snaptrade 2.0.164 → 2.0.165

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data/Gemfile.lock

@@ -1,7 +1,7 @@
 PATH
   remote: .
   specs:
-    snaptrade (2.0.164)
+    snaptrade (2.0.165)
       faraday (>= 1.0.1, < 3.0)
       faraday-multipart (~> 1.0, >= 1.0.4)
 

data/README.md

@@ -6,7 +6,7 @@
 
 Connect brokerage accounts to your app for live positions and trading
 
-[![npm](https://img.shields.io/badge/gem-v2.0.164-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.164)
+[![npm](https://img.shields.io/badge/gem-v2.0.165-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.165)
 [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
 
 </div>
@@ -86,7 +86,7 @@ Connect brokerage accounts to your app for live positions and trading
 Add to Gemfile:
 
 ```ruby
-gem 'snaptrade', '~> 2.0.164'
+gem 'snaptrade', '~> 2.0.165'
 ```
 
 ## Getting Started<a id="getting-started"></a>
@@ -588,9 +588,11 @@ p result
 
 Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
 
+Please note that this data is cached and only refreshed once a day.
+
 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 you do, real-time data can be fetched using the [update account details endpoint](/reference/Account%20Information/AccountInformation_getUserAccountDetails).
+  - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
 
 
 #### 🛠️ Usage<a id="🛠️-usage"></a>

data/lib/snaptrade/api/account_information_api.rb

@@ -1243,9 +1243,11 @@ module SnapTrade
     #
     # Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
     # 
+    # Please note that this data is cached and only refreshed once a day.
+    # 
     # 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 you do, real-time data can be fetched using the [update account details endpoint](/reference/Account%20Information/AccountInformation_getUserAccountDetails).
+    #   - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
     #
     # @param user_id [String] 
     # @param user_secret [String] 
@@ -1259,9 +1261,11 @@ module SnapTrade
     #
     # Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
     # 
+    # Please note that this data is cached and only refreshed once a day.
+    # 
     # 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 you do, real-time data can be fetched using the [update account details endpoint](/reference/Account%20Information/AccountInformation_getUserAccountDetails).
+    #   - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
     #
     # @param user_id [String] 
     # @param user_secret [String] 
@@ -1271,7 +1275,7 @@ module SnapTrade
     end
 
     # List accounts
-    # 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. 
+    # Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.  Please note that this data is cached and only refreshed once a day.  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, real-time data can be fetched using the [update account details endpoint](/reference/Account%20Information/AccountInformation_getUserAccountDetails).   - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param [Hash] opts the optional parameters
@@ -1282,7 +1286,7 @@ module SnapTrade
     end
 
     # List accounts
-    # 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. 
+    # Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.  Please note that this data is cached and only refreshed once a day.  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, real-time data can be fetched using the [update account details endpoint](/reference/Account%20Information/AccountInformation_getUserAccountDetails).   - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param [Hash] opts the optional parameters

data/lib/snaptrade/models/account.rb

@@ -25,6 +25,9 @@ module SnapTrade
     # The account number assigned by the brokerage. For some brokerages, this field may be masked for security reasons.
     attr_accessor :number
 
+    # A stable and unique account identifier provided by the institution. Will be set to null if not provided. When present, can be used to check if a user has connected the same brokerage account across multiple connections.
+    attr_accessor :institution_account_id
+
     # The name of the brokerage that holds the account.
     attr_accessor :institution_name
 
@@ -66,6 +69,7 @@ module SnapTrade
         :'brokerage_authorization' => :'brokerage_authorization',
         :'name' => :'name',
         :'number' => :'number',
+        :'institution_account_id' => :'institution_account_id',
         :'institution_name' => :'institution_name',
         :'created_date' => :'created_date',
         :'funding_date' => :'funding_date',
@@ -93,6 +97,7 @@ module SnapTrade
         :'brokerage_authorization' => :'String',
         :'name' => :'String',
         :'number' => :'String',
+        :'institution_account_id' => :'String',
         :'institution_name' => :'String',
         :'created_date' => :'Time',
         :'funding_date' => :'Time',
@@ -112,6 +117,7 @@ module SnapTrade
     def self.openapi_nullable
       Set.new([
         :'name',
+        :'institution_account_id',
         :'funding_date',
         :'opening_date',
         :'status',
@@ -150,6 +156,10 @@ module SnapTrade
         self.number = attributes[:'number']
       end
 
+      if attributes.key?(:'institution_account_id')
+        self.institution_account_id = attributes[:'institution_account_id']
+      end
+
       if attributes.key?(:'institution_name')
         self.institution_name = attributes[:'institution_name']
       end
@@ -265,6 +275,7 @@ module SnapTrade
           brokerage_authorization == o.brokerage_authorization &&
           name == o.name &&
           number == o.number &&
+          institution_account_id == o.institution_account_id &&
           institution_name == o.institution_name &&
           created_date == o.created_date &&
           funding_date == o.funding_date &&
@@ -288,7 +299,7 @@ module SnapTrade
     # Calculates hash code according to all attributes.
     # @return [Integer] Hash code
     def hash
-      [id, brokerage_authorization, name, number, institution_name, created_date, funding_date, opening_date, sync_status, balance, status, raw_type, meta, portfolio_group, cash_restrictions, is_paper].hash
+      [id, brokerage_authorization, name, number, institution_account_id, institution_name, created_date, funding_date, opening_date, sync_status, balance, status, raw_type, meta, portfolio_group, cash_restrictions, is_paper].hash
     end
 
     # Builds the object from hash

data/lib/snaptrade/models/account_simple.rb

@@ -22,6 +22,9 @@ module SnapTrade
     # The account number assigned by the brokerage. For some brokerages, this field may be masked for security reasons.
     attr_accessor :number
 
+    # A stable and unique account identifier provided by the institution. Will be set to null if not provided. When present, can be used to check if a user has connected the same brokerage account across multiple connections.
+    attr_accessor :institution_account_id
+
     attr_accessor :sync_status
 
     # Attribute mapping from ruby-style variable name to JSON key.
@@ -30,6 +33,7 @@ module SnapTrade
         :'id' => :'id',
         :'name' => :'name',
         :'number' => :'number',
+        :'institution_account_id' => :'institution_account_id',
         :'sync_status' => :'sync_status'
       }
     end
@@ -45,6 +49,7 @@ module SnapTrade
         :'id' => :'String',
         :'name' => :'String',
         :'number' => :'String',
+        :'institution_account_id' => :'String',
         :'sync_status' => :'AccountSyncStatus'
       }
     end
@@ -52,6 +57,7 @@ module SnapTrade
     # List of attributes with nullable: true
     def self.openapi_nullable
       Set.new([
+        :'institution_account_id',
       ])
     end
 
@@ -82,6 +88,10 @@ module SnapTrade
         self.number = attributes[:'number']
       end
 
+      if attributes.key?(:'institution_account_id')
+        self.institution_account_id = attributes[:'institution_account_id']
+      end
+
       if attributes.key?(:'sync_status')
         self.sync_status = attributes[:'sync_status']
       end
@@ -108,6 +118,7 @@ module SnapTrade
           id == o.id &&
           name == o.name &&
           number == o.number &&
+          institution_account_id == o.institution_account_id &&
           sync_status == o.sync_status
     end
 
@@ -120,7 +131,7 @@ module SnapTrade
     # Calculates hash code according to all attributes.
     # @return [Integer] Hash code
     def hash
-      [id, name, number, sync_status].hash
+      [id, name, number, institution_account_id, sync_status].hash
     end
 
     # Builds the object from hash

data/lib/snaptrade/version.rb

@@ -8,5 +8,5 @@ Contact: api@snaptrade.com
 =end
 
 module SnapTrade
-  VERSION = '2.0.164'
+  VERSION = '2.0.165'
 end

data/spec/api/account_information_api_spec.rb

@@ -178,7 +178,7 @@ describe 'AccountInformationApi' do
 
   # unit tests for list_user_accounts
   # List accounts
-  # 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. 
+  # Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.  Please note that this data is cached and only refreshed once a day.  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, real-time data can be fetched using the [update account details endpoint](/reference/Account%20Information/AccountInformation_getUserAccountDetails).   - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 
   # @param user_id 
   # @param user_secret 
   # @param [Hash] opts the optional parameters

data/spec/models/account_simple_spec.rb

@@ -38,6 +38,12 @@ describe SnapTrade::AccountSimple do
     end
   end
 
+  describe 'test attribute "institution_account_id"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
   describe 'test attribute "sync_status"' do
     it 'should work' do
       # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers

data/spec/models/account_spec.rb

@@ -44,6 +44,12 @@ describe SnapTrade::Account do
     end
   end
 
+  describe 'test attribute "institution_account_id"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
   describe 'test attribute "institution_name"' do
     it 'should work' do
       # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: snaptrade
 version: !ruby/object:Gem::Version
-  version: 2.0.164
+  version: 2.0.165
 platform: ruby
 authors:
 - SnapTrade
 autorequire: 
 bindir: bin
 cert_chain: []
-date: 2026-02-25 00:00:00.000000000 Z
+date: 2026-02-27 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: faraday