snaptrade 2.0.192 → 2.0.193

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data/Gemfile.lock

@@ -1,7 +1,7 @@
 PATH
   remote: .
   specs:
-    snaptrade (2.0.192)
+    snaptrade (2.0.193)
       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-v2.0.192-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.192)
+[![npm](https://img.shields.io/badge/gem-v2.0.193-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.193)
 [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
 
 </div>
@@ -91,7 +91,7 @@ Connect brokerage accounts to your app for live positions and trading
 Add to Gemfile:
 
 ```ruby
-gem 'snaptrade', '~> 2.0.192'
+gem 'snaptrade', '~> 2.0.193'
 ```
 
 ## Getting Started<a id="getting-started"></a>
@@ -258,7 +258,7 @@ Returns a list of all positions in the specified account.
 
 The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, and option positions. Use the `instrument.kind` discriminator to determine the schema for each position's `instrument`.
 
-Stock positions may also include `cash_equivalent`, and may include `tax_lots` when tax lot data is enabled for the account.
+`mutualfund` positions may also include `cash_equivalent`. `stock` positions may include `tax_lots` when tax lot data is enabled for the account.
 
 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.
 
@@ -634,8 +634,10 @@ returns all six supported timeframes.
 
 
 ### `snaptrade.account_information.get_user_holdings`<a id="snaptradeaccount_informationget_user_holdings"></a>
+![Deprecated](https://img.shields.io/badge/deprecated-yellow)
 
-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.__
+**Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders).
+Returns a list of balances, positions, and recent orders 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.

data/lib/snaptrade/api/account_information_api.rb

@@ -288,7 +288,7 @@ module SnapTrade
     # 
     # The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, and option positions. Use the `instrument.kind` discriminator to determine the schema for each position's `instrument`.
     # 
-    # Stock positions may also include `cash_equivalent`, and may include `tax_lots` when tax lot data is enabled for the account.
+    # `mutualfund` positions may also include `cash_equivalent`. `stock` positions may include `tax_lots` when tax lot data is enabled for the account.
     # 
     # 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.
     #
@@ -307,7 +307,7 @@ module SnapTrade
     # 
     # The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, and option positions. Use the `instrument.kind` discriminator to determine the schema for each position's `instrument`.
     # 
-    # Stock positions may also include `cash_equivalent`, and may include `tax_lots` when tax lot data is enabled for the account.
+    # `mutualfund` positions may also include `cash_equivalent`. `stock` positions may include `tax_lots` when tax lot data is enabled for the account.
     # 
     # 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.
     #
@@ -320,7 +320,7 @@ module SnapTrade
     end
 
     # List all account positions
-    # Returns a list of all positions in the specified account.  The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, and option positions. Use the `instrument.kind` discriminator to determine the schema for each position's `instrument`.  Stock positions may also include `cash_equivalent`, and may include `tax_lots` when tax lot data is enabled for the account.  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. 
+    # Returns a list of all positions in the specified account.  The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, and option positions. Use the `instrument.kind` discriminator to determine the schema for each position's `instrument`.  `mutualfund` positions may also include `cash_equivalent`. `stock` positions may include `tax_lots` when tax lot data is enabled for the account.  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. 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param account_id [String] 
@@ -332,7 +332,7 @@ module SnapTrade
     end
 
     # List all account positions
-    # Returns a list of all positions in the specified account.  The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, and option positions. Use the `instrument.kind` discriminator to determine the schema for each position's `instrument`.  Stock positions may also include `cash_equivalent`, and may include `tax_lots` when tax lot data is enabled for the account.  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. 
+    # Returns a list of all positions in the specified account.  The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, and option positions. Use the `instrument.kind` discriminator to determine the schema for each position's `instrument`.  `mutualfund` positions may also include `cash_equivalent`. `stock` positions may include `tax_lots` when tax lot data is enabled for the account.  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. 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param account_id [String] 
@@ -1363,7 +1363,8 @@ module SnapTrade
 
     # List account holdings
     #
-    # 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.__
+    # **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders).
+    # Returns a list of balances, positions, and recent orders 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.
@@ -1382,7 +1383,8 @@ module SnapTrade
 
     # List account holdings
     #
-    # 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.__
+    # **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders).
+    # Returns a list of balances, positions, and recent orders 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.
@@ -1399,7 +1401,7 @@ module SnapTrade
     end
 
     # List account holdings
-    # 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://support.snaptrade.com/brokerages-table?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. 
+    # **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders). Returns a list of balances, positions, and recent orders 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. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?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. 
     # @param account_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 
@@ -1411,7 +1413,7 @@ module SnapTrade
     end
 
     # List account holdings
-    # 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://support.snaptrade.com/brokerages-table?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. 
+    # **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders). Returns a list of balances, positions, and recent orders 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. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?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. 
     # @param account_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 

data/lib/snaptrade/models/account_position.rb

@@ -27,7 +27,7 @@ module SnapTrade
     # ISO-4217 currency code for the position `price` and `cost_basis`.
     attr_accessor :currency
 
-    # Present for stock positions that are also counted in cash balance or buying power.
+    # Present for mutual fund positions that are also counted in cash balance or buying power.
     attr_accessor :cash_equivalent
 
     # Present for stock positions when tax lot data is enabled for the account.

data/lib/snaptrade/models/future_instrument.rb

@@ -13,6 +13,7 @@ require 'time'
 module SnapTrade
   # Future instrument metadata for a V2 position.
   class FutureInstrument
+    # Type of security instrument.
     attr_accessor :kind
 
     # Unique identifier for the future instrument.

data/lib/snaptrade/models/option_instrument.rb

@@ -13,6 +13,7 @@ require 'time'
 module SnapTrade
   # Option instrument metadata for a V2 position.
   class OptionInstrument
+    # Type of security instrument.
     attr_accessor :kind
 
     # Unique identifier for the option instrument.

data/lib/snaptrade/version.rb

@@ -8,5 +8,5 @@ Contact: api@snaptrade.com
 =end
 
 module SnapTrade
-  VERSION = '2.0.192'
+  VERSION = '2.0.193'
 end

data/spec/api/account_information_api_spec.rb

@@ -62,7 +62,7 @@ describe 'AccountInformationApi' do
 
   # unit tests for get_all_account_positions
   # List all account positions
-  # Returns a list of all positions in the specified account.  The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, and option positions. Use the `instrument.kind` discriminator to determine the schema for each position's `instrument`.  Stock positions may also include `cash_equivalent`, and may include `tax_lots` when tax lot data is enabled for the account.  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. 
+  # Returns a list of all positions in the specified account.  The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, and option positions. Use the `instrument.kind` discriminator to determine the schema for each position's `instrument`.  `mutualfund` positions may also include `cash_equivalent`. `stock` positions may include `tax_lots` when tax lot data is enabled for the account.  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. 
   # @param user_id 
   # @param user_secret 
   # @param account_id 
@@ -193,7 +193,7 @@ describe 'AccountInformationApi' do
 
   # unit tests for get_user_holdings
   # List account holdings
-  # 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://support.snaptrade.com/brokerages-table?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. 
+  # **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders). Returns a list of balances, positions, and recent orders 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. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?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. 
   # @param account_id 
   # @param user_id 
   # @param user_secret 

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: snaptrade
 version: !ruby/object:Gem::Version
-  version: 2.0.192
+  version: 2.0.193
 platform: ruby
 authors:
 - SnapTrade
 autorequire: 
 bindir: bin
 cert_chain: []
-date: 2026-05-07 00:00:00.000000000 Z
+date: 2026-05-12 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: faraday