snaptrade 2.0.35 → 2.0.37
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- checksums.yaml +4 -4
- data/Gemfile.lock +2 -2
- data/README.md +37 -37
- data/lib/snaptrade/api/authentication_api.rb +8 -8
- data/lib/snaptrade/models/account.rb +7 -7
- data/lib/snaptrade/models/account_simple.rb +3 -3
- data/lib/snaptrade/models/user_i_dand_secret.rb +1 -2
- data/lib/snaptrade/version.rb +1 -1
- data/spec/api/authentication_api_spec.rb +1 -1
- metadata +2 -2
checksums.yaml
CHANGED
@@ -1,7 +1,7 @@
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---
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SHA256:
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metadata.gz:
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data.tar.gz:
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metadata.gz: 88f22af63ef634b29b544f5bbc26cf9b13e9308b6f4ef33dfb560661fd5634f8
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data.tar.gz: 86ff19da7e1921510e08601478baf357a1185d3c2637dcc1652844ec538d5a95
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SHA512:
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metadata.gz:
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data.tar.gz:
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metadata.gz: 58e865b388be36ed872dffde28d4e52ecf65b9ac0432438c3ac3882856d6cda10414360a7a1f86b58a8473097ce978525f254a4461fb8f89e15d820def612fd6
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7
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+
data.tar.gz: 40803cf194c7788f5e695f4cb72bb9db2af3afa69a6f98bcec8268ff2af8ce1c008d4414f142f63452658b83b53f6954a831a715572849b69f2697e287ff28a8
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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.
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4
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+
snaptrade (2.0.37)
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5
5
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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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@@ -52,7 +52,7 @@ GEM
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rspec-mocks (~> 3.13.0)
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rspec-core (3.13.0)
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rspec-support (~> 3.13.0)
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-
rspec-expectations (3.13.
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+
rspec-expectations (3.13.2)
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diff-lcs (>= 1.2.0, < 2.0)
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rspec-support (~> 3.13.0)
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rspec-mocks (3.13.1)
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data/README.md
CHANGED
@@ -6,7 +6,7 @@
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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.
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+
[![npm](https://img.shields.io/badge/gem-v2.0.37-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.37)
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[![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
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</div>
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@@ -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
|
73
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-
gem 'snaptrade', '~> 2.0.
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+
gem 'snaptrade', '~> 2.0.37'
|
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```
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## Getting Started<a id="getting-started"></a>
|
@@ -84,7 +84,7 @@ configuration.consumer_key = ENV["SNAPTRADE_CONSUMER_KEY"]
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84
84
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snaptrade = SnapTrade::Client.new(configuration)
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85
85
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result = snaptrade.account_information.get_all_user_holdings(
|
86
86
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user_id: "snaptrade-user-123",
|
87
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-
user_secret: "
|
87
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+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
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brokerage_authorizations: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
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)
|
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90
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p result
|
@@ -97,7 +97,7 @@ To access the raw HTTP response, suffix any method with `_with_http_info`.
|
|
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```ruby
|
98
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result = snaptrade.account_information.get_all_user_holdings_with_http_info(
|
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user_id: "snaptrade-user-123",
|
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-
user_secret: "
|
100
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+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
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brokerage_authorizations: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
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)
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p result[0] # [Array<AccountHoldings>] Deserialized data
|
@@ -123,7 +123,7 @@ account.
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123
123
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```ruby
|
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result = snaptrade.account_information.get_all_user_holdings(
|
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user_id: "snaptrade-user-123",
|
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-
user_secret: "
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126
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+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
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brokerage_authorizations: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
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)
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p result
|
@@ -162,7 +162,7 @@ The data returned here is cached. How long the data is cached for varies by brok
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```ruby
|
163
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result = snaptrade.account_information.get_user_account_balance(
|
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user_id: "snaptrade-user-123",
|
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-
user_secret: "
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165
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+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
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account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
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)
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p result
|
@@ -198,7 +198,7 @@ The data returned here is always cached and refreshed once a day. **If you need
|
|
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```ruby
|
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result = snaptrade.account_information.get_user_account_details(
|
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user_id: "snaptrade-user-123",
|
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-
user_secret: "
|
201
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+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
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account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
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)
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p result
|
@@ -234,7 +234,7 @@ The data returned here is cached. How long the data is cached for varies by brok
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|
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|
```ruby
|
235
235
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result = snaptrade.account_information.get_user_account_orders(
|
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user_id: "snaptrade-user-123",
|
237
|
-
user_secret: "
|
237
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+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
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account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
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state: "all",
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days: 30,
|
@@ -279,7 +279,7 @@ The data returned here is cached. How long the data is cached for varies by brok
|
|
279
279
|
```ruby
|
280
280
|
result = snaptrade.account_information.get_user_account_positions(
|
281
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|
user_id: "snaptrade-user-123",
|
282
|
-
user_secret: "
|
282
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+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
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account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
|
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)
|
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p result
|
@@ -316,7 +316,7 @@ The data returned here is cached. How long the data is cached for varies by brok
|
|
316
316
|
result = snaptrade.account_information.get_user_holdings(
|
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|
account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
|
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user_id: "snaptrade-user-123",
|
319
|
-
user_secret: "
|
319
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
320
320
|
)
|
321
321
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p result
|
322
322
|
```
|
@@ -351,7 +351,7 @@ The data returned here is always cached and refreshed once a day. **If you need
|
|
351
351
|
```ruby
|
352
352
|
result = snaptrade.account_information.list_user_accounts(
|
353
353
|
user_id: "snaptrade-user-123",
|
354
|
-
user_secret: "
|
354
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
355
355
|
)
|
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356
|
p result
|
357
357
|
```
|
@@ -382,7 +382,7 @@ Updates various properties of a specified account.
|
|
382
382
|
```ruby
|
383
383
|
result = snaptrade.account_information.update_user_account(
|
384
384
|
user_id: "snaptrade-user-123",
|
385
|
-
user_secret: "
|
385
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
386
386
|
account_id: "accountId_example",
|
387
387
|
)
|
388
388
|
p result
|
@@ -490,7 +490,7 @@ Logs in a SnapTrade user and returns an authenticated connection portal URL for
|
|
490
490
|
```ruby
|
491
491
|
result = snaptrade.authentication.login_snap_trade_user(
|
492
492
|
user_id: "snaptrade-user-123",
|
493
|
-
user_secret: "
|
493
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
494
494
|
broker: "ALPACA",
|
495
495
|
immediate_redirect: true,
|
496
496
|
custom_redirect: "https://snaptrade.com",
|
@@ -552,8 +552,8 @@ Sets the version of the connection portal to render.
|
|
552
552
|
|
553
553
|
### `snaptrade.authentication.register_snap_trade_user`<a id="snaptradeauthenticationregister_snap_trade_user"></a>
|
554
554
|
|
555
|
-
Registers a new SnapTrade user under your
|
556
|
-
Most SnapTrade operations require a user ID and user secret to be passed as
|
555
|
+
Registers a new SnapTrade user under your Client ID. A user secret will be automatically generated for you and must be properly stored in your system.
|
556
|
+
Most SnapTrade operations require a user ID and user secret to be passed in as parameters.
|
557
557
|
|
558
558
|
|
559
559
|
#### 🛠️ Usage<a id="🛠️-usage"></a>
|
@@ -596,7 +596,7 @@ Rotates the secret for a SnapTrade user. You might use this if `userSecret` is c
|
|
596
596
|
```ruby
|
597
597
|
result = snaptrade.authentication.reset_snap_trade_user_secret(
|
598
598
|
user_id: "snaptrade-user-123",
|
599
|
-
user_secret: "
|
599
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
600
600
|
)
|
601
601
|
p result
|
602
602
|
```
|
@@ -610,9 +610,9 @@ NOT use email addresses for this property because they are usually not
|
|
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610
|
immutable.
|
611
611
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|
612
612
|
##### userSecret: `String`<a id="usersecret-string"></a>
|
613
|
-
SnapTrade User Secret randomly generated
|
614
|
-
|
615
|
-
endpoint](/reference/Authentication/Authentication_resetSnapTradeUserSecret)
|
613
|
+
SnapTrade User Secret. This is a randomly generated string and should be stored
|
614
|
+
securely. If compromised, please rotate it via the [rotate user secret
|
615
|
+
endpoint](/reference/Authentication/Authentication_resetSnapTradeUserSecret).
|
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|
617
617
|
#### 🔄 Return<a id="🔄-return"></a>
|
618
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|
|
@@ -637,7 +637,7 @@ Returns a single brokerage authorization object for the specified ID.
|
|
637
637
|
result = snaptrade.connections.detail_brokerage_authorization(
|
638
638
|
authorization_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
|
639
639
|
user_id: "snaptrade-user-123",
|
640
|
-
user_secret: "
|
640
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
641
641
|
)
|
642
642
|
p result
|
643
643
|
```
|
@@ -672,7 +672,7 @@ Manually disable a connection. This should only be used for testing a reconnect
|
|
672
672
|
result = snaptrade.connections.disable_brokerage_authorization(
|
673
673
|
authorization_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
|
674
674
|
user_id: "snaptrade-user-123",
|
675
|
-
user_secret: "
|
675
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
676
676
|
)
|
677
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p result
|
678
678
|
```
|
@@ -706,7 +706,7 @@ Returns a list of Brokerage Authorization objects for the user
|
|
706
706
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```ruby
|
707
707
|
result = snaptrade.connections.list_brokerage_authorizations(
|
708
708
|
user_id: "snaptrade-user-123",
|
709
|
-
user_secret: "
|
709
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
710
710
|
)
|
711
711
|
p result
|
712
712
|
```
|
@@ -738,7 +738,7 @@ Trigger a holdings update for all accounts under this authorization. Updates wil
|
|
738
738
|
result = snaptrade.connections.refresh_brokerage_authorization(
|
739
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|
authorization_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
|
740
740
|
user_id: "snaptrade-user-123",
|
741
|
-
user_secret: "
|
741
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
742
742
|
)
|
743
743
|
p result
|
744
744
|
```
|
@@ -773,7 +773,7 @@ Deletes a specified brokerage authorization given by the ID.
|
|
773
773
|
snaptrade.connections.remove_brokerage_authorization(
|
774
774
|
authorization_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
|
775
775
|
user_id: "snaptrade-user-123",
|
776
|
-
user_secret: "
|
776
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
777
777
|
)
|
778
778
|
```
|
779
779
|
|
@@ -851,7 +851,7 @@ result = snaptrade.options.get_option_strategy(
|
|
851
851
|
],
|
852
852
|
strategy_type: "CUSTOM",
|
853
853
|
user_id: "snaptrade-user-123",
|
854
|
-
user_secret: "
|
854
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
855
855
|
account_id: "accountId_example",
|
856
856
|
)
|
857
857
|
p result
|
@@ -889,7 +889,7 @@ Returns the option chain for the specified symbol in the specified account.
|
|
889
889
|
```ruby
|
890
890
|
result = snaptrade.options.get_options_chain(
|
891
891
|
user_id: "snaptrade-user-123",
|
892
|
-
user_secret: "
|
892
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
893
893
|
account_id: "accountId_example",
|
894
894
|
symbol: "symbol_example",
|
895
895
|
)
|
@@ -929,7 +929,7 @@ Returns a Strategy Quotes object which has latest market data of the specified o
|
|
929
929
|
```ruby
|
930
930
|
result = snaptrade.options.get_options_strategy_quote(
|
931
931
|
user_id: "snaptrade-user-123",
|
932
|
-
user_secret: "
|
932
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
933
933
|
account_id: "accountId_example",
|
934
934
|
option_strategy_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
|
935
935
|
)
|
@@ -971,7 +971,7 @@ The data returned here is cached. How long the data is cached for varies by brok
|
|
971
971
|
```ruby
|
972
972
|
result = snaptrade.options.list_option_holdings(
|
973
973
|
user_id: "snaptrade-user-123",
|
974
|
-
user_secret: "
|
974
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
975
975
|
account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
|
976
976
|
)
|
977
977
|
p result
|
@@ -1006,7 +1006,7 @@ result = snaptrade.options.place_option_strategy(
|
|
1006
1006
|
order_type: "Limit",
|
1007
1007
|
time_in_force: "FOK",
|
1008
1008
|
user_id: "snaptrade-user-123",
|
1009
|
-
user_secret: "
|
1009
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
1010
1010
|
account_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
|
1011
1011
|
option_strategy_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
|
1012
1012
|
price: 31.33,
|
@@ -1328,7 +1328,7 @@ provided search string, matching on ticker and name.
|
|
1328
1328
|
```ruby
|
1329
1329
|
result = snaptrade.reference_data.symbol_search_user_account(
|
1330
1330
|
user_id: "snaptrade-user-123",
|
1331
|
-
user_secret: "
|
1331
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
1332
1332
|
account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
|
1333
1333
|
substring: "apple",
|
1334
1334
|
)
|
@@ -1367,7 +1367,7 @@ This will only work if the order has not yet been executed.
|
|
1367
1367
|
```ruby
|
1368
1368
|
result = snaptrade.trading.cancel_user_account_order(
|
1369
1369
|
user_id: "snaptrade-user-123",
|
1370
|
-
user_secret: "
|
1370
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
1371
1371
|
account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
|
1372
1372
|
brokerage_order_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
|
1373
1373
|
)
|
@@ -1404,7 +1404,7 @@ Return the trade object and it's impact on the account for the specified order.
|
|
1404
1404
|
```ruby
|
1405
1405
|
result = snaptrade.trading.get_order_impact(
|
1406
1406
|
user_id: "snaptrade-user-123",
|
1407
|
-
user_secret: "
|
1407
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
1408
1408
|
account_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
|
1409
1409
|
action: "BUY",
|
1410
1410
|
order_type: "Limit",
|
@@ -1464,7 +1464,7 @@ Returns quote(s) from the brokerage for the specified symbol(s).
|
|
1464
1464
|
```ruby
|
1465
1465
|
result = snaptrade.trading.get_user_account_quotes(
|
1466
1466
|
user_id: "snaptrade-user-123",
|
1467
|
-
user_secret: "
|
1467
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
1468
1468
|
symbols: "symbols_example",
|
1469
1469
|
account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
|
1470
1470
|
use_ticker: true,
|
@@ -1507,7 +1507,7 @@ Places a specified trade in the specified account.
|
|
1507
1507
|
```ruby
|
1508
1508
|
result = snaptrade.trading.place_force_order(
|
1509
1509
|
user_id: "snaptrade-user-123",
|
1510
|
-
user_secret: "
|
1510
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
1511
1511
|
account_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
|
1512
1512
|
action: "BUY",
|
1513
1513
|
order_type: "Limit",
|
@@ -1570,7 +1570,7 @@ returns the status of the order from the brokerage.
|
|
1570
1570
|
result = snaptrade.trading.place_order(
|
1571
1571
|
trade_id: "tradeId_example",
|
1572
1572
|
user_id: "snaptrade-user-123",
|
1573
|
-
user_secret: "
|
1573
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
1574
1574
|
wait_to_confirm: true,
|
1575
1575
|
)
|
1576
1576
|
p result
|
@@ -1616,7 +1616,7 @@ The data returned here is always cached and refreshed once a day. **If you need
|
|
1616
1616
|
```ruby
|
1617
1617
|
result = snaptrade.transactions_and_reporting.get_activities(
|
1618
1618
|
user_id: "snaptrade-user-123",
|
1619
|
-
user_secret: "
|
1619
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
1620
1620
|
start_date: "2022-01-24",
|
1621
1621
|
end_date: "2022-01-24",
|
1622
1622
|
accounts: "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2",
|
@@ -1683,7 +1683,7 @@ result = snaptrade.transactions_and_reporting.get_reporting_custom_range(
|
|
1683
1683
|
start_date: "2022-01-24",
|
1684
1684
|
end_date: "2022-01-24",
|
1685
1685
|
user_id: "snaptrade-user-123",
|
1686
|
-
user_secret: "
|
1686
|
+
user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
|
1687
1687
|
accounts: "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2",
|
1688
1688
|
detailed: true,
|
1689
1689
|
frequency: "monthly",
|
@@ -314,8 +314,8 @@ module SnapTrade
|
|
314
314
|
|
315
315
|
# Register user
|
316
316
|
#
|
317
|
-
# Registers a new SnapTrade user under your
|
318
|
-
# Most SnapTrade operations require a user ID and user secret to be passed as
|
317
|
+
# Registers a new SnapTrade user under your Client ID. A user secret will be automatically generated for you and must be properly stored in your system.
|
318
|
+
# Most SnapTrade operations require a user ID and user secret to be passed in as parameters.
|
319
319
|
#
|
320
320
|
# @param user_id [String] SnapTrade User ID. This is chosen by the API partner and can be any string that is a) unique to the user, and b) immutable for the user. It is recommended to NOT use email addresses for this property because they are usually not immutable.
|
321
321
|
# @param body [SnapTradeRegisterUserRequestBody]
|
@@ -330,8 +330,8 @@ module SnapTrade
|
|
330
330
|
|
331
331
|
# Register user
|
332
332
|
#
|
333
|
-
# Registers a new SnapTrade user under your
|
334
|
-
# Most SnapTrade operations require a user ID and user secret to be passed as
|
333
|
+
# Registers a new SnapTrade user under your Client ID. A user secret will be automatically generated for you and must be properly stored in your system.
|
334
|
+
# Most SnapTrade operations require a user ID and user secret to be passed in as parameters.
|
335
335
|
#
|
336
336
|
# @param user_id [String] SnapTrade User ID. This is chosen by the API partner and can be any string that is a) unique to the user, and b) immutable for the user. It is recommended to NOT use email addresses for this property because they are usually not immutable.
|
337
337
|
# @param body [SnapTradeRegisterUserRequestBody]
|
@@ -344,7 +344,7 @@ module SnapTrade
|
|
344
344
|
end
|
345
345
|
|
346
346
|
# Register user
|
347
|
-
# Registers a new SnapTrade user under your
|
347
|
+
# Registers a new SnapTrade user under your Client ID. A user secret will be automatically generated for you and must be properly stored in your system. Most SnapTrade operations require a user ID and user secret to be passed in as parameters.
|
348
348
|
# @param snap_trade_register_user_request_body [SnapTradeRegisterUserRequestBody]
|
349
349
|
# @param [Hash] opts the optional parameters
|
350
350
|
# @return [UserIDandSecret]
|
@@ -354,7 +354,7 @@ module SnapTrade
|
|
354
354
|
end
|
355
355
|
|
356
356
|
# Register user
|
357
|
-
# Registers a new SnapTrade user under your
|
357
|
+
# Registers a new SnapTrade user under your Client ID. A user secret will be automatically generated for you and must be properly stored in your system. Most SnapTrade operations require a user ID and user secret to be passed in as parameters.
|
358
358
|
# @param snap_trade_register_user_request_body [SnapTradeRegisterUserRequestBody]
|
359
359
|
# @param [Hash] opts the optional parameters
|
360
360
|
# @return [Array<(UserIDandSecret, Integer, Hash)>] UserIDandSecret data, response status code and response headers
|
@@ -417,7 +417,7 @@ module SnapTrade
|
|
417
417
|
# Rotates the secret for a SnapTrade user. You might use this if `userSecret` is compromised. Please note that if you call this endpoint and fail to save the new secret, you'll no longer be able to access any data for this user, and your only option will be to delete and recreate the user, then ask them to reconnect.
|
418
418
|
#
|
419
419
|
# @param user_id [String] SnapTrade User ID. This is chosen by the API partner and can be any string that is a) unique to the user, and b) immutable for the user. It is recommended to NOT use email addresses for this property because they are usually not immutable.
|
420
|
-
# @param user_secret [String] SnapTrade User Secret randomly generated
|
420
|
+
# @param user_secret [String] SnapTrade User Secret. This is a randomly generated string and should be stored securely. If compromised, please rotate it via the [rotate user secret endpoint](/reference/Authentication/Authentication_resetSnapTradeUserSecret).
|
421
421
|
# @param body [UserIDandSecret]
|
422
422
|
# @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
|
423
423
|
def reset_snap_trade_user_secret(user_id: SENTINEL, user_secret: SENTINEL, extra: {})
|
@@ -434,7 +434,7 @@ module SnapTrade
|
|
434
434
|
# Rotates the secret for a SnapTrade user. You might use this if `userSecret` is compromised. Please note that if you call this endpoint and fail to save the new secret, you'll no longer be able to access any data for this user, and your only option will be to delete and recreate the user, then ask them to reconnect.
|
435
435
|
#
|
436
436
|
# @param user_id [String] SnapTrade User ID. This is chosen by the API partner and can be any string that is a) unique to the user, and b) immutable for the user. It is recommended to NOT use email addresses for this property because they are usually not immutable.
|
437
|
-
# @param user_secret [String] SnapTrade User Secret randomly generated
|
437
|
+
# @param user_secret [String] SnapTrade User Secret. This is a randomly generated string and should be stored securely. If compromised, please rotate it via the [rotate user secret endpoint](/reference/Authentication/Authentication_resetSnapTradeUserSecret).
|
438
438
|
# @param body [UserIDandSecret]
|
439
439
|
# @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
|
440
440
|
def reset_snap_trade_user_secret_with_http_info(user_id: SENTINEL, user_secret: SENTINEL, extra: {})
|
@@ -11,9 +11,9 @@ require 'date'
|
|
11
11
|
require 'time'
|
12
12
|
|
13
13
|
module SnapTrade
|
14
|
-
# A single
|
14
|
+
# A single account at a brokerage.
|
15
15
|
class Account
|
16
|
-
# Unique identifier for the connected brokerage account. This is the UUID used to reference the account in SnapTrade. This ID should not change for as long as the connection stays active. If the connection is deleted and re-added, a new account ID will be generated.
|
16
|
+
# Unique identifier for the connected brokerage account. This is the UUID used to reference the account in SnapTrade. This ID should not change for as long as the connection stays active. If the connection is deleted and re-added, a new account ID will be generated.
|
17
17
|
attr_accessor :id
|
18
18
|
|
19
19
|
# Unique identifier for the connection (brokerage authorization). This is the UUID used to reference the connection in SnapTrade.
|
@@ -22,19 +22,19 @@ module SnapTrade
|
|
22
22
|
# Portfolio Group ID. Portfolio Groups have been deprecated. Please contact support if you have a usecase for it.
|
23
23
|
attr_accessor :portfolio_group
|
24
24
|
|
25
|
-
# A display name for the account. Either assigned by the user or by the
|
25
|
+
# A display name for the account. Either assigned by the user or by the brokerage itself. For certain brokerages, SnapTrade appends the brokerage name to the account name for clarity.
|
26
26
|
attr_accessor :name
|
27
27
|
|
28
|
-
# The account number assigned by the
|
28
|
+
# The account number assigned by the brokerage. For some brokerages, this field may be masked for security reasons.
|
29
29
|
attr_accessor :number
|
30
30
|
|
31
|
-
# The name of the
|
31
|
+
# The name of the brokerage that holds the account.
|
32
32
|
attr_accessor :institution_name
|
33
33
|
|
34
|
-
# Timestamp in [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) format indicating when the account was created in SnapTrade. This is _not_ the account opening date at the
|
34
|
+
# Timestamp in [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) format indicating when the account was created in SnapTrade. This is _not_ the account opening date at the brokerage.
|
35
35
|
attr_accessor :created_date
|
36
36
|
|
37
|
-
# Additional information about the account, such as account type, status, etc. This information is specific to the
|
37
|
+
# Additional information about the account, such as account type, status, etc. This information is specific to the brokerage and there's no standard format for this data. Please use at your own risk.
|
38
38
|
attr_accessor :meta
|
39
39
|
|
40
40
|
# This field is deprecated.
|
@@ -11,15 +11,15 @@ require 'date'
|
|
11
11
|
require 'time'
|
12
12
|
|
13
13
|
module SnapTrade
|
14
|
-
# A single
|
14
|
+
# A single account at a brokerage.
|
15
15
|
class AccountSimple
|
16
16
|
# Unique identifier for the connected brokerage account. This is the UUID used to reference the account in SnapTrade.
|
17
17
|
attr_accessor :id
|
18
18
|
|
19
|
-
# A display name for the account. Either assigned by the user or by the
|
19
|
+
# A display name for the account. Either assigned by the user or by the brokerage itself. For certain brokerages, SnapTrade appends the brokerage name to the account name for clarity.
|
20
20
|
attr_accessor :name
|
21
21
|
|
22
|
-
# The account number assigned by the
|
22
|
+
# The account number assigned by the brokerage. For some brokerages, this field may be masked for security reasons.
|
23
23
|
attr_accessor :number
|
24
24
|
|
25
25
|
attr_accessor :sync_status
|
@@ -11,12 +11,11 @@ require 'date'
|
|
11
11
|
require 'time'
|
12
12
|
|
13
13
|
module SnapTrade
|
14
|
-
# Response when register user is successful
|
15
14
|
class UserIDandSecret
|
16
15
|
# SnapTrade User ID. This is chosen by the API partner and can be any string that is a) unique to the user, and b) immutable for the user. It is recommended to NOT use email addresses for this property because they are usually not immutable.
|
17
16
|
attr_accessor :user_id
|
18
17
|
|
19
|
-
# SnapTrade User Secret randomly generated
|
18
|
+
# SnapTrade User Secret. This is a randomly generated string and should be stored securely. If compromised, please rotate it via the [rotate user secret endpoint](/reference/Authentication/Authentication_resetSnapTradeUserSecret).
|
20
19
|
attr_accessor :user_secret
|
21
20
|
|
22
21
|
# Attribute mapping from ruby-style variable name to JSON key.
|
data/lib/snaptrade/version.rb
CHANGED
@@ -66,7 +66,7 @@ describe 'AuthenticationApi' do
|
|
66
66
|
|
67
67
|
# unit tests for register_snap_trade_user
|
68
68
|
# Register user
|
69
|
-
# Registers a new SnapTrade user under your
|
69
|
+
# Registers a new SnapTrade user under your Client ID. A user secret will be automatically generated for you and must be properly stored in your system. Most SnapTrade operations require a user ID and user secret to be passed in as parameters.
|
70
70
|
# @param snap_trade_register_user_request_body
|
71
71
|
# @param [Hash] opts the optional parameters
|
72
72
|
# @return [UserIDandSecret]
|
metadata
CHANGED
@@ -1,14 +1,14 @@
|
|
1
1
|
--- !ruby/object:Gem::Specification
|
2
2
|
name: snaptrade
|
3
3
|
version: !ruby/object:Gem::Version
|
4
|
-
version: 2.0.
|
4
|
+
version: 2.0.37
|
5
5
|
platform: ruby
|
6
6
|
authors:
|
7
7
|
- SnapTrade
|
8
8
|
autorequire:
|
9
9
|
bindir: bin
|
10
10
|
cert_chain: []
|
11
|
-
date: 2024-08-
|
11
|
+
date: 2024-08-21 00:00:00.000000000 Z
|
12
12
|
dependencies:
|
13
13
|
- !ruby/object:Gem::Dependency
|
14
14
|
name: faraday
|