snaptrade 2.0.145 → 2.0.146
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +4 -4
- data/Gemfile.lock +1 -1
- data/README.md +24 -10
- data/lib/snaptrade/api/account_information_api.rb +48 -24
- data/lib/snaptrade/api/connections_api.rb +4 -4
- data/lib/snaptrade/api/options_api.rb +8 -4
- data/lib/snaptrade/version.rb +1 -1
- data/spec/api/account_information_api_spec.rb +6 -6
- data/spec/api/connections_api_spec.rb +1 -1
- data/spec/api/options_api_spec.rb +1 -1
- metadata +2 -2
checksums.yaml
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---
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SHA256:
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metadata.gz:
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data.tar.gz:
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metadata.gz: 9dc93f6ba47560a7625dc7d9131286397846559dae48f66645b91a7279be983d
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data.tar.gz: 557c29bc302ac3a0c2ed2e6290d6c75bfb320ff4ef8c7ab3e7be9fefc9183ac9
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metadata.gz:
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metadata.gz: 52695d003c0ff1b3836deddd1cf772244b961374e0a9928b6e8bbf3461345ff6c4c41885531ce26d98d0b3dac8e09b1d1b39e84ad30cf1afa00e51d08a765e38
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data.tar.gz: 617aced40e9e86c5a43d54156ba65944b2fa64f0eb1aaa457073816b896257ddbed4d7c388b55d72024e714c0787c4c8e7fef94bbaa8ab421fc6827b89b0fa46
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data/Gemfile.lock
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data/README.md
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Connect brokerage accounts to your app for live positions and trading
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[](https://rubygems.org/gems/snaptrade/versions/2.0.146)
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[](https://snaptrade.com/)
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</div>
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Add to Gemfile:
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```ruby
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gem 'snaptrade', '~> 2.0.
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gem 'snaptrade', '~> 2.0.146'
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```
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## Getting Started<a id="getting-started"></a>
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Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).
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Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
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- If you do, this endpoint returns real-time data.
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- If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
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If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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Returns account detail known to SnapTrade for the specified account.
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Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
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- If you do, this endpoint returns real-time data.
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- If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
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If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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Returns a list of recent orders in the specified account.
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Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
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- If you do, this endpoint returns real-time data.
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- If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
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If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).
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Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
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- If you do, this endpoint returns real-time data.
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- If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
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If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__
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Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
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- If you do, this endpoint returns real-time data.
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- If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
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If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
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Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
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- If you do, this endpoint returns real-time data.
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- If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
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#### 🛠️ Usage<a id="🛠️-usage"></a>
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Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection.
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This endpoint will also trigger a transaction sync for the past day if one has not yet occurred.
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**
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**Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)**
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#### 🛠️ Usage<a id="🛠️-usage"></a>
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Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).
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#### 🛠️ Usage<a id="🛠️-usage"></a>
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#
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# Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).
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#
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#
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# - If you do, this endpoint returns real-time data.
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# - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
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#
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# If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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# Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).
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# - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
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#
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# If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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end
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# List account balances
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# Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).
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# Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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# Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).
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# Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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# - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
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# If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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# - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
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# Returns account detail known to SnapTrade for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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# Returns account detail known to SnapTrade for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
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# @param user_id [String]
|
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# @param user_secret [String]
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# @param account_id [String]
|
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@@ -649,7 +657,9 @@ module SnapTrade
|
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#
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# Returns a list of recent orders in the specified account.
|
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#
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|
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|
-
#
|
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|
+
# Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
|
|
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|
+
# - If you do, this endpoint returns real-time data.
|
|
662
|
+
# - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
|
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|
#
|
|
654
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|
# If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
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|
#
|
|
@@ -670,7 +680,9 @@ module SnapTrade
|
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#
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# Returns a list of recent orders in the specified account.
|
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|
#
|
|
673
|
-
#
|
|
683
|
+
# Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
|
|
684
|
+
# - If you do, this endpoint returns real-time data.
|
|
685
|
+
# - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
|
|
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|
#
|
|
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687
|
# If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
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|
#
|
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@@ -687,7 +699,7 @@ module SnapTrade
|
|
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|
end
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|
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|
# List account orders
|
|
690
|
-
# Returns a list of recent orders in the specified account.
|
|
702
|
+
# Returns a list of recent orders in the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
|
691
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|
# @param user_id [String]
|
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|
# @param user_secret [String]
|
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|
# @param account_id [String]
|
|
@@ -701,7 +713,7 @@ module SnapTrade
|
|
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713
|
end
|
|
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|
|
|
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|
# List account orders
|
|
704
|
-
# Returns a list of recent orders in the specified account.
|
|
716
|
+
# Returns a list of recent orders in the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
|
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|
# @param user_id [String]
|
|
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|
# @param user_secret [String]
|
|
707
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|
# @param account_id [String]
|
|
@@ -782,7 +794,9 @@ module SnapTrade
|
|
|
782
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|
#
|
|
783
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|
# Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).
|
|
784
796
|
#
|
|
785
|
-
#
|
|
797
|
+
# Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
|
|
798
|
+
# - If you do, this endpoint returns real-time data.
|
|
799
|
+
# - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
|
|
786
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|
#
|
|
787
801
|
# If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
|
788
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|
#
|
|
@@ -799,7 +813,9 @@ module SnapTrade
|
|
|
799
813
|
#
|
|
800
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|
# Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).
|
|
801
815
|
#
|
|
802
|
-
#
|
|
816
|
+
# Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
|
|
817
|
+
# - If you do, this endpoint returns real-time data.
|
|
818
|
+
# - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
|
|
803
819
|
#
|
|
804
820
|
# If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
|
805
821
|
#
|
|
@@ -812,7 +828,7 @@ module SnapTrade
|
|
|
812
828
|
end
|
|
813
829
|
|
|
814
830
|
# List account positions
|
|
815
|
-
# Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).
|
|
831
|
+
# Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
|
816
832
|
# @param user_id [String]
|
|
817
833
|
# @param user_secret [String]
|
|
818
834
|
# @param account_id [String]
|
|
@@ -824,7 +840,7 @@ module SnapTrade
|
|
|
824
840
|
end
|
|
825
841
|
|
|
826
842
|
# List account positions
|
|
827
|
-
# Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).
|
|
843
|
+
# Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
|
828
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|
# @param user_id [String]
|
|
829
845
|
# @param user_secret [String]
|
|
830
846
|
# @param account_id [String]
|
|
@@ -1114,7 +1130,9 @@ module SnapTrade
|
|
|
1114
1130
|
#
|
|
1115
1131
|
# Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__
|
|
1116
1132
|
#
|
|
1117
|
-
#
|
|
1133
|
+
# Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
|
|
1134
|
+
# - If you do, this endpoint returns real-time data.
|
|
1135
|
+
# - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
|
|
1118
1136
|
#
|
|
1119
1137
|
# If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
|
1120
1138
|
#
|
|
@@ -1131,7 +1149,9 @@ module SnapTrade
|
|
|
1131
1149
|
#
|
|
1132
1150
|
# Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__
|
|
1133
1151
|
#
|
|
1134
|
-
#
|
|
1152
|
+
# Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
|
|
1153
|
+
# - If you do, this endpoint returns real-time data.
|
|
1154
|
+
# - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
|
|
1135
1155
|
#
|
|
1136
1156
|
# If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
|
1137
1157
|
#
|
|
@@ -1144,7 +1164,7 @@ module SnapTrade
|
|
|
1144
1164
|
end
|
|
1145
1165
|
|
|
1146
1166
|
# List account holdings
|
|
1147
|
-
# Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__
|
|
1167
|
+
# Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__ Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
|
1148
1168
|
# @param account_id [String]
|
|
1149
1169
|
# @param user_id [String]
|
|
1150
1170
|
# @param user_secret [String]
|
|
@@ -1156,7 +1176,7 @@ module SnapTrade
|
|
|
1156
1176
|
end
|
|
1157
1177
|
|
|
1158
1178
|
# List account holdings
|
|
1159
|
-
# Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__
|
|
1179
|
+
# Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__ Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
|
1160
1180
|
# @param account_id [String]
|
|
1161
1181
|
# @param user_id [String]
|
|
1162
1182
|
# @param user_secret [String]
|
|
@@ -1225,7 +1245,9 @@ module SnapTrade
|
|
|
1225
1245
|
#
|
|
1226
1246
|
# Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
|
|
1227
1247
|
#
|
|
1228
|
-
#
|
|
1248
|
+
# Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
|
|
1249
|
+
# - If you do, this endpoint returns real-time data.
|
|
1250
|
+
# - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
|
|
1229
1251
|
#
|
|
1230
1252
|
# @param user_id [String]
|
|
1231
1253
|
# @param user_secret [String]
|
|
@@ -1239,7 +1261,9 @@ module SnapTrade
|
|
|
1239
1261
|
#
|
|
1240
1262
|
# Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
|
|
1241
1263
|
#
|
|
1242
|
-
#
|
|
1264
|
+
# Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
|
|
1265
|
+
# - If you do, this endpoint returns real-time data.
|
|
1266
|
+
# - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
|
|
1243
1267
|
#
|
|
1244
1268
|
# @param user_id [String]
|
|
1245
1269
|
# @param user_secret [String]
|
|
@@ -1249,7 +1273,7 @@ module SnapTrade
|
|
|
1249
1273
|
end
|
|
1250
1274
|
|
|
1251
1275
|
# List accounts
|
|
1252
|
-
# Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
|
|
1276
|
+
# Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
|
|
1253
1277
|
# @param user_id [String]
|
|
1254
1278
|
# @param user_secret [String]
|
|
1255
1279
|
# @param [Hash] opts the optional parameters
|
|
@@ -1260,7 +1284,7 @@ module SnapTrade
|
|
|
1260
1284
|
end
|
|
1261
1285
|
|
|
1262
1286
|
# List accounts
|
|
1263
|
-
# Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
|
|
1287
|
+
# Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
|
|
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# @param user_id [String]
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# @param user_secret [String]
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# @param [Hash] opts the optional parameters
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@@ -337,7 +337,7 @@ module SnapTrade
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# Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection.
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# This endpoint will also trigger a transaction sync for the past day if one has not yet occurred.
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#
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# **
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# **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)**
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#
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# @param authorization_id [String]
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# @param user_id [String]
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@@ -353,7 +353,7 @@ module SnapTrade
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# Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection.
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# This endpoint will also trigger a transaction sync for the past day if one has not yet occurred.
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#
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-
# **
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# **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)**
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#
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# @param authorization_id [String]
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# @param user_id [String]
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@@ -364,7 +364,7 @@ module SnapTrade
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end
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# Refresh holdings for a connection
|
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|
-
# Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **
|
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+
# Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)**
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# @param authorization_id [String]
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# @param user_id [String]
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# @param user_secret [String]
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@@ -376,7 +376,7 @@ module SnapTrade
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end
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# Refresh holdings for a connection
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-
# Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **
|
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|
+
# Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)**
|
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# @param authorization_id [String]
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# @param user_id [String]
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# @param user_secret [String]
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@@ -133,7 +133,9 @@ module SnapTrade
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#
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# Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).
|
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#
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-
#
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+
# Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
|
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# - If you do, this endpoint returns real-time data.
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+
# - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
|
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#
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# @param user_id [String]
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# @param user_secret [String]
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@@ -148,7 +150,9 @@ module SnapTrade
|
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#
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# Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).
|
|
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#
|
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151
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-
#
|
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153
|
+
# Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
|
|
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|
+
# - If you do, this endpoint returns real-time data.
|
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|
+
# - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
|
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|
#
|
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# @param user_id [String]
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# @param user_secret [String]
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|
@@ -159,7 +163,7 @@ module SnapTrade
|
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|
end
|
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|
# List account option positions
|
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|
-
# Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).
|
|
166
|
+
# Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
|
|
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|
# @param user_id [String]
|
|
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|
# @param user_secret [String]
|
|
165
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|
# @param account_id [String]
|
|
@@ -171,7 +175,7 @@ module SnapTrade
|
|
|
171
175
|
end
|
|
172
176
|
|
|
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|
# List account option positions
|
|
174
|
-
# Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).
|
|
178
|
+
# Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
|
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|
# @param user_id [String]
|
|
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|
# @param user_secret [String]
|
|
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|
# @param account_id [String]
|
data/lib/snaptrade/version.rb
CHANGED
|
@@ -62,7 +62,7 @@ describe 'AccountInformationApi' do
|
|
|
62
62
|
|
|
63
63
|
# unit tests for get_user_account_balance
|
|
64
64
|
# List account balances
|
|
65
|
-
# Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).
|
|
65
|
+
# Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
|
66
66
|
# @param user_id
|
|
67
67
|
# @param user_secret
|
|
68
68
|
# @param account_id
|
|
@@ -76,7 +76,7 @@ describe 'AccountInformationApi' do
|
|
|
76
76
|
|
|
77
77
|
# unit tests for get_user_account_details
|
|
78
78
|
# Get account detail
|
|
79
|
-
# Returns account detail known to SnapTrade for the specified account.
|
|
79
|
+
# Returns account detail known to SnapTrade for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
|
80
80
|
# @param user_id
|
|
81
81
|
# @param user_secret
|
|
82
82
|
# @param account_id
|
|
@@ -105,7 +105,7 @@ describe 'AccountInformationApi' do
|
|
|
105
105
|
|
|
106
106
|
# unit tests for get_user_account_orders
|
|
107
107
|
# List account orders
|
|
108
|
-
# Returns a list of recent orders in the specified account.
|
|
108
|
+
# Returns a list of recent orders in the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
|
109
109
|
# @param user_id
|
|
110
110
|
# @param user_secret
|
|
111
111
|
# @param account_id
|
|
@@ -121,7 +121,7 @@ describe 'AccountInformationApi' do
|
|
|
121
121
|
|
|
122
122
|
# unit tests for get_user_account_positions
|
|
123
123
|
# List account positions
|
|
124
|
-
# Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).
|
|
124
|
+
# Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
|
125
125
|
# @param user_id
|
|
126
126
|
# @param user_secret
|
|
127
127
|
# @param account_id
|
|
@@ -164,7 +164,7 @@ describe 'AccountInformationApi' do
|
|
|
164
164
|
|
|
165
165
|
# unit tests for get_user_holdings
|
|
166
166
|
# List account holdings
|
|
167
|
-
# Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__
|
|
167
|
+
# Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__ Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
|
|
168
168
|
# @param account_id
|
|
169
169
|
# @param user_id
|
|
170
170
|
# @param user_secret
|
|
@@ -178,7 +178,7 @@ describe 'AccountInformationApi' do
|
|
|
178
178
|
|
|
179
179
|
# unit tests for list_user_accounts
|
|
180
180
|
# List accounts
|
|
181
|
-
# Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
|
|
181
|
+
# Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
|
|
182
182
|
# @param user_id
|
|
183
183
|
# @param user_secret
|
|
184
184
|
# @param [Hash] opts the optional parameters
|
|
@@ -70,7 +70,7 @@ describe 'ConnectionsApi' do
|
|
|
70
70
|
|
|
71
71
|
# unit tests for refresh_brokerage_authorization
|
|
72
72
|
# Refresh holdings for a connection
|
|
73
|
-
# Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **
|
|
73
|
+
# Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)**
|
|
74
74
|
# @param authorization_id
|
|
75
75
|
# @param user_id
|
|
76
76
|
# @param user_secret
|
|
@@ -44,7 +44,7 @@ describe 'OptionsApi' do
|
|
|
44
44
|
|
|
45
45
|
# unit tests for list_option_holdings
|
|
46
46
|
# List account option positions
|
|
47
|
-
# Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).
|
|
47
|
+
# Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
|
|
48
48
|
# @param user_id
|
|
49
49
|
# @param user_secret
|
|
50
50
|
# @param account_id
|
metadata
CHANGED
|
@@ -1,14 +1,14 @@
|
|
|
1
1
|
--- !ruby/object:Gem::Specification
|
|
2
2
|
name: snaptrade
|
|
3
3
|
version: !ruby/object:Gem::Version
|
|
4
|
-
version: 2.0.
|
|
4
|
+
version: 2.0.146
|
|
5
5
|
platform: ruby
|
|
6
6
|
authors:
|
|
7
7
|
- SnapTrade
|
|
8
8
|
autorequire:
|
|
9
9
|
bindir: bin
|
|
10
10
|
cert_chain: []
|
|
11
|
-
date: 2025-11-
|
|
11
|
+
date: 2025-11-07 00:00:00.000000000 Z
|
|
12
12
|
dependencies:
|
|
13
13
|
- !ruby/object:Gem::Dependency
|
|
14
14
|
name: faraday
|