snaptrade 2.0.36 → 2.0.38

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data/Gemfile.lock CHANGED
@@ -1,7 +1,7 @@
1
1
  PATH
2
2
  remote: .
3
3
  specs:
4
- snaptrade (2.0.36)
4
+ snaptrade (2.0.38)
5
5
  faraday (>= 1.0.1, < 3.0)
6
6
  faraday-multipart (~> 1.0, >= 1.0.4)
7
7
 
@@ -52,7 +52,7 @@ GEM
52
52
  rspec-mocks (~> 3.13.0)
53
53
  rspec-core (3.13.0)
54
54
  rspec-support (~> 3.13.0)
55
- rspec-expectations (3.13.1)
55
+ rspec-expectations (3.13.2)
56
56
  diff-lcs (>= 1.2.0, < 2.0)
57
57
  rspec-support (~> 3.13.0)
58
58
  rspec-mocks (3.13.1)
data/README.md CHANGED
@@ -6,7 +6,7 @@
6
6
 
7
7
  Connect brokerage accounts to your app for live positions and trading
8
8
 
9
- [![npm](https://img.shields.io/badge/gem-v2.0.36-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.36)
9
+ [![npm](https://img.shields.io/badge/gem-v2.0.38-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.38)
10
10
  [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
11
11
 
12
12
  </div>
@@ -70,7 +70,7 @@ Connect brokerage accounts to your app for live positions and trading
70
70
  Add to Gemfile:
71
71
 
72
72
  ```ruby
73
- gem 'snaptrade', '~> 2.0.36'
73
+ gem 'snaptrade', '~> 2.0.38'
74
74
  ```
75
75
 
76
76
  ## Getting Started<a id="getting-started"></a>
@@ -84,7 +84,7 @@ configuration.consumer_key = ENV["SNAPTRADE_CONSUMER_KEY"]
84
84
  snaptrade = SnapTrade::Client.new(configuration)
85
85
  result = snaptrade.account_information.get_all_user_holdings(
86
86
  user_id: "snaptrade-user-123",
87
- user_secret: "USERSECRET123",
87
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
88
88
  brokerage_authorizations: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
89
89
  )
90
90
  p result
@@ -97,7 +97,7 @@ To access the raw HTTP response, suffix any method with `_with_http_info`.
97
97
  ```ruby
98
98
  result = snaptrade.account_information.get_all_user_holdings_with_http_info(
99
99
  user_id: "snaptrade-user-123",
100
- user_secret: "USERSECRET123",
100
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
101
101
  brokerage_authorizations: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
102
102
  )
103
103
  p result[0] # [Array<AccountHoldings>] Deserialized data
@@ -123,7 +123,7 @@ account.
123
123
  ```ruby
124
124
  result = snaptrade.account_information.get_all_user_holdings(
125
125
  user_id: "snaptrade-user-123",
126
- user_secret: "USERSECRET123",
126
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
127
127
  brokerage_authorizations: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
128
128
  )
129
129
  p result
@@ -162,7 +162,7 @@ The data returned here is cached. How long the data is cached for varies by brok
162
162
  ```ruby
163
163
  result = snaptrade.account_information.get_user_account_balance(
164
164
  user_id: "snaptrade-user-123",
165
- user_secret: "USERSECRET123",
165
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
166
166
  account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
167
167
  )
168
168
  p result
@@ -198,7 +198,7 @@ The data returned here is always cached and refreshed once a day. **If you need
198
198
  ```ruby
199
199
  result = snaptrade.account_information.get_user_account_details(
200
200
  user_id: "snaptrade-user-123",
201
- user_secret: "USERSECRET123",
201
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
202
202
  account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
203
203
  )
204
204
  p result
@@ -234,7 +234,7 @@ The data returned here is cached. How long the data is cached for varies by brok
234
234
  ```ruby
235
235
  result = snaptrade.account_information.get_user_account_orders(
236
236
  user_id: "snaptrade-user-123",
237
- user_secret: "USERSECRET123",
237
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
238
238
  account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
239
239
  state: "all",
240
240
  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
281
  user_id: "snaptrade-user-123",
282
- user_secret: "USERSECRET123",
282
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
283
283
  account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
284
284
  )
285
285
  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(
317
317
  account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
318
318
  user_id: "snaptrade-user-123",
319
- user_secret: "USERSECRET123",
319
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
320
320
  )
321
321
  p result
322
322
  ```
@@ -341,7 +341,7 @@ p result
341
341
 
342
342
  ### `snaptrade.account_information.list_user_accounts`<a id="snaptradeaccount_informationlist_user_accounts"></a>
343
343
 
344
- Returns all brokerage accounts known to SnapTrade for the authenticated user.
344
+ Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
345
345
 
346
346
  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**.
347
347
 
@@ -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: "USERSECRET123",
354
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
355
355
  )
356
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: "USERSECRET123",
385
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
386
386
  account_id: "accountId_example",
387
387
  )
388
388
  p result
@@ -463,7 +463,7 @@ p result
463
463
 
464
464
  ### `snaptrade.authentication.list_snap_trade_users`<a id="snaptradeauthenticationlist_snap_trade_users"></a>
465
465
 
466
- Returns a list of all registered user IDs.
466
+ Returns a list of all registered user IDs. Please note that the response is not currently paginated.
467
467
 
468
468
  #### 🛠️ Usage<a id="🛠️-usage"></a>
469
469
 
@@ -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: "USERSECRET123",
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 ClientID. A user secret will be automatically generated for you and must be properly stored in your database.
556
- Most SnapTrade operations require a user ID and user secret to be passed as a parameter.
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: "h81@cx1lkalablakwjaltkejraj11=",
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
610
610
  immutable.
611
611
 
612
612
  ##### userSecret: `String`<a id="usersecret-string"></a>
613
- SnapTrade User Secret randomly generated by SnapTrade. This is privileged
614
- information and if compromised, should be rotated via the [rotate user secret
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).
616
616
 
617
617
  #### 🔄 Return<a id="🔄-return"></a>
618
618
 
@@ -629,15 +629,15 @@ endpoint](/reference/Authentication/Authentication_resetSnapTradeUserSecret)
629
629
 
630
630
  ### `snaptrade.connections.detail_brokerage_authorization`<a id="snaptradeconnectionsdetail_brokerage_authorization"></a>
631
631
 
632
- Returns a single brokerage authorization object for the specified ID.
632
+ Returns a single connection for the specified ID.
633
633
 
634
634
  #### 🛠️ Usage<a id="🛠️-usage"></a>
635
635
 
636
636
  ```ruby
637
637
  result = snaptrade.connections.detail_brokerage_authorization(
638
- authorization_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
638
+ authorization_id: "87b24961-b51e-4db8-9226-f198f6518a89",
639
639
  user_id: "snaptrade-user-123",
640
- user_secret: "USERSECRET123",
640
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
641
641
  )
642
642
  p result
643
643
  ```
@@ -645,8 +645,6 @@ p result
645
645
  #### ⚙️ Parameters<a id="⚙️-parameters"></a>
646
646
 
647
647
  ##### authorization_id: `String`<a id="authorization_id-string"></a>
648
- The ID of a brokerage authorization object.
649
-
650
648
  ##### user_id: `String`<a id="user_id-string"></a>
651
649
  ##### user_secret: `String`<a id="user_secret-string"></a>
652
650
  #### 🔄 Return<a id="🔄-return"></a>
@@ -664,15 +662,19 @@ The ID of a brokerage authorization object.
664
662
 
665
663
  ### `snaptrade.connections.disable_brokerage_authorization`<a id="snaptradeconnectionsdisable_brokerage_authorization"></a>
666
664
 
667
- Manually disable a connection. This should only be used for testing a reconnect flow, and never used on production connections. Will trigger a disconnect as if it happened naturally, and send a CONNECTION_BROKEN webhook for the connection. Please contact us in order to use this endpoint as it is disabled by default.
665
+ Manually force the specified connection to become disabled. This should only be used for testing a reconnect flow, and never used on production connections.
666
+ Will trigger a disconnect as if it happened naturally, and send a [`CONNECTION_BROKEN` webhook](https://docs.snaptrade.com/docs/webhooks#webhooks-connection_broken) for the connection.
667
+
668
+ *Please contact us in order to use this endpoint as it is disabled by default.*
669
+
668
670
 
669
671
  #### 🛠️ Usage<a id="🛠️-usage"></a>
670
672
 
671
673
  ```ruby
672
674
  result = snaptrade.connections.disable_brokerage_authorization(
673
- authorization_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
675
+ authorization_id: "87b24961-b51e-4db8-9226-f198f6518a89",
674
676
  user_id: "snaptrade-user-123",
675
- user_secret: "USERSECRET123",
677
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
676
678
  )
677
679
  p result
678
680
  ```
@@ -680,8 +682,6 @@ p result
680
682
  #### ⚙️ Parameters<a id="⚙️-parameters"></a>
681
683
 
682
684
  ##### authorization_id: `String`<a id="authorization_id-string"></a>
683
- The ID of a brokerage authorization object.
684
-
685
685
  ##### user_id: `String`<a id="user_id-string"></a>
686
686
  ##### user_secret: `String`<a id="user_secret-string"></a>
687
687
  #### 🔄 Return<a id="🔄-return"></a>
@@ -699,14 +699,19 @@ The ID of a brokerage authorization object.
699
699
 
700
700
  ### `snaptrade.connections.list_brokerage_authorizations`<a id="snaptradeconnectionslist_brokerage_authorizations"></a>
701
701
 
702
- Returns a list of Brokerage Authorization objects for the user
702
+ Returns a list of all connections for the specified user. Note that `Connection` and `Brokerage Authorization` are interchangeable, but the term `Connection` is preferred and used in the doc for consistency.
703
+
704
+ A connection is usually tied to a single login at a brokerage. A single connection can contain multiple brokerage accounts.
705
+
706
+ SnapTrade performs de-duping on connections for a given user. If the user has an existing connection with the brokerage, when connecting the brokerage with the same credentials, SnapTrade will return the existing connection instead of creating a new one.
707
+
703
708
 
704
709
  #### 🛠️ Usage<a id="🛠️-usage"></a>
705
710
 
706
711
  ```ruby
707
712
  result = snaptrade.connections.list_brokerage_authorizations(
708
713
  user_id: "snaptrade-user-123",
709
- user_secret: "USERSECRET123",
714
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
710
715
  )
711
716
  p result
712
717
  ```
@@ -730,15 +735,18 @@ p result
730
735
 
731
736
  ### `snaptrade.connections.refresh_brokerage_authorization`<a id="snaptradeconnectionsrefresh_brokerage_authorization"></a>
732
737
 
733
- Trigger a holdings update for all accounts under this authorization. Updates will be queued asynchronously. ACCOUNT_HOLDINGS_UPDATED webhook will be sent once the sync completes. Please contact support for access as this endpoint is not enabled by default
738
+ Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](https://docs.snaptrade.com/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection.
739
+
740
+ *Please contact support for access as this endpoint is not enabled by default.*
741
+
734
742
 
735
743
  #### 🛠️ Usage<a id="🛠️-usage"></a>
736
744
 
737
745
  ```ruby
738
746
  result = snaptrade.connections.refresh_brokerage_authorization(
739
- authorization_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
747
+ authorization_id: "87b24961-b51e-4db8-9226-f198f6518a89",
740
748
  user_id: "snaptrade-user-123",
741
- user_secret: "USERSECRET123",
749
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
742
750
  )
743
751
  p result
744
752
  ```
@@ -746,8 +754,6 @@ p result
746
754
  #### ⚙️ Parameters<a id="⚙️-parameters"></a>
747
755
 
748
756
  ##### authorization_id: `String`<a id="authorization_id-string"></a>
749
- The ID of a brokerage authorization object.
750
-
751
757
  ##### user_id: `String`<a id="user_id-string"></a>
752
758
  ##### user_secret: `String`<a id="user_secret-string"></a>
753
759
  #### 🔄 Return<a id="🔄-return"></a>
@@ -765,23 +771,21 @@ The ID of a brokerage authorization object.
765
771
 
766
772
  ### `snaptrade.connections.remove_brokerage_authorization`<a id="snaptradeconnectionsremove_brokerage_authorization"></a>
767
773
 
768
- Deletes a specified brokerage authorization given by the ID.
774
+ Deletes the connection specified by the ID. This will also delete all accounts and holdings associated with the connection. This action is irreversible. This endpoint is synchronous, a 204 response indicates that the connection has been successfully deleted.
769
775
 
770
776
  #### 🛠️ Usage<a id="🛠️-usage"></a>
771
777
 
772
778
  ```ruby
773
779
  snaptrade.connections.remove_brokerage_authorization(
774
- authorization_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
780
+ authorization_id: "87b24961-b51e-4db8-9226-f198f6518a89",
775
781
  user_id: "snaptrade-user-123",
776
- user_secret: "USERSECRET123",
782
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
777
783
  )
778
784
  ```
779
785
 
780
786
  #### ⚙️ Parameters<a id="⚙️-parameters"></a>
781
787
 
782
788
  ##### authorization_id: `String`<a id="authorization_id-string"></a>
783
- The ID of the Authorization to delete.
784
-
785
789
  ##### user_id: `String`<a id="user_id-string"></a>
786
790
  ##### user_secret: `String`<a id="user_secret-string"></a>
787
791
  #### 🌐 Endpoint<a id="🌐-endpoint"></a>
@@ -851,7 +855,7 @@ result = snaptrade.options.get_option_strategy(
851
855
  ],
852
856
  strategy_type: "CUSTOM",
853
857
  user_id: "snaptrade-user-123",
854
- user_secret: "USERSECRET123",
858
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
855
859
  account_id: "accountId_example",
856
860
  )
857
861
  p result
@@ -889,7 +893,7 @@ Returns the option chain for the specified symbol in the specified account.
889
893
  ```ruby
890
894
  result = snaptrade.options.get_options_chain(
891
895
  user_id: "snaptrade-user-123",
892
- user_secret: "USERSECRET123",
896
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
893
897
  account_id: "accountId_example",
894
898
  symbol: "symbol_example",
895
899
  )
@@ -929,7 +933,7 @@ Returns a Strategy Quotes object which has latest market data of the specified o
929
933
  ```ruby
930
934
  result = snaptrade.options.get_options_strategy_quote(
931
935
  user_id: "snaptrade-user-123",
932
- user_secret: "USERSECRET123",
936
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
933
937
  account_id: "accountId_example",
934
938
  option_strategy_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
935
939
  )
@@ -971,7 +975,7 @@ The data returned here is cached. How long the data is cached for varies by brok
971
975
  ```ruby
972
976
  result = snaptrade.options.list_option_holdings(
973
977
  user_id: "snaptrade-user-123",
974
- user_secret: "USERSECRET123",
978
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
975
979
  account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
976
980
  )
977
981
  p result
@@ -1006,7 +1010,7 @@ result = snaptrade.options.place_option_strategy(
1006
1010
  order_type: "Limit",
1007
1011
  time_in_force: "FOK",
1008
1012
  user_id: "snaptrade-user-123",
1009
- user_secret: "USERSECRET123",
1013
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
1010
1014
  account_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
1011
1015
  option_strategy_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
1012
1016
  price: 31.33,
@@ -1328,7 +1332,7 @@ provided search string, matching on ticker and name.
1328
1332
  ```ruby
1329
1333
  result = snaptrade.reference_data.symbol_search_user_account(
1330
1334
  user_id: "snaptrade-user-123",
1331
- user_secret: "USERSECRET123",
1335
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
1332
1336
  account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
1333
1337
  substring: "apple",
1334
1338
  )
@@ -1367,7 +1371,7 @@ This will only work if the order has not yet been executed.
1367
1371
  ```ruby
1368
1372
  result = snaptrade.trading.cancel_user_account_order(
1369
1373
  user_id: "snaptrade-user-123",
1370
- user_secret: "USERSECRET123",
1374
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
1371
1375
  account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
1372
1376
  brokerage_order_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
1373
1377
  )
@@ -1404,7 +1408,7 @@ Return the trade object and it's impact on the account for the specified order.
1404
1408
  ```ruby
1405
1409
  result = snaptrade.trading.get_order_impact(
1406
1410
  user_id: "snaptrade-user-123",
1407
- user_secret: "USERSECRET123",
1411
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
1408
1412
  account_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
1409
1413
  action: "BUY",
1410
1414
  order_type: "Limit",
@@ -1464,7 +1468,7 @@ Returns quote(s) from the brokerage for the specified symbol(s).
1464
1468
  ```ruby
1465
1469
  result = snaptrade.trading.get_user_account_quotes(
1466
1470
  user_id: "snaptrade-user-123",
1467
- user_secret: "USERSECRET123",
1471
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
1468
1472
  symbols: "symbols_example",
1469
1473
  account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
1470
1474
  use_ticker: true,
@@ -1507,7 +1511,7 @@ Places a specified trade in the specified account.
1507
1511
  ```ruby
1508
1512
  result = snaptrade.trading.place_force_order(
1509
1513
  user_id: "snaptrade-user-123",
1510
- user_secret: "USERSECRET123",
1514
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
1511
1515
  account_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
1512
1516
  action: "BUY",
1513
1517
  order_type: "Limit",
@@ -1570,7 +1574,7 @@ returns the status of the order from the brokerage.
1570
1574
  result = snaptrade.trading.place_order(
1571
1575
  trade_id: "tradeId_example",
1572
1576
  user_id: "snaptrade-user-123",
1573
- user_secret: "USERSECRET123",
1577
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
1574
1578
  wait_to_confirm: true,
1575
1579
  )
1576
1580
  p result
@@ -1616,7 +1620,7 @@ The data returned here is always cached and refreshed once a day. **If you need
1616
1620
  ```ruby
1617
1621
  result = snaptrade.transactions_and_reporting.get_activities(
1618
1622
  user_id: "snaptrade-user-123",
1619
- user_secret: "USERSECRET123",
1623
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
1620
1624
  start_date: "2022-01-24",
1621
1625
  end_date: "2022-01-24",
1622
1626
  accounts: "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2",
@@ -1683,7 +1687,7 @@ result = snaptrade.transactions_and_reporting.get_reporting_custom_range(
1683
1687
  start_date: "2022-01-24",
1684
1688
  end_date: "2022-01-24",
1685
1689
  user_id: "snaptrade-user-123",
1686
- user_secret: "USERSECRET123",
1690
+ user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
1687
1691
  accounts: "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2",
1688
1692
  detailed: true,
1689
1693
  frequency: "monthly",
@@ -684,7 +684,7 @@ module SnapTrade
684
684
 
685
685
  # List accounts
686
686
  #
687
- # Returns all brokerage accounts known to SnapTrade for the authenticated user.
687
+ # Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
688
688
  #
689
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**.
690
690
  #
@@ -698,7 +698,7 @@ module SnapTrade
698
698
 
699
699
  # List accounts
700
700
  #
701
- # Returns all brokerage accounts known to SnapTrade for the authenticated user.
701
+ # Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
702
702
  #
703
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**.
704
704
  #
@@ -710,7 +710,7 @@ module SnapTrade
710
710
  end
711
711
 
712
712
  # List accounts
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**.
713
+ # Returns all brokerage accounts across all connections 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**.
714
714
  # @param user_id [String]
715
715
  # @param user_secret [String]
716
716
  # @param [Hash] opts the optional parameters
@@ -721,7 +721,7 @@ module SnapTrade
721
721
  end
722
722
 
723
723
  # List accounts
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**.
724
+ # Returns all brokerage accounts across all connections 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**.
725
725
  # @param user_id [String]
726
726
  # @param user_secret [String]
727
727
  # @param [Hash] opts the optional parameters
@@ -105,7 +105,7 @@ module SnapTrade
105
105
 
106
106
  # List all users
107
107
  #
108
- # Returns a list of all registered user IDs.
108
+ # Returns a list of all registered user IDs. Please note that the response is not currently paginated.
109
109
  #
110
110
  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
111
111
  def list_snap_trade_users(extra: {})
@@ -115,7 +115,7 @@ module SnapTrade
115
115
 
116
116
  # List all users
117
117
  #
118
- # Returns a list of all registered user IDs.
118
+ # Returns a list of all registered user IDs. Please note that the response is not currently paginated.
119
119
  #
120
120
  # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
121
121
  def list_snap_trade_users_with_http_info(extra: {})
@@ -123,7 +123,7 @@ module SnapTrade
123
123
  end
124
124
 
125
125
  # List all users
126
- # Returns a list of all registered user IDs.
126
+ # Returns a list of all registered user IDs. Please note that the response is not currently paginated.
127
127
  # @param [Hash] opts the optional parameters
128
128
  # @return [Array<String>]
129
129
  private def list_snap_trade_users_impl(opts = {})
@@ -132,7 +132,7 @@ module SnapTrade
132
132
  end
133
133
 
134
134
  # List all users
135
- # Returns a list of all registered user IDs.
135
+ # Returns a list of all registered user IDs. Please note that the response is not currently paginated.
136
136
  # @param [Hash] opts the optional parameters
137
137
  # @return [Array<(Array<String>, Integer, Hash)>] Array<String> data, response status code and response headers
138
138
  private def list_snap_trade_users_with_http_info_impl(opts = {})
@@ -314,8 +314,8 @@ module SnapTrade
314
314
 
315
315
  # Register user
316
316
  #
317
- # Registers a new SnapTrade user under your ClientID. A user secret will be automatically generated for you and must be properly stored in your database.
318
- # Most SnapTrade operations require a user ID and user secret to be passed as a parameter.
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 ClientID. A user secret will be automatically generated for you and must be properly stored in your database.
334
- # Most SnapTrade operations require a user ID and user secret to be passed as a parameter.
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 ClientID. A user secret will be automatically generated for you and must be properly stored in your database. Most SnapTrade operations require a user ID and user secret to be passed as a parameter.
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 ClientID. A user secret will be automatically generated for you and must be properly stored in your database. Most SnapTrade operations require a user ID and user secret to be passed as a parameter.
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 by SnapTrade. This is privileged information and if compromised, should be rotated via the [rotate user secret endpoint](/reference/Authentication/Authentication_resetSnapTradeUserSecret)
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 by SnapTrade. This is privileged information and if compromised, should be rotated via the [rotate user secret endpoint](/reference/Authentication/Authentication_resetSnapTradeUserSecret)
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: {})