snaptrade 2.0.32 → 2.0.34

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Files changed (37) hide show
  1. checksums.yaml +4 -4
  2. data/Gemfile.lock +2 -2
  3. data/README.md +26 -21
  4. data/lib/snaptrade/api/account_information_api.rb +70 -52
  5. data/lib/snaptrade/api/options_api.rb +16 -12
  6. data/lib/snaptrade/models/account.rb +13 -3
  7. data/lib/snaptrade/models/account_balance_total.rb +1 -8
  8. data/lib/snaptrade/models/account_holdings_account.rb +2 -2
  9. data/lib/snaptrade/models/account_order_record.rb +22 -18
  10. data/lib/snaptrade/models/{snap_trade_holdings_account_account_id_balance.rb → account_order_record_option_symbol.rb} +102 -12
  11. data/lib/snaptrade/models/{snap_trade_holdings_account_account_id.rb → account_order_record_universal_symbol.rb} +106 -73
  12. data/lib/snaptrade/models/account_sync_status.rb +1 -1
  13. data/lib/snaptrade/models/balance.rb +1 -1
  14. data/lib/snaptrade/models/{cash_restriction.rb → balance_currency.rb} +27 -35
  15. data/lib/snaptrade/models/brokerage_authorization_type_read_only.rb +1 -1
  16. data/lib/snaptrade/models/holdings_status.rb +4 -4
  17. data/lib/snaptrade/models/monthly_dividends.rb +1 -1
  18. data/lib/snaptrade/models/net_contributions.rb +1 -1
  19. data/lib/snaptrade/models/order_type_strict.rb +2 -2
  20. data/lib/snaptrade/models/past_value.rb +1 -1
  21. data/lib/snaptrade/models/strategy_order_record.rb +1 -1
  22. data/lib/snaptrade/models/sub_period_return_rate.rb +2 -2
  23. data/lib/snaptrade/models/transactions_status.rb +4 -5
  24. data/lib/snaptrade/models/type.rb +3 -3
  25. data/lib/snaptrade/version.rb +1 -1
  26. data/lib/snaptrade.rb +3 -5
  27. data/spec/api/account_information_api_spec.rb +12 -12
  28. data/spec/api/options_api_spec.rb +3 -3
  29. data/spec/models/{cash_restriction_spec.rb → account_order_record_option_symbol_spec.rb} +22 -10
  30. data/spec/models/{snap_trade_holdings_account_account_id_spec.rb → account_order_record_universal_symbol_spec.rb} +15 -15
  31. data/spec/models/balance_currency_spec.rb +41 -0
  32. metadata +11 -17
  33. data/lib/snaptrade/models/amount.rb +0 -228
  34. data/lib/snaptrade/models/brokerage_authorization_type_read_only_type.rb +0 -37
  35. data/spec/models/amount_spec.rb +0 -35
  36. data/spec/models/brokerage_authorization_type_read_only_type_spec.rb +0 -23
  37. data/spec/models/snap_trade_holdings_account_account_id_balance_spec.rb +0 -29
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data/Gemfile.lock CHANGED
@@ -1,7 +1,7 @@
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  PATH
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  remote: .
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  specs:
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- snaptrade (2.0.32)
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+ snaptrade (2.0.34)
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  faraday (>= 1.0.1, < 3.0)
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  faraday-multipart (~> 1.0, >= 1.0.4)
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  reline (>= 0.3.0)
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  method_source (1.1.0)
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  multipart-post (2.4.1)
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- parallel (1.26.2)
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+ parallel (1.26.3)
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  parser (3.3.4.2)
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  ast (~> 2.4.1)
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  racc
data/README.md CHANGED
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  Connect brokerage accounts to your app for live positions and trading
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- [![npm](https://img.shields.io/badge/gem-v2.0.32-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.32)
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+ [![npm](https://img.shields.io/badge/gem-v2.0.34-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.34)
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  [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
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  </div>
@@ -70,7 +70,7 @@ Connect brokerage accounts to your app for live positions and trading
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  Add to Gemfile:
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  ```ruby
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- gem 'snaptrade', '~> 2.0.32'
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+ gem 'snaptrade', '~> 2.0.34'
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  ```
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  ## Getting Started<a id="getting-started"></a>
@@ -152,7 +152,10 @@ needed on one or more authorizations).
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  ### `snaptrade.account_information.get_user_account_balance`<a id="snaptradeaccount_informationget_user_account_balance"></a>
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- A list of account balances for the specified account (one per currency that the account holds).
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+ Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).
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+
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+ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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+
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  #### 🛠️ Usage<a id="🛠️-usage"></a>
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@@ -170,8 +173,6 @@ p result
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  ##### user_id: `String`<a id="user_id-string"></a>
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  ##### user_secret: `String`<a id="user_secret-string"></a>
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  ##### account_id: `String`<a id="account_id-string"></a>
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- The ID of the account to get balances.
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-
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  #### 🔄 Return<a id="🔄-return"></a>
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  [Balance](./lib/snaptrade/models/balance.rb)
@@ -187,8 +188,9 @@ The ID of the account to get balances.
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  ### `snaptrade.account_information.get_user_account_details`<a id="snaptradeaccount_informationget_user_account_details"></a>
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- Returns an account object with details for the specified account,
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- including the total account market value.
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+ Returns account detail known to SnapTrade for the specified account.
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+
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+ The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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  #### 🛠️ Usage<a id="🛠️-usage"></a>
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  ##### user_id: `String`<a id="user_id-string"></a>
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  ##### user_secret: `String`<a id="user_secret-string"></a>
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  ##### account_id: `String`<a id="account_id-string"></a>
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- The ID of the account to get detail of.
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-
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  #### 🔄 Return<a id="🔄-return"></a>
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  [Account](./lib/snaptrade/models/account.rb)
@@ -224,7 +224,10 @@ The ID of the account to get detail of.
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  ### `snaptrade.account_information.get_user_account_orders`<a id="snaptradeaccount_informationget_user_account_orders"></a>
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- Fetch all recent orders from a user's account.
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+ Returns a list of recent orders in the specified account.
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+
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+ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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+
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  #### 🛠️ Usage<a id="🛠️-usage"></a>
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@@ -244,8 +247,6 @@ p result
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  ##### user_id: `String`<a id="user_id-string"></a>
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  ##### user_secret: `String`<a id="user_secret-string"></a>
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  ##### account_id: `String`<a id="account_id-string"></a>
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- The ID of the account to get orders.
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-
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  ##### state: `String`<a id="state-string"></a>
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  defaults value is set to \"all\"
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@@ -268,7 +269,10 @@ Number of days in the past to fetch the most recent orders. Defaults to the last
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  ### `snaptrade.account_information.get_user_account_positions`<a id="snaptradeaccount_informationget_user_account_positions"></a>
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271
- Returns a list of positions in the specified account.
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+ Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).
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+
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+ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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+
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  #### 🛠️ Usage<a id="🛠️-usage"></a>
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@@ -286,8 +290,6 @@ p result
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  ##### user_id: `String`<a id="user_id-string"></a>
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  ##### user_secret: `String`<a id="user_secret-string"></a>
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  ##### account_id: `String`<a id="account_id-string"></a>
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- The ID of the account to get positions.
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-
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  #### 🔄 Return<a id="🔄-return"></a>
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  [Position](./lib/snaptrade/models/position.rb)
@@ -303,7 +305,7 @@ The ID of the account to get positions.
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  ### `snaptrade.account_information.get_user_holdings`<a id="snaptradeaccount_informationget_user_holdings"></a>
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- Lists balances, positions, option positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__
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+ Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__
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  The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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@@ -339,7 +341,10 @@ p result
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  ### `snaptrade.account_information.list_user_accounts`<a id="snaptradeaccount_informationlist_user_accounts"></a>
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342
- Get a list of all Account objects for the authenticated SnapTrade user.
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+ Returns all brokerage accounts known to SnapTrade for the authenticated user.
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+
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+ The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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  #### 🛠️ Usage<a id="🛠️-usage"></a>
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@@ -947,7 +952,9 @@ Option strategy id obtained from response when creating option strategy object
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  ### `snaptrade.options.list_option_holdings`<a id="snaptradeoptionslist_option_holdings"></a>
949
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- Returns a list of Options Positions.
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+ Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).
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+
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+ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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  #### 🛠️ Usage<a id="🛠️-usage"></a>
@@ -956,7 +963,7 @@ Returns a list of Options Positions.
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  result = snaptrade.options.list_option_holdings(
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  user_id: "snaptrade-user-123",
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  user_secret: "USERSECRET123",
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- account_id: "accountId_example",
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+ account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
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  )
961
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  p result
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  ```
@@ -966,8 +973,6 @@ p result
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  ##### user_id: `String`<a id="user_id-string"></a>
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  ##### user_secret: `String`<a id="user_secret-string"></a>
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  ##### account_id: `String`<a id="account_id-string"></a>
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- The ID of the account to fetch options holdings for.
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  #### 🔄 Return<a id="🔄-return"></a>
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  [OptionsPosition](./lib/snaptrade/models/options_position.rb)
@@ -127,11 +127,13 @@ module SnapTrade
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  # List account balances
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  #
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- # A list of account balances for the specified account (one per currency that the account holds).
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+ # Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).
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+ #
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+ # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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  #
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  # @param user_id [String]
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  # @param user_secret [String]
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- # @param account_id [String] The ID of the account to get balances.
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+ # @param account_id [String]
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  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
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  def get_user_account_balance(user_id:, user_secret:, account_id:, extra: {})
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  data, _status_code, _headers = get_user_account_balance_with_http_info_impl(user_id, user_secret, account_id, extra)
@@ -140,21 +142,23 @@ module SnapTrade
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  # List account balances
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  #
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- # A list of account balances for the specified account (one per currency that the account holds).
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+ # Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).
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+ #
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+ # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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  #
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  # @param user_id [String]
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  # @param user_secret [String]
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- # @param account_id [String] The ID of the account to get balances.
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+ # @param account_id [String]
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  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
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  def get_user_account_balance_with_http_info(user_id:, user_secret:, account_id:, extra: {})
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  get_user_account_balance_with_http_info_impl(user_id, user_secret, account_id, extra)
151
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  end
152
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153
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  # List account balances
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- # A list of account balances for the specified account (one per currency that the account holds).
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+ # Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances). The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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  # @param user_id [String]
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  # @param user_secret [String]
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- # @param account_id [String] The ID of the account to get balances.
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+ # @param account_id [String]
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  # @param [Hash] opts the optional parameters
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  # @return [Array<Balance>]
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  private def get_user_account_balance_impl(user_id, user_secret, account_id, opts = {})
@@ -163,10 +167,10 @@ module SnapTrade
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  end
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165
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  # List account balances
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- # A list of account balances for the specified account (one per currency that the account holds).
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+ # Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances). The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v&#x3D;d16c4c97b8d5438bbb2d8581ac53b11e) and look for \&quot;Cache Expiry Time\&quot; to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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  # @param user_id [String]
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  # @param user_secret [String]
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- # @param account_id [String] The ID of the account to get balances.
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+ # @param account_id [String]
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  # @param [Hash] opts the optional parameters
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  # @return [Array<(Array<Balance>, Integer, Hash)>] Array<Balance> data, response status code and response headers
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  private def get_user_account_balance_with_http_info_impl(user_id, user_secret, account_id, opts = {})
@@ -196,7 +200,7 @@ module SnapTrade
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  # header parameters
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  header_params = opts[:header_params] || {}
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  # HTTP header 'Accept' (if needed)
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- header_params['Accept'] = @api_client.select_header_accept(['*/*'])
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+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
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  # form parameters
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  form_params = opts[:form_params] || {}
@@ -228,38 +232,40 @@ module SnapTrade
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  end
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- # Return details of a specific investment account
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+ # Get account detail
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  #
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- # Returns an account object with details for the specified account,
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- # including the total account market value.
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+ # Returns account detail known to SnapTrade for the specified account.
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+ #
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+ # The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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  #
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  # @param user_id [String]
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  # @param user_secret [String]
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- # @param account_id [String] The ID of the account to get detail of.
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+ # @param account_id [String]
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  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
240
245
  def get_user_account_details(user_id:, user_secret:, account_id:, extra: {})
241
246
  data, _status_code, _headers = get_user_account_details_with_http_info_impl(user_id, user_secret, account_id, extra)
242
247
  data
243
248
  end
244
249
 
245
- # Return details of a specific investment account
250
+ # Get account detail
246
251
  #
247
- # Returns an account object with details for the specified account,
248
- # including the total account market value.
252
+ # Returns account detail known to SnapTrade for the specified account.
253
+ #
254
+ # The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
249
255
  #
250
256
  # @param user_id [String]
251
257
  # @param user_secret [String]
252
- # @param account_id [String] The ID of the account to get detail of.
258
+ # @param account_id [String]
253
259
  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
254
260
  def get_user_account_details_with_http_info(user_id:, user_secret:, account_id:, extra: {})
255
261
  get_user_account_details_with_http_info_impl(user_id, user_secret, account_id, extra)
256
262
  end
257
263
 
258
- # Return details of a specific investment account
259
- # Returns an account object with details for the specified account, including the total account market value.
264
+ # Get account detail
265
+ # Returns account detail known to SnapTrade for the specified account. The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
260
266
  # @param user_id [String]
261
267
  # @param user_secret [String]
262
- # @param account_id [String] The ID of the account to get detail of.
268
+ # @param account_id [String]
263
269
  # @param [Hash] opts the optional parameters
264
270
  # @return [Account]
265
271
  private def get_user_account_details_impl(user_id, user_secret, account_id, opts = {})
@@ -267,11 +273,11 @@ module SnapTrade
267
273
  data
268
274
  end
269
275
 
270
- # Return details of a specific investment account
271
- # Returns an account object with details for the specified account, including the total account market value.
276
+ # Get account detail
277
+ # Returns account detail known to SnapTrade for the specified account. The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
272
278
  # @param user_id [String]
273
279
  # @param user_secret [String]
274
- # @param account_id [String] The ID of the account to get detail of.
280
+ # @param account_id [String]
275
281
  # @param [Hash] opts the optional parameters
276
282
  # @return [Array<(Account, Integer, Hash)>] Account data, response status code and response headers
277
283
  private def get_user_account_details_with_http_info_impl(user_id, user_secret, account_id, opts = {})
@@ -333,13 +339,15 @@ module SnapTrade
333
339
  end
334
340
 
335
341
 
336
- # List account orders
342
+ # List account recent orders
337
343
  #
338
- # Fetch all recent orders from a user's account.
344
+ # Returns a list of recent orders in the specified account.
345
+ #
346
+ # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
339
347
  #
340
348
  # @param user_id [String]
341
349
  # @param user_secret [String]
342
- # @param account_id [String] The ID of the account to get orders.
350
+ # @param account_id [String]
343
351
  # @param state [String] defaults value is set to \"all\"
344
352
  # @param days [Integer] Number of days in the past to fetch the most recent orders. Defaults to the last 30 days if no value is passed in.
345
353
  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
@@ -350,13 +358,15 @@ module SnapTrade
350
358
  data
351
359
  end
352
360
 
353
- # List account orders
361
+ # List account recent orders
354
362
  #
355
- # Fetch all recent orders from a user's account.
363
+ # Returns a list of recent orders in the specified account.
364
+ #
365
+ # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
356
366
  #
357
367
  # @param user_id [String]
358
368
  # @param user_secret [String]
359
- # @param account_id [String] The ID of the account to get orders.
369
+ # @param account_id [String]
360
370
  # @param state [String] defaults value is set to \"all\"
361
371
  # @param days [Integer] Number of days in the past to fetch the most recent orders. Defaults to the last 30 days if no value is passed in.
362
372
  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
@@ -366,11 +376,11 @@ module SnapTrade
366
376
  get_user_account_orders_with_http_info_impl(user_id, user_secret, account_id, extra)
367
377
  end
368
378
 
369
- # List account orders
370
- # Fetch all recent orders from a user's account.
379
+ # List account recent orders
380
+ # Returns a list of recent orders in the specified account. The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
371
381
  # @param user_id [String]
372
382
  # @param user_secret [String]
373
- # @param account_id [String] The ID of the account to get orders.
383
+ # @param account_id [String]
374
384
  # @param [Hash] opts the optional parameters
375
385
  # @option opts [String] :state defaults value is set to \"all\"
376
386
  # @option opts [Integer] :days Number of days in the past to fetch the most recent orders. Defaults to the last 30 days if no value is passed in.
@@ -380,11 +390,11 @@ module SnapTrade
380
390
  data
381
391
  end
382
392
 
383
- # List account orders
384
- # Fetch all recent orders from a user&#39;s account.
393
+ # List account recent orders
394
+ # Returns a list of recent orders in the specified account. The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v&#x3D;d16c4c97b8d5438bbb2d8581ac53b11e) and look for \&quot;Cache Expiry Time\&quot; to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
385
395
  # @param user_id [String]
386
396
  # @param user_secret [String]
387
- # @param account_id [String] The ID of the account to get orders.
397
+ # @param account_id [String]
388
398
  # @param [Hash] opts the optional parameters
389
399
  # @option opts [String] :state defaults value is set to \"all\"
390
400
  # @option opts [Integer] :days Number of days in the past to fetch the most recent orders. Defaults to the last 30 days if no value is passed in.
@@ -460,11 +470,13 @@ module SnapTrade
460
470
 
461
471
  # List account positions
462
472
  #
463
- # Returns a list of positions in the specified account.
473
+ # Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).
474
+ #
475
+ # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
464
476
  #
465
477
  # @param user_id [String]
466
478
  # @param user_secret [String]
467
- # @param account_id [String] The ID of the account to get positions.
479
+ # @param account_id [String]
468
480
  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
469
481
  def get_user_account_positions(user_id:, user_secret:, account_id:, extra: {})
470
482
  data, _status_code, _headers = get_user_account_positions_with_http_info_impl(user_id, user_secret, account_id, extra)
@@ -473,21 +485,23 @@ module SnapTrade
473
485
 
474
486
  # List account positions
475
487
  #
476
- # Returns a list of positions in the specified account.
488
+ # Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).
489
+ #
490
+ # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
477
491
  #
478
492
  # @param user_id [String]
479
493
  # @param user_secret [String]
480
- # @param account_id [String] The ID of the account to get positions.
494
+ # @param account_id [String]
481
495
  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
482
496
  def get_user_account_positions_with_http_info(user_id:, user_secret:, account_id:, extra: {})
483
497
  get_user_account_positions_with_http_info_impl(user_id, user_secret, account_id, extra)
484
498
  end
485
499
 
486
500
  # List account positions
487
- # Returns a list of positions in the specified account.
501
+ # Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings). The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
488
502
  # @param user_id [String]
489
503
  # @param user_secret [String]
490
- # @param account_id [String] The ID of the account to get positions.
504
+ # @param account_id [String]
491
505
  # @param [Hash] opts the optional parameters
492
506
  # @return [Array<Position>]
493
507
  private def get_user_account_positions_impl(user_id, user_secret, account_id, opts = {})
@@ -496,10 +510,10 @@ module SnapTrade
496
510
  end
497
511
 
498
512
  # List account positions
499
- # Returns a list of positions in the specified account.
513
+ # Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings). The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v&#x3D;d16c4c97b8d5438bbb2d8581ac53b11e) and look for \&quot;Cache Expiry Time\&quot; to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
500
514
  # @param user_id [String]
501
515
  # @param user_secret [String]
502
- # @param account_id [String] The ID of the account to get positions.
516
+ # @param account_id [String]
503
517
  # @param [Hash] opts the optional parameters
504
518
  # @return [Array<(Array<Position>, Integer, Hash)>] Array<Position> data, response status code and response headers
505
519
  private def get_user_account_positions_with_http_info_impl(user_id, user_secret, account_id, opts = {})
@@ -529,7 +543,7 @@ module SnapTrade
529
543
  # header parameters
530
544
  header_params = opts[:header_params] || {}
531
545
  # HTTP header 'Accept' (if needed)
532
- header_params['Accept'] = @api_client.select_header_accept(['*/*'])
546
+ header_params['Accept'] = @api_client.select_header_accept(['application/json'])
533
547
 
534
548
  # form parameters
535
549
  form_params = opts[:form_params] || {}
@@ -563,7 +577,7 @@ module SnapTrade
563
577
 
564
578
  # List account holdings
565
579
  #
566
- # Lists balances, positions, option 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.__
580
+ # 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.__
567
581
  #
568
582
  # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
569
583
  #
@@ -578,7 +592,7 @@ module SnapTrade
578
592
 
579
593
  # List account holdings
580
594
  #
581
- # Lists balances, positions, option 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.__
595
+ # 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.__
582
596
  #
583
597
  # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
584
598
  #
@@ -591,7 +605,7 @@ module SnapTrade
591
605
  end
592
606
 
593
607
  # List account holdings
594
- # Lists balances, positions, option 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.__ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
608
+ # 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.__ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
595
609
  # @param account_id [String]
596
610
  # @param user_id [String]
597
611
  # @param user_secret [String]
@@ -603,7 +617,7 @@ module SnapTrade
603
617
  end
604
618
 
605
619
  # List account holdings
606
- # Lists balances, positions, option 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.__ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v&#x3D;d16c4c97b8d5438bbb2d8581ac53b11e) and look for \&quot;Cache Expiry Time\&quot; to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
620
+ # 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.__ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v&#x3D;d16c4c97b8d5438bbb2d8581ac53b11e) and look for \&quot;Cache Expiry Time\&quot; to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
607
621
  # @param account_id [String]
608
622
  # @param user_id [String]
609
623
  # @param user_secret [String]
@@ -670,7 +684,9 @@ module SnapTrade
670
684
 
671
685
  # List accounts
672
686
  #
673
- # Get a list of all Account objects for the authenticated SnapTrade user.
687
+ # Returns all brokerage accounts known to SnapTrade for the authenticated user.
688
+ #
689
+ # The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
674
690
  #
675
691
  # @param user_id [String]
676
692
  # @param user_secret [String]
@@ -682,7 +698,9 @@ module SnapTrade
682
698
 
683
699
  # List accounts
684
700
  #
685
- # Get a list of all Account objects for the authenticated SnapTrade user.
701
+ # Returns all brokerage accounts known to SnapTrade for the authenticated user.
702
+ #
703
+ # The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
686
704
  #
687
705
  # @param user_id [String]
688
706
  # @param user_secret [String]
@@ -692,7 +710,7 @@ module SnapTrade
692
710
  end
693
711
 
694
712
  # List accounts
695
- # Get a list of all Account objects for the authenticated SnapTrade user.
713
+ # Returns all brokerage accounts known to SnapTrade for the authenticated user. The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
696
714
  # @param user_id [String]
697
715
  # @param user_secret [String]
698
716
  # @param [Hash] opts the optional parameters
@@ -703,7 +721,7 @@ module SnapTrade
703
721
  end
704
722
 
705
723
  # List accounts
706
- # Get a list of all Account objects for the authenticated SnapTrade user.
724
+ # Returns all brokerage accounts known to SnapTrade for the authenticated user. The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
707
725
  # @param user_id [String]
708
726
  # @param user_secret [String]
709
727
  # @param [Hash] opts the optional parameters
@@ -372,36 +372,40 @@ module SnapTrade
372
372
  end
373
373
 
374
374
 
375
- # Get account option holdings
375
+ # List account option positions
376
376
  #
377
- # Returns a list of Options Positions.
377
+ # Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).
378
+ #
379
+ # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
378
380
  #
379
381
  # @param user_id [String]
380
382
  # @param user_secret [String]
381
- # @param account_id [String] The ID of the account to fetch options holdings for.
383
+ # @param account_id [String]
382
384
  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
383
385
  def list_option_holdings(user_id:, user_secret:, account_id:, extra: {})
384
386
  data, _status_code, _headers = list_option_holdings_with_http_info_impl(user_id, user_secret, account_id, extra)
385
387
  data
386
388
  end
387
389
 
388
- # Get account option holdings
390
+ # List account option positions
389
391
  #
390
- # Returns a list of Options Positions.
392
+ # Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).
393
+ #
394
+ # The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
391
395
  #
392
396
  # @param user_id [String]
393
397
  # @param user_secret [String]
394
- # @param account_id [String] The ID of the account to fetch options holdings for.
398
+ # @param account_id [String]
395
399
  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
396
400
  def list_option_holdings_with_http_info(user_id:, user_secret:, account_id:, extra: {})
397
401
  list_option_holdings_with_http_info_impl(user_id, user_secret, account_id, extra)
398
402
  end
399
403
 
400
- # Get account option holdings
401
- # Returns a list of Options Positions.
404
+ # List account option positions
405
+ # Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions). The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
402
406
  # @param user_id [String]
403
407
  # @param user_secret [String]
404
- # @param account_id [String] The ID of the account to fetch options holdings for.
408
+ # @param account_id [String]
405
409
  # @param [Hash] opts the optional parameters
406
410
  # @return [Array<OptionsPosition>]
407
411
  private def list_option_holdings_impl(user_id, user_secret, account_id, opts = {})
@@ -409,11 +413,11 @@ module SnapTrade
409
413
  data
410
414
  end
411
415
 
412
- # Get account option holdings
413
- # Returns a list of Options Positions.
416
+ # List account option positions
417
+ # Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions). The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v&#x3D;d16c4c97b8d5438bbb2d8581ac53b11e) and look for \&quot;Cache Expiry Time\&quot; to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
414
418
  # @param user_id [String]
415
419
  # @param user_secret [String]
416
- # @param account_id [String] The ID of the account to fetch options holdings for.
420
+ # @param account_id [String]
417
421
  # @param [Hash] opts the optional parameters
418
422
  # @return [Array<(Array<OptionsPosition>, Integer, Hash)>] Array<OptionsPosition> data, response status code and response headers
419
423
  private def list_option_holdings_with_http_info_impl(user_id, user_secret, account_id, opts = {})