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.
Files changed (462) hide show
  1. checksums.yaml +4 -4
  2. data/Gemfile +1 -0
  3. data/Gemfile.lock +31 -28
  4. data/README.md +1995 -208
  5. data/lib/snaptrade/api/account_information_api.rb +535 -71
  6. data/lib/snaptrade/api/api_status_api.rb +6 -3
  7. data/lib/snaptrade/api/authentication_api.rb +180 -140
  8. data/lib/snaptrade/api/connections_api.rb +401 -41
  9. data/lib/snaptrade/api/options_api.rb +82 -39
  10. data/lib/snaptrade/api/reference_data_api.rb +181 -101
  11. data/lib/snaptrade/api/trading_api.rb +200 -228
  12. data/lib/snaptrade/api/transactions_and_reporting_api.rb +48 -33
  13. data/lib/snaptrade/api_client.rb +24 -14
  14. data/lib/snaptrade/api_error.rb +0 -1
  15. data/lib/snaptrade/configuration.rb +11 -29
  16. data/lib/snaptrade/models/account.rb +84 -29
  17. data/lib/snaptrade/models/account_balance.rb +1 -2
  18. data/lib/snaptrade/models/account_balance_total.rb +3 -9
  19. data/lib/snaptrade/models/account_holdings.rb +0 -1
  20. data/lib/snaptrade/models/account_holdings_account.rb +19 -4
  21. data/lib/snaptrade/models/account_order_record.rb +52 -33
  22. data/lib/snaptrade/models/{brokerage_symbol_option_symbol.rb → account_order_record_option_symbol.rb} +15 -27
  23. data/lib/snaptrade/models/account_order_record_status.rb +0 -1
  24. data/lib/snaptrade/models/{brokerage_symbol_symbol.rb → account_order_record_universal_symbol.rb} +33 -7
  25. data/lib/snaptrade/models/account_simple.rb +4 -2
  26. data/lib/snaptrade/models/account_sync_status.rb +14 -6
  27. data/lib/snaptrade/models/account_universal_activity.rb +371 -0
  28. data/lib/snaptrade/models/account_universal_activity_currency.rb +245 -0
  29. data/lib/snaptrade/models/{target_asset.rb → account_universal_activity_option_symbol.rb} +83 -59
  30. data/lib/snaptrade/models/{universal_symbol_ticker.rb → account_universal_activity_symbol.rb} +37 -16
  31. data/lib/snaptrade/models/{trade_action.rb → action_strict.rb} +3 -4
  32. data/lib/snaptrade/models/{trade_execution_status_action.rb → action_strict_with_options.rb} +8 -5
  33. data/lib/snaptrade/models/auth_type.rb +0 -1
  34. data/lib/snaptrade/models/authentication_login_snap_trade_user200_response.rb +0 -1
  35. data/lib/snaptrade/models/balance.rb +19 -8
  36. data/lib/snaptrade/models/{model_portfolio.rb → balance_currency.rb} +27 -19
  37. data/lib/snaptrade/models/brokerage.rb +57 -50
  38. data/lib/snaptrade/models/brokerage_authorization.rb +24 -21
  39. data/lib/snaptrade/models/{model_asset_class.rb → brokerage_authorization_disabled_confirmation.rb} +12 -20
  40. data/lib/snaptrade/models/{jwt.rb → brokerage_authorization_refresh_confirmation.rb} +12 -12
  41. data/lib/snaptrade/models/brokerage_authorization_type_read_only.rb +1 -2
  42. data/lib/snaptrade/models/brokerage_authorization_type_read_only_brokerage.rb +2 -3
  43. data/lib/snaptrade/models/brokerage_type.rb +1 -2
  44. data/lib/snaptrade/models/connection_portal_version.rb +3 -3
  45. data/lib/snaptrade/models/connection_type.rb +0 -1
  46. data/lib/snaptrade/models/connections_session_events200_response_inner.rb +1 -2
  47. data/lib/snaptrade/models/currency.rb +4 -2
  48. data/lib/snaptrade/models/delete_user_response.rb +13 -5
  49. data/lib/snaptrade/models/dividend_at_date.rb +0 -1
  50. data/lib/snaptrade/models/encrypted_response.rb +0 -1
  51. data/lib/snaptrade/models/encrypted_response_encrypted_message_data.rb +0 -1
  52. data/lib/snaptrade/models/exchange.rb +9 -2
  53. data/lib/snaptrade/models/exchange_rate_pairs.rb +0 -1
  54. data/lib/snaptrade/models/figi_instrument.rb +230 -0
  55. data/lib/snaptrade/models/holdings_status.rb +229 -0
  56. data/lib/snaptrade/models/login_redirect_uri.rb +3 -3
  57. data/lib/snaptrade/models/manual_trade.rb +10 -6
  58. data/lib/snaptrade/models/manual_trade_and_impact.rb +2 -3
  59. data/lib/snaptrade/models/manual_trade_balance.rb +3 -4
  60. data/lib/snaptrade/models/manual_trade_form.rb +56 -28
  61. data/lib/snaptrade/models/{model_asset_class_target.rb → manual_trade_form_notional_value.rb} +12 -15
  62. data/lib/snaptrade/models/{trade.rb → manual_trade_form_with_options.rb} +126 -43
  63. data/lib/snaptrade/models/{snap_trade_api_disclaimer_accept_status.rb → manual_trade_form_with_options_stop_loss.rb} +24 -18
  64. data/lib/snaptrade/models/manual_trade_form_with_options_take_profit.rb +223 -0
  65. data/lib/snaptrade/models/{trade_impact.rb → manual_trade_impact.rb} +20 -17
  66. data/lib/snaptrade/models/manual_trade_symbol.rb +19 -15
  67. data/lib/snaptrade/models/model400_failed_request_response.rb +0 -1
  68. data/lib/snaptrade/models/model401_failed_request_response.rb +0 -1
  69. data/lib/snaptrade/models/model402_brokerage_auth_already_disabled_exception.rb +228 -0
  70. data/lib/snaptrade/models/{amount.rb → model402_brokerage_auth_disabled_response.rb} +19 -18
  71. data/lib/snaptrade/models/model403_failed_request_response.rb +0 -1
  72. data/lib/snaptrade/models/model403_feature_not_enabled_response.rb +228 -0
  73. data/lib/snaptrade/models/model404_failed_request_response.rb +0 -1
  74. data/lib/snaptrade/models/{calculated_trade.rb → model425_failed_request_response.rb} +19 -20
  75. data/lib/snaptrade/models/model500_unexpected_exception_response.rb +0 -1
  76. data/lib/snaptrade/models/monthly_dividends.rb +1 -2
  77. data/lib/snaptrade/models/net_contributions.rb +1 -2
  78. data/lib/snaptrade/models/net_dividend.rb +0 -1
  79. data/lib/snaptrade/models/notional_value.rb +103 -0
  80. data/lib/snaptrade/models/{options_holdings.rb → option_brokerage_symbol.rb} +19 -50
  81. data/lib/snaptrade/models/option_chain_inner.rb +0 -1
  82. data/lib/snaptrade/models/option_chain_inner_chain_per_root_inner.rb +0 -1
  83. data/lib/snaptrade/models/option_chain_inner_chain_per_root_inner_chain_per_strike_price_inner.rb +0 -1
  84. data/lib/snaptrade/models/option_leg.rb +0 -1
  85. data/lib/snaptrade/models/option_leg_action.rb +0 -1
  86. data/lib/snaptrade/models/option_strategy.rb +0 -1
  87. data/lib/snaptrade/models/option_strategy_legs_inner.rb +0 -1
  88. data/lib/snaptrade/models/option_type.rb +0 -1
  89. data/lib/snaptrade/models/options_get_option_strategy_request.rb +0 -1
  90. data/lib/snaptrade/models/options_place_option_strategy_request.rb +4 -3
  91. data/lib/snaptrade/models/options_position.rb +20 -20
  92. data/lib/snaptrade/models/options_position_currency.rb +4 -1
  93. data/lib/snaptrade/models/options_symbol.rb +12 -25
  94. data/lib/snaptrade/models/{model_type.rb → order_class.rb} +6 -8
  95. data/lib/snaptrade/models/{order_type.rb → order_type_strict.rb} +5 -6
  96. data/lib/snaptrade/models/paginated_universal_activity.rb +228 -0
  97. data/lib/snaptrade/models/pagination_details.rb +228 -0
  98. data/lib/snaptrade/models/partner_data.rb +49 -50
  99. data/lib/snaptrade/models/past_value.rb +1 -2
  100. data/lib/snaptrade/models/performance_custom.rb +0 -1
  101. data/lib/snaptrade/models/position.rb +21 -20
  102. data/lib/snaptrade/models/position_symbol.rb +16 -12
  103. data/lib/snaptrade/models/{portfolio_group_position.rb → rate_of_return_object.rb} +26 -26
  104. data/lib/snaptrade/models/{brokerage_authorization_type.rb → rate_of_return_response.rb} +14 -11
  105. data/lib/snaptrade/models/{strategy_order_place.rb → recent_orders_response.rb} +7 -16
  106. data/lib/snaptrade/models/security_type.rb +5 -2
  107. data/lib/snaptrade/models/session_event.rb +1 -2
  108. data/lib/snaptrade/models/session_event_type.rb +11 -4
  109. data/lib/snaptrade/models/snap_trade_holdings_account.rb +0 -1
  110. data/lib/snaptrade/models/snap_trade_holdings_total_value.rb +3 -2
  111. data/lib/snaptrade/models/snap_trade_login_user_request_body.rb +10 -5
  112. data/lib/snaptrade/models/snap_trade_register_user_request_body.rb +1 -2
  113. data/lib/snaptrade/models/status.rb +0 -1
  114. data/lib/snaptrade/models/stop_loss.rb +227 -0
  115. data/lib/snaptrade/models/strategy_order_record.rb +5 -3
  116. data/lib/snaptrade/models/strategy_order_record_status.rb +0 -1
  117. data/lib/snaptrade/models/strategy_quotes.rb +0 -1
  118. data/lib/snaptrade/models/strategy_quotes_greek.rb +0 -1
  119. data/lib/snaptrade/models/strategy_type.rb +0 -1
  120. data/lib/snaptrade/models/sub_period_return_rate.rb +2 -3
  121. data/lib/snaptrade/models/symbol.rb +39 -14
  122. data/lib/snaptrade/models/{portfolio_group.rb → symbol_currency.rb} +24 -5
  123. data/lib/snaptrade/models/symbol_exchange.rb +296 -0
  124. data/lib/snaptrade/models/{model_portfolio_security.rb → symbol_figi_instrument.rb} +27 -41
  125. data/lib/snaptrade/models/symbol_query.rb +1 -2
  126. data/lib/snaptrade/models/symbols_quotes_inner.rb +15 -11
  127. data/lib/snaptrade/models/{excluded_asset.rb → take_profit.rb} +11 -12
  128. data/lib/snaptrade/models/{time_in_force.rb → time_in_force_strict.rb} +5 -6
  129. data/lib/snaptrade/models/{brokerage_authorization_type_type.rb → timeframe.rb} +9 -7
  130. data/lib/snaptrade/models/trading_cancel_user_account_order_request.rb +1 -1
  131. data/lib/snaptrade/models/transactions_status.rb +19 -8
  132. data/lib/snaptrade/models/type.rb +3 -4
  133. data/lib/snaptrade/models/underlying_symbol.rb +40 -6
  134. data/lib/snaptrade/models/{snap_trade_holdings_account_account_id.rb → underlying_symbol_exchange.rb} +55 -54
  135. data/lib/snaptrade/models/{brokerage_symbol.rb → underlying_symbol_type.rb} +28 -39
  136. data/lib/snaptrade/models/universal_activity.rb +91 -82
  137. data/lib/snaptrade/models/universal_symbol.rb +30 -5
  138. data/lib/snaptrade/models/us_exchange.rb +0 -1
  139. data/lib/snaptrade/models/user_i_dand_secret.rb +2 -4
  140. data/lib/snaptrade/models/validated_trade_body.rb +218 -0
  141. data/lib/snaptrade/version.rb +1 -2
  142. data/lib/snaptrade.rb +90 -66
  143. data/snaptrade.gemspec +0 -1
  144. data/spec/api/account_information_api_spec.rb +66 -13
  145. data/spec/api/api_status_api_spec.rb +0 -1
  146. data/spec/api/authentication_api_spec.rb +20 -20
  147. data/spec/api/connections_api_spec.rb +54 -9
  148. data/spec/api/options_api_spec.rb +11 -7
  149. data/spec/api/reference_data_api_spec.rb +24 -16
  150. data/spec/api/trading_api_spec.rb +17 -25
  151. data/spec/api/transactions_and_reporting_api_spec.rb +7 -8
  152. data/spec/api_client_spec.rb +0 -1
  153. data/spec/configuration_spec.rb +0 -1
  154. data/spec/models/account_balance_spec.rb +0 -1
  155. data/spec/models/account_balance_total_spec.rb +0 -1
  156. data/spec/models/account_holdings_account_spec.rb +6 -1
  157. data/spec/models/account_holdings_spec.rb +0 -1
  158. data/spec/models/{strategy_impact_legs_inner_spec.rb → account_order_record_option_symbol_spec.rb} +13 -14
  159. data/spec/models/account_order_record_spec.rb +12 -7
  160. data/spec/models/account_order_record_status_spec.rb +0 -1
  161. data/spec/models/{brokerage_symbol_symbol_spec.rb → account_order_record_universal_symbol_spec.rb} +18 -7
  162. data/spec/models/account_simple_spec.rb +0 -1
  163. data/spec/models/account_spec.rb +14 -9
  164. data/spec/models/account_sync_status_spec.rb +6 -1
  165. data/spec/models/account_universal_activity_currency_spec.rb +41 -0
  166. data/spec/models/{brokerage_symbol_option_symbol_spec.rb → account_universal_activity_option_symbol_spec.rb} +6 -19
  167. data/spec/models/{portfolio_group_info_spec.rb → account_universal_activity_spec.rb} +47 -18
  168. data/spec/models/{universal_symbol_ticker_spec.rb → account_universal_activity_symbol_spec.rb} +13 -8
  169. data/spec/models/action_strict_spec.rb +23 -0
  170. data/spec/models/action_strict_with_options_spec.rb +23 -0
  171. data/spec/models/auth_type_spec.rb +0 -1
  172. data/spec/models/authentication_login_snap_trade_user200_response_spec.rb +0 -1
  173. data/spec/models/{model_portfolio_spec.rb → balance_currency_spec.rb} +8 -9
  174. data/spec/models/balance_spec.rb +6 -1
  175. data/spec/models/brokerage_authorization_disabled_confirmation_spec.rb +29 -0
  176. data/spec/models/{brokerage_authorization_type_spec.rb → brokerage_authorization_refresh_confirmation_spec.rb} +7 -8
  177. data/spec/models/brokerage_authorization_spec.rb +6 -7
  178. data/spec/models/brokerage_authorization_type_read_only_brokerage_spec.rb +0 -1
  179. data/spec/models/brokerage_authorization_type_read_only_spec.rb +0 -1
  180. data/spec/models/brokerage_spec.rb +12 -19
  181. data/spec/models/brokerage_type_spec.rb +0 -1
  182. data/spec/models/connection_portal_version_spec.rb +0 -1
  183. data/spec/models/connection_type_spec.rb +0 -1
  184. data/spec/models/connections_session_events200_response_inner_spec.rb +0 -1
  185. data/spec/models/currency_spec.rb +0 -1
  186. data/spec/models/delete_user_response_spec.rb +6 -1
  187. data/spec/models/dividend_at_date_spec.rb +0 -1
  188. data/spec/models/encrypted_response_encrypted_message_data_spec.rb +0 -1
  189. data/spec/models/encrypted_response_spec.rb +0 -1
  190. data/spec/models/exchange_rate_pairs_spec.rb +0 -1
  191. data/spec/models/exchange_spec.rb +0 -1
  192. data/spec/models/{portfolio_group_spec.rb → figi_instrument_spec.rb} +8 -9
  193. data/spec/models/{calculated_trade_spec.rb → holdings_status_spec.rb} +8 -9
  194. data/spec/models/login_redirect_uri_spec.rb +0 -1
  195. data/spec/models/manual_trade_and_impact_spec.rb +0 -1
  196. data/spec/models/manual_trade_balance_spec.rb +0 -1
  197. data/spec/models/manual_trade_form_notional_value_spec.rb +23 -0
  198. data/spec/models/manual_trade_form_spec.rb +6 -7
  199. data/spec/models/{strategy_impact_spec.rb → manual_trade_form_with_options_spec.rb} +29 -18
  200. data/spec/models/{snap_trade_api_disclaimer_accept_status_spec.rb → manual_trade_form_with_options_stop_loss_spec.rb} +8 -9
  201. data/spec/models/manual_trade_form_with_options_take_profit_spec.rb +29 -0
  202. data/spec/models/{trade_impact_spec.rb → manual_trade_impact_spec.rb} +7 -8
  203. data/spec/models/manual_trade_spec.rb +0 -1
  204. data/spec/models/manual_trade_symbol_spec.rb +6 -7
  205. data/spec/models/model400_failed_request_response_spec.rb +0 -1
  206. data/spec/models/model401_failed_request_response_spec.rb +0 -1
  207. data/spec/models/model402_brokerage_auth_already_disabled_exception_spec.rb +35 -0
  208. data/spec/models/model402_brokerage_auth_disabled_response_spec.rb +35 -0
  209. data/spec/models/model403_failed_request_response_spec.rb +0 -1
  210. data/spec/models/{model_asset_class_details_spec.rb → model403_feature_not_enabled_response_spec.rb} +8 -9
  211. data/spec/models/model404_failed_request_response_spec.rb +0 -1
  212. data/spec/models/model425_failed_request_response_spec.rb +35 -0
  213. data/spec/models/model500_unexpected_exception_response_spec.rb +0 -1
  214. data/spec/models/monthly_dividends_spec.rb +0 -1
  215. data/spec/models/net_contributions_spec.rb +0 -1
  216. data/spec/models/net_dividend_spec.rb +0 -1
  217. data/spec/models/notional_value_spec.rb +26 -0
  218. data/spec/models/{model_portfolio_details_spec.rb → option_brokerage_symbol_spec.rb} +9 -10
  219. data/spec/models/option_chain_inner_chain_per_root_inner_chain_per_strike_price_inner_spec.rb +0 -1
  220. data/spec/models/option_chain_inner_chain_per_root_inner_spec.rb +0 -1
  221. data/spec/models/option_chain_inner_spec.rb +0 -1
  222. data/spec/models/option_leg_action_spec.rb +0 -1
  223. data/spec/models/option_leg_spec.rb +0 -1
  224. data/spec/models/option_strategy_legs_inner_spec.rb +0 -1
  225. data/spec/models/option_strategy_spec.rb +0 -1
  226. data/spec/models/option_type_spec.rb +0 -1
  227. data/spec/models/options_get_option_strategy_request_spec.rb +0 -1
  228. data/spec/models/options_place_option_strategy_request_spec.rb +0 -1
  229. data/spec/models/options_position_currency_spec.rb +0 -1
  230. data/spec/models/options_position_spec.rb +2 -3
  231. data/spec/models/options_symbol_spec.rb +0 -13
  232. data/spec/models/order_class_spec.rb +23 -0
  233. data/spec/models/order_type_strict_spec.rb +23 -0
  234. data/spec/models/{model_portfolio_asset_class_spec.rb → paginated_universal_activity_spec.rb} +8 -9
  235. data/spec/models/{model_asset_class_spec.rb → pagination_details_spec.rb} +8 -9
  236. data/spec/models/partner_data_spec.rb +12 -13
  237. data/spec/models/past_value_spec.rb +0 -1
  238. data/spec/models/performance_custom_spec.rb +0 -1
  239. data/spec/models/position_spec.rb +2 -3
  240. data/spec/models/position_symbol_spec.rb +3 -4
  241. data/spec/models/{portfolio_group_position_spec.rb → rate_of_return_object_spec.rb} +9 -10
  242. data/spec/models/rate_of_return_response_spec.rb +29 -0
  243. data/spec/models/recent_orders_response_spec.rb +29 -0
  244. data/spec/models/security_type_spec.rb +0 -1
  245. data/spec/models/session_event_spec.rb +0 -1
  246. data/spec/models/session_event_type_spec.rb +0 -1
  247. data/spec/models/snap_trade_holdings_account_spec.rb +0 -1
  248. data/spec/models/snap_trade_holdings_total_value_spec.rb +0 -1
  249. data/spec/models/snap_trade_login_user_request_body_spec.rb +0 -1
  250. data/spec/models/snap_trade_register_user_request_body_spec.rb +0 -1
  251. data/spec/models/status_spec.rb +0 -1
  252. data/spec/models/{amount_spec.rb → stop_loss_spec.rb} +8 -9
  253. data/spec/models/strategy_order_record_spec.rb +0 -1
  254. data/spec/models/strategy_order_record_status_spec.rb +0 -1
  255. data/spec/models/strategy_quotes_greek_spec.rb +0 -1
  256. data/spec/models/strategy_quotes_spec.rb +0 -1
  257. data/spec/models/strategy_type_spec.rb +0 -1
  258. data/spec/models/sub_period_return_rate_spec.rb +0 -1
  259. data/spec/models/symbol_currency_spec.rb +41 -0
  260. data/spec/models/{trade_spec.rb → symbol_exchange_spec.rb} +13 -14
  261. data/spec/models/symbol_figi_instrument_spec.rb +35 -0
  262. data/spec/models/symbol_query_spec.rb +0 -1
  263. data/spec/models/symbol_spec.rb +13 -2
  264. data/spec/models/symbols_quotes_inner_spec.rb +3 -4
  265. data/spec/models/{jwt_spec.rb → take_profit_spec.rb} +7 -8
  266. data/spec/models/time_in_force_strict_spec.rb +23 -0
  267. data/spec/models/timeframe_spec.rb +23 -0
  268. data/spec/models/trading_cancel_user_account_order_request_spec.rb +0 -1
  269. data/spec/models/transactions_status_spec.rb +6 -1
  270. data/spec/models/type_spec.rb +0 -1
  271. data/spec/models/{snap_trade_holdings_account_account_id_spec.rb → underlying_symbol_exchange_spec.rb} +13 -14
  272. data/spec/models/underlying_symbol_spec.rb +18 -1
  273. data/spec/models/{cash_restriction_spec.rb → underlying_symbol_type_spec.rb} +9 -16
  274. data/spec/models/universal_activity_spec.rb +15 -16
  275. data/spec/models/universal_symbol_spec.rb +12 -1
  276. data/spec/models/us_exchange_spec.rb +0 -1
  277. data/spec/models/user_i_dand_secret_spec.rb +0 -1
  278. data/spec/models/{excluded_asset_spec.rb → validated_trade_body_spec.rb} +7 -8
  279. data/spec/spec_helper.rb +0 -1
  280. metadata +203 -360
  281. data/docs/APIStatusApi.md +0 -57
  282. data/docs/Account.md +0 -38
  283. data/docs/AccountBalance.md +0 -18
  284. data/docs/AccountBalanceTotal.md +0 -20
  285. data/docs/AccountHoldings.md +0 -24
  286. data/docs/AccountHoldingsAccount.md +0 -26
  287. data/docs/AccountInformationApi.md +0 -544
  288. data/docs/AccountOrderRecord.md +0 -52
  289. data/docs/AccountOrderRecordStatus.md +0 -15
  290. data/docs/AccountSimple.md +0 -24
  291. data/docs/AccountSyncStatus.md +0 -18
  292. data/docs/Action.md +0 -15
  293. data/docs/Amount.md +0 -20
  294. data/docs/AuthType.md +0 -15
  295. data/docs/AuthenticationApi.md +0 -320
  296. data/docs/AuthenticationLoginSnapTradeUser200Response.md +0 -49
  297. data/docs/Balance.md +0 -20
  298. data/docs/Brokerage.md +0 -52
  299. data/docs/BrokerageAuthorization.md +0 -34
  300. data/docs/BrokerageAuthorizationType.md +0 -18
  301. data/docs/BrokerageAuthorizationTypeReadOnly.md +0 -24
  302. data/docs/BrokerageAuthorizationTypeReadOnlyBrokerage.md +0 -22
  303. data/docs/BrokerageAuthorizationTypeReadOnlyType.md +0 -15
  304. data/docs/BrokerageAuthorizationTypeType.md +0 -15
  305. data/docs/BrokerageSymbol.md +0 -28
  306. data/docs/BrokerageSymbolOptionSymbol.md +0 -34
  307. data/docs/BrokerageSymbolSymbol.md +0 -32
  308. data/docs/BrokerageType.md +0 -20
  309. data/docs/CalculatedTrade.md +0 -20
  310. data/docs/CashRestriction.md +0 -26
  311. data/docs/ConnectionPortalVersion.md +0 -15
  312. data/docs/ConnectionType.md +0 -15
  313. data/docs/ConnectionsApi.md +0 -265
  314. data/docs/ConnectionsSessionEvents200ResponseInner.md +0 -30
  315. data/docs/Currency.md +0 -22
  316. data/docs/DeleteUserResponse.md +0 -20
  317. data/docs/DividendAtDate.md +0 -22
  318. data/docs/EncryptedResponse.md +0 -20
  319. data/docs/EncryptedResponseEncryptedMessageData.md +0 -22
  320. data/docs/ErrorLogsApi.md +0 -68
  321. data/docs/Exchange.md +0 -32
  322. data/docs/ExchangeRatePairs.md +0 -22
  323. data/docs/ExcludedAsset.md +0 -18
  324. data/docs/JWT.md +0 -18
  325. data/docs/LoginRedirectURI.md +0 -20
  326. data/docs/ManualTrade.md +0 -32
  327. data/docs/ManualTradeAndImpact.md +0 -22
  328. data/docs/ManualTradeBalance.md +0 -22
  329. data/docs/ManualTradeForm.md +0 -34
  330. data/docs/ManualTradeSymbol.md +0 -28
  331. data/docs/Model400FailedRequestResponse.md +0 -20
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  335. data/docs/Model500UnexpectedExceptionResponse.md +0 -22
  336. data/docs/ModelAssetClass.md +0 -20
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  338. data/docs/ModelAssetClassTarget.md +0 -18
  339. data/docs/ModelPortfolio.md +0 -22
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  342. data/docs/ModelPortfolioSecurity.md +0 -20
  343. data/docs/ModelType.md +0 -15
  344. data/docs/MonthlyDividends.md +0 -20
  345. data/docs/NetContributions.md +0 -22
  346. data/docs/NetDividend.md +0 -22
  347. data/docs/OptionChainInner.md +0 -26
  348. data/docs/OptionChainInnerChainPerRootInner.md +0 -22
  349. data/docs/OptionChainInnerChainPerRootInnerChainPerStrikePriceInner.md +0 -22
  350. data/docs/OptionLeg.md +0 -22
  351. data/docs/OptionLegAction.md +0 -15
  352. data/docs/OptionStrategy.md +0 -26
  353. data/docs/OptionStrategyLegsInner.md +0 -24
  354. data/docs/OptionType.md +0 -15
  355. data/docs/OptionsApi.md +0 -390
  356. data/docs/OptionsGetOptionStrategyRequest.md +0 -22
  357. data/docs/OptionsHoldings.md +0 -28
  358. data/docs/OptionsPlaceOptionStrategyRequest.md +0 -22
  359. data/docs/OptionsPosition.md +0 -26
  360. data/docs/OptionsPositionCurrency.md +0 -22
  361. data/docs/OptionsSymbol.md +0 -34
  362. data/docs/OrderType.md +0 -15
  363. data/docs/PartnerData.md +0 -40
  364. data/docs/PastValue.md +0 -22
  365. data/docs/PerformanceCustom.md +0 -54
  366. data/docs/PortfolioGroup.md +0 -20
  367. data/docs/PortfolioGroupInfo.md +0 -38
  368. data/docs/PortfolioGroupPosition.md +0 -22
  369. data/docs/PortfolioGroupSettings.md +0 -26
  370. data/docs/Position.md +0 -28
  371. data/docs/PositionSymbol.md +0 -28
  372. data/docs/RedirectTokenandPin.md +0 -20
  373. data/docs/ReferenceDataApi.md +0 -597
  374. data/docs/SecurityType.md +0 -24
  375. data/docs/SessionEvent.md +0 -30
  376. data/docs/SessionEventType.md +0 -15
  377. data/docs/SnapTradeAPIDisclaimerAcceptStatus.md +0 -20
  378. data/docs/SnapTradeHoldingsAccount.md +0 -32
  379. data/docs/SnapTradeHoldingsAccountAccountId.md +0 -34
  380. data/docs/SnapTradeHoldingsTotalValue.md +0 -20
  381. data/docs/SnapTradeLoginUserRequestBody.md +0 -28
  382. data/docs/SnapTradeRegisterUserRequestBody.md +0 -18
  383. data/docs/State.md +0 -15
  384. data/docs/Status.md +0 -22
  385. data/docs/StrategyImpact.md +0 -38
  386. data/docs/StrategyImpactLegsInner.md +0 -30
  387. data/docs/StrategyOrderPlace.md +0 -20
  388. data/docs/StrategyOrderPlaceOrdersInner.md +0 -102
  389. data/docs/StrategyOrderPlaceOrdersInnerLegsInner.md +0 -30
  390. data/docs/StrategyOrderRecord.md +0 -38
  391. data/docs/StrategyOrderRecordStatus.md +0 -15
  392. data/docs/StrategyQuotes.md +0 -28
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  394. data/docs/StrategyType.md +0 -15
  395. data/docs/SubPeriodReturnRate.md +0 -22
  396. data/docs/Symbol.md +0 -30
  397. data/docs/SymbolQuery.md +0 -18
  398. data/docs/SymbolsQuotesInner.md +0 -28
  399. data/docs/TargetAsset.md +0 -28
  400. data/docs/TimeInForce.md +0 -15
  401. data/docs/Trade.md +0 -32
  402. data/docs/TradeAction.md +0 -15
  403. data/docs/TradeExecutionStatus.md +0 -34
  404. data/docs/TradeExecutionStatusAction.md +0 -15
  405. data/docs/TradeImpact.md +0 -26
  406. data/docs/TradingApi.md +0 -486
  407. data/docs/TradingCancelUserAccountOrderRequest.md +0 -18
  408. data/docs/TradingPlaceOCOOrderRequest.md +0 -20
  409. data/docs/TransactionsAndReportingApi.md +0 -183
  410. data/docs/TransactionsStatus.md +0 -20
  411. data/docs/Type.md +0 -15
  412. data/docs/USExchange.md +0 -34
  413. data/docs/UnderlyingSymbol.md +0 -30
  414. data/docs/UniversalActivity.md +0 -50
  415. data/docs/UniversalSymbol.md +0 -32
  416. data/docs/UniversalSymbolTicker.md +0 -32
  417. data/docs/UserErrorLog.md +0 -28
  418. data/docs/UserIDandSecret.md +0 -20
  419. data/docs/UserSettings.md +0 -36
  420. data/lib/snaptrade/api/error_logs_api.rb +0 -110
  421. data/lib/snaptrade/models/action.rb +0 -38
  422. data/lib/snaptrade/models/brokerage_authorization_type_read_only_type.rb +0 -38
  423. data/lib/snaptrade/models/cash_restriction.rb +0 -254
  424. data/lib/snaptrade/models/model_asset_class_details.rb +0 -228
  425. data/lib/snaptrade/models/model_portfolio_asset_class.rb +0 -250
  426. data/lib/snaptrade/models/model_portfolio_details.rb +0 -239
  427. data/lib/snaptrade/models/portfolio_group_info.rb +0 -326
  428. data/lib/snaptrade/models/portfolio_group_settings.rb +0 -277
  429. data/lib/snaptrade/models/redirect_tokenand_pin.rb +0 -227
  430. data/lib/snaptrade/models/state.rb +0 -41
  431. data/lib/snaptrade/models/strategy_impact.rb +0 -310
  432. data/lib/snaptrade/models/strategy_impact_legs_inner.rb +0 -271
  433. data/lib/snaptrade/models/strategy_order_place_orders_inner.rb +0 -597
  434. data/lib/snaptrade/models/strategy_order_place_orders_inner_legs_inner.rb +0 -271
  435. data/lib/snaptrade/models/trade_execution_status.rb +0 -296
  436. data/lib/snaptrade/models/trading_place_oco_order_request.rb +0 -230
  437. data/lib/snaptrade/models/user_error_log.rb +0 -263
  438. data/lib/snaptrade/models/user_settings.rb +0 -299
  439. data/spec/api/error_logs_api_spec.rb +0 -43
  440. data/spec/models/action_spec.rb +0 -24
  441. data/spec/models/brokerage_authorization_type_read_only_type_spec.rb +0 -24
  442. data/spec/models/brokerage_authorization_type_type_spec.rb +0 -24
  443. data/spec/models/brokerage_symbol_spec.rb +0 -60
  444. data/spec/models/model_asset_class_target_spec.rb +0 -30
  445. data/spec/models/model_portfolio_security_spec.rb +0 -36
  446. data/spec/models/model_type_spec.rb +0 -24
  447. data/spec/models/options_holdings_spec.rb +0 -60
  448. data/spec/models/order_type_spec.rb +0 -24
  449. data/spec/models/portfolio_group_settings_spec.rb +0 -54
  450. data/spec/models/redirect_tokenand_pin_spec.rb +0 -36
  451. data/spec/models/state_spec.rb +0 -24
  452. data/spec/models/strategy_order_place_orders_inner_legs_inner_spec.rb +0 -66
  453. data/spec/models/strategy_order_place_orders_inner_spec.rb +0 -282
  454. data/spec/models/strategy_order_place_spec.rb +0 -36
  455. data/spec/models/target_asset_spec.rb +0 -60
  456. data/spec/models/time_in_force_spec.rb +0 -24
  457. data/spec/models/trade_action_spec.rb +0 -24
  458. data/spec/models/trade_execution_status_action_spec.rb +0 -24
  459. data/spec/models/trade_execution_status_spec.rb +0 -78
  460. data/spec/models/trading_place_oco_order_request_spec.rb +0 -36
  461. data/spec/models/user_error_log_spec.rb +0 -60
  462. data/spec/models/user_settings_spec.rb +0 -84
@@ -1,544 +0,0 @@
1
- # SnapTrade::AccountInformationApi
2
-
3
- All URIs are relative to *https://api.snaptrade.com/api/v1*
4
-
5
- | Method | HTTP request | Description |
6
- | ------ | ------------ | ----------- |
7
- | [**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. |
8
- | [**get_user_account_balance**](AccountInformationApi.md#get_user_account_balance) | **GET** /accounts/{accountId}/balances | List account balances |
9
- | [**get_user_account_details**](AccountInformationApi.md#get_user_account_details) | **GET** /accounts/{accountId} | Return details of a specific investment account |
10
- | [**get_user_account_orders**](AccountInformationApi.md#get_user_account_orders) | **GET** /accounts/{accountId}/orders | List account orders |
11
- | [**get_user_account_positions**](AccountInformationApi.md#get_user_account_positions) | **GET** /accounts/{accountId}/positions | List account positions |
12
- | [**get_user_holdings**](AccountInformationApi.md#get_user_holdings) | **GET** /accounts/{accountId}/holdings | List balances, positions and orders for the specified account |
13
- | [**list_user_accounts**](AccountInformationApi.md#list_user_accounts) | **GET** /accounts | List accounts |
14
- | [**update_user_account**](AccountInformationApi.md#update_user_account) | **PUT** /accounts/{accountId} | Update details of an investment account |
15
-
16
- ## get_all_user_holdings
17
-
18
- List all accounts for the user, plus balances, positions, and orders for each account.
19
-
20
- ### Example
21
-
22
- ```ruby
23
- require 'snaptrade'
24
-
25
- SnapTrade.client_id = "YOUR_CLIENT_ID"
26
- SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
27
-
28
- user_id = "John.doe@snaptrade.com"
29
- user_secret = "USERSECRET123"
30
- brokerage_authorizations = "917c8734-8470-4a3e-a18f-57c3f2ee6631"
31
-
32
- begin
33
- # List all accounts for the user, plus balances, positions, and orders for each account.
34
- result = SnapTrade::AccountInformation.get_all_user_holdings(
35
- user_id: user_id,
36
- user_secret: user_secret,
37
- brokerage_authorizations: brokerage_authorizations,
38
- )
39
- p result
40
- rescue SnapTrade::ApiError => e
41
- puts "Exception when calling SnapTrade::AccountInformation.get_all_user_holdings: #{e}"
42
- end
43
- ```
44
-
45
- #### Using the get_all_user_holdings_with_http_info variant
46
-
47
- This returns an Array which contains the response data, status code and headers.
48
-
49
- ```ruby
50
- user_id = "John.doe@snaptrade.com"
51
- user_secret = "USERSECRET123"
52
- brokerage_authorizations = "917c8734-8470-4a3e-a18f-57c3f2ee6631"
53
-
54
- begin
55
- # List all accounts for the user, plus balances, positions, and orders for each account.
56
- data, status_code, headers, response = SnapTrade::AccountInformation.get_all_user_holdings_with_http_info(
57
- user_id: user_id,
58
- user_secret: user_secret,
59
- brokerage_authorizations: brokerage_authorizations,
60
- )
61
- p status_code # => 2xx
62
- p headers # => { ... }
63
- p data # => Array<AccountHoldings>
64
- rescue SnapTrade::ApiError => e
65
- puts "Exception when calling SnapTrade::AccountInformation.get_all_user_holdings: #{e}"
66
- end
67
- ```
68
-
69
- ### Parameters
70
-
71
- | Name | Type | Description | Notes |
72
- | ---- | ---- | ----------- | ----- |
73
- | **user_id** | **String** | | |
74
- | **user_secret** | **String** | | |
75
- | **brokerage_authorizations** | **String** | Optional. Comma seperated list of authorization IDs (only use if filtering is needed on one or more authorizations). | [optional] |
76
-
77
- ### Return type
78
-
79
- [**Array&lt;AccountHoldings&gt;**](AccountHoldings.md)
80
-
81
- ## get_user_account_balance
82
-
83
- List account balances
84
-
85
- A list of account balances for the specified account (one per currency that the account holds).
86
-
87
- ### Example
88
-
89
- ```ruby
90
- require 'snaptrade'
91
-
92
- SnapTrade.client_id = "YOUR_CLIENT_ID"
93
- SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
94
-
95
- user_id = "John.doe@snaptrade.com"
96
- user_secret = "USERSECRET123"
97
- account_id = "accountId_example"
98
-
99
- begin
100
- # List account balances
101
- result = SnapTrade::AccountInformation.get_user_account_balance(
102
- user_id: user_id,
103
- user_secret: user_secret,
104
- account_id: account_id,
105
- )
106
- p result
107
- rescue SnapTrade::ApiError => e
108
- puts "Exception when calling SnapTrade::AccountInformation.get_user_account_balance: #{e}"
109
- end
110
- ```
111
-
112
- #### Using the get_user_account_balance_with_http_info variant
113
-
114
- This returns an Array which contains the response data, status code and headers.
115
-
116
- ```ruby
117
- user_id = "John.doe@snaptrade.com"
118
- user_secret = "USERSECRET123"
119
- account_id = "accountId_example"
120
-
121
- begin
122
- # List account balances
123
- data, status_code, headers, response = SnapTrade::AccountInformation.get_user_account_balance_with_http_info(
124
- user_id: user_id,
125
- user_secret: user_secret,
126
- account_id: account_id,
127
- )
128
- p status_code # => 2xx
129
- p headers # => { ... }
130
- p data # => Array<Balance>
131
- rescue SnapTrade::ApiError => e
132
- puts "Exception when calling SnapTrade::AccountInformation.get_user_account_balance: #{e}"
133
- end
134
- ```
135
-
136
- ### Parameters
137
-
138
- | Name | Type | Description | Notes |
139
- | ---- | ---- | ----------- | ----- |
140
- | **user_id** | **String** | | |
141
- | **user_secret** | **String** | | |
142
- | **account_id** | **String** | The ID of the account to get balances. | |
143
-
144
- ### Return type
145
-
146
- [**Array&lt;Balance&gt;**](Balance.md)
147
-
148
- ## get_user_account_details
149
-
150
- Return details of a specific investment account
151
-
152
- ### Example
153
-
154
- ```ruby
155
- require 'snaptrade'
156
-
157
- SnapTrade.client_id = "YOUR_CLIENT_ID"
158
- SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
159
-
160
- user_id = "John.doe@snaptrade.com"
161
- user_secret = "USERSECRET123"
162
- account_id = "accountId_example"
163
-
164
- begin
165
- # Return details of a specific investment account
166
- result = SnapTrade::AccountInformation.get_user_account_details(
167
- user_id: user_id,
168
- user_secret: user_secret,
169
- account_id: account_id,
170
- )
171
- p result
172
- rescue SnapTrade::ApiError => e
173
- puts "Exception when calling SnapTrade::AccountInformation.get_user_account_details: #{e}"
174
- end
175
- ```
176
-
177
- #### Using the get_user_account_details_with_http_info variant
178
-
179
- This returns an Array which contains the response data, status code and headers.
180
-
181
- ```ruby
182
- user_id = "John.doe@snaptrade.com"
183
- user_secret = "USERSECRET123"
184
- account_id = "accountId_example"
185
-
186
- begin
187
- # Return details of a specific investment account
188
- data, status_code, headers, response = SnapTrade::AccountInformation.get_user_account_details_with_http_info(
189
- user_id: user_id,
190
- user_secret: user_secret,
191
- account_id: account_id,
192
- )
193
- p status_code # => 2xx
194
- p headers # => { ... }
195
- p data # => Account
196
- rescue SnapTrade::ApiError => e
197
- puts "Exception when calling SnapTrade::AccountInformation.get_user_account_details: #{e}"
198
- end
199
- ```
200
-
201
- ### Parameters
202
-
203
- | Name | Type | Description | Notes |
204
- | ---- | ---- | ----------- | ----- |
205
- | **user_id** | **String** | | |
206
- | **user_secret** | **String** | | |
207
- | **account_id** | **String** | The ID of the account to get detail of. | |
208
-
209
- ### Return type
210
-
211
- [**Account**](Account.md)
212
-
213
- ## get_user_account_orders
214
-
215
- List account orders
216
-
217
- Fetch all recent orders from a user's account.
218
-
219
- ### Example
220
-
221
- ```ruby
222
- require 'snaptrade'
223
-
224
- SnapTrade.client_id = "YOUR_CLIENT_ID"
225
- SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
226
-
227
- user_id = "John.doe@snaptrade.com"
228
- user_secret = "USERSECRET123"
229
- account_id = "accountId_example"
230
- state = "all"
231
- days = 30
232
-
233
- begin
234
- # List account orders
235
- result = SnapTrade::AccountInformation.get_user_account_orders(
236
- user_id: user_id,
237
- user_secret: user_secret,
238
- account_id: account_id,
239
- state: state,
240
- days: days,
241
- )
242
- p result
243
- rescue SnapTrade::ApiError => e
244
- puts "Exception when calling SnapTrade::AccountInformation.get_user_account_orders: #{e}"
245
- end
246
- ```
247
-
248
- #### Using the get_user_account_orders_with_http_info variant
249
-
250
- This returns an Array which contains the response data, status code and headers.
251
-
252
- ```ruby
253
- user_id = "John.doe@snaptrade.com"
254
- user_secret = "USERSECRET123"
255
- account_id = "accountId_example"
256
- state = "all"
257
- days = 30
258
-
259
- begin
260
- # 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 \&quot;all\&quot; | [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&lt;AccountOrderRecord&gt;**](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&lt;Position&gt;**](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&lt;Account&gt;**](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&lt;Account&gt;**](Account.md)
544
-
@@ -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
-
@@ -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
-
@@ -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
@@ -1,15 +0,0 @@
1
- # SnapTrade::Action
2
-
3
- ## Properties
4
-
5
- | Name | Type | Description | Notes |
6
- | ---- | ---- | ----------- | ----- |
7
-
8
- ## Example
9
-
10
- ```ruby
11
- require 'snaptrade'
12
-
13
- instance = SnapTrade::Action.new()
14
- ```
15
-
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
-