data/docs/AuthenticationApi.md +0 -320
- data/docs/AuthenticationLoginSnapTradeUser200Response.md +0 -49
- data/docs/Balance.md +0 -20
- data/docs/Brokerage.md +0 -52
- data/docs/BrokerageAuthorization.md +0 -34
- data/docs/BrokerageAuthorizationType.md +0 -18
- data/docs/BrokerageAuthorizationTypeReadOnly.md +0 -24
- data/docs/BrokerageAuthorizationTypeReadOnlyBrokerage.md +0 -22
- data/docs/BrokerageAuthorizationTypeReadOnlyType.md +0 -15
- data/docs/BrokerageAuthorizationTypeType.md +0 -15
- data/docs/BrokerageSymbol.md +0 -28
- data/docs/BrokerageSymbolOptionSymbol.md +0 -34
- data/docs/BrokerageSymbolSymbol.md +0 -32
- data/docs/BrokerageType.md +0 -20
- data/docs/CalculatedTrade.md +0 -20
- data/docs/CashRestriction.md +0 -26
- data/docs/ConnectionPortalVersion.md +0 -15
- data/docs/ConnectionType.md +0 -15
- data/docs/ConnectionsApi.md +0 -265
- data/docs/ConnectionsSessionEvents200ResponseInner.md +0 -30
- data/docs/Currency.md +0 -22
- data/docs/DeleteUserResponse.md +0 -20
- data/docs/DividendAtDate.md +0 -22
- data/docs/EncryptedResponse.md +0 -20
- data/docs/EncryptedResponseEncryptedMessageData.md +0 -22
- data/docs/ErrorLogsApi.md +0 -68
- data/docs/Exchange.md +0 -32
- data/docs/ExchangeRatePairs.md +0 -22
- data/docs/ExcludedAsset.md +0 -18
- data/docs/JWT.md +0 -18
- data/docs/LoginRedirectURI.md +0 -20
- data/docs/ManualTrade.md +0 -32
- data/docs/ManualTradeAndImpact.md +0 -22
- data/docs/ManualTradeBalance.md +0 -22
- data/docs/ManualTradeForm.md +0 -34
- data/docs/ManualTradeSymbol.md +0 -28
- data/docs/Model400FailedRequestResponse.md +0 -20
- data/docs/Model401FailedRequestResponse.md +0 -20
- data/docs/Model403FailedRequestResponse.md +0 -20
- data/docs/Model404FailedRequestResponse.md +0 -20
- data/docs/Model500UnexpectedExceptionResponse.md +0 -22
- data/docs/ModelAssetClass.md +0 -20
- data/docs/ModelAssetClassDetails.md +0 -20
- data/docs/ModelAssetClassTarget.md +0 -18
- data/docs/ModelPortfolio.md +0 -22
- data/docs/ModelPortfolioAssetClass.md +0 -20
- data/docs/ModelPortfolioDetails.md +0 -22
- data/docs/ModelPortfolioSecurity.md +0 -20
- data/docs/ModelType.md +0 -15
- data/docs/MonthlyDividends.md +0 -20
- data/docs/NetContributions.md +0 -22
- data/docs/NetDividend.md +0 -22
- data/docs/OptionChainInner.md +0 -26
- data/docs/OptionChainInnerChainPerRootInner.md +0 -22
- data/docs/OptionChainInnerChainPerRootInnerChainPerStrikePriceInner.md +0 -22
- data/docs/OptionLeg.md +0 -22
- data/docs/OptionLegAction.md +0 -15
- data/docs/OptionStrategy.md +0 -26
- data/docs/OptionStrategyLegsInner.md +0 -24
- data/docs/OptionType.md +0 -15
- data/docs/OptionsApi.md +0 -390
- data/docs/OptionsGetOptionStrategyRequest.md +0 -22
- data/docs/OptionsHoldings.md +0 -28
- data/docs/OptionsPlaceOptionStrategyRequest.md +0 -22
- data/docs/OptionsPosition.md +0 -26
- data/docs/OptionsPositionCurrency.md +0 -22
- data/docs/OptionsSymbol.md +0 -34
- data/docs/OrderType.md +0 -15
- data/docs/PartnerData.md +0 -40
- data/docs/PastValue.md +0 -22
- data/docs/PerformanceCustom.md +0 -54
- data/docs/PortfolioGroup.md +0 -20
- data/docs/PortfolioGroupInfo.md +0 -38
- data/docs/PortfolioGroupPosition.md +0 -22
- data/docs/PortfolioGroupSettings.md +0 -26
- data/docs/Position.md +0 -28
- data/docs/PositionSymbol.md +0 -28
- data/docs/RedirectTokenandPin.md +0 -20
- data/docs/ReferenceDataApi.md +0 -597
- data/docs/SecurityType.md +0 -24
- data/docs/SessionEvent.md +0 -30
- data/docs/SessionEventType.md +0 -15
- data/docs/SnapTradeAPIDisclaimerAcceptStatus.md +0 -20
- data/docs/SnapTradeHoldingsAccount.md +0 -32
- data/docs/SnapTradeHoldingsAccountAccountId.md +0 -34
- data/docs/SnapTradeHoldingsTotalValue.md +0 -20
- data/docs/SnapTradeLoginUserRequestBody.md +0 -28
- data/docs/SnapTradeRegisterUserRequestBody.md +0 -18
- data/docs/State.md +0 -15
- data/docs/Status.md +0 -22
- data/docs/StrategyImpact.md +0 -38
- data/docs/StrategyImpactLegsInner.md +0 -30
- data/docs/StrategyOrderPlace.md +0 -20
- data/docs/StrategyOrderPlaceOrdersInner.md +0 -102
- data/docs/StrategyOrderPlaceOrdersInnerLegsInner.md +0 -30
- data/docs/StrategyOrderRecord.md +0 -38
- data/docs/StrategyOrderRecordStatus.md +0 -15
- data/docs/StrategyQuotes.md +0 -28
- data/docs/StrategyQuotesGreek.md +0 -26
- data/docs/StrategyType.md +0 -15
- data/docs/SubPeriodReturnRate.md +0 -22
- data/docs/Symbol.md +0 -30
- data/docs/SymbolQuery.md +0 -18
- data/docs/SymbolsQuotesInner.md +0 -28
- data/docs/TargetAsset.md +0 -28
- data/docs/TimeInForce.md +0 -15
- data/docs/Trade.md +0 -32
- data/docs/TradeAction.md +0 -15
- data/docs/TradeExecutionStatus.md +0 -34
- data/docs/TradeExecutionStatusAction.md +0 -15
- data/docs/TradeImpact.md +0 -26
- data/docs/TradingApi.md +0 -486
- data/docs/TradingCancelUserAccountOrderRequest.md +0 -18
- data/docs/TradingPlaceOCOOrderRequest.md +0 -20
- data/docs/TransactionsAndReportingApi.md +0 -183
- data/docs/TransactionsStatus.md +0 -20
- data/docs/Type.md +0 -15
- data/docs/USExchange.md +0 -34
- data/docs/UnderlyingSymbol.md +0 -30
- data/docs/UniversalActivity.md +0 -50
- data/docs/UniversalSymbol.md +0 -32
- data/docs/UniversalSymbolTicker.md +0 -32
- data/docs/UserErrorLog.md +0 -28
- data/docs/UserIDandSecret.md +0 -20
- data/docs/UserSettings.md +0 -36
- data/lib/snaptrade/api/error_logs_api.rb +0 -110
- data/lib/snaptrade/models/action.rb +0 -38
- data/lib/snaptrade/models/brokerage_authorization_type_read_only_type.rb +0 -38
- data/lib/snaptrade/models/cash_restriction.rb +0 -254
- data/lib/snaptrade/models/model_asset_class_details.rb +0 -228
- data/lib/snaptrade/models/model_portfolio_asset_class.rb +0 -250
- data/lib/snaptrade/models/model_portfolio_details.rb +0 -239
- data/lib/snaptrade/models/portfolio_group_info.rb +0 -326
- data/lib/snaptrade/models/portfolio_group_settings.rb +0 -277
- data/lib/snaptrade/models/redirect_tokenand_pin.rb +0 -227
- data/lib/snaptrade/models/state.rb +0 -41
- data/lib/snaptrade/models/strategy_impact.rb +0 -310
- data/lib/snaptrade/models/strategy_impact_legs_inner.rb +0 -271
- data/lib/snaptrade/models/strategy_order_place_orders_inner.rb +0 -597
- data/lib/snaptrade/models/strategy_order_place_orders_inner_legs_inner.rb +0 -271
- data/lib/snaptrade/models/trade_execution_status.rb +0 -296
- data/lib/snaptrade/models/trading_place_oco_order_request.rb +0 -230
- data/lib/snaptrade/models/user_error_log.rb +0 -263
- data/lib/snaptrade/models/user_settings.rb +0 -299
- data/spec/api/error_logs_api_spec.rb +0 -43
- data/spec/models/action_spec.rb +0 -24
- data/spec/models/brokerage_authorization_type_read_only_type_spec.rb +0 -24
- data/spec/models/brokerage_authorization_type_type_spec.rb +0 -24
- data/spec/models/brokerage_symbol_spec.rb +0 -60
- data/spec/models/model_asset_class_target_spec.rb +0 -30
- data/spec/models/model_portfolio_security_spec.rb +0 -36
- data/spec/models/model_type_spec.rb +0 -24
- data/spec/models/options_holdings_spec.rb +0 -60
- data/spec/models/order_type_spec.rb +0 -24
- data/spec/models/portfolio_group_settings_spec.rb +0 -54
- data/spec/models/redirect_tokenand_pin_spec.rb +0 -36
- data/spec/models/state_spec.rb +0 -24
- data/spec/models/strategy_order_place_orders_inner_legs_inner_spec.rb +0 -66
- data/spec/models/strategy_order_place_orders_inner_spec.rb +0 -282
- data/spec/models/strategy_order_place_spec.rb +0 -36
- data/spec/models/target_asset_spec.rb +0 -60
- data/spec/models/time_in_force_spec.rb +0 -24
- data/spec/models/trade_action_spec.rb +0 -24
- data/spec/models/trade_execution_status_action_spec.rb +0 -24
- data/spec/models/trade_execution_status_spec.rb +0 -78
- data/spec/models/trading_place_oco_order_request_spec.rb +0 -36
- data/spec/models/user_error_log_spec.rb +0 -60
- data/spec/models/user_settings_spec.rb +0 -84
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# SnapTrade::AccountInformationApi
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All URIs are relative to *https://api.snaptrade.com/api/v1*
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| Method | HTTP request | Description |
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| ------ | ------------ | ----------- |
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| [**get_all_user_holdings**](AccountInformationApi.md#get_all_user_holdings) | **GET** /holdings | List all accounts for the user, plus balances, positions, and orders for each account. |
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| [**get_user_account_balance**](AccountInformationApi.md#get_user_account_balance) | **GET** /accounts/{accountId}/balances | List account balances |
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| [**get_user_account_details**](AccountInformationApi.md#get_user_account_details) | **GET** /accounts/{accountId} | Return details of a specific investment account |
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| [**get_user_account_orders**](AccountInformationApi.md#get_user_account_orders) | **GET** /accounts/{accountId}/orders | List account orders |
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| [**get_user_account_positions**](AccountInformationApi.md#get_user_account_positions) | **GET** /accounts/{accountId}/positions | List account positions |
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| [**get_user_holdings**](AccountInformationApi.md#get_user_holdings) | **GET** /accounts/{accountId}/holdings | List balances, positions and orders for the specified account |
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| [**list_user_accounts**](AccountInformationApi.md#list_user_accounts) | **GET** /accounts | List accounts |
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| [**update_user_account**](AccountInformationApi.md#update_user_account) | **PUT** /accounts/{accountId} | Update details of an investment account |
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## get_all_user_holdings
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List all accounts for the user, plus balances, positions, and orders for each account.
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### Example
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```ruby
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require 'snaptrade'
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SnapTrade.client_id = "YOUR_CLIENT_ID"
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SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
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user_id = "John.doe@snaptrade.com"
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user_secret = "USERSECRET123"
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brokerage_authorizations = "917c8734-8470-4a3e-a18f-57c3f2ee6631"
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begin
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# List all accounts for the user, plus balances, positions, and orders for each account.
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result = SnapTrade::AccountInformation.get_all_user_holdings(
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user_id: user_id,
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user_secret: user_secret,
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brokerage_authorizations: brokerage_authorizations,
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)
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p result
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rescue SnapTrade::ApiError => e
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puts "Exception when calling SnapTrade::AccountInformation.get_all_user_holdings: #{e}"
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end
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```
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#### Using the get_all_user_holdings_with_http_info variant
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This returns an Array which contains the response data, status code and headers.
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```ruby
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user_id = "John.doe@snaptrade.com"
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user_secret = "USERSECRET123"
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brokerage_authorizations = "917c8734-8470-4a3e-a18f-57c3f2ee6631"
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begin
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# List all accounts for the user, plus balances, positions, and orders for each account.
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data, status_code, headers, response = SnapTrade::AccountInformation.get_all_user_holdings_with_http_info(
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user_id: user_id,
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user_secret: user_secret,
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brokerage_authorizations: brokerage_authorizations,
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)
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p status_code # => 2xx
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p headers # => { ... }
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p data # => Array<AccountHoldings>
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rescue SnapTrade::ApiError => e
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puts "Exception when calling SnapTrade::AccountInformation.get_all_user_holdings: #{e}"
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end
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```
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### Parameters
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| Name | Type | Description | Notes |
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| ---- | ---- | ----------- | ----- |
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| **user_id** | **String** | | |
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| **user_secret** | **String** | | |
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| **brokerage_authorizations** | **String** | Optional. Comma seperated list of authorization IDs (only use if filtering is needed on one or more authorizations). | [optional] |
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### Return type
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[**Array<AccountHoldings>**](AccountHoldings.md)
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## get_user_account_balance
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List account balances
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A list of account balances for the specified account (one per currency that the account holds).
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### Example
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require 'snaptrade'
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SnapTrade.client_id = "YOUR_CLIENT_ID"
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SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
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user_id = "John.doe@snaptrade.com"
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user_secret = "USERSECRET123"
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account_id = "accountId_example"
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begin
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# List account balances
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result = SnapTrade::AccountInformation.get_user_account_balance(
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user_id: user_id,
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user_secret: user_secret,
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account_id: account_id,
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)
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p result
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rescue SnapTrade::ApiError => e
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puts "Exception when calling SnapTrade::AccountInformation.get_user_account_balance: #{e}"
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end
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```
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#### Using the get_user_account_balance_with_http_info variant
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This returns an Array which contains the response data, status code and headers.
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```ruby
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user_id = "John.doe@snaptrade.com"
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user_secret = "USERSECRET123"
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account_id = "accountId_example"
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begin
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# List account balances
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data, status_code, headers, response = SnapTrade::AccountInformation.get_user_account_balance_with_http_info(
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user_id: user_id,
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user_secret: user_secret,
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account_id: account_id,
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)
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p status_code # => 2xx
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p headers # => { ... }
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p data # => Array<Balance>
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rescue SnapTrade::ApiError => e
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puts "Exception when calling SnapTrade::AccountInformation.get_user_account_balance: #{e}"
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end
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```
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### Parameters
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| Name | Type | Description | Notes |
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| ---- | ---- | ----------- | ----- |
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| **user_id** | **String** | | |
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| **user_secret** | **String** | | |
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| **account_id** | **String** | The ID of the account to get balances. | |
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### Return type
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## get_user_account_details
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Return details of a specific investment account
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### Example
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require 'snaptrade'
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SnapTrade.client_id = "YOUR_CLIENT_ID"
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SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
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user_id = "John.doe@snaptrade.com"
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user_secret = "USERSECRET123"
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account_id = "accountId_example"
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begin
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# Return details of a specific investment account
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result = SnapTrade::AccountInformation.get_user_account_details(
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user_id: user_id,
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user_secret: user_secret,
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account_id: account_id,
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)
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p result
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rescue SnapTrade::ApiError => e
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puts "Exception when calling SnapTrade::AccountInformation.get_user_account_details: #{e}"
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end
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```
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#### Using the get_user_account_details_with_http_info variant
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This returns an Array which contains the response data, status code and headers.
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```ruby
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user_id = "John.doe@snaptrade.com"
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user_secret = "USERSECRET123"
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account_id = "accountId_example"
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begin
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# Return details of a specific investment account
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data, status_code, headers, response = SnapTrade::AccountInformation.get_user_account_details_with_http_info(
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user_id: user_id,
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user_secret: user_secret,
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account_id: account_id,
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)
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p status_code # => 2xx
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p headers # => { ... }
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p data # => Account
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rescue SnapTrade::ApiError => e
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puts "Exception when calling SnapTrade::AccountInformation.get_user_account_details: #{e}"
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end
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```
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### Parameters
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| Name | Type | Description | Notes |
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| ---- | ---- | ----------- | ----- |
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| **user_id** | **String** | | |
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| **user_secret** | **String** | | |
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| **account_id** | **String** | The ID of the account to get detail of. | |
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### Return type
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[**Account**](Account.md)
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## get_user_account_orders
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List account orders
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Fetch all recent orders from a user's account.
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### Example
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```ruby
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require 'snaptrade'
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SnapTrade.client_id = "YOUR_CLIENT_ID"
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SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
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user_id = "John.doe@snaptrade.com"
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user_secret = "USERSECRET123"
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account_id = "accountId_example"
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state = "all"
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days = 30
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begin
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# List account orders
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result = SnapTrade::AccountInformation.get_user_account_orders(
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user_id: user_id,
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user_secret: user_secret,
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account_id: account_id,
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state: state,
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days: days,
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)
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p result
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rescue SnapTrade::ApiError => e
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puts "Exception when calling SnapTrade::AccountInformation.get_user_account_orders: #{e}"
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end
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```
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#### Using the get_user_account_orders_with_http_info variant
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This returns an Array which contains the response data, status code and headers.
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```ruby
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user_id = "John.doe@snaptrade.com"
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user_secret = "USERSECRET123"
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account_id = "accountId_example"
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state = "all"
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days = 30
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begin
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# List account orders
|
261
|
-
data, status_code, headers, response = SnapTrade::AccountInformation.get_user_account_orders_with_http_info(
|
262
|
-
user_id: user_id,
|
263
|
-
user_secret: user_secret,
|
264
|
-
account_id: account_id,
|
265
|
-
state: state,
|
266
|
-
days: days,
|
267
|
-
)
|
268
|
-
p status_code # => 2xx
|
269
|
-
p headers # => { ... }
|
270
|
-
p data # => Array<AccountOrderRecord>
|
271
|
-
rescue SnapTrade::ApiError => e
|
272
|
-
puts "Exception when calling SnapTrade::AccountInformation.get_user_account_orders: #{e}"
|
273
|
-
end
|
274
|
-
```
|
275
|
-
|
276
|
-
### Parameters
|
277
|
-
|
278
|
-
| Name | Type | Description | Notes |
|
279
|
-
| ---- | ---- | ----------- | ----- |
|
280
|
-
| **user_id** | **String** | | |
|
281
|
-
| **user_secret** | **String** | | |
|
282
|
-
| **account_id** | **String** | The ID of the account to get orders. | |
|
283
|
-
| **state** | **String** | defaults value is set to \"all\" | [optional] |
|
284
|
-
| **days** | **Integer** | Number of days in the past to fetch the most recent orders. Defaults to the last 90 days if no value is passed in. | [optional] |
|
285
|
-
|
286
|
-
### Return type
|
287
|
-
|
288
|
-
[**Array<AccountOrderRecord>**](AccountOrderRecord.md)
|
289
|
-
|
290
|
-
## get_user_account_positions
|
291
|
-
|
292
|
-
List account positions
|
293
|
-
|
294
|
-
### Example
|
295
|
-
|
296
|
-
```ruby
|
297
|
-
require 'snaptrade'
|
298
|
-
|
299
|
-
SnapTrade.client_id = "YOUR_CLIENT_ID"
|
300
|
-
SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
|
301
|
-
|
302
|
-
user_id = "John.doe@snaptrade.com"
|
303
|
-
user_secret = "USERSECRET123"
|
304
|
-
account_id = "accountId_example"
|
305
|
-
|
306
|
-
begin
|
307
|
-
# List account positions
|
308
|
-
result = SnapTrade::AccountInformation.get_user_account_positions(
|
309
|
-
user_id: user_id,
|
310
|
-
user_secret: user_secret,
|
311
|
-
account_id: account_id,
|
312
|
-
)
|
313
|
-
p result
|
314
|
-
rescue SnapTrade::ApiError => e
|
315
|
-
puts "Exception when calling SnapTrade::AccountInformation.get_user_account_positions: #{e}"
|
316
|
-
end
|
317
|
-
```
|
318
|
-
|
319
|
-
#### Using the get_user_account_positions_with_http_info variant
|
320
|
-
|
321
|
-
This returns an Array which contains the response data, status code and headers.
|
322
|
-
|
323
|
-
```ruby
|
324
|
-
user_id = "John.doe@snaptrade.com"
|
325
|
-
user_secret = "USERSECRET123"
|
326
|
-
account_id = "accountId_example"
|
327
|
-
|
328
|
-
begin
|
329
|
-
# List account positions
|
330
|
-
data, status_code, headers, response = SnapTrade::AccountInformation.get_user_account_positions_with_http_info(
|
331
|
-
user_id: user_id,
|
332
|
-
user_secret: user_secret,
|
333
|
-
account_id: account_id,
|
334
|
-
)
|
335
|
-
p status_code # => 2xx
|
336
|
-
p headers # => { ... }
|
337
|
-
p data # => Array<Position>
|
338
|
-
rescue SnapTrade::ApiError => e
|
339
|
-
puts "Exception when calling SnapTrade::AccountInformation.get_user_account_positions: #{e}"
|
340
|
-
end
|
341
|
-
```
|
342
|
-
|
343
|
-
### Parameters
|
344
|
-
|
345
|
-
| Name | Type | Description | Notes |
|
346
|
-
| ---- | ---- | ----------- | ----- |
|
347
|
-
| **user_id** | **String** | | |
|
348
|
-
| **user_secret** | **String** | | |
|
349
|
-
| **account_id** | **String** | The ID of the account to get positions. | |
|
350
|
-
|
351
|
-
### Return type
|
352
|
-
|
353
|
-
[**Array<Position>**](Position.md)
|
354
|
-
|
355
|
-
## get_user_holdings
|
356
|
-
|
357
|
-
List balances, positions and orders for the specified account
|
358
|
-
|
359
|
-
### Example
|
360
|
-
|
361
|
-
```ruby
|
362
|
-
require 'snaptrade'
|
363
|
-
|
364
|
-
SnapTrade.client_id = "YOUR_CLIENT_ID"
|
365
|
-
SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
|
366
|
-
|
367
|
-
account_id = "917c8734-8470-4a3e-a18f-57c3f2ee6631"
|
368
|
-
user_id = "John.doe@snaptrade.com"
|
369
|
-
user_secret = "USERSECRET123"
|
370
|
-
|
371
|
-
begin
|
372
|
-
# List balances, positions and orders for the specified account
|
373
|
-
result = SnapTrade::AccountInformation.get_user_holdings(
|
374
|
-
account_id: account_id,
|
375
|
-
user_id: user_id,
|
376
|
-
user_secret: user_secret,
|
377
|
-
)
|
378
|
-
p result
|
379
|
-
rescue SnapTrade::ApiError => e
|
380
|
-
puts "Exception when calling SnapTrade::AccountInformation.get_user_holdings: #{e}"
|
381
|
-
end
|
382
|
-
```
|
383
|
-
|
384
|
-
#### Using the get_user_holdings_with_http_info variant
|
385
|
-
|
386
|
-
This returns an Array which contains the response data, status code and headers.
|
387
|
-
|
388
|
-
```ruby
|
389
|
-
account_id = "917c8734-8470-4a3e-a18f-57c3f2ee6631"
|
390
|
-
user_id = "John.doe@snaptrade.com"
|
391
|
-
user_secret = "USERSECRET123"
|
392
|
-
|
393
|
-
begin
|
394
|
-
# List balances, positions and orders for the specified account
|
395
|
-
data, status_code, headers, response = SnapTrade::AccountInformation.get_user_holdings_with_http_info(
|
396
|
-
account_id: account_id,
|
397
|
-
user_id: user_id,
|
398
|
-
user_secret: user_secret,
|
399
|
-
)
|
400
|
-
p status_code # => 2xx
|
401
|
-
p headers # => { ... }
|
402
|
-
p data # => AccountHoldingsAccount
|
403
|
-
rescue SnapTrade::ApiError => e
|
404
|
-
puts "Exception when calling SnapTrade::AccountInformation.get_user_holdings: #{e}"
|
405
|
-
end
|
406
|
-
```
|
407
|
-
|
408
|
-
### Parameters
|
409
|
-
|
410
|
-
| Name | Type | Description | Notes |
|
411
|
-
| ---- | ---- | ----------- | ----- |
|
412
|
-
| **account_id** | **String** | The ID of the account to fetch holdings for. | |
|
413
|
-
| **user_id** | **String** | | |
|
414
|
-
| **user_secret** | **String** | | |
|
415
|
-
|
416
|
-
### Return type
|
417
|
-
|
418
|
-
[**AccountHoldingsAccount**](AccountHoldingsAccount.md)
|
419
|
-
|
420
|
-
## list_user_accounts
|
421
|
-
|
422
|
-
List accounts
|
423
|
-
|
424
|
-
### Example
|
425
|
-
|
426
|
-
```ruby
|
427
|
-
require 'snaptrade'
|
428
|
-
|
429
|
-
SnapTrade.client_id = "YOUR_CLIENT_ID"
|
430
|
-
SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
|
431
|
-
|
432
|
-
user_id = "John.doe@snaptrade.com"
|
433
|
-
user_secret = "USERSECRET123"
|
434
|
-
|
435
|
-
begin
|
436
|
-
# List accounts
|
437
|
-
result = SnapTrade::AccountInformation.list_user_accounts(
|
438
|
-
user_id: user_id,
|
439
|
-
user_secret: user_secret,
|
440
|
-
)
|
441
|
-
p result
|
442
|
-
rescue SnapTrade::ApiError => e
|
443
|
-
puts "Exception when calling SnapTrade::AccountInformation.list_user_accounts: #{e}"
|
444
|
-
end
|
445
|
-
```
|
446
|
-
|
447
|
-
#### Using the list_user_accounts_with_http_info variant
|
448
|
-
|
449
|
-
This returns an Array which contains the response data, status code and headers.
|
450
|
-
|
451
|
-
```ruby
|
452
|
-
user_id = "John.doe@snaptrade.com"
|
453
|
-
user_secret = "USERSECRET123"
|
454
|
-
|
455
|
-
begin
|
456
|
-
# List accounts
|
457
|
-
data, status_code, headers, response = SnapTrade::AccountInformation.list_user_accounts_with_http_info(
|
458
|
-
user_id: user_id,
|
459
|
-
user_secret: user_secret,
|
460
|
-
)
|
461
|
-
p status_code # => 2xx
|
462
|
-
p headers # => { ... }
|
463
|
-
p data # => Array<Account>
|
464
|
-
rescue SnapTrade::ApiError => e
|
465
|
-
puts "Exception when calling SnapTrade::AccountInformation.list_user_accounts: #{e}"
|
466
|
-
end
|
467
|
-
```
|
468
|
-
|
469
|
-
### Parameters
|
470
|
-
|
471
|
-
| Name | Type | Description | Notes |
|
472
|
-
| ---- | ---- | ----------- | ----- |
|
473
|
-
| **user_id** | **String** | | |
|
474
|
-
| **user_secret** | **String** | | |
|
475
|
-
|
476
|
-
### Return type
|
477
|
-
|
478
|
-
[**Array<Account>**](Account.md)
|
479
|
-
|
480
|
-
## update_user_account
|
481
|
-
|
482
|
-
Update details of an investment account
|
483
|
-
|
484
|
-
### Example
|
485
|
-
|
486
|
-
```ruby
|
487
|
-
require 'snaptrade'
|
488
|
-
|
489
|
-
SnapTrade.client_id = "YOUR_CLIENT_ID"
|
490
|
-
SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
|
491
|
-
|
492
|
-
user_id = "John.doe@snaptrade.com"
|
493
|
-
user_secret = "USERSECRET123"
|
494
|
-
account_id = "accountId_example"
|
495
|
-
|
496
|
-
begin
|
497
|
-
# Update details of an investment account
|
498
|
-
result = SnapTrade::AccountInformation.update_user_account(
|
499
|
-
user_id: user_id,
|
500
|
-
user_secret: user_secret,
|
501
|
-
account_id: account_id,
|
502
|
-
)
|
503
|
-
p result
|
504
|
-
rescue SnapTrade::ApiError => e
|
505
|
-
puts "Exception when calling SnapTrade::AccountInformation.update_user_account: #{e}"
|
506
|
-
end
|
507
|
-
```
|
508
|
-
|
509
|
-
#### Using the update_user_account_with_http_info variant
|
510
|
-
|
511
|
-
This returns an Array which contains the response data, status code and headers.
|
512
|
-
|
513
|
-
```ruby
|
514
|
-
user_id = "John.doe@snaptrade.com"
|
515
|
-
user_secret = "USERSECRET123"
|
516
|
-
account_id = "accountId_example"
|
517
|
-
|
518
|
-
begin
|
519
|
-
# Update details of an investment account
|
520
|
-
data, status_code, headers, response = SnapTrade::AccountInformation.update_user_account_with_http_info(
|
521
|
-
user_id: user_id,
|
522
|
-
user_secret: user_secret,
|
523
|
-
account_id: account_id,
|
524
|
-
)
|
525
|
-
p status_code # => 2xx
|
526
|
-
p headers # => { ... }
|
527
|
-
p data # => Array<Account>
|
528
|
-
rescue SnapTrade::ApiError => e
|
529
|
-
puts "Exception when calling SnapTrade::AccountInformation.update_user_account: #{e}"
|
530
|
-
end
|
531
|
-
```
|
532
|
-
|
533
|
-
### Parameters
|
534
|
-
|
535
|
-
| Name | Type | Description | Notes |
|
536
|
-
| ---- | ---- | ----------- | ----- |
|
537
|
-
| **user_id** | **String** | | |
|
538
|
-
| **user_secret** | **String** | | |
|
539
|
-
| **account_id** | **String** | The ID of the account to update. | |
|
540
|
-
|
541
|
-
### Return type
|
542
|
-
|
543
|
-
[**Array<Account>**](Account.md)
|
544
|
-
|
data/docs/AccountOrderRecord.md
DELETED
@@ -1,52 +0,0 @@
|
|
1
|
-
# SnapTrade::AccountOrderRecord
|
2
|
-
|
3
|
-
## Properties
|
4
|
-
|
5
|
-
| Name | Type | Description | Notes |
|
6
|
-
| ---- | ---- | ----------- | ----- |
|
7
|
-
| **brokerage_order_id** | **String** | Order id returned by brokerage | [optional] |
|
8
|
-
| **status** | [**AccountOrderRecordStatus**](AccountOrderRecordStatus.md) | | [optional] |
|
9
|
-
| **symbol** | **String** | | [optional] |
|
10
|
-
| **universal_symbol** | [**UniversalSymbol**](UniversalSymbol.md) | | [optional] |
|
11
|
-
| **option_symbol** | [**OptionsSymbol**](OptionsSymbol.md) | | [optional] |
|
12
|
-
| **action** | [**Action**](Action.md) | | [optional] |
|
13
|
-
| **total_quantity** | **Float** | Trade Units. Cannot work with notional value. | [optional] |
|
14
|
-
| **open_quantity** | **Float** | Trade Units | [optional] |
|
15
|
-
| **canceled_quantity** | **Float** | Trade Units | [optional] |
|
16
|
-
| **filled_quantity** | **Float** | Trade Units | [optional] |
|
17
|
-
| **execution_price** | **Float** | Trade Price if limit or stop limit order | [optional] |
|
18
|
-
| **limit_price** | **Float** | Trade Price if limit or stop limit order | [optional] |
|
19
|
-
| **stop_price** | **Float** | Stop Price. If stop loss or stop limit order, the price to trigger the stop | [optional] |
|
20
|
-
| **order_type** | [**OrderType**](OrderType.md) | | [optional] |
|
21
|
-
| **time_in_force** | [**TimeInForce**](TimeInForce.md) | | [optional] |
|
22
|
-
| **time_placed** | **String** | Time | [optional] |
|
23
|
-
| **time_updated** | **String** | Time | [optional] |
|
24
|
-
| **expiry_date** | **String** | Time | [optional] |
|
25
|
-
|
26
|
-
## Example
|
27
|
-
|
28
|
-
```ruby
|
29
|
-
require 'snaptrade'
|
30
|
-
|
31
|
-
instance = SnapTrade::AccountOrderRecord.new(
|
32
|
-
brokerage_order_id: null,
|
33
|
-
status: null,
|
34
|
-
symbol: 2bcd7cc3-e922-4976-bce1-9858296801c3,
|
35
|
-
universal_symbol: null,
|
36
|
-
option_symbol: null,
|
37
|
-
action: null,
|
38
|
-
total_quantity: null,
|
39
|
-
open_quantity: null,
|
40
|
-
canceled_quantity: null,
|
41
|
-
filled_quantity: null,
|
42
|
-
execution_price: 31.33,
|
43
|
-
limit_price: 31.33,
|
44
|
-
stop_price: 31.33,
|
45
|
-
order_type: null,
|
46
|
-
time_in_force: null,
|
47
|
-
time_placed: 2022-01-21T20:11:19.217Z,
|
48
|
-
time_updated: 2022-01-21T20:11:19.217Z,
|
49
|
-
expiry_date: 2022-01-21T20:11:19.217Z
|
50
|
-
)
|
51
|
-
```
|
52
|
-
|
@@ -1,15 +0,0 @@
|
|
1
|
-
# SnapTrade::AccountOrderRecordStatus
|
2
|
-
|
3
|
-
## Properties
|
4
|
-
|
5
|
-
| Name | Type | Description | Notes |
|
6
|
-
| ---- | ---- | ----------- | ----- |
|
7
|
-
|
8
|
-
## Example
|
9
|
-
|
10
|
-
```ruby
|
11
|
-
require 'snaptrade'
|
12
|
-
|
13
|
-
instance = SnapTrade::AccountOrderRecordStatus.new()
|
14
|
-
```
|
15
|
-
|
data/docs/AccountSimple.md
DELETED
@@ -1,24 +0,0 @@
|
|
1
|
-
# SnapTrade::AccountSimple
|
2
|
-
|
3
|
-
## Properties
|
4
|
-
|
5
|
-
| Name | Type | Description | Notes |
|
6
|
-
| ---- | ---- | ----------- | ----- |
|
7
|
-
| **id** | **String** | | [optional] |
|
8
|
-
| **name** | **String** | | [optional] |
|
9
|
-
| **number** | **String** | | [optional] |
|
10
|
-
| **sync_status** | [**AccountSyncStatus**](AccountSyncStatus.md) | | [optional] |
|
11
|
-
|
12
|
-
## Example
|
13
|
-
|
14
|
-
```ruby
|
15
|
-
require 'snaptrade'
|
16
|
-
|
17
|
-
instance = SnapTrade::AccountSimple.new(
|
18
|
-
id: 2bcd7cc3-e922-4976-bce1-9858296801c3,
|
19
|
-
name: Registered Retirement Savings Account,
|
20
|
-
number: Q6542138443,
|
21
|
-
sync_status: null
|
22
|
-
)
|
23
|
-
```
|
24
|
-
|
data/docs/AccountSyncStatus.md
DELETED
@@ -1,18 +0,0 @@
|
|
1
|
-
# SnapTrade::AccountSyncStatus
|
2
|
-
|
3
|
-
## Properties
|
4
|
-
|
5
|
-
| Name | Type | Description | Notes |
|
6
|
-
| ---- | ---- | ----------- | ----- |
|
7
|
-
| **transactions** | [**TransactionsStatus**](TransactionsStatus.md) | | [optional] |
|
8
|
-
|
9
|
-
## Example
|
10
|
-
|
11
|
-
```ruby
|
12
|
-
require 'snaptrade'
|
13
|
-
|
14
|
-
instance = SnapTrade::AccountSyncStatus.new(
|
15
|
-
transactions: null
|
16
|
-
)
|
17
|
-
```
|
18
|
-
|
data/docs/Action.md
DELETED
data/docs/Amount.md
DELETED
@@ -1,20 +0,0 @@
|
|
1
|
-
# SnapTrade::Amount
|
2
|
-
|
3
|
-
## Properties
|
4
|
-
|
5
|
-
| Name | Type | Description | Notes |
|
6
|
-
| ---- | ---- | ----------- | ----- |
|
7
|
-
| **amount** | **Float** | | [optional] |
|
8
|
-
| **currency** | **String** | | [optional] |
|
9
|
-
|
10
|
-
## Example
|
11
|
-
|
12
|
-
```ruby
|
13
|
-
require 'snaptrade'
|
14
|
-
|
15
|
-
instance = SnapTrade::Amount.new(
|
16
|
-
amount: 15363.23,
|
17
|
-
currency: USD
|
18
|
-
)
|
19
|
-
```
|
20
|
-
|