snaptrade 2.0.215 → 2.0.217

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data/Gemfile.lock

@@ -1,7 +1,7 @@
 PATH
   remote: .
   specs:
-    snaptrade (2.0.215)
+    snaptrade (2.0.217)
       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-v2.0.215-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.215)
+[![npm](https://img.shields.io/badge/gem-v2.0.217-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.217)
 [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
 
 </div>
@@ -94,7 +94,7 @@ Connect brokerage accounts to your app for live positions and trading
 Add to Gemfile:
 
 ```ruby
-gem 'snaptrade', '~> 2.0.215'
+gem 'snaptrade', '~> 2.0.217'
 ```
 
 ## Getting Started<a id="getting-started"></a>
@@ -145,6 +145,8 @@ p.result[3] # [Faraday::Response] Raw HTTP response
 
 ### `snaptrade.account_information.get_account_activities`<a id="snaptradeaccount_informationget_account_activities"></a>
 
+This endpoint is not deprecated and has no planned sunset. Responses to requests using the legacy `/api/v1` path prefix include `Deprecation: @1781222400` (June 12, 2026); that header applies only to the path prefix. Use the canonical root path `/accounts/{accountId}/activities`.
+
 Returns all historical transactions for the specified account.
 
 This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.
@@ -199,14 +201,15 @@ of 1000.
 Optional comma separated list of transaction types to filter by. SnapTrade does
 a best effort to categorize brokerage transaction types into a common set of
 values. Here are some of the most popular values: - `BUY` - Asset bought. -
-`SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash
-contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment.
-- `STOCK_DIVIDEND` - A type of dividend where a company distributes shares
-instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` -
-Fee withdrawn from the account. - `TAX` - A tax related fee. -
-`OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option
-assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` -
-Transfer of assets from one account to another. - `SPLIT` - A stock share split.
+`SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `SUBSTITUTE_DIVIDEND` -
+Payment in lieu of a dividend. - `CONTRIBUTION` - Cash contribution. -
+`WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. -
+`STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead
+of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee
+withdrawn from the account. - `TAX` - A tax related fee. - `OPTIONEXPIRATION` -
+Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. -
+`OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from
+one account to another. - `SPLIT` - A stock share split.
 
 #### 🔄 Return<a id="🔄-return"></a>
 
@@ -261,7 +264,7 @@ 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, option positions, and CFD 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.
+`mutualfund` positions may also include `cash_equivalent`. `stock`, `etf`, and `mutualfund` 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.
 
@@ -3039,12 +3042,13 @@ parameter takes precedence over the `accounts` parameter.
 Optional comma separated list of transaction types to filter by. SnapTrade does
 a best effort to categorize brokerage transaction types into a common set of
 values. Here are some of the most popular values: - `BUY` - Asset bought. -
-`SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash
-contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment.
-- `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from
-the account. - `OPTIONEXPIRATION` - Option expiration event. -
-`OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option
-exercise event. - `TRANSFER` - Transfer of assets from one account to another
+`SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `SUBSTITUTE_DIVIDEND` -
+Payment in lieu of a dividend. - `CONTRIBUTION` - Cash contribution. -
+`WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `INTEREST` -
+Interest deposited into the account. - `FEE` - Fee withdrawn from the account. -
+`OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option
+assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` -
+Transfer of assets from one account to another
 
 #### 🔄 Return<a id="🔄-return"></a>
 

data/lib/snaptrade/api/account_information_api.rb

@@ -19,6 +19,8 @@ module SnapTrade
 
     # List account activities
     #
+    # This endpoint is not deprecated and has no planned sunset. Responses to requests using the legacy `/api/v1` path prefix include `Deprecation: @1781222400` (June 12, 2026); that header applies only to the path prefix. Use the canonical root path `/accounts/{accountId}/activities`.
+    # 
     # Returns all historical transactions for the specified account.
     # 
     # This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.
@@ -36,7 +38,7 @@ module SnapTrade
     # @param end_date [Date] The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
     # @param offset [Integer] An integer that specifies the starting point of the paginated results. Default is 0.
     # @param limit [Integer] An integer that specifies the maximum number of transactions to return. Default of 1000.
-    # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another. - `SPLIT` - A stock share split. 
+    # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another. - `SPLIT` - A stock share split. 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
     def get_account_activities(account_id:, user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, offset: SENTINEL, limit: SENTINEL, type: SENTINEL, extra: {})
       extra[:start_date] = start_date if start_date != SENTINEL
@@ -50,6 +52,8 @@ module SnapTrade
 
     # List account activities
     #
+    # This endpoint is not deprecated and has no planned sunset. Responses to requests using the legacy `/api/v1` path prefix include `Deprecation: @1781222400` (June 12, 2026); that header applies only to the path prefix. Use the canonical root path `/accounts/{accountId}/activities`.
+    # 
     # Returns all historical transactions for the specified account.
     # 
     # This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.
@@ -67,7 +71,7 @@ module SnapTrade
     # @param end_date [Date] The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
     # @param offset [Integer] An integer that specifies the starting point of the paginated results. Default is 0.
     # @param limit [Integer] An integer that specifies the maximum number of transactions to return. Default of 1000.
-    # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another. - `SPLIT` - A stock share split. 
+    # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another. - `SPLIT` - A stock share split. 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
     def get_account_activities_with_http_info(account_id:, user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, offset: SENTINEL, limit: SENTINEL, type: SENTINEL, extra: {})
       extra[:start_date] = start_date if start_date != SENTINEL
@@ -79,7 +83,7 @@ module SnapTrade
     end
 
     # List account activities
-    # Returns all historical transactions for the specified account.  This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.  Transaction are returned in reverse chronological order, using the `trade_date` field.  This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.  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. 
+    # This endpoint is not deprecated and has no planned sunset. Responses to requests using the legacy `/api/v1` path prefix include `Deprecation: @1781222400` (June 12, 2026); that header applies only to the path prefix. Use the canonical root path `/accounts/{accountId}/activities`.  Returns all historical transactions for the specified account.  This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.  Transaction are returned in reverse chronological order, using the `trade_date` field.  This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.  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] 
@@ -88,7 +92,7 @@ module SnapTrade
     # @option opts [Date] :end_date The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
     # @option opts [Integer] :offset An integer that specifies the starting point of the paginated results. Default is 0.
     # @option opts [Integer] :limit An integer that specifies the maximum number of transactions to return. Default of 1000.
-    # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `TAX` - A tax related fee.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of assets from one account to another.   - `SPLIT` - A stock share split. 
+    # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `TAX` - A tax related fee.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of assets from one account to another.   - `SPLIT` - A stock share split. 
     # @return [PaginatedUniversalActivity]
     private def get_account_activities_impl(account_id, user_id, user_secret, opts = {})
       data, _status_code, _headers = get_account_activities_with_http_info(account_id, user_id, user_secret, opts)
@@ -96,7 +100,7 @@ module SnapTrade
     end
 
     # List account activities
-    # Returns all historical transactions for the specified account.  This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.  Transaction are returned in reverse chronological order, using the `trade_date` field.  This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.  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. 
+    # This endpoint is not deprecated and has no planned sunset. Responses to requests using the legacy `/api/v1` path prefix include `Deprecation: @1781222400` (June 12, 2026); that header applies only to the path prefix. Use the canonical root path `/accounts/{accountId}/activities`.  Returns all historical transactions for the specified account.  This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.  Transaction are returned in reverse chronological order, using the `trade_date` field.  This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.  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] 
@@ -105,7 +109,7 @@ module SnapTrade
     # @option opts [Date] :end_date The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
     # @option opts [Integer] :offset An integer that specifies the starting point of the paginated results. Default is 0.
     # @option opts [Integer] :limit An integer that specifies the maximum number of transactions to return. Default of 1000.
-    # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `TAX` - A tax related fee.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of assets from one account to another.   - `SPLIT` - A stock share split. 
+    # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `TAX` - A tax related fee.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of assets from one account to another.   - `SPLIT` - A stock share split. 
     # @return [Array<(PaginatedUniversalActivity, Integer, Hash)>] PaginatedUniversalActivity data, response status code and response headers
     private def get_account_activities_with_http_info_impl(account_id, user_id, user_secret, opts = {})
       if @api_client.config.debugging
@@ -288,7 +292,7 @@ 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, option positions, and CFD 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.
+    # `mutualfund` positions may also include `cash_equivalent`. `stock`, `etf`, and `mutualfund` 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 +311,7 @@ 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, option positions, and CFD 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.
+    # `mutualfund` positions may also include `cash_equivalent`. `stock`, `etf`, and `mutualfund` 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 +324,7 @@ 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, option positions, and CFD 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. 
+    # 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, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position's `instrument`.  `mutualfund` positions may also include `cash_equivalent`. `stock`, `etf`, and `mutualfund` 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 +336,7 @@ module SnapTrade
     end
 
     # List all account positions
-    # Returns a list of all positions in the specified account.  The &#x60;results&#x60; list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the &#x60;instrument.kind&#x60; discriminator to determine the schema for each position&#39;s &#x60;instrument&#x60;.  &#x60;mutualfund&#x60; positions may also include &#x60;cash_equivalent&#x60;. &#x60;stock&#x60; positions may include &#x60;tax_lots&#x60; 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 &#x60;results&#x60; list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the &#x60;instrument.kind&#x60; discriminator to determine the schema for each position&#39;s &#x60;instrument&#x60;.  &#x60;mutualfund&#x60; positions may also include &#x60;cash_equivalent&#x60;. &#x60;stock&#x60;, &#x60;etf&#x60;, and &#x60;mutualfund&#x60; positions may include &#x60;tax_lots&#x60; 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] 

data/lib/snaptrade/api/transactions_and_reporting_api.rb

@@ -35,7 +35,7 @@ module SnapTrade
     # @param end_date [Date] The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
     # @param accounts [String] Optional comma separated list of SnapTrade Account IDs used to filter the request to specific accounts. If not provided, the default is all known brokerage accounts for the user. The `brokerageAuthorizations` parameter takes precedence over this parameter.
     # @param brokerage_authorizations [String] Optional comma separated list of SnapTrade Connection (Brokerage Authorization) IDs used to filter the request to only accounts that belong to those connections. If not provided, the default is all connections for the user. This parameter takes precedence over the `accounts` parameter.
-    # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another 
+    # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
     def get_activities(user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, accounts: SENTINEL, brokerage_authorizations: SENTINEL, type: SENTINEL, extra: {})
       extra[:start_date] = start_date if start_date != SENTINEL
@@ -65,7 +65,7 @@ module SnapTrade
     # @param end_date [Date] The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
     # @param accounts [String] Optional comma separated list of SnapTrade Account IDs used to filter the request to specific accounts. If not provided, the default is all known brokerage accounts for the user. The `brokerageAuthorizations` parameter takes precedence over this parameter.
     # @param brokerage_authorizations [String] Optional comma separated list of SnapTrade Connection (Brokerage Authorization) IDs used to filter the request to only accounts that belong to those connections. If not provided, the default is all connections for the user. This parameter takes precedence over the `accounts` parameter.
-    # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another 
+    # @param type [String] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another 
     # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
     def get_activities_with_http_info(user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, accounts: SENTINEL, brokerage_authorizations: SENTINEL, type: SENTINEL, extra: {})
       extra[:start_date] = start_date if start_date != SENTINEL
@@ -85,7 +85,7 @@ module SnapTrade
     # @option opts [Date] :end_date The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
     # @option opts [String] :accounts Optional comma separated list of SnapTrade Account IDs used to filter the request to specific accounts. If not provided, the default is all known brokerage accounts for the user. The `brokerageAuthorizations` parameter takes precedence over this parameter.
     # @option opts [String] :brokerage_authorizations Optional comma separated list of SnapTrade Connection (Brokerage Authorization) IDs used to filter the request to only accounts that belong to those connections. If not provided, the default is all connections for the user. This parameter takes precedence over the `accounts` parameter.
-    # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of assets from one account to another 
+    # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of assets from one account to another 
     # @return [Array<UniversalActivity>]
     private def get_activities_impl(user_id, user_secret, opts = {})
       data, _status_code, _headers = get_activities_with_http_info(user_id, user_secret, opts)
@@ -101,7 +101,7 @@ module SnapTrade
     # @option opts [Date] :end_date The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
     # @option opts [String] :accounts Optional comma separated list of SnapTrade Account IDs used to filter the request to specific accounts. If not provided, the default is all known brokerage accounts for the user. The `brokerageAuthorizations` parameter takes precedence over this parameter.
     # @option opts [String] :brokerage_authorizations Optional comma separated list of SnapTrade Connection (Brokerage Authorization) IDs used to filter the request to only accounts that belong to those connections. If not provided, the default is all connections for the user. This parameter takes precedence over the `accounts` parameter.
-    # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of assets from one account to another 
+    # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of assets from one account to another 
     # @return [Array<(Array<UniversalActivity>, Integer, Hash)>] Array<UniversalActivity> data, response status code and response headers
     private def get_activities_with_http_info_impl(user_id, user_secret, opts = {})
       if @api_client.config.debugging

data/lib/snaptrade/models/account_universal_activity.rb

@@ -33,7 +33,7 @@ module SnapTrade
 
     attr_accessor :currency
 
-    # A string representing the type of transaction. SnapTrade does a best effort to categorize the brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `TAX` - A tax related fee.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of asset(s) from one account to another.   - `EXTERNAL_ASSET_TRANSFER_IN` - Incoming transfer of an asset from an external account to this account.   - `EXTERNAL_ASSET_TRANSFER_OUT` - Outgoing transfer of an asset from this account to an external account.   - `SPLIT` - A stock share split.   - `ADJUSTMENT` - A one time adjustment of the account's cash balance or shares of an asset 
+    # A string representing the type of transaction. SnapTrade does a best effort to categorize the brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `TAX` - A tax related fee.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of asset(s) from one account to another.   - `EXTERNAL_ASSET_TRANSFER_IN` - Incoming transfer of an asset from an external account to this account.   - `EXTERNAL_ASSET_TRANSFER_OUT` - Outgoing transfer of an asset from this account to an external account.   - `SPLIT` - A stock share split.   - `ADJUSTMENT` - A one time adjustment of the account's cash balance or shares of an asset 
     attr_accessor :type
 
     # If an option `BUY` or `SELL` transaction, this further specifies the type of action. The possible values are: - BUY_TO_OPEN - BUY_TO_CLOSE - SELL_TO_OPEN - SELL_TO_CLOSE 

data/lib/snaptrade/models/holdings_status.rb

@@ -19,11 +19,15 @@ module SnapTrade
     # The last time holdings were successfully synced by SnapTrade.
     attr_accessor :last_successful_sync
 
+    # Indicates that the brokerage does not expose this account's holdings to SnapTrade, so the empty positions and balances reported for it do not mean the account is empty. This is set for accounts served by a separate brokerage system that we cannot read, such as Vanguard employer-sponsored retirement plans. When this is `true`, prefer the account's total value over the sum of its positions and cash, and note that `initial_sync_completed` and `last_successful_sync` may still reflect an earlier sync. 
+    attr_accessor :holdings_unavailable
+
     # Attribute mapping from ruby-style variable name to JSON key.
     def self.attribute_map
       {
         :'initial_sync_completed' => :'initial_sync_completed',
-        :'last_successful_sync' => :'last_successful_sync'
+        :'last_successful_sync' => :'last_successful_sync',
+        :'holdings_unavailable' => :'holdings_unavailable'
       }
     end
 
@@ -36,14 +40,15 @@ module SnapTrade
     def self.openapi_types
       {
         :'initial_sync_completed' => :'Boolean',
-        :'last_successful_sync' => :'Time'
+        :'last_successful_sync' => :'Time',
+        :'holdings_unavailable' => :'Boolean'
       }
     end
 
     # List of attributes with nullable: true
     def self.openapi_nullable
       Set.new([
-        :'last_successful_sync'
+        :'last_successful_sync',
       ])
     end
 
@@ -69,6 +74,10 @@ module SnapTrade
       if attributes.key?(:'last_successful_sync')
         self.last_successful_sync = attributes[:'last_successful_sync']
       end
+
+      if attributes.key?(:'holdings_unavailable')
+        self.holdings_unavailable = attributes[:'holdings_unavailable']
+      end
     end
 
     # Show invalid properties with the reasons. Usually used together with valid?
@@ -90,7 +99,8 @@ module SnapTrade
       return true if self.equal?(o)
       self.class == o.class &&
           initial_sync_completed == o.initial_sync_completed &&
-          last_successful_sync == o.last_successful_sync
+          last_successful_sync == o.last_successful_sync &&
+          holdings_unavailable == o.holdings_unavailable
     end
 
     # @see the `==` method
@@ -102,7 +112,7 @@ module SnapTrade
     # Calculates hash code according to all attributes.
     # @return [Integer] Hash code
     def hash
-      [initial_sync_completed, last_successful_sync].hash
+      [initial_sync_completed, last_successful_sync, holdings_unavailable].hash
     end
 
     # Builds the object from hash

data/lib/snaptrade/models/universal_activity.rb

@@ -35,7 +35,7 @@ module SnapTrade
 
     attr_accessor :currency
 
-    # A string representing the type of transaction. SnapTrade does a best effort to categorize the brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `OPTIONEXPIRATION` - Option expiration event. `option_symbol` contains the related option contract info.   - `OPTIONASSIGNMENT` - Option assignment event. `option_symbol` contains the related option contract info.   - `OPTIONEXERCISE` - Option exercise event. `option_symbol` contains the related option contract info. 
+    # A string representing the type of transaction. SnapTrade does a best effort to categorize the brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `OPTIONEXPIRATION` - Option expiration event. `option_symbol` contains the related option contract info.   - `OPTIONASSIGNMENT` - Option assignment event. `option_symbol` contains the related option contract info.   - `OPTIONEXERCISE` - Option exercise event. `option_symbol` contains the related option contract info. 
     attr_accessor :type
 
     # If an option `BUY` or `SELL` transaction, this further specifies the type of action. The possible values are: - BUY_TO_OPEN - BUY_TO_CLOSE - SELL_TO_OPEN - SELL_TO_CLOSE 

data/lib/snaptrade/version.rb

@@ -8,5 +8,5 @@ Contact: api@snaptrade.com
 =end
 
 module SnapTrade
-  VERSION = '2.0.215'
+  VERSION = '2.0.217'
 end

data/spec/api/account_information_api_spec.rb

@@ -29,7 +29,7 @@ describe 'AccountInformationApi' do
 
   # unit tests for get_account_activities
   # List account activities
-  # Returns all historical transactions for the specified account.  This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.  Transaction are returned in reverse chronological order, using the `trade_date` field.  This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.  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. 
+  # This endpoint is not deprecated and has no planned sunset. Responses to requests using the legacy `/api/v1` path prefix include `Deprecation: @1781222400` (June 12, 2026); that header applies only to the path prefix. Use the canonical root path `/accounts/{accountId}/activities`.  Returns all historical transactions for the specified account.  This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.  Transaction are returned in reverse chronological order, using the `trade_date` field.  This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.  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 
@@ -38,7 +38,7 @@ describe 'AccountInformationApi' do
   # @option opts [Date] :end_date The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
   # @option opts [Integer] :offset An integer that specifies the starting point of the paginated results. Default is 0.
   # @option opts [Integer] :limit An integer that specifies the maximum number of transactions to return. Default of 1000.
-  # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `TAX` - A tax related fee.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of assets from one account to another.   - `SPLIT` - A stock share split. 
+  # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `TAX` - A tax related fee.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of assets from one account to another.   - `SPLIT` - A stock share split. 
   # @return [PaginatedUniversalActivity]
   describe 'get_account_activities test' do
     it 'should work' do
@@ -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, option positions, and CFD 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. 
+  # 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, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position's `instrument`.  `mutualfund` positions may also include `cash_equivalent`. `stock`, `etf`, and `mutualfund` 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 

data/spec/api/transactions_and_reporting_api_spec.rb

@@ -37,7 +37,7 @@ describe 'TransactionsAndReportingApi' do
   # @option opts [Date] :end_date The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on `trade_date`.
   # @option opts [String] :accounts Optional comma separated list of SnapTrade Account IDs used to filter the request to specific accounts. If not provided, the default is all known brokerage accounts for the user. The `brokerageAuthorizations` parameter takes precedence over this parameter.
   # @option opts [String] :brokerage_authorizations Optional comma separated list of SnapTrade Connection (Brokerage Authorization) IDs used to filter the request to only accounts that belong to those connections. If not provided, the default is all connections for the user. This parameter takes precedence over the `accounts` parameter.
-  # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of assets from one account to another 
+  # @option opts [String] :type Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values:   - `BUY` - Asset bought.   - `SELL` - Asset sold.   - `DIVIDEND` - Dividend payout.   - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend.   - `CONTRIBUTION` - Cash contribution.   - `WITHDRAWAL` - Cash withdrawal.   - `REI` - Dividend reinvestment.   - `INTEREST` - Interest deposited into the account.   - `FEE` - Fee withdrawn from the account.   - `OPTIONEXPIRATION` - Option expiration event.   - `OPTIONASSIGNMENT` - Option assignment event.   - `OPTIONEXERCISE` - Option exercise event.   - `TRANSFER` - Transfer of assets from one account to another 
   # @return [Array<UniversalActivity>]
   describe 'get_activities test' do
     it 'should work' do

data/spec/models/holdings_status_spec.rb

@@ -32,4 +32,10 @@ describe SnapTrade::HoldingsStatus do
     end
   end
 
+  describe 'test attribute "holdings_unavailable"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
 end

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: snaptrade
 version: !ruby/object:Gem::Version
-  version: 2.0.215
+  version: 2.0.217
 platform: ruby
 authors:
 - SnapTrade
 autorequire: 
 bindir: bin
 cert_chain: []
-date: 2026-07-24 00:00:00.000000000 Z
+date: 2026-07-27 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: faraday