snaptrade 1.8.0 → 1.9.0

data/docs/TransactionsAndReportingApi.md

@@ -1,183 +1,183 @@
-# SnapTrade::TransactionsAndReportingApi
-
-All URIs are relative to *https://api.snaptrade.com/api/v1*
-
-| Method | HTTP request | Description |
-| ------ | ------------ | ----------- |
-| [**get_activities**](TransactionsAndReportingApi.md#get_activities) | **GET** /activities | Get transaction history for a user |
-| [**get_reporting_custom_range**](TransactionsAndReportingApi.md#get_reporting_custom_range) | **GET** /performance/custom | Get performance information for a specific timeframe |
-
-## get_activities
-
-Get transaction history for a user
-
-Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
-
-### Example
-
-```ruby
-require 'snaptrade'
-
-SnapTrade.client_id = "YOUR_CLIENT_ID"
-SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
-
-user_id = "John.doe@snaptrade.com"
-user_secret = "USERSECRET123"
-start_date = "2022-01-24"
-end_date = "2022-01-24"
-accounts = "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2"
-brokerage_authorizations = "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2"
-type = "DIVIDEND"
-
-begin
-  # Get transaction history for a user
-  result = SnapTrade::TransactionsAndReporting.get_activities(
-    user_id: user_id,
-    user_secret: user_secret,
-    start_date: start_date,
-    end_date: end_date,
-    accounts: accounts,
-    brokerage_authorizations: brokerage_authorizations,
-    type: type,
-  )
-  p result
-rescue SnapTrade::ApiError => e
-  puts "Exception when calling SnapTrade::TransactionsAndReporting.get_activities: #{e}"
-end
-```
-
-#### Using the get_activities_with_http_info variant
-
-This returns an Array which contains the response data, status code and headers.
-
-```ruby
-user_id = "John.doe@snaptrade.com"
-user_secret = "USERSECRET123"
-start_date = "2022-01-24"
-end_date = "2022-01-24"
-accounts = "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2"
-brokerage_authorizations = "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2"
-type = "DIVIDEND"
-
-begin
-  # Get transaction history for a user
-  data, status_code, headers, response = SnapTrade::TransactionsAndReporting.get_activities_with_http_info(
-    user_id: user_id,
-    user_secret: user_secret,
-    start_date: start_date,
-    end_date: end_date,
-    accounts: accounts,
-    brokerage_authorizations: brokerage_authorizations,
-    type: type,
-  )
-  p status_code # => 2xx
-  p headers # => { ... }
-  p data # => Array<UniversalActivity>
-rescue SnapTrade::ApiError => e
-  puts "Exception when calling SnapTrade::TransactionsAndReporting.get_activities: #{e}"
-end
-```
-
-### Parameters
-
-| Name | Type | Description | Notes |
-| ---- | ---- | ----------- | ----- |
-| **user_id** | **String** |  |  |
-| **user_secret** | **String** |  |  |
-| **start_date** | **Date** |  | [optional] |
-| **end_date** | **Date** |  | [optional] |
-| **accounts** | **String** | Optional comma seperated list of account IDs used to filter the request on specific accounts | [optional] |
-| **brokerage_authorizations** | **String** | Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations | [optional] |
-| **type** | **String** | Optional comma seperated list of types to filter activities by. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT | [optional] |
-
-### Return type
-
-[**Array&lt;UniversalActivity&gt;**](UniversalActivity.md)
-
-## get_reporting_custom_range
-
-Get performance information for a specific timeframe
-
-Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
-
-### Example
-
-```ruby
-require 'snaptrade'
-
-SnapTrade.client_id = "YOUR_CLIENT_ID"
-SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
-
-start_date = "2022-01-24"
-end_date = "2022-01-24"
-user_id = "John.doe@snaptrade.com"
-user_secret = "USERSECRET123"
-accounts = "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2"
-detailed = True
-frequency = "monthly"
-
-begin
-  # Get performance information for a specific timeframe
-  result = SnapTrade::TransactionsAndReporting.get_reporting_custom_range(
-    start_date: start_date,
-    end_date: end_date,
-    user_id: user_id,
-    user_secret: user_secret,
-    accounts: accounts,
-    detailed: detailed,
-    frequency: frequency,
-  )
-  p result
-rescue SnapTrade::ApiError => e
-  puts "Exception when calling SnapTrade::TransactionsAndReporting.get_reporting_custom_range: #{e}"
-end
-```
-
-#### Using the get_reporting_custom_range_with_http_info variant
-
-This returns an Array which contains the response data, status code and headers.
-
-```ruby
-start_date = "2022-01-24"
-end_date = "2022-01-24"
-user_id = "John.doe@snaptrade.com"
-user_secret = "USERSECRET123"
-accounts = "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2"
-detailed = True
-frequency = "monthly"
-
-begin
-  # Get performance information for a specific timeframe
-  data, status_code, headers, response = SnapTrade::TransactionsAndReporting.get_reporting_custom_range_with_http_info(
-    start_date: start_date,
-    end_date: end_date,
-    user_id: user_id,
-    user_secret: user_secret,
-    accounts: accounts,
-    detailed: detailed,
-    frequency: frequency,
-  )
-  p status_code # => 2xx
-  p headers # => { ... }
-  p data # => PerformanceCustom
-rescue SnapTrade::ApiError => e
-  puts "Exception when calling SnapTrade::TransactionsAndReporting.get_reporting_custom_range: #{e}"
-end
-```
-
-### Parameters
-
-| Name | Type | Description | Notes |
-| ---- | ---- | ----------- | ----- |
-| **start_date** | **Date** |  |  |
-| **end_date** | **Date** |  |  |
-| **user_id** | **String** |  |  |
-| **user_secret** | **String** |  |  |
-| **accounts** | **String** | Optional comma seperated list of account IDs used to filter the request on specific accounts | [optional] |
-| **detailed** | **Boolean** | Optional, increases frequency of data points for the total value and contribution charts if set to true | [optional] |
-| **frequency** | **String** | Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly. | [optional] |
-
-### Return type
-
-[**PerformanceCustom**](PerformanceCustom.md)
-
+# SnapTrade::TransactionsAndReportingApi
+
+All URIs are relative to *https://api.snaptrade.com/api/v1*
+
+| Method | HTTP request | Description |
+| ------ | ------------ | ----------- |
+| [**get_activities**](TransactionsAndReportingApi.md#get_activities) | **GET** /activities | Get transaction history for a user |
+| [**get_reporting_custom_range**](TransactionsAndReportingApi.md#get_reporting_custom_range) | **GET** /performance/custom | Get performance information for a specific timeframe |
+
+## get_activities
+
+Get transaction history for a user
+
+Returns activities (transactions) for a user. Specifing start and end date is highly recommended for automatic calls for better performance
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+user_id = "John.doe@snaptrade.com"
+user_secret = "USERSECRET123"
+start_date = "2022-01-24"
+end_date = "2022-01-24"
+accounts = "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2"
+brokerage_authorizations = "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2"
+type = "DIVIDEND"
+
+begin
+  # Get transaction history for a user
+  result = SnapTrade::TransactionsAndReporting.get_activities(
+    user_id: user_id,
+    user_secret: user_secret,
+    start_date: start_date,
+    end_date: end_date,
+    accounts: accounts,
+    brokerage_authorizations: brokerage_authorizations,
+    type: type,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::TransactionsAndReporting.get_activities: #{e}"
+end
+```
+
+#### Using the get_activities_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+user_id = "John.doe@snaptrade.com"
+user_secret = "USERSECRET123"
+start_date = "2022-01-24"
+end_date = "2022-01-24"
+accounts = "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2"
+brokerage_authorizations = "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2"
+type = "DIVIDEND"
+
+begin
+  # Get transaction history for a user
+  data, status_code, headers, response = SnapTrade::TransactionsAndReporting.get_activities_with_http_info(
+    user_id: user_id,
+    user_secret: user_secret,
+    start_date: start_date,
+    end_date: end_date,
+    accounts: accounts,
+    brokerage_authorizations: brokerage_authorizations,
+    type: type,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => Array<UniversalActivity>
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::TransactionsAndReporting.get_activities: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **user_id** | **String** |  |  |
+| **user_secret** | **String** |  |  |
+| **start_date** | **Date** |  | [optional] |
+| **end_date** | **Date** |  | [optional] |
+| **accounts** | **String** | Optional comma seperated list of account IDs used to filter the request on specific accounts | [optional] |
+| **brokerage_authorizations** | **String** | Optional comma seperated list of brokerage authorization IDs used to filter the request on only accounts that belong to those authorizations | [optional] |
+| **type** | **String** | Optional comma seperated list of types to filter activities by. Potential values include - DIVIDEND - BUY - SELL - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN - EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN - INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN - INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI - FXT | [optional] |
+
+### Return type
+
+[**Array&lt;UniversalActivity&gt;**](UniversalActivity.md)
+
+## get_reporting_custom_range
+
+Get performance information for a specific timeframe
+
+Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Total Equity Timeframe and Rate of Returns are experimental and should not be trusted to be 100% accurate
+
+### Example
+
+```ruby
+require 'snaptrade'
+
+SnapTrade.client_id = "YOUR_CLIENT_ID"
+SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
+
+start_date = "2022-01-24"
+end_date = "2022-01-24"
+user_id = "John.doe@snaptrade.com"
+user_secret = "USERSECRET123"
+accounts = "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2"
+detailed = True
+frequency = "monthly"
+
+begin
+  # Get performance information for a specific timeframe
+  result = SnapTrade::TransactionsAndReporting.get_reporting_custom_range(
+    start_date: start_date,
+    end_date: end_date,
+    user_id: user_id,
+    user_secret: user_secret,
+    accounts: accounts,
+    detailed: detailed,
+    frequency: frequency,
+  )
+  p result
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::TransactionsAndReporting.get_reporting_custom_range: #{e}"
+end
+```
+
+#### Using the get_reporting_custom_range_with_http_info variant
+
+This returns an Array which contains the response data, status code and headers.
+
+```ruby
+start_date = "2022-01-24"
+end_date = "2022-01-24"
+user_id = "John.doe@snaptrade.com"
+user_secret = "USERSECRET123"
+accounts = "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2"
+detailed = True
+frequency = "monthly"
+
+begin
+  # Get performance information for a specific timeframe
+  data, status_code, headers, response = SnapTrade::TransactionsAndReporting.get_reporting_custom_range_with_http_info(
+    start_date: start_date,
+    end_date: end_date,
+    user_id: user_id,
+    user_secret: user_secret,
+    accounts: accounts,
+    detailed: detailed,
+    frequency: frequency,
+  )
+  p status_code # => 2xx
+  p headers # => { ... }
+  p data # => PerformanceCustom
+rescue SnapTrade::ApiError => e
+  puts "Exception when calling SnapTrade::TransactionsAndReporting.get_reporting_custom_range: #{e}"
+end
+```
+
+### Parameters
+
+| Name | Type | Description | Notes |
+| ---- | ---- | ----------- | ----- |
+| **start_date** | **Date** |  |  |
+| **end_date** | **Date** |  |  |
+| **user_id** | **String** |  |  |
+| **user_secret** | **String** |  |  |
+| **accounts** | **String** | Optional comma seperated list of account IDs used to filter the request on specific accounts | [optional] |
+| **detailed** | **Boolean** | Optional, increases frequency of data points for the total value and contribution charts if set to true | [optional] |
+| **frequency** | **String** | Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly. | [optional] |
+
+### Return type
+
+[**PerformanceCustom**](PerformanceCustom.md)
+