snaptrade 1.7.0 → 1.8.0

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Files changed (296) hide show
  1. checksums.yaml +4 -4
  2. data/Gemfile +10 -10
  3. data/Gemfile.lock +14 -12
  4. data/README.md +218 -254
  5. data/docs/APIStatusApi.md +57 -57
  6. data/docs/AccountInformationApi.md +535 -535
  7. data/docs/AuthenticationApi.md +314 -314
  8. data/docs/ConnectionsApi.md +265 -265
  9. data/docs/ErrorLogsApi.md +68 -68
  10. data/docs/OptionsApi.md +378 -378
  11. data/docs/ReferenceDataApi.md +595 -595
  12. data/docs/TradingApi.md +478 -799
  13. data/docs/TransactionsAndReportingApi.md +183 -183
  14. data/lib/snaptrade/api/account_information_api.rb +801 -801
  15. data/lib/snaptrade/api/api_status_api.rb +98 -98
  16. data/lib/snaptrade/api/authentication_api.rb +481 -481
  17. data/lib/snaptrade/api/connections_api.rb +398 -398
  18. data/lib/snaptrade/api/error_logs_api.rb +112 -112
  19. data/lib/snaptrade/api/options_api.rb +591 -591
  20. data/lib/snaptrade/api/reference_data_api.rb +894 -894
  21. data/lib/snaptrade/api/trading_api.rb +741 -1150
  22. data/lib/snaptrade/api/transactions_and_reporting_api.rb +283 -283
  23. data/lib/snaptrade/api_client.rb +427 -427
  24. data/lib/snaptrade/api_client_custom.rb +32 -32
  25. data/lib/snaptrade/api_error.rb +6 -6
  26. data/lib/snaptrade/configuration.rb +334 -334
  27. data/lib/snaptrade/models/account.rb +6 -6
  28. data/lib/snaptrade/models/account_holdings.rb +251 -249
  29. data/lib/snaptrade/models/account_holdings_account.rb +263 -260
  30. data/lib/snaptrade/models/account_order_record.rb +6 -6
  31. data/lib/snaptrade/models/account_order_record_status.rb +6 -6
  32. data/lib/snaptrade/models/account_simple.rb +6 -6
  33. data/lib/snaptrade/models/account_sync_status.rb +6 -6
  34. data/lib/snaptrade/models/action.rb +6 -6
  35. data/lib/snaptrade/models/auth_type.rb +6 -6
  36. data/lib/snaptrade/models/authentication_login_snap_trade_user200_response.rb +6 -6
  37. data/lib/snaptrade/models/balance.rb +6 -6
  38. data/lib/snaptrade/models/brokerage.rb +6 -6
  39. data/lib/snaptrade/models/brokerage_authorization.rb +6 -6
  40. data/lib/snaptrade/models/brokerage_authorization_type.rb +6 -6
  41. data/lib/snaptrade/models/brokerage_authorization_type_read_only.rb +6 -6
  42. data/lib/snaptrade/models/brokerage_authorization_type_read_only_brokerage.rb +6 -6
  43. data/lib/snaptrade/models/brokerage_authorization_type_read_only_type.rb +6 -6
  44. data/lib/snaptrade/models/brokerage_authorization_type_type.rb +6 -6
  45. data/lib/snaptrade/models/brokerage_symbol.rb +6 -6
  46. data/lib/snaptrade/models/brokerage_type.rb +6 -6
  47. data/lib/snaptrade/models/calculated_trade.rb +6 -6
  48. data/lib/snaptrade/models/cash_restriction.rb +6 -6
  49. data/lib/snaptrade/models/connection_type.rb +6 -6
  50. data/lib/snaptrade/models/connections_session_events200_response_inner.rb +6 -6
  51. data/lib/snaptrade/models/currency.rb +6 -6
  52. data/lib/snaptrade/models/delete_user_response.rb +6 -6
  53. data/lib/snaptrade/models/dividend_at_date.rb +6 -6
  54. data/lib/snaptrade/models/encrypted_response.rb +6 -6
  55. data/lib/snaptrade/models/encrypted_response_encrypted_message_data.rb +6 -6
  56. data/lib/snaptrade/models/exchange.rb +6 -6
  57. data/lib/snaptrade/models/exchange_rate_pairs.rb +6 -6
  58. data/lib/snaptrade/models/excluded_asset.rb +6 -6
  59. data/lib/snaptrade/models/jwt.rb +6 -6
  60. data/lib/snaptrade/models/login_redirect_uri.rb +6 -6
  61. data/lib/snaptrade/models/manual_trade.rb +6 -6
  62. data/lib/snaptrade/models/manual_trade_and_impact.rb +6 -6
  63. data/lib/snaptrade/models/manual_trade_balance.rb +6 -6
  64. data/lib/snaptrade/models/manual_trade_form.rb +6 -6
  65. data/lib/snaptrade/models/manual_trade_symbol.rb +6 -6
  66. data/lib/snaptrade/models/model400_failed_request_response.rb +6 -6
  67. data/lib/snaptrade/models/model401_failed_request_response.rb +6 -6
  68. data/lib/snaptrade/models/model403_failed_request_response.rb +6 -6
  69. data/lib/snaptrade/models/model404_failed_request_response.rb +6 -6
  70. data/lib/snaptrade/models/model_asset_class.rb +6 -6
  71. data/lib/snaptrade/models/model_asset_class_details.rb +6 -6
  72. data/lib/snaptrade/models/model_asset_class_target.rb +6 -6
  73. data/lib/snaptrade/models/model_portfolio.rb +6 -6
  74. data/lib/snaptrade/models/model_portfolio_asset_class.rb +6 -6
  75. data/lib/snaptrade/models/model_portfolio_details.rb +6 -6
  76. data/lib/snaptrade/models/model_portfolio_security.rb +6 -6
  77. data/lib/snaptrade/models/model_type.rb +6 -6
  78. data/lib/snaptrade/models/monthly_dividends.rb +6 -6
  79. data/lib/snaptrade/models/net_contributions.rb +6 -6
  80. data/lib/snaptrade/models/net_dividend.rb +6 -6
  81. data/lib/snaptrade/models/option_chain_inner.rb +6 -6
  82. data/lib/snaptrade/models/option_chain_inner_chain_per_root_inner.rb +6 -6
  83. data/lib/snaptrade/models/option_chain_inner_chain_per_root_inner_chain_per_strike_price_inner.rb +6 -6
  84. data/lib/snaptrade/models/option_leg.rb +6 -6
  85. data/lib/snaptrade/models/option_leg_action.rb +6 -6
  86. data/lib/snaptrade/models/option_strategy.rb +6 -6
  87. data/lib/snaptrade/models/option_strategy_legs_inner.rb +6 -6
  88. data/lib/snaptrade/models/options_get_option_strategy_request.rb +6 -6
  89. data/lib/snaptrade/models/options_holdings.rb +6 -6
  90. data/lib/snaptrade/models/options_place_option_strategy_request.rb +6 -6
  91. data/lib/snaptrade/models/options_position.rb +6 -6
  92. data/lib/snaptrade/models/options_symbol.rb +6 -6
  93. data/lib/snaptrade/models/order_strategy_execute_body_order_type.rb +6 -6
  94. data/lib/snaptrade/models/order_strategy_execute_body_time_in_force.rb +6 -6
  95. data/lib/snaptrade/models/order_type.rb +6 -6
  96. data/lib/snaptrade/models/partner_data.rb +6 -6
  97. data/lib/snaptrade/models/past_value.rb +6 -6
  98. data/lib/snaptrade/models/performance_custom.rb +6 -6
  99. data/lib/snaptrade/models/portfolio_group.rb +6 -6
  100. data/lib/snaptrade/models/portfolio_group_info.rb +6 -6
  101. data/lib/snaptrade/models/portfolio_group_position.rb +6 -6
  102. data/lib/snaptrade/models/portfolio_group_settings.rb +6 -6
  103. data/lib/snaptrade/models/position.rb +6 -6
  104. data/lib/snaptrade/models/position_symbol.rb +6 -6
  105. data/lib/snaptrade/models/redirect_tokenand_pin.rb +6 -6
  106. data/lib/snaptrade/models/security_type.rb +6 -6
  107. data/lib/snaptrade/models/session_event.rb +6 -6
  108. data/lib/snaptrade/models/session_event_type.rb +6 -6
  109. data/lib/snaptrade/models/snap_trade_api_disclaimer_accept_status.rb +6 -6
  110. data/lib/snaptrade/models/snap_trade_holdings_account.rb +6 -6
  111. data/lib/snaptrade/models/snap_trade_holdings_account_account_id.rb +6 -6
  112. data/lib/snaptrade/models/snap_trade_holdings_total_value.rb +6 -6
  113. data/lib/snaptrade/models/snap_trade_login_user_request_body.rb +6 -6
  114. data/lib/snaptrade/models/snap_trade_register_user_request_body.rb +6 -6
  115. data/lib/snaptrade/models/state.rb +6 -6
  116. data/lib/snaptrade/models/status.rb +6 -6
  117. data/lib/snaptrade/models/strategy_impact.rb +6 -6
  118. data/lib/snaptrade/models/strategy_impact_legs_inner.rb +6 -6
  119. data/lib/snaptrade/models/strategy_order_place.rb +6 -6
  120. data/lib/snaptrade/models/strategy_order_place_orders_inner.rb +6 -6
  121. data/lib/snaptrade/models/strategy_order_place_orders_inner_legs_inner.rb +6 -6
  122. data/lib/snaptrade/models/strategy_order_record.rb +6 -6
  123. data/lib/snaptrade/models/strategy_order_record_order_type.rb +6 -6
  124. data/lib/snaptrade/models/strategy_order_record_status.rb +6 -6
  125. data/lib/snaptrade/models/strategy_order_record_time_in_force.rb +6 -6
  126. data/lib/snaptrade/models/strategy_quotes.rb +6 -6
  127. data/lib/snaptrade/models/strategy_quotes_greek.rb +6 -6
  128. data/lib/snaptrade/models/strategy_type.rb +6 -6
  129. data/lib/snaptrade/models/sub_period_return_rate.rb +6 -6
  130. data/lib/snaptrade/models/symbol.rb +6 -6
  131. data/lib/snaptrade/models/symbol_query.rb +6 -6
  132. data/lib/snaptrade/models/symbols_quotes_inner.rb +6 -6
  133. data/lib/snaptrade/models/target_asset.rb +6 -6
  134. data/lib/snaptrade/models/time_in_force.rb +6 -6
  135. data/lib/snaptrade/models/trade.rb +6 -6
  136. data/lib/snaptrade/models/trade_action.rb +6 -6
  137. data/lib/snaptrade/models/trade_execution_status.rb +6 -6
  138. data/lib/snaptrade/models/trade_execution_status_action.rb +6 -6
  139. data/lib/snaptrade/models/trade_impact.rb +6 -6
  140. data/lib/snaptrade/models/trading_cancel_user_account_order_request.rb +6 -6
  141. data/lib/snaptrade/models/trading_place_oco_order_request.rb +6 -6
  142. data/lib/snaptrade/models/transactions_status.rb +6 -6
  143. data/lib/snaptrade/models/type.rb +6 -6
  144. data/lib/snaptrade/models/underlying_symbol.rb +6 -6
  145. data/lib/snaptrade/models/universal_activity.rb +6 -6
  146. data/lib/snaptrade/models/universal_symbol.rb +6 -6
  147. data/lib/snaptrade/models/universal_symbol_ticker.rb +6 -6
  148. data/lib/snaptrade/models/us_exchange.rb +6 -6
  149. data/lib/snaptrade/models/user_error_log.rb +6 -6
  150. data/lib/snaptrade/models/user_i_dand_secret.rb +6 -6
  151. data/lib/snaptrade/models/user_settings.rb +6 -6
  152. data/lib/snaptrade/version.rb +13 -13
  153. data/lib/snaptrade.rb +211 -214
  154. data/snaptrade.gemspec +41 -41
  155. data/spec/api/account_information_api_spec.rb +135 -135
  156. data/spec/api/api_status_api_spec.rb +42 -42
  157. data/spec/api/authentication_api_spec.rb +88 -88
  158. data/spec/api/connections_api_spec.rb +82 -82
  159. data/spec/api/error_logs_api_spec.rb +43 -43
  160. data/spec/api/options_api_spec.rb +101 -101
  161. data/spec/api/reference_data_api_spec.rb +150 -150
  162. data/spec/api/trading_api_spec.rb +112 -163
  163. data/spec/api/transactions_and_reporting_api_spec.rb +67 -67
  164. data/spec/api_client_spec.rb +193 -193
  165. data/spec/configuration_spec.rb +6 -6
  166. data/spec/getting_started_spec.rb +108 -144
  167. data/spec/models/account_holdings_account_spec.rb +54 -54
  168. data/spec/models/account_holdings_spec.rb +48 -48
  169. data/spec/models/account_order_record_spec.rb +132 -132
  170. data/spec/models/account_order_record_status_spec.rb +24 -24
  171. data/spec/models/account_simple_spec.rb +48 -48
  172. data/spec/models/account_spec.rb +84 -84
  173. data/spec/models/account_sync_status_spec.rb +30 -30
  174. data/spec/models/action_spec.rb +24 -24
  175. data/spec/models/auth_type_spec.rb +24 -24
  176. data/spec/models/authentication_login_snap_trade_user200_response_spec.rb +27 -27
  177. data/spec/models/balance_spec.rb +36 -36
  178. data/spec/models/brokerage_authorization_spec.rb +78 -78
  179. data/spec/models/brokerage_authorization_type_read_only_brokerage_spec.rb +42 -42
  180. data/spec/models/brokerage_authorization_type_read_only_spec.rb +48 -48
  181. data/spec/models/brokerage_authorization_type_read_only_type_spec.rb +24 -24
  182. data/spec/models/brokerage_authorization_type_spec.rb +30 -30
  183. data/spec/models/brokerage_authorization_type_type_spec.rb +24 -24
  184. data/spec/models/brokerage_spec.rb +132 -132
  185. data/spec/models/brokerage_symbol_spec.rb +54 -54
  186. data/spec/models/brokerage_type_spec.rb +36 -36
  187. data/spec/models/calculated_trade_spec.rb +36 -36
  188. data/spec/models/cash_restriction_spec.rb +54 -54
  189. data/spec/models/connection_type_spec.rb +24 -24
  190. data/spec/models/connections_session_events200_response_inner_spec.rb +66 -66
  191. data/spec/models/currency_spec.rb +42 -42
  192. data/spec/models/delete_user_response_spec.rb +36 -36
  193. data/spec/models/dividend_at_date_spec.rb +42 -42
  194. data/spec/models/encrypted_response_encrypted_message_data_spec.rb +42 -42
  195. data/spec/models/encrypted_response_spec.rb +36 -36
  196. data/spec/models/exchange_rate_pairs_spec.rb +42 -42
  197. data/spec/models/exchange_spec.rb +72 -72
  198. data/spec/models/excluded_asset_spec.rb +30 -30
  199. data/spec/models/jwt_spec.rb +30 -30
  200. data/spec/models/login_redirect_uri_spec.rb +36 -36
  201. data/spec/models/manual_trade_and_impact_spec.rb +42 -42
  202. data/spec/models/manual_trade_balance_spec.rb +42 -42
  203. data/spec/models/manual_trade_form_spec.rb +72 -72
  204. data/spec/models/manual_trade_spec.rb +72 -72
  205. data/spec/models/manual_trade_symbol_spec.rb +60 -60
  206. data/spec/models/model400_failed_request_response_spec.rb +36 -36
  207. data/spec/models/model401_failed_request_response_spec.rb +36 -36
  208. data/spec/models/model403_failed_request_response_spec.rb +36 -36
  209. data/spec/models/model404_failed_request_response_spec.rb +36 -36
  210. data/spec/models/model_asset_class_details_spec.rb +36 -36
  211. data/spec/models/model_asset_class_spec.rb +36 -36
  212. data/spec/models/model_asset_class_target_spec.rb +30 -30
  213. data/spec/models/model_portfolio_asset_class_spec.rb +36 -36
  214. data/spec/models/model_portfolio_details_spec.rb +42 -42
  215. data/spec/models/model_portfolio_security_spec.rb +36 -36
  216. data/spec/models/model_portfolio_spec.rb +42 -42
  217. data/spec/models/model_type_spec.rb +24 -24
  218. data/spec/models/monthly_dividends_spec.rb +36 -36
  219. data/spec/models/net_contributions_spec.rb +42 -42
  220. data/spec/models/net_dividend_spec.rb +42 -42
  221. data/spec/models/option_chain_inner_chain_per_root_inner_chain_per_strike_price_inner_spec.rb +42 -42
  222. data/spec/models/option_chain_inner_chain_per_root_inner_spec.rb +42 -42
  223. data/spec/models/option_chain_inner_spec.rb +54 -54
  224. data/spec/models/option_leg_action_spec.rb +24 -24
  225. data/spec/models/option_leg_spec.rb +42 -42
  226. data/spec/models/option_strategy_legs_inner_spec.rb +48 -48
  227. data/spec/models/option_strategy_spec.rb +54 -54
  228. data/spec/models/options_get_option_strategy_request_spec.rb +42 -42
  229. data/spec/models/options_holdings_spec.rb +60 -60
  230. data/spec/models/options_place_option_strategy_request_spec.rb +42 -42
  231. data/spec/models/options_position_spec.rb +66 -66
  232. data/spec/models/options_symbol_spec.rb +90 -90
  233. data/spec/models/order_strategy_execute_body_order_type_spec.rb +24 -24
  234. data/spec/models/order_strategy_execute_body_time_in_force_spec.rb +24 -24
  235. data/spec/models/order_type_spec.rb +24 -24
  236. data/spec/models/partner_data_spec.rb +96 -96
  237. data/spec/models/past_value_spec.rb +42 -42
  238. data/spec/models/performance_custom_spec.rb +138 -138
  239. data/spec/models/portfolio_group_info_spec.rb +90 -90
  240. data/spec/models/portfolio_group_position_spec.rb +42 -42
  241. data/spec/models/portfolio_group_settings_spec.rb +54 -54
  242. data/spec/models/portfolio_group_spec.rb +36 -36
  243. data/spec/models/position_spec.rb +60 -60
  244. data/spec/models/position_symbol_spec.rb +60 -60
  245. data/spec/models/redirect_tokenand_pin_spec.rb +36 -36
  246. data/spec/models/security_type_spec.rb +48 -48
  247. data/spec/models/session_event_spec.rb +66 -66
  248. data/spec/models/session_event_type_spec.rb +24 -24
  249. data/spec/models/snap_trade_api_disclaimer_accept_status_spec.rb +36 -36
  250. data/spec/models/snap_trade_holdings_account_account_id_spec.rb +78 -78
  251. data/spec/models/snap_trade_holdings_account_spec.rb +72 -72
  252. data/spec/models/snap_trade_holdings_total_value_spec.rb +36 -36
  253. data/spec/models/snap_trade_login_user_request_body_spec.rb +54 -54
  254. data/spec/models/snap_trade_register_user_request_body_spec.rb +36 -36
  255. data/spec/models/state_spec.rb +24 -24
  256. data/spec/models/status_spec.rb +42 -42
  257. data/spec/models/strategy_impact_legs_inner_spec.rb +66 -66
  258. data/spec/models/strategy_impact_spec.rb +90 -90
  259. data/spec/models/strategy_order_place_orders_inner_legs_inner_spec.rb +66 -66
  260. data/spec/models/strategy_order_place_orders_inner_spec.rb +282 -282
  261. data/spec/models/strategy_order_place_spec.rb +36 -36
  262. data/spec/models/strategy_order_record_order_type_spec.rb +24 -24
  263. data/spec/models/strategy_order_record_spec.rb +90 -90
  264. data/spec/models/strategy_order_record_status_spec.rb +24 -24
  265. data/spec/models/strategy_order_record_time_in_force_spec.rb +24 -24
  266. data/spec/models/strategy_quotes_greek_spec.rb +54 -54
  267. data/spec/models/strategy_quotes_spec.rb +60 -60
  268. data/spec/models/strategy_type_spec.rb +24 -24
  269. data/spec/models/sub_period_return_rate_spec.rb +42 -42
  270. data/spec/models/symbol_query_spec.rb +30 -30
  271. data/spec/models/symbol_spec.rb +66 -66
  272. data/spec/models/symbols_quotes_inner_spec.rb +60 -60
  273. data/spec/models/target_asset_spec.rb +60 -60
  274. data/spec/models/time_in_force_spec.rb +24 -24
  275. data/spec/models/trade_action_spec.rb +24 -24
  276. data/spec/models/trade_execution_status_action_spec.rb +24 -24
  277. data/spec/models/trade_execution_status_spec.rb +78 -78
  278. data/spec/models/trade_impact_spec.rb +54 -54
  279. data/spec/models/trade_spec.rb +72 -72
  280. data/spec/models/trading_cancel_user_account_order_request_spec.rb +30 -30
  281. data/spec/models/trading_place_oco_order_request_spec.rb +36 -36
  282. data/spec/models/transactions_status_spec.rb +36 -36
  283. data/spec/models/type_spec.rb +24 -24
  284. data/spec/models/underlying_symbol_spec.rb +66 -66
  285. data/spec/models/universal_activity_spec.rb +120 -120
  286. data/spec/models/universal_symbol_spec.rb +72 -72
  287. data/spec/models/universal_symbol_ticker_spec.rb +72 -72
  288. data/spec/models/us_exchange_spec.rb +78 -78
  289. data/spec/models/user_error_log_spec.rb +60 -60
  290. data/spec/models/user_i_dand_secret_spec.rb +36 -36
  291. data/spec/models/user_settings_spec.rb +84 -84
  292. data/spec/spec_helper.rb +6 -6
  293. metadata +113 -117
  294. data/docs/PortfolioManagementApi.md +0 -2064
  295. data/lib/snaptrade/api/portfolio_management_api.rb +0 -2867
  296. data/spec/api/portfolio_management_api_spec.rb +0 -403
@@ -1,403 +0,0 @@
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- =begin
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- #SnapTrade
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-
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- #Connect brokerage accounts to your app for live positions and trading
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-
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- The version of the OpenAPI document: 1.0.0
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- Contact: api@snaptrade.com
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-
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- =end
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-
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- require 'spec_helper'
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- require 'json'
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-
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- # Unit tests for SnapTrade::PortfolioManagementApi
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- describe 'PortfolioManagementApi' do
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- before do
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- # run before each test
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- @api_instance = SnapTrade::PortfolioManagementApi.new
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- end
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-
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- after do
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- # run after each test
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- end
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-
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- describe 'test an instance of PortfolioManagementApi' do
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- it 'should create an instance of PortfolioManagementApi' do
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- expect(@api_instance).to be_instance_of(SnapTrade::PortfolioManagementApi)
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- end
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- end
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-
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- # unit tests for add_portfolio_excluded_asset
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- # Adds an asset to exclude to a portfolio group
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- # @param portfolio_group_id The ID of the PortfolioGroup under which to exclude an asset.
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- # @param [Hash] opts the optional parameters
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- # @option opts [UniversalSymbol] :universal_symbol
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- # @return [ExcludedAsset]
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- describe 'add_portfolio_excluded_asset test' do
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- it 'should work' do
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- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
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- end
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- end
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-
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- # unit tests for create
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- # Create new portfolio group
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- # @param user_id
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- # @param user_secret
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- # @param request_body
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- # @param [Hash] opts the optional parameters
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- # @return [Array<PortfolioGroup>]
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- describe 'create test' do
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- it 'should work' do
52
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
53
- end
54
- end
55
-
56
- # unit tests for create_asset_class
57
- # Create a new model asset class
58
- # @param user_id
59
- # @param user_secret
60
- # @param [Hash] opts the optional parameters
61
- # @return [ModelAssetClassDetails]
62
- describe 'create_asset_class test' do
63
- it 'should work' do
64
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
65
- end
66
- end
67
-
68
- # unit tests for create_model_portfolio
69
- # Creates a new model portfolio
70
- # @param [Hash] opts the optional parameters
71
- # @return [ModelPortfolioDetails]
72
- describe 'create_model_portfolio test' do
73
- it 'should work' do
74
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
75
- end
76
- end
77
-
78
- # unit tests for delete_asset_class
79
- # Deletes a model asset class
80
- # @param model_asset_class_id The ID of the model asset class to delete.
81
- # @param [Hash] opts the optional parameters
82
- # @return [nil]
83
- describe 'delete_asset_class test' do
84
- it 'should work' do
85
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
86
- end
87
- end
88
-
89
- # unit tests for delete_excluded_asset
90
- # Unexclude an asset from a portfolio group
91
- # @param portfolio_group_id The ID of the PortfolioGroup under which to unexclude an asset.
92
- # @param symbol_id The ID of the excluded asset Symbol to delete.
93
- # @param [Hash] opts the optional parameters
94
- # @return [nil]
95
- describe 'delete_excluded_asset test' do
96
- it 'should work' do
97
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
98
- end
99
- end
100
-
101
- # unit tests for delete_model_portfolio_by_id
102
- # Deletes a model portfolio
103
- # @param model_portfolio_id The ID of the model portfolio to delete.
104
- # @param [Hash] opts the optional parameters
105
- # @return [nil]
106
- describe 'delete_model_portfolio_by_id test' do
107
- it 'should work' do
108
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
109
- end
110
- end
111
-
112
- # unit tests for delete_portfoli
113
- # Remove a target portfolio.
114
- # @param portfolio_group_id The ID of the PortfolioGroup to delete.
115
- # @param [Hash] opts the optional parameters
116
- # @return [PortfolioGroup]
117
- describe 'delete_portfoli test' do
118
- it 'should work' do
119
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
120
- end
121
- end
122
-
123
- # unit tests for delete_portfolio_target_by_id
124
- # Remove a TargetAsset.
125
- # @param portfolio_group_id The ID of the PortfolioGroup under which to remove the target asset.
126
- # @param target_asset_id The ID of the TargetAsset to delete.
127
- # @param [Hash] opts the optional parameters
128
- # @return [TargetAsset]
129
- describe 'delete_portfolio_target_by_id test' do
130
- it 'should work' do
131
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
132
- end
133
- end
134
-
135
- # unit tests for detail_asset_class
136
- # Get details of a model asset class
137
- # @param model_asset_class_id The ID of the model asset class to get.
138
- # @param user_id
139
- # @param user_secret
140
- # @param [Hash] opts the optional parameters
141
- # @return [ModelAssetClassDetails]
142
- describe 'detail_asset_class test' do
143
- it 'should work' do
144
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
145
- end
146
- end
147
-
148
- # unit tests for get_calculated_trade_by_id
149
- # Return an individual trade
150
- # @param portfolio_group_id The ID of the PortfolioGroup to perform rebalancing calculations
151
- # @param calculated_trade_id The ID of calculated trade to get account impact
152
- # @param trade_id The ID of trade object
153
- # @param [Hash] opts the optional parameters
154
- # @return [Array<Trade>]
155
- describe 'get_calculated_trade_by_id test' do
156
- it 'should work' do
157
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
158
- end
159
- end
160
-
161
- # unit tests for get_model_details_by_id
162
- # Get details of a model portfolio
163
- # @param model_portfolio_id The ID of the model portfolio to get.
164
- # @param [Hash] opts the optional parameters
165
- # @return [ModelPortfolioDetails]
166
- describe 'get_model_details_by_id test' do
167
- it 'should work' do
168
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
169
- end
170
- end
171
-
172
- # unit tests for get_portfolio_balances
173
- # Get sum of cash balances in portfolio group
174
- # @param portfolio_group_id The ID of the PortfolioGroup under which to create the target asset.
175
- # @param [Hash] opts the optional parameters
176
- # @return [Array<Balance>]
177
- describe 'get_portfolio_balances test' do
178
- it 'should work' do
179
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
180
- end
181
- end
182
-
183
- # unit tests for get_portfolio_details_by_id
184
- # Get details of a target portfolio
185
- # @param portfolio_group_id The ID of the PortfolioGroup to get.
186
- # @param [Hash] opts the optional parameters
187
- # @return [PortfolioGroup]
188
- describe 'get_portfolio_details_by_id test' do
189
- it 'should work' do
190
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
191
- end
192
- end
193
-
194
- # unit tests for get_portfolio_info
195
- # Return a whole bunch of relevant information relating to a portfolio group.
196
- # @param portfolio_group_id The ID of the PortfolioGroup under which to create the target asset.
197
- # @param [Hash] opts the optional parameters
198
- # @return [PortfolioGroupInfo]
199
- describe 'get_portfolio_info test' do
200
- it 'should work' do
201
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
202
- end
203
- end
204
-
205
- # unit tests for get_portfolio_settings
206
- # Get portfolio group settings
207
- # @param portfolio_group_id The ID of the PortfolioGroup under which to get the settings.
208
- # @param [Hash] opts the optional parameters
209
- # @return [PortfolioGroupSettings]
210
- describe 'get_portfolio_settings test' do
211
- it 'should work' do
212
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
213
- end
214
- end
215
-
216
- # unit tests for get_portfolio_target_by_id
217
- # Get a specific target from a portfolio group
218
- # @param portfolio_group_id The ID of the PortfolioGroup under which to get the target asset.
219
- # @param target_asset_id The ID of the TargetAsset to get.
220
- # @param [Hash] opts the optional parameters
221
- # @return [TargetAsset]
222
- describe 'get_portfolio_target_by_id test' do
223
- it 'should work' do
224
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
225
- end
226
- end
227
-
228
- # unit tests for get_portfolio_targets
229
- # Get all target assets under the specified PortfolioGroup.
230
- # @param portfolio_group_id The ID of the PortfolioGroup under which to create the target asset.
231
- # @param [Hash] opts the optional parameters
232
- # @return [Array<TargetAsset>]
233
- describe 'get_portfolio_targets test' do
234
- it 'should work' do
235
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
236
- end
237
- end
238
-
239
- # unit tests for get_portoflio_excluded_assets
240
- # Get an array of excluded assets associated with a portfolio group\\
241
- # @param portfolio_group_id The ID of the PortfolioGroup under which the excluded assets are linked.
242
- # @param [Hash] opts the optional parameters
243
- # @return [Array<ExcludedAsset>]
244
- describe 'get_portoflio_excluded_assets test' do
245
- it 'should work' do
246
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
247
- end
248
- end
249
-
250
- # unit tests for import_model_portfolio
251
- # Import target allocation based on portfolio group
252
- # @param portfolio_group_id The ID of the PortfolioGroup under which to create the target asset.
253
- # @param [Hash] opts the optional parameters
254
- # @return [Array<TargetAsset>]
255
- describe 'import_model_portfolio test' do
256
- it 'should work' do
257
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
258
- end
259
- end
260
-
261
- # unit tests for list
262
- # List all portfolio groups
263
- # @param user_id
264
- # @param user_secret
265
- # @param [Hash] opts the optional parameters
266
- # @return [Array<PortfolioGroup>]
267
- describe 'list test' do
268
- it 'should work' do
269
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
270
- end
271
- end
272
-
273
- # unit tests for list_asset_classes
274
- # List of model asset class
275
- # @param user_id
276
- # @param user_secret
277
- # @param [Hash] opts the optional parameters
278
- # @return [Array<ModelAssetClassDetails>]
279
- describe 'list_asset_classes test' do
280
- it 'should work' do
281
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
282
- end
283
- end
284
-
285
- # unit tests for list_calculated_trades
286
- # List of trades to make to rebalance portfolio group
287
- # @param portfolio_group_id The ID of the PortfolioGroup to perform rebalancing calculations
288
- # @param [Hash] opts the optional parameters
289
- # @return [CalculatedTrade]
290
- describe 'list_calculated_trades test' do
291
- it 'should work' do
292
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
293
- end
294
- end
295
-
296
- # unit tests for list_model_portfolio
297
- # List of model portfolio
298
- # @param [Hash] opts the optional parameters
299
- # @return [Array<ModelPortfolioDetails>]
300
- describe 'list_model_portfolio test' do
301
- it 'should work' do
302
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
303
- end
304
- end
305
-
306
- # unit tests for list_portfolio_accounts
307
- # Get all accounts associated with a portfolio group
308
- # @param portfolio_group_id The ID of the PortfolioGroup under which the accounts are linked.
309
- # @param [Hash] opts the optional parameters
310
- # @return [Array<Account>]
311
- describe 'list_portfolio_accounts test' do
312
- it 'should work' do
313
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
314
- end
315
- end
316
-
317
- # unit tests for modify_model_portfolio_by_id
318
- # Updates model portfolio object
319
- # @param model_portfolio_id The ID of the model portfolio to update.
320
- # @param model_portfolio_details Use this endpoint change model asset class name and to add or remove a model portfolio security/model portfolio asset class. &lt;br /&gt;&lt;br /&gt; * The model portfolio name and model portfolio model type is required. &lt;br /&gt; * The model portfolio model type must be either 0 or 1. [0 -&gt; Securities based, 1 -&gt; Asset Class based] &lt;br /&gt;&lt;br /&gt; * If the model portfolio type is 0, the model portfolio asset class must be an empty array. &lt;br /&gt; * If the model portfolio type is 1, the model portfolio security must be an empty array. &lt;br /&gt;&lt;br /&gt; * When updating the model portfolio security, the percent is required. Only the symbol id is required for the symbol object &lt;br /&gt; * When updating the model portfolio asset classes, the percent is required. Only the model asset class id is required for the model asset class object &lt;br /&gt;&lt;br /&gt; * To remove all model portfolio securities or model portfolio asset class, set then to an empty array
321
- # @param [Hash] opts the optional parameters
322
- # @return [nil]
323
- describe 'modify_model_portfolio_by_id test' do
324
- it 'should work' do
325
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
326
- end
327
- end
328
-
329
- # unit tests for save_portfolio
330
- # Update an existing target portfolio.
331
- # @param portfolio_group_id The ID of the PortfolioGroup to update.
332
- # @param request_body
333
- # @param [Hash] opts the optional parameters
334
- # @return [PortfolioGroup]
335
- describe 'save_portfolio test' do
336
- it 'should work' do
337
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
338
- end
339
- end
340
-
341
- # unit tests for search_portfolio_symbols
342
- # Search for symbols limited to brokerages under the specified portfolio group
343
- # @param portfolio_group_id The ID of the PortfolioGroup to search under
344
- # @param [Hash] opts the optional parameters
345
- # @option opts [SymbolQuery] :symbol_query
346
- # @return [Array<UniversalSymbol>]
347
- describe 'search_portfolio_symbols test' do
348
- it 'should work' do
349
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
350
- end
351
- end
352
-
353
- # unit tests for set_portfolio_targets
354
- # 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.
355
- # @param portfolio_group_id The ID of the PortfolioGroup under which to create the target asset.
356
- # @param [Hash] opts the optional parameters
357
- # @option opts [Array<TargetAsset>] :target_asset
358
- # @return [Array<TargetAsset>]
359
- describe 'set_portfolio_targets test' do
360
- it 'should work' do
361
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
362
- end
363
- end
364
-
365
- # unit tests for update_asset_class
366
- # Updates model asset class objects
367
- # @param model_asset_class_id The ID of the model asset class to update.
368
- # @param user_id
369
- # @param user_secret
370
- # @param model_asset_class_details Use this endpoint change model asset class name and to add or remove a model asset class target. &lt;br /&gt;&lt;br /&gt; * Only the model asset class name is required for the model asset class object. &lt;br /&gt; * Only the symbol id is required for the symbol object in the model asset class target object. &lt;br /&gt; * To remove all model asset class targets, set the model asset class target as an empty array
371
- # @param [Hash] opts the optional parameters
372
- # @return [nil]
373
- describe 'update_asset_class test' do
374
- it 'should work' do
375
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
376
- end
377
- end
378
-
379
- # unit tests for update_portfolio_settings
380
- # Updates portfolio group settings
381
- # @param portfolio_group_id The ID of the PortfolioGroup under which to patch the settings.
382
- # @param [Hash] opts the optional parameters
383
- # @return [PortfolioGroupSettings]
384
- describe 'update_portfolio_settings test' do
385
- it 'should work' do
386
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
387
- end
388
- end
389
-
390
- # unit tests for update_portfolio_target_by_id
391
- # Update a TargetAsset under the specified PortfolioGroup.
392
- # @param portfolio_group_id The ID of the PortfolioGroup under which to patch the target asset.
393
- # @param target_asset_id The ID of the TargetAsset to patch.
394
- # @param target_asset
395
- # @param [Hash] opts the optional parameters
396
- # @return [TargetAsset]
397
- describe 'update_portfolio_target_by_id test' do
398
- it 'should work' do
399
- # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
400
- end
401
- end
402
-
403
- end