snaptrade 1.7.0 → 1.12.0

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.
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data/Gemfile.lock CHANGED
@@ -1,7 +1,7 @@
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  PATH
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  remote: .
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  specs:
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- snaptrade (1.7.0)
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+ snaptrade (1.12.0)
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  faraday (>= 1.0.1, < 3.0)
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  faraday-multipart (~> 1.0, >= 1.0.4)
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@@ -15,7 +15,7 @@ GEM
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  irb (>= 1.5.0)
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  reline (>= 0.3.1)
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  diff-lcs (1.5.0)
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- faraday (2.7.7)
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+ faraday (2.7.10)
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  faraday-net_http (>= 2.0, < 3.1)
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  ruby2_keywords (>= 0.0.4)
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  faraday-multipart (1.0.4)
data/README.md CHANGED
@@ -9,7 +9,7 @@ For more information, please visit [https://snaptrade.com/](https://snaptrade.co
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  Add to Gemfile:
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  ```ruby
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- gem 'snaptrade', '~> 1.7.0'
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+ gem 'snaptrade', '~> 1.12.0'
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  ```
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  ## Getting Started
@@ -25,7 +25,7 @@ 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 and positions for each account.
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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,
@@ -43,20 +43,20 @@ All URIs are relative to *https://api.snaptrade.com/api/v1*
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  Class | Method | HTTP request | Description
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  ------------ | ------------- | ------------- | -------------
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- *SnapTrade::AccountInformationApi* | [**get_all_user_holdings**](docs/AccountInformationApi.md#get_all_user_holdings) | **GET** /holdings | List all accounts for the user, plus balances and positions for each account.
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- *SnapTrade::AccountInformationApi* | [**get_user_account_balance**](docs/AccountInformationApi.md#get_user_account_balance) | **GET** /accounts/{accountId}/balances | Get all cash balances of an investment account
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+ *SnapTrade::AccountInformationApi* | [**get_all_user_holdings**](docs/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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+ *SnapTrade::AccountInformationApi* | [**get_user_account_balance**](docs/AccountInformationApi.md#get_user_account_balance) | **GET** /accounts/{accountId}/balances | List account balances
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  *SnapTrade::AccountInformationApi* | [**get_user_account_details**](docs/AccountInformationApi.md#get_user_account_details) | **GET** /accounts/{accountId} | Return details of a specific investment account
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  *SnapTrade::AccountInformationApi* | [**get_user_account_orders**](docs/AccountInformationApi.md#get_user_account_orders) | **GET** /accounts/{accountId}/orders | Get all history of orders placed in account
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- *SnapTrade::AccountInformationApi* | [**get_user_account_positions**](docs/AccountInformationApi.md#get_user_account_positions) | **GET** /accounts/{accountId}/positions | Get all positions of an investment account
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+ *SnapTrade::AccountInformationApi* | [**get_user_account_positions**](docs/AccountInformationApi.md#get_user_account_positions) | **GET** /accounts/{accountId}/positions | List account positions
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  *SnapTrade::AccountInformationApi* | [**get_user_holdings**](docs/AccountInformationApi.md#get_user_holdings) | **GET** /accounts/{accountId}/holdings | List balances, positions and orders for the specified account.
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- *SnapTrade::AccountInformationApi* | [**list_user_accounts**](docs/AccountInformationApi.md#list_user_accounts) | **GET** /accounts | List all investment accounts for the user
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+ *SnapTrade::AccountInformationApi* | [**list_user_accounts**](docs/AccountInformationApi.md#list_user_accounts) | **GET** /accounts | List accounts
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  *SnapTrade::AccountInformationApi* | [**update_user_account**](docs/AccountInformationApi.md#update_user_account) | **PUT** /accounts/{accountId} | Update details of an investment account
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  *SnapTrade::APIStatusApi* | [**check**](docs/APIStatusApi.md#check) | **GET** / | Get API Status
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- *SnapTrade::AuthenticationApi* | [**delete_snap_trade_user**](docs/AuthenticationApi.md#delete_snap_trade_user) | **DELETE** /snapTrade/deleteUser | Delete user from SnapTrade, disabling all brokerage authorizations and permanently deleting all data associated with the user
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- *SnapTrade::AuthenticationApi* | [**get_user_jwt**](docs/AuthenticationApi.md#get_user_jwt) | **GET** /snapTrade/encryptedJWT | Obtains an encrypted JWT tokens that should be decrypted on a user's local device
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- *SnapTrade::AuthenticationApi* | [**list_snap_trade_users**](docs/AuthenticationApi.md#list_snap_trade_users) | **GET** /snapTrade/listUsers | Get a list of all SnapTrade users you've registered on our platform
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- *SnapTrade::AuthenticationApi* | [**login_snap_trade_user**](docs/AuthenticationApi.md#login_snap_trade_user) | **POST** /snapTrade/login | Generate a redirect URI to securely login a user to the SnapTrade Connection Portal
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- *SnapTrade::AuthenticationApi* | [**register_snap_trade_user**](docs/AuthenticationApi.md#register_snap_trade_user) | **POST** /snapTrade/registerUser | Register user with SnapTrade in order to create secure brokerage authorizations
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+ *SnapTrade::AuthenticationApi* | [**delete_snap_trade_user**](docs/AuthenticationApi.md#delete_snap_trade_user) | **DELETE** /snapTrade/deleteUser | Delete SnapTrade user
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+ *SnapTrade::AuthenticationApi* | [**get_user_jwt**](docs/AuthenticationApi.md#get_user_jwt) | **GET** /snapTrade/encryptedJWT | Generate encrypted JWT token
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+ *SnapTrade::AuthenticationApi* | [**list_snap_trade_users**](docs/AuthenticationApi.md#list_snap_trade_users) | **GET** /snapTrade/listUsers | List SnapTrade users
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+ *SnapTrade::AuthenticationApi* | [**login_snap_trade_user**](docs/AuthenticationApi.md#login_snap_trade_user) | **POST** /snapTrade/login | Login user & generate connection link
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+ *SnapTrade::AuthenticationApi* | [**register_snap_trade_user**](docs/AuthenticationApi.md#register_snap_trade_user) | **POST** /snapTrade/registerUser | Create SnapTrade user
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  *SnapTrade::ConnectionsApi* | [**detail_brokerage_authorization**](docs/ConnectionsApi.md#detail_brokerage_authorization) | **GET** /authorizations/{authorizationId} | Get detail of a specific brokerage authorizations for the user
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  *SnapTrade::ConnectionsApi* | [**list_brokerage_authorizations**](docs/ConnectionsApi.md#list_brokerage_authorizations) | **GET** /authorizations | List all brokerage authorizations for the user
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  *SnapTrade::ConnectionsApi* | [**remove_brokerage_authorization**](docs/ConnectionsApi.md#remove_brokerage_authorization) | **DELETE** /authorizations/{authorizationId} | Remove a brokerage authorization.
@@ -67,56 +67,20 @@ Class | Method | HTTP request | Description
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  *SnapTrade::OptionsApi* | [**get_options_strategy_quote**](docs/OptionsApi.md#get_options_strategy_quote) | **GET** /accounts/{accountId}/optionStrategy/{optionStrategyId} | Get latest market data of option strategy
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  *SnapTrade::OptionsApi* | [**list_option_holdings**](docs/OptionsApi.md#list_option_holdings) | **GET** /accounts/{accountId}/options | Get the options holdings in the account
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  *SnapTrade::OptionsApi* | [**place_option_strategy**](docs/OptionsApi.md#place_option_strategy) | **POST** /accounts/{accountId}/optionStrategy/{optionStrategyId}/execute | Place an option strategy order on the brokerage
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- *SnapTrade::PortfolioManagementApi* | [**add_portfolio_excluded_asset**](docs/PortfolioManagementApi.md#add_portfolio_excluded_asset) | **POST** /portfolioGroups/{portfolioGroupId}/excludedassets | Adds an asset to exclude to a portfolio group
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- *SnapTrade::PortfolioManagementApi* | [**create**](docs/PortfolioManagementApi.md#create) | **POST** /portfolioGroups | Create new portfolio group
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- *SnapTrade::PortfolioManagementApi* | [**create_asset_class**](docs/PortfolioManagementApi.md#create_asset_class) | **POST** /modelAssetClass | Create a new model asset class
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- *SnapTrade::PortfolioManagementApi* | [**create_model_portfolio**](docs/PortfolioManagementApi.md#create_model_portfolio) | **POST** /modelPortfolio | Creates a new model portfolio
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- *SnapTrade::PortfolioManagementApi* | [**delete_asset_class**](docs/PortfolioManagementApi.md#delete_asset_class) | **DELETE** /modelAssetClass/{modelAssetClassId} | Deletes a model asset class
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- *SnapTrade::PortfolioManagementApi* | [**delete_excluded_asset**](docs/PortfolioManagementApi.md#delete_excluded_asset) | **DELETE** /portfolioGroups/{portfolioGroupId}/excludedassets/{symbolId} | Unexclude an asset from a portfolio group
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- *SnapTrade::PortfolioManagementApi* | [**delete_model_portfolio_by_id**](docs/PortfolioManagementApi.md#delete_model_portfolio_by_id) | **DELETE** /modelPortfolio/{modelPortfolioId} | Deletes a model portfolio
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- *SnapTrade::PortfolioManagementApi* | [**delete_portfoli**](docs/PortfolioManagementApi.md#delete_portfoli) | **DELETE** /portfolioGroups/{portfolioGroupId} | Remove a target portfolio.
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- *SnapTrade::PortfolioManagementApi* | [**delete_portfolio_target_by_id**](docs/PortfolioManagementApi.md#delete_portfolio_target_by_id) | **DELETE** /portfolioGroups/{portfolioGroupId}/targets/{targetAssetId} | Remove a TargetAsset.
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- *SnapTrade::PortfolioManagementApi* | [**detail_asset_class**](docs/PortfolioManagementApi.md#detail_asset_class) | **GET** /modelAssetClass/{modelAssetClassId} | Get details of a model asset class
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- *SnapTrade::PortfolioManagementApi* | [**get_calculated_trade_by_id**](docs/PortfolioManagementApi.md#get_calculated_trade_by_id) | **GET** /portfolioGroups/{portfolioGroupId}/calculatedtrades/{calculatedTradeId}/{TradeId} | Return an individual trade
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- *SnapTrade::PortfolioManagementApi* | [**get_model_details_by_id**](docs/PortfolioManagementApi.md#get_model_details_by_id) | **GET** /modelPortfolio/{modelPortfolioId} | Get details of a model portfolio
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- *SnapTrade::PortfolioManagementApi* | [**get_portfolio_balances**](docs/PortfolioManagementApi.md#get_portfolio_balances) | **GET** /portfolioGroups/{portfolioGroupId}/balances | Get sum of cash balances in portfolio group
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- *SnapTrade::PortfolioManagementApi* | [**get_portfolio_details_by_id**](docs/PortfolioManagementApi.md#get_portfolio_details_by_id) | **GET** /portfolioGroups/{portfolioGroupId} | Get details of a target portfolio
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- *SnapTrade::PortfolioManagementApi* | [**get_portfolio_info**](docs/PortfolioManagementApi.md#get_portfolio_info) | **GET** /portfolioGroups/{portfolioGroupId}/info | Return a whole bunch of relevant information relating to a portfolio group.
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- *SnapTrade::PortfolioManagementApi* | [**get_portfolio_settings**](docs/PortfolioManagementApi.md#get_portfolio_settings) | **GET** /portfolioGroups/{portfolioGroupId}/settings | Get portfolio group settings
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- *SnapTrade::PortfolioManagementApi* | [**get_portfolio_target_by_id**](docs/PortfolioManagementApi.md#get_portfolio_target_by_id) | **GET** /portfolioGroups/{portfolioGroupId}/targets/{targetAssetId} | Get a specific target from a portfolio group
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- *SnapTrade::PortfolioManagementApi* | [**get_portfolio_targets**](docs/PortfolioManagementApi.md#get_portfolio_targets) | **GET** /portfolioGroups/{portfolioGroupId}/targets | Get all target assets under the specified PortfolioGroup.
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- *SnapTrade::PortfolioManagementApi* | [**get_portoflio_excluded_assets**](docs/PortfolioManagementApi.md#get_portoflio_excluded_assets) | **GET** /portfolioGroups/{portfolioGroupId}/excludedassets | Get an array of excluded assets associated with a portfolio group\\
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- *SnapTrade::PortfolioManagementApi* | [**import_model_portfolio**](docs/PortfolioManagementApi.md#import_model_portfolio) | **POST** /portfolioGroups/{portfolioGroupId}/import | Import target allocation based on portfolio group
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- *SnapTrade::PortfolioManagementApi* | [**list**](docs/PortfolioManagementApi.md#list) | **GET** /portfolioGroups | List all portfolio groups
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- *SnapTrade::PortfolioManagementApi* | [**list_asset_classes**](docs/PortfolioManagementApi.md#list_asset_classes) | **GET** /modelAssetClass | List of model asset class
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- *SnapTrade::PortfolioManagementApi* | [**list_calculated_trades**](docs/PortfolioManagementApi.md#list_calculated_trades) | **GET** /portfolioGroups/{portfolioGroupId}/calculatedtrades | List of trades to make to rebalance portfolio group
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- *SnapTrade::PortfolioManagementApi* | [**list_model_portfolio**](docs/PortfolioManagementApi.md#list_model_portfolio) | **GET** /modelPortfolio | List of model portfolio
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- *SnapTrade::PortfolioManagementApi* | [**list_portfolio_accounts**](docs/PortfolioManagementApi.md#list_portfolio_accounts) | **GET** /portfolioGroups/{portfolioGroupId}/accounts | Get all accounts associated with a portfolio group
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- *SnapTrade::PortfolioManagementApi* | [**modify_model_portfolio_by_id**](docs/PortfolioManagementApi.md#modify_model_portfolio_by_id) | **POST** /modelPortfolio/{modelPortfolioId} | Updates model portfolio object
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- *SnapTrade::PortfolioManagementApi* | [**save_portfolio**](docs/PortfolioManagementApi.md#save_portfolio) | **PATCH** /portfolioGroups/{portfolioGroupId} | Update an existing target portfolio.
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- *SnapTrade::PortfolioManagementApi* | [**search_portfolio_symbols**](docs/PortfolioManagementApi.md#search_portfolio_symbols) | **POST** /portfolioGroups/{portfolioGroupId}/symbols | Search for symbols limited to brokerages under the specified portfolio group
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- *SnapTrade::PortfolioManagementApi* | [**set_portfolio_targets**](docs/PortfolioManagementApi.md#set_portfolio_targets) | **POST** /portfolioGroups/{portfolioGroupId}/targets | Set a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list.
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- *SnapTrade::PortfolioManagementApi* | [**update_asset_class**](docs/PortfolioManagementApi.md#update_asset_class) | **POST** /modelAssetClass/{modelAssetClassId} | Updates model asset class objects
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- *SnapTrade::PortfolioManagementApi* | [**update_portfolio_settings**](docs/PortfolioManagementApi.md#update_portfolio_settings) | **PATCH** /portfolioGroups/{portfolioGroupId}/settings | Updates portfolio group settings
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- *SnapTrade::PortfolioManagementApi* | [**update_portfolio_target_by_id**](docs/PortfolioManagementApi.md#update_portfolio_target_by_id) | **PATCH** /portfolioGroups/{portfolioGroupId}/targets/{targetAssetId} | Update a TargetAsset under the specified PortfolioGroup.
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  *SnapTrade::ReferenceDataApi* | [**get_currency_exchange_rate_pair**](docs/ReferenceDataApi.md#get_currency_exchange_rate_pair) | **GET** /currencies/rates/{currencyPair} | Return the exchange rate of a currency pair
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  *SnapTrade::ReferenceDataApi* | [**get_partner_info**](docs/ReferenceDataApi.md#get_partner_info) | **GET** /snapTrade/partners | Get metadata related to Snaptrade partner
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  *SnapTrade::ReferenceDataApi* | [**get_security_types**](docs/ReferenceDataApi.md#get_security_types) | **GET** /securityTypes | List of all security types.
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- *SnapTrade::ReferenceDataApi* | [**get_stock_exchanges**](docs/ReferenceDataApi.md#get_stock_exchanges) | **GET** /exchanges | Return list of stock exchanges on Passiv and their suffixes
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+ *SnapTrade::ReferenceDataApi* | [**get_stock_exchanges**](docs/ReferenceDataApi.md#get_stock_exchanges) | **GET** /exchanges | List exchanges
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  *SnapTrade::ReferenceDataApi* | [**get_symbols**](docs/ReferenceDataApi.md#get_symbols) | **POST** /symbols | Search for symbols
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  *SnapTrade::ReferenceDataApi* | [**get_symbols_by_ticker**](docs/ReferenceDataApi.md#get_symbols_by_ticker) | **GET** /symbols/{ticker} | Get details of a symbol by the ticker
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  *SnapTrade::ReferenceDataApi* | [**list_all_brokerage_authorization_type**](docs/ReferenceDataApi.md#list_all_brokerage_authorization_type) | **GET** /brokerageAuthorizationTypes | List of all brokerage authorization types
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- *SnapTrade::ReferenceDataApi* | [**list_all_brokerages**](docs/ReferenceDataApi.md#list_all_brokerages) | **GET** /brokerages | List of all brokerages.
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- *SnapTrade::ReferenceDataApi* | [**list_all_currencies**](docs/ReferenceDataApi.md#list_all_currencies) | **GET** /currencies | List of all supported currencies
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- *SnapTrade::ReferenceDataApi* | [**list_all_currencies_rates**](docs/ReferenceDataApi.md#list_all_currencies_rates) | **GET** /currencies/rates | Return the exchange rates of all supported currencies
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- *SnapTrade::ReferenceDataApi* | [**symbol_search_user_account**](docs/ReferenceDataApi.md#symbol_search_user_account) | **POST** /accounts/{accountId}/symbols | Search for symbols that are supported by a brokerage account using a substring
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+ *SnapTrade::ReferenceDataApi* | [**list_all_brokerages**](docs/ReferenceDataApi.md#list_all_brokerages) | **GET** /brokerages | List brokerages
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+ *SnapTrade::ReferenceDataApi* | [**list_all_currencies**](docs/ReferenceDataApi.md#list_all_currencies) | **GET** /currencies | List currencies
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+ *SnapTrade::ReferenceDataApi* | [**list_all_currencies_rates**](docs/ReferenceDataApi.md#list_all_currencies_rates) | **GET** /currencies/rates | List currency exchange rates
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+ *SnapTrade::ReferenceDataApi* | [**symbol_search_user_account**](docs/ReferenceDataApi.md#symbol_search_user_account) | **POST** /accounts/{accountId}/symbols | Search for symbols available in an account
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  *SnapTrade::TradingApi* | [**cancel_user_account_order**](docs/TradingApi.md#cancel_user_account_order) | **POST** /accounts/{accountId}/orders/cancel | Cancel open order in account
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- *SnapTrade::TradingApi* | [**get_calculated_trade_impact_by_id**](docs/TradingApi.md#get_calculated_trade_impact_by_id) | **GET** /portfolioGroups/{portfolioGroupId}/calculatedtrades/{calculatedTradeId}/modify/{tradeId} | Return details of a specific trade before it's placed
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- *SnapTrade::TradingApi* | [**get_calculated_trades_impact**](docs/TradingApi.md#get_calculated_trades_impact) | **GET** /portfolioGroups/{portfolioGroupId}/calculatedtrades/{calculatedTradeId}/impact | Return the impact of placing a series of trades on the portfolio
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  *SnapTrade::TradingApi* | [**get_order_impact**](docs/TradingApi.md#get_order_impact) | **POST** /trade/impact | Check impact of trades on account.
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  *SnapTrade::TradingApi* | [**get_user_account_quotes**](docs/TradingApi.md#get_user_account_quotes) | **GET** /accounts/{accountId}/quotes | Get symbol quotes
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- *SnapTrade::TradingApi* | [**modify_calculated_trade_by_id**](docs/TradingApi.md#modify_calculated_trade_by_id) | **PATCH** /portfolioGroups/{portfolioGroupId}/calculatedtrades/{calculatedTradeId}/modify/{tradeId} | Modify units of a trade before it is placed
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- *SnapTrade::TradingApi* | [**place_calculated_trades**](docs/TradingApi.md#place_calculated_trades) | **POST** /portfolioGroups/{portfolioGroupId}/calculatedtrades/{calculatedTradeId}/placeOrders | Place orders for the CalculatedTrades in series
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  *SnapTrade::TradingApi* | [**place_oco_order**](docs/TradingApi.md#place_oco_order) | **POST** /trade/oco | Place a OCO (One Cancels Other) order
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  *SnapTrade::TradingApi* | [**place_order**](docs/TradingApi.md#place_order) | **POST** /trade/{tradeId} | Place order
@@ -4,18 +4,18 @@ 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 and positions for each account. |
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- | [**get_user_account_balance**](AccountInformationApi.md#get_user_account_balance) | **GET** /accounts/{accountId}/balances | Get all cash balances of an investment account |
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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 | Get all history of orders placed in account |
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- | [**get_user_account_positions**](AccountInformationApi.md#get_user_account_positions) | **GET** /accounts/{accountId}/positions | Get all positions of an investment account |
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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 all investment accounts for the user |
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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 and positions for each account.
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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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@@ -30,7 +30,7 @@ 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 and positions for each account.
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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,
@@ -52,7 +52,7 @@ user_secret = "USERSECRET123"
52
52
  brokerage_authorizations = "917c8734-8470-4a3e-a18f-57c3f2ee6631"
53
53
 
54
54
  begin
55
- # List all accounts for the user, plus balances and positions for each account.
55
+ # List all accounts for the user, plus balances, positions, and orders for each account.
56
56
  data, status_code, headers, response = SnapTrade::AccountInformation.get_all_user_holdings_with_http_info(
57
57
  user_id: user_id,
58
58
  user_secret: user_secret,
@@ -80,7 +80,7 @@ end
80
80
 
81
81
  ## get_user_account_balance
82
82
 
83
- Get all cash balances of an investment account
83
+ List account balances
84
84
 
85
85
  ### Example
86
86
 
@@ -95,7 +95,7 @@ user_secret = "USERSECRET123"
95
95
  account_id = "accountId_example"
96
96
 
97
97
  begin
98
- # Get all cash balances of an investment account
98
+ # List account balances
99
99
  result = SnapTrade::AccountInformation.get_user_account_balance(
100
100
  user_id: user_id,
101
101
  user_secret: user_secret,
@@ -117,7 +117,7 @@ user_secret = "USERSECRET123"
117
117
  account_id = "accountId_example"
118
118
 
119
119
  begin
120
- # Get all cash balances of an investment account
120
+ # List account balances
121
121
  data, status_code, headers, response = SnapTrade::AccountInformation.get_user_account_balance_with_http_info(
122
122
  user_id: user_id,
123
123
  user_secret: user_secret,
@@ -190,7 +190,7 @@ begin
190
190
  )
191
191
  p status_code # => 2xx
192
192
  p headers # => { ... }
193
- p data # => Array<Account>
193
+ p data # => Account
194
194
  rescue SnapTrade::ApiError => e
195
195
  puts "Exception when calling SnapTrade::AccountInformation.get_user_account_details: #{e}"
196
196
  end
@@ -206,7 +206,7 @@ end
206
206
 
207
207
  ### Return type
208
208
 
209
- [**Array&lt;Account&gt;**](Account.md)
209
+ [**Account**](Account.md)
210
210
 
211
211
  ## get_user_account_orders
212
212
 
@@ -280,7 +280,7 @@ end
280
280
 
281
281
  ## get_user_account_positions
282
282
 
283
- Get all positions of an investment account
283
+ List account positions
284
284
 
285
285
  ### Example
286
286
 
@@ -295,7 +295,7 @@ user_secret = "USERSECRET123"
295
295
  account_id = "accountId_example"
296
296
 
297
297
  begin
298
- # Get all positions of an investment account
298
+ # List account positions
299
299
  result = SnapTrade::AccountInformation.get_user_account_positions(
300
300
  user_id: user_id,
301
301
  user_secret: user_secret,
@@ -317,7 +317,7 @@ user_secret = "USERSECRET123"
317
317
  account_id = "accountId_example"
318
318
 
319
319
  begin
320
- # Get all positions of an investment account
320
+ # List account positions
321
321
  data, status_code, headers, response = SnapTrade::AccountInformation.get_user_account_positions_with_http_info(
322
322
  user_id: user_id,
323
323
  user_secret: user_secret,
@@ -410,7 +410,7 @@ end
410
410
 
411
411
  ## list_user_accounts
412
412
 
413
- List all investment accounts for the user
413
+ List accounts
414
414
 
415
415
  ### Example
416
416
 
@@ -424,7 +424,7 @@ user_id = "John.doe@snaptrade.com"
424
424
  user_secret = "USERSECRET123"
425
425
 
426
426
  begin
427
- # List all investment accounts for the user
427
+ # List accounts
428
428
  result = SnapTrade::AccountInformation.list_user_accounts(
429
429
  user_id: user_id,
430
430
  user_secret: user_secret,
@@ -444,7 +444,7 @@ user_id = "John.doe@snaptrade.com"
444
444
  user_secret = "USERSECRET123"
445
445
 
446
446
  begin
447
- # List all investment accounts for the user
447
+ # List accounts
448
448
  data, status_code, headers, response = SnapTrade::AccountInformation.list_user_accounts_with_http_info(
449
449
  user_id: user_id,
450
450
  user_secret: user_secret,
@@ -4,15 +4,15 @@ All URIs are relative to *https://api.snaptrade.com/api/v1*
4
4
 
5
5
  | Method | HTTP request | Description |
6
6
  | ------ | ------------ | ----------- |
7
- | [**delete_snap_trade_user**](AuthenticationApi.md#delete_snap_trade_user) | **DELETE** /snapTrade/deleteUser | Delete user from SnapTrade, disabling all brokerage authorizations and permanently deleting all data associated with the user |
8
- | [**get_user_jwt**](AuthenticationApi.md#get_user_jwt) | **GET** /snapTrade/encryptedJWT | Obtains an encrypted JWT tokens that should be decrypted on a user&#39;s local device |
9
- | [**list_snap_trade_users**](AuthenticationApi.md#list_snap_trade_users) | **GET** /snapTrade/listUsers | Get a list of all SnapTrade users you&#39;ve registered on our platform |
10
- | [**login_snap_trade_user**](AuthenticationApi.md#login_snap_trade_user) | **POST** /snapTrade/login | Generate a redirect URI to securely login a user to the SnapTrade Connection Portal |
11
- | [**register_snap_trade_user**](AuthenticationApi.md#register_snap_trade_user) | **POST** /snapTrade/registerUser | Register user with SnapTrade in order to create secure brokerage authorizations |
7
+ | [**delete_snap_trade_user**](AuthenticationApi.md#delete_snap_trade_user) | **DELETE** /snapTrade/deleteUser | Delete SnapTrade user |
8
+ | [**get_user_jwt**](AuthenticationApi.md#get_user_jwt) | **GET** /snapTrade/encryptedJWT | Generate encrypted JWT token |
9
+ | [**list_snap_trade_users**](AuthenticationApi.md#list_snap_trade_users) | **GET** /snapTrade/listUsers | List SnapTrade users |
10
+ | [**login_snap_trade_user**](AuthenticationApi.md#login_snap_trade_user) | **POST** /snapTrade/login | Login user &amp; generate connection link |
11
+ | [**register_snap_trade_user**](AuthenticationApi.md#register_snap_trade_user) | **POST** /snapTrade/registerUser | Create SnapTrade user |
12
12
 
13
13
  ## delete_snap_trade_user
14
14
 
15
- Delete user from SnapTrade, disabling all brokerage authorizations and permanently deleting all data associated with the user
15
+ Delete SnapTrade user
16
16
 
17
17
  ### Example
18
18
 
@@ -25,7 +25,7 @@ SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
25
25
  user_id = "John.doe@snaptrade.com"
26
26
 
27
27
  begin
28
- # Delete user from SnapTrade, disabling all brokerage authorizations and permanently deleting all data associated with the user
28
+ # Delete SnapTrade user
29
29
  result = SnapTrade::Authentication.delete_snap_trade_user(
30
30
  user_id: user_id,
31
31
  )
@@ -43,7 +43,7 @@ This returns an Array which contains the response data, status code and headers.
43
43
  user_id = "John.doe@snaptrade.com"
44
44
 
45
45
  begin
46
- # Delete user from SnapTrade, disabling all brokerage authorizations and permanently deleting all data associated with the user
46
+ # Delete SnapTrade user
47
47
  data, status_code, headers, response = SnapTrade::Authentication.delete_snap_trade_user_with_http_info(
48
48
  user_id: user_id,
49
49
  )
@@ -67,7 +67,7 @@ end
67
67
 
68
68
  ## get_user_jwt
69
69
 
70
- Obtains an encrypted JWT tokens that should be decrypted on a user's local device
70
+ Generate encrypted JWT token
71
71
 
72
72
  ### Example
73
73
 
@@ -81,7 +81,7 @@ user_id = "John.doe@snaptrade.com"
81
81
  user_secret = "USERSECRET123"
82
82
 
83
83
  begin
84
- # Obtains an encrypted JWT tokens that should be decrypted on a user's local device
84
+ # Generate encrypted JWT token
85
85
  result = SnapTrade::Authentication.get_user_jwt(
86
86
  user_id: user_id,
87
87
  user_secret: user_secret,
@@ -101,7 +101,7 @@ user_id = "John.doe@snaptrade.com"
101
101
  user_secret = "USERSECRET123"
102
102
 
103
103
  begin
104
- # Obtains an encrypted JWT tokens that should be decrypted on a user's local device
104
+ # Generate encrypted JWT token
105
105
  data, status_code, headers, response = SnapTrade::Authentication.get_user_jwt_with_http_info(
106
106
  user_id: user_id,
107
107
  user_secret: user_secret,
@@ -127,7 +127,7 @@ end
127
127
 
128
128
  ## list_snap_trade_users
129
129
 
130
- Get a list of all SnapTrade users you've registered on our platform
130
+ List SnapTrade users
131
131
 
132
132
  ### Example
133
133
 
@@ -139,7 +139,7 @@ SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
139
139
 
140
140
 
141
141
  begin
142
- # Get a list of all SnapTrade users you've registered on our platform
142
+ # List SnapTrade users
143
143
  result = SnapTrade::Authentication.list_snap_trade_users
144
144
  p result
145
145
  rescue SnapTrade::ApiError => e
@@ -154,7 +154,7 @@ This returns an Array which contains the response data, status code and headers.
154
154
  ```ruby
155
155
 
156
156
  begin
157
- # Get a list of all SnapTrade users you've registered on our platform
157
+ # List SnapTrade users
158
158
  data, status_code, headers, response = SnapTrade::Authentication.list_snap_trade_users_with_http_info
159
159
  p status_code # => 2xx
160
160
  p headers # => { ... }
@@ -174,7 +174,7 @@ This endpoint does not need any parameter.
174
174
 
175
175
  ## login_snap_trade_user
176
176
 
177
- Generate a redirect URI to securely login a user to the SnapTrade Connection Portal
177
+ Login user & generate connection link
178
178
 
179
179
  ### Example
180
180
 
@@ -193,7 +193,7 @@ reconnect = "8b5f262d-4bb9-365d-888a-202bd3b15fa1"
193
193
  connection_type = "read"
194
194
 
195
195
  begin
196
- # Generate a redirect URI to securely login a user to the SnapTrade Connection Portal
196
+ # Login user & generate connection link
197
197
  result = SnapTrade::Authentication.login_snap_trade_user(
198
198
  user_id: user_id,
199
199
  user_secret: user_secret,
@@ -223,7 +223,7 @@ reconnect = "8b5f262d-4bb9-365d-888a-202bd3b15fa1"
223
223
  connection_type = "read"
224
224
 
225
225
  begin
226
- # Generate a redirect URI to securely login a user to the SnapTrade Connection Portal
226
+ # Login user & generate connection link
227
227
  data, status_code, headers, response = SnapTrade::Authentication.login_snap_trade_user_with_http_info(
228
228
  user_id: user_id,
229
229
  user_secret: user_secret,
@@ -255,7 +255,7 @@ end
255
255
 
256
256
  ## register_snap_trade_user
257
257
 
258
- Register user with SnapTrade in order to create secure brokerage authorizations
258
+ Create SnapTrade user
259
259
 
260
260
  ### Example
261
261
 
@@ -269,7 +269,7 @@ user_id = "snaptrade-user-123"
269
269
  rsa_public_key = "ssh-rsa AAAAB3NzaC1yc2EAAAADAQABAAAAgQC7vbqajDw4o6gJy8UtmIbkcpnkO3Kwc4qsEnSZp/TR+fQi62F79RHWmwKOtFmwteURgLbj7D/WGuNLGOfa/2vse3G2eHnHl5CB8ruRX9fBl/KgwCVr2JaEuUm66bBQeP5XeBotdR4cvX38uPYivCDdPjJ1QWPdspTBKcxeFbccDw=="
270
270
 
271
271
  begin
272
- # Register user with SnapTrade in order to create secure brokerage authorizations
272
+ # Create SnapTrade user
273
273
  result = SnapTrade::Authentication.register_snap_trade_user(
274
274
  user_id: user_id,
275
275
  rsa_public_key: rsa_public_key,
@@ -289,7 +289,7 @@ user_id = "snaptrade-user-123"
289
289
  rsa_public_key = "ssh-rsa AAAAB3NzaC1yc2EAAAADAQABAAAAgQC7vbqajDw4o6gJy8UtmIbkcpnkO3Kwc4qsEnSZp/TR+fQi62F79RHWmwKOtFmwteURgLbj7D/WGuNLGOfa/2vse3G2eHnHl5CB8ruRX9fBl/KgwCVr2JaEuUm66bBQeP5XeBotdR4cvX38uPYivCDdPjJ1QWPdspTBKcxeFbccDw=="
290
290
 
291
291
  begin
292
- # Register user with SnapTrade in order to create secure brokerage authorizations
292
+ # Create SnapTrade user
293
293
  data, status_code, headers, response = SnapTrade::Authentication.register_snap_trade_user_with_http_info(
294
294
  user_id: user_id,
295
295
  rsa_public_key: rsa_public_key,
data/docs/OptionsApi.md CHANGED
@@ -287,7 +287,7 @@ begin
287
287
  )
288
288
  p status_code # => 2xx
289
289
  p headers # => { ... }
290
- p data # => OptionsHoldings
290
+ p data # => Array<OptionsPosition>
291
291
  rescue SnapTrade::ApiError => e
292
292
  puts "Exception when calling SnapTrade::Options.list_option_holdings: #{e}"
293
293
  end
@@ -303,7 +303,7 @@ end
303
303
 
304
304
  ### Return type
305
305
 
306
- [**OptionsHoldings**](OptionsHoldings.md)
306
+ [**Array&lt;OptionsPosition&gt;**](OptionsPosition.md)
307
307
 
308
308
  ## place_option_strategy
309
309
 
@@ -7,14 +7,14 @@ All URIs are relative to *https://api.snaptrade.com/api/v1*
7
7
  | [**get_currency_exchange_rate_pair**](ReferenceDataApi.md#get_currency_exchange_rate_pair) | **GET** /currencies/rates/{currencyPair} | Return the exchange rate of a currency pair |
8
8
  | [**get_partner_info**](ReferenceDataApi.md#get_partner_info) | **GET** /snapTrade/partners | Get metadata related to Snaptrade partner |
9
9
  | [**get_security_types**](ReferenceDataApi.md#get_security_types) | **GET** /securityTypes | List of all security types. |
10
- | [**get_stock_exchanges**](ReferenceDataApi.md#get_stock_exchanges) | **GET** /exchanges | Return list of stock exchanges on Passiv and their suffixes |
10
+ | [**get_stock_exchanges**](ReferenceDataApi.md#get_stock_exchanges) | **GET** /exchanges | List exchanges |
11
11
  | [**get_symbols**](ReferenceDataApi.md#get_symbols) | **POST** /symbols | Search for symbols |
12
12
  | [**get_symbols_by_ticker**](ReferenceDataApi.md#get_symbols_by_ticker) | **GET** /symbols/{ticker} | Get details of a symbol by the ticker |
13
13
  | [**list_all_brokerage_authorization_type**](ReferenceDataApi.md#list_all_brokerage_authorization_type) | **GET** /brokerageAuthorizationTypes | List of all brokerage authorization types |
14
- | [**list_all_brokerages**](ReferenceDataApi.md#list_all_brokerages) | **GET** /brokerages | List of all brokerages. |
15
- | [**list_all_currencies**](ReferenceDataApi.md#list_all_currencies) | **GET** /currencies | List of all supported currencies |
16
- | [**list_all_currencies_rates**](ReferenceDataApi.md#list_all_currencies_rates) | **GET** /currencies/rates | Return the exchange rates of all supported currencies |
17
- | [**symbol_search_user_account**](ReferenceDataApi.md#symbol_search_user_account) | **POST** /accounts/{accountId}/symbols | Search for symbols that are supported by a brokerage account using a substring |
14
+ | [**list_all_brokerages**](ReferenceDataApi.md#list_all_brokerages) | **GET** /brokerages | List brokerages |
15
+ | [**list_all_currencies**](ReferenceDataApi.md#list_all_currencies) | **GET** /currencies | List currencies |
16
+ | [**list_all_currencies_rates**](ReferenceDataApi.md#list_all_currencies_rates) | **GET** /currencies/rates | List currency exchange rates |
17
+ | [**symbol_search_user_account**](ReferenceDataApi.md#symbol_search_user_account) | **POST** /accounts/{accountId}/symbols | Search for symbols available in an account |
18
18
 
19
19
  ## get_currency_exchange_rate_pair
20
20
 
@@ -167,7 +167,7 @@ This endpoint does not need any parameter.
167
167
 
168
168
  ## get_stock_exchanges
169
169
 
170
- Return list of stock exchanges on Passiv and their suffixes
170
+ List exchanges
171
171
 
172
172
  ### Example
173
173
 
@@ -179,7 +179,7 @@ SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
179
179
 
180
180
 
181
181
  begin
182
- # Return list of stock exchanges on Passiv and their suffixes
182
+ # List exchanges
183
183
  result = SnapTrade::ReferenceData.get_stock_exchanges
184
184
  p result
185
185
  rescue SnapTrade::ApiError => e
@@ -194,7 +194,7 @@ This returns an Array which contains the response data, status code and headers.
194
194
  ```ruby
195
195
 
196
196
  begin
197
- # Return list of stock exchanges on Passiv and their suffixes
197
+ # List exchanges
198
198
  data, status_code, headers, response = SnapTrade::ReferenceData.get_stock_exchanges_with_http_info
199
199
  p status_code # => 2xx
200
200
  p headers # => { ... }
@@ -384,7 +384,7 @@ end
384
384
 
385
385
  ## list_all_brokerages
386
386
 
387
- List of all brokerages.
387
+ List brokerages
388
388
 
389
389
  ### Example
390
390
 
@@ -396,7 +396,7 @@ SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
396
396
 
397
397
 
398
398
  begin
399
- # List of all brokerages.
399
+ # List brokerages
400
400
  result = SnapTrade::ReferenceData.list_all_brokerages
401
401
  p result
402
402
  rescue SnapTrade::ApiError => e
@@ -411,7 +411,7 @@ This returns an Array which contains the response data, status code and headers.
411
411
  ```ruby
412
412
 
413
413
  begin
414
- # List of all brokerages.
414
+ # List brokerages
415
415
  data, status_code, headers, response = SnapTrade::ReferenceData.list_all_brokerages_with_http_info
416
416
  p status_code # => 2xx
417
417
  p headers # => { ... }
@@ -431,7 +431,7 @@ This endpoint does not need any parameter.
431
431
 
432
432
  ## list_all_currencies
433
433
 
434
- List of all supported currencies
434
+ List currencies
435
435
 
436
436
  ### Example
437
437
 
@@ -443,7 +443,7 @@ SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
443
443
 
444
444
 
445
445
  begin
446
- # List of all supported currencies
446
+ # List currencies
447
447
  result = SnapTrade::ReferenceData.list_all_currencies
448
448
  p result
449
449
  rescue SnapTrade::ApiError => e
@@ -458,7 +458,7 @@ This returns an Array which contains the response data, status code and headers.
458
458
  ```ruby
459
459
 
460
460
  begin
461
- # List of all supported currencies
461
+ # List currencies
462
462
  data, status_code, headers, response = SnapTrade::ReferenceData.list_all_currencies_with_http_info
463
463
  p status_code # => 2xx
464
464
  p headers # => { ... }
@@ -478,7 +478,7 @@ This endpoint does not need any parameter.
478
478
 
479
479
  ## list_all_currencies_rates
480
480
 
481
- Return the exchange rates of all supported currencies
481
+ List currency exchange rates
482
482
 
483
483
  ### Example
484
484
 
@@ -490,7 +490,7 @@ SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
490
490
 
491
491
 
492
492
  begin
493
- # Return the exchange rates of all supported currencies
493
+ # List currency exchange rates
494
494
  result = SnapTrade::ReferenceData.list_all_currencies_rates
495
495
  p result
496
496
  rescue SnapTrade::ApiError => e
@@ -505,7 +505,7 @@ This returns an Array which contains the response data, status code and headers.
505
505
  ```ruby
506
506
 
507
507
  begin
508
- # Return the exchange rates of all supported currencies
508
+ # List currency exchange rates
509
509
  data, status_code, headers, response = SnapTrade::ReferenceData.list_all_currencies_rates_with_http_info
510
510
  p status_code # => 2xx
511
511
  p headers # => { ... }
@@ -525,7 +525,7 @@ This endpoint does not need any parameter.
525
525
 
526
526
  ## symbol_search_user_account
527
527
 
528
- Search for symbols that are supported by a brokerage account using a substring
528
+ Search for symbols available in an account
529
529
 
530
530
  ### Example
531
531
 
@@ -541,7 +541,7 @@ account_id = "accountId_example"
541
541
  substring = "apple"
542
542
 
543
543
  begin
544
- # Search for symbols that are supported by a brokerage account using a substring
544
+ # Search for symbols available in an account
545
545
  result = SnapTrade::ReferenceData.symbol_search_user_account(
546
546
  user_id: user_id,
547
547
  user_secret: user_secret,
@@ -565,7 +565,7 @@ account_id = "accountId_example"
565
565
  substring = "apple"
566
566
 
567
567
  begin
568
- # Search for symbols that are supported by a brokerage account using a substring
568
+ # Search for symbols available in an account
569
569
  data, status_code, headers, response = SnapTrade::ReferenceData.symbol_search_user_account_with_http_info(
570
570
  user_id: user_id,
571
571
  user_secret: user_secret,