snaptrade 2.0.217 → 2.1.0

data/spec/api/experimental_endpoints_api_spec.rb

@@ -99,6 +99,20 @@ describe 'ExperimentalEndpointsApi' do
     end
   end
 
+  # unit tests for list_connection_accounts
+  # List accounts for a connection (discriminated union)
+  # Experimental and subject to change without notice.  Returns the accounts that belong to the specified connection for the authenticated user, using the `kind`-discriminated account shape.  Each item in the response carries a `kind` field (currently only `investment` is implemented) that determines which additional fields are present -- see the `ConnectionAccount` schema.  On Pay as you Go / Real-time, this endpoint refreshes each account's opening date, funding date, and market value live from the brokerage on each call.  On Pay as you Go / Daily, this endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).  Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see whether your plan includes real-time data. 
+  # @param authorization_id 
+  # @param user_id 
+  # @param user_secret 
+  # @param [Hash] opts the optional parameters
+  # @return [Array<ConnectionAccount>]
+  describe 'list_connection_accounts test' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
   # unit tests for list_subscriptions
   # List active Trade Detection subscriptions
   # Returns active Trade Detection subscriptions for your Client ID. Cancelled subscriptions are not returned.

data/spec/getting_started_spec.rb

@@ -63,9 +63,9 @@ describe 'GettingStarted' do
       redirect_uri = SnapTrade::Authentication.login_snap_trade_user(user_id: user_id, user_secret: response.user_secret)
       puts redirect_uri
 
-      # 5) Obtaining account holdings data
-      holdings = SnapTrade::AccountInformation.get_all_user_holdings(user_id: user_id, user_secret: response.user_secret)
-      puts holdings
+      # 5) List the user's accounts
+      accounts = SnapTrade::AccountInformation.list_user_accounts(user_id: user_id, user_secret: response.user_secret)
+      puts accounts
 
       # 6) Deleting a user
       deleted_response = SnapTrade::Authentication.delete_snap_trade_user(user_id: user_id)
@@ -95,9 +95,9 @@ describe 'GettingStarted' do
       redirect_uri = snaptrade.authentication.login_snap_trade_user(user_id: user_id, user_secret: response.user_secret)
       puts redirect_uri
 
-      # 5) Obtaining account holdings data
-      holdings = snaptrade.account_information.get_all_user_holdings(user_id: user_id, user_secret: response.user_secret)
-      puts holdings
+      # 5) List the user's accounts
+      accounts = snaptrade.account_information.list_user_accounts(user_id: user_id, user_secret: response.user_secret)
+      puts accounts
 
       # 6) Deleting a user
       deleted_response = snaptrade.authentication.delete_snap_trade_user(user_id: user_id)

data/spec/models/connection_account_spec.rb

@@ -0,0 +1,38 @@
+=begin
+#SnapTrade
+
+#Connect brokerage accounts to your app for live positions and trading
+
+The version of the OpenAPI document: 1.0.0
+Contact: api@snaptrade.com
+=end
+
+require 'spec_helper'
+require 'json'
+require 'date'
+
+# Unit tests for SnapTrade::ConnectionAccount
+describe SnapTrade::ConnectionAccount do
+  describe '.openapi_one_of' do
+    it 'lists the items referenced in the oneOf array' do
+      expect(described_class.openapi_one_of).to_not be_empty
+    end
+  end
+
+  describe '.openapi_discriminator_name' do
+    it 'returns the value of the "discriminator" property' do
+      expect(described_class.openapi_discriminator_name).to_not be_empty
+    end
+  end
+
+  describe '.openapi_discriminator_mapping' do
+    it 'returns the key/values of the "mapping" property' do
+      expect(described_class.openapi_discriminator_mapping.values.sort).to eq(described_class.openapi_one_of.sort)
+    end
+  end
+
+  describe '.build' do
+    it 'returns the correct model' do
+    end
+  end
+end

data/spec/models/connection_account_sync_status_spec.rb

@@ -0,0 +1,47 @@
+=begin
+#SnapTrade
+
+#Connect brokerage accounts to your app for live positions and trading
+
+The version of the OpenAPI document: 1.0.0
+Contact: api@snaptrade.com
+=end
+
+require 'spec_helper'
+require 'json'
+require 'date'
+
+# Unit tests for SnapTrade::ConnectionAccountSyncStatus
+describe SnapTrade::ConnectionAccountSyncStatus do
+  let(:instance) { SnapTrade::ConnectionAccountSyncStatus.new }
+
+  describe 'test an instance of ConnectionAccountSyncStatus' do
+    it 'should create an instance of ConnectionAccountSyncStatus' do
+      expect(instance).to be_instance_of(SnapTrade::ConnectionAccountSyncStatus)
+    end
+  end
+  describe 'test attribute "transactions"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+  describe 'test attribute "orders"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+  describe 'test attribute "positions"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+  describe 'test attribute "balances"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+end

data/spec/models/investment_account_market_value_spec.rb

@@ -0,0 +1,35 @@
+=begin
+#SnapTrade
+
+#Connect brokerage accounts to your app for live positions and trading
+
+The version of the OpenAPI document: 1.0.0
+Contact: api@snaptrade.com
+=end
+
+require 'spec_helper'
+require 'json'
+require 'date'
+
+# Unit tests for SnapTrade::InvestmentAccountMarketValue
+describe SnapTrade::InvestmentAccountMarketValue do
+  let(:instance) { SnapTrade::InvestmentAccountMarketValue.new }
+
+  describe 'test an instance of InvestmentAccountMarketValue' do
+    it 'should create an instance of InvestmentAccountMarketValue' do
+      expect(instance).to be_instance_of(SnapTrade::InvestmentAccountMarketValue)
+    end
+  end
+  describe 'test attribute "amount"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+  describe 'test attribute "currency"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+end

data/spec/models/investment_account_spec.rb

@@ -0,0 +1,101 @@
+=begin
+#SnapTrade
+
+#Connect brokerage accounts to your app for live positions and trading
+
+The version of the OpenAPI document: 1.0.0
+Contact: api@snaptrade.com
+=end
+
+require 'spec_helper'
+require 'json'
+require 'date'
+
+# Unit tests for SnapTrade::InvestmentAccount
+describe SnapTrade::InvestmentAccount do
+  let(:instance) { SnapTrade::InvestmentAccount.new }
+
+  describe 'test an instance of InvestmentAccount' do
+    it 'should create an instance of InvestmentAccount' do
+      expect(instance).to be_instance_of(SnapTrade::InvestmentAccount)
+    end
+  end
+  describe 'test attribute "kind"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+  describe 'test attribute "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 "connection_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 "display_name"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+  describe 'test attribute "number"' 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_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_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 "opening_date"' 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
+    end
+  end
+
+  describe 'test attribute "raw_type"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+  describe 'test attribute "funding_date"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+  describe 'test attribute "is_paper"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+  describe 'test attribute "market_value"' do
+    it 'should work' do
+      # assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
+    end
+  end
+
+end

data/spec/models/stock_instrument_kind_spec.rb

@@ -0,0 +1,23 @@
+=begin
+#SnapTrade
+
+#Connect brokerage accounts to your app for live positions and trading
+
+The version of the OpenAPI document: 1.0.0
+Contact: api@snaptrade.com
+=end
+
+require 'spec_helper'
+require 'json'
+require 'date'
+
+# Unit tests for SnapTrade::StockInstrumentKind
+describe SnapTrade::StockInstrumentKind do
+  let(:instance) { SnapTrade::StockInstrumentKind.new }
+
+  describe 'test an instance of StockInstrumentKind' do
+    it 'should create an instance of StockInstrumentKind' do
+      expect(instance).to be_instance_of(SnapTrade::StockInstrumentKind)
+    end
+  end
+end

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: snaptrade
 version: !ruby/object:Gem::Version
-  version: 2.0.217
+  version: 2.1.0
 platform: ruby
 authors:
 - SnapTrade
 autorequire: 
 bindir: bin
 cert_chain: []
-date: 2026-07-27 00:00:00.000000000 Z
+date: 2026-08-07 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: faraday
@@ -159,6 +159,8 @@ files:
 - lib/snaptrade/models/complex_order_leg_order_role.rb
 - lib/snaptrade/models/complex_order_response.rb
 - lib/snaptrade/models/complex_order_response_type.rb
+- lib/snaptrade/models/connection_account.rb
+- lib/snaptrade/models/connection_account_sync_status.rb
 - lib/snaptrade/models/connection_portal_version.rb
 - lib/snaptrade/models/connection_type.rb
 - lib/snaptrade/models/connections_session_events200_response_inner.rb
@@ -188,6 +190,8 @@ files:
 - lib/snaptrade/models/future_instrument_kind.rb
 - lib/snaptrade/models/holdings_status.rb
 - lib/snaptrade/models/instrument.rb
+- lib/snaptrade/models/investment_account.rb
+- lib/snaptrade/models/investment_account_market_value.rb
 - lib/snaptrade/models/kind.rb
 - lib/snaptrade/models/login_redirect_uri.rb
 - lib/snaptrade/models/manual_trade.rb
@@ -277,6 +281,7 @@ files:
 - lib/snaptrade/models/status.rb
 - lib/snaptrade/models/stock_instrument.rb
 - lib/snaptrade/models/stock_instrument_figi_instrument.rb
+- lib/snaptrade/models/stock_instrument_kind.rb
 - lib/snaptrade/models/stop_loss.rb
 - lib/snaptrade/models/strategy_order_record.rb
 - lib/snaptrade/models/strategy_order_record_status.rb
@@ -391,6 +396,8 @@ files:
 - spec/models/complex_order_leg_spec.rb
 - spec/models/complex_order_response_spec.rb
 - spec/models/complex_order_response_type_spec.rb
+- spec/models/connection_account_spec.rb
+- spec/models/connection_account_sync_status_spec.rb
 - spec/models/connection_portal_version_spec.rb
 - spec/models/connection_type_spec.rb
 - spec/models/connections_session_events200_response_inner_spec.rb
@@ -420,6 +427,8 @@ files:
 - spec/models/future_instrument_spec.rb
 - spec/models/holdings_status_spec.rb
 - spec/models/instrument_spec.rb
+- spec/models/investment_account_market_value_spec.rb
+- spec/models/investment_account_spec.rb
 - spec/models/kind_spec.rb
 - spec/models/login_redirect_uri_spec.rb
 - spec/models/manual_trade_and_impact_spec.rb
@@ -508,6 +517,7 @@ files:
 - spec/models/snap_trade_register_user_request_body_spec.rb
 - spec/models/status_spec.rb
 - spec/models/stock_instrument_figi_instrument_spec.rb
+- spec/models/stock_instrument_kind_spec.rb
 - spec/models/stock_instrument_spec.rb
 - spec/models/stop_loss_spec.rb
 - spec/models/strategy_order_record_spec.rb
@@ -637,7 +647,9 @@ test_files:
 - spec/models/account_order_record_leg_spec.rb
 - spec/models/account_simple_spec.rb
 - spec/models/brokerage_spec.rb
+- spec/models/connection_account_sync_status_spec.rb
 - spec/models/order_updated_response_order_spec.rb
+- spec/models/connection_account_spec.rb
 - spec/models/brokerage_authorization_refresh_confirmation_spec.rb
 - spec/models/account_order_record_leg_instrument_spec.rb
 - spec/models/brokerage_instrument_spec.rb
@@ -746,6 +758,7 @@ test_files:
 - spec/models/manual_trade_spec.rb
 - spec/models/all_account_positions_response_data_freshness_spec.rb
 - spec/models/crypto_trading_instrument_spec.rb
+- spec/models/investment_account_spec.rb
 - spec/models/option_leg_action_spec.rb
 - spec/models/account_balance_spec.rb
 - spec/models/account_universal_activity_currency_spec.rb
@@ -763,6 +776,7 @@ test_files:
 - spec/models/symbol_query_spec.rb
 - spec/models/exchange_spec.rb
 - spec/models/strategy_order_record_spec.rb
+- spec/models/stock_instrument_kind_spec.rb
 - spec/models/model429_too_many_requests_response_spec.rb
 - spec/models/snap_trade_holdings_account_spec.rb
 - spec/models/brokerage_authorization_type_read_only_spec.rb
@@ -778,6 +792,7 @@ test_files:
 - spec/models/kind_spec.rb
 - spec/models/manual_trade_balance_spec.rb
 - spec/models/order_role_spec.rb
+- spec/models/investment_account_market_value_spec.rb
 - spec/models/mutual_fund_instrument_spec.rb
 - spec/models/auth_type_spec.rb
 - spec/models/account_category_spec.rb