snaptrade 2.0.7 → 2.0.9

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (431) hide show
  1. checksums.yaml +4 -4
  2. data/Gemfile +1 -0
  3. data/Gemfile.lock +21 -28
  4. data/README.md +1685 -209
  5. data/lib/snaptrade/api/account_information_api.rb +40 -21
  6. data/lib/snaptrade/api/api_status_api.rb +6 -3
  7. data/lib/snaptrade/api/authentication_api.rb +40 -23
  8. data/lib/snaptrade/api/connections_api.rb +16 -9
  9. data/lib/snaptrade/api/error_logs_api.rb +4 -3
  10. data/lib/snaptrade/api/options_api.rb +24 -15
  11. data/lib/snaptrade/api/reference_data_api.rb +46 -23
  12. data/lib/snaptrade/api/trading_api.rb +38 -27
  13. data/lib/snaptrade/api/transactions_and_reporting_api.rb +12 -5
  14. data/lib/snaptrade/api_client.rb +24 -14
  15. data/lib/snaptrade/api_error.rb +0 -1
  16. data/lib/snaptrade/configuration.rb +11 -29
  17. data/lib/snaptrade/models/account.rb +0 -1
  18. data/lib/snaptrade/models/account_balance.rb +0 -1
  19. data/lib/snaptrade/models/account_balance_total.rb +0 -1
  20. data/lib/snaptrade/models/account_holdings.rb +0 -1
  21. data/lib/snaptrade/models/account_holdings_account.rb +0 -1
  22. data/lib/snaptrade/models/account_order_record.rb +3 -2
  23. data/lib/snaptrade/models/account_order_record_status.rb +0 -1
  24. data/lib/snaptrade/models/account_simple.rb +0 -1
  25. data/lib/snaptrade/models/account_sync_status.rb +0 -1
  26. data/lib/snaptrade/models/action.rb +0 -1
  27. data/lib/snaptrade/models/amount.rb +0 -1
  28. data/lib/snaptrade/models/auth_type.rb +0 -1
  29. data/lib/snaptrade/models/authentication_login_snap_trade_user200_response.rb +0 -1
  30. data/lib/snaptrade/models/balance.rb +0 -1
  31. data/lib/snaptrade/models/brokerage.rb +0 -1
  32. data/lib/snaptrade/models/brokerage_authorization.rb +0 -1
  33. data/lib/snaptrade/models/brokerage_authorization_type.rb +0 -1
  34. data/lib/snaptrade/models/brokerage_authorization_type_read_only.rb +0 -1
  35. data/lib/snaptrade/models/brokerage_authorization_type_read_only_brokerage.rb +0 -1
  36. data/lib/snaptrade/models/brokerage_authorization_type_read_only_type.rb +0 -1
  37. data/lib/snaptrade/models/brokerage_authorization_type_type.rb +0 -1
  38. data/lib/snaptrade/models/brokerage_symbol.rb +0 -1
  39. data/lib/snaptrade/models/brokerage_symbol_option_symbol.rb +0 -1
  40. data/lib/snaptrade/models/brokerage_symbol_symbol.rb +0 -1
  41. data/lib/snaptrade/models/brokerage_type.rb +0 -1
  42. data/lib/snaptrade/models/calculated_trade.rb +0 -1
  43. data/lib/snaptrade/models/cash_restriction.rb +0 -1
  44. data/lib/snaptrade/models/connection_portal_version.rb +0 -1
  45. data/lib/snaptrade/models/connection_type.rb +0 -1
  46. data/lib/snaptrade/models/connections_session_events200_response_inner.rb +0 -1
  47. data/lib/snaptrade/models/currency.rb +0 -1
  48. data/lib/snaptrade/models/delete_user_response.rb +0 -1
  49. data/lib/snaptrade/models/dividend_at_date.rb +0 -1
  50. data/lib/snaptrade/models/encrypted_response.rb +0 -1
  51. data/lib/snaptrade/models/encrypted_response_encrypted_message_data.rb +0 -1
  52. data/lib/snaptrade/models/exchange.rb +0 -1
  53. data/lib/snaptrade/models/exchange_rate_pairs.rb +0 -1
  54. data/lib/snaptrade/models/excluded_asset.rb +0 -1
  55. data/lib/snaptrade/models/jwt.rb +0 -1
  56. data/lib/snaptrade/models/login_redirect_uri.rb +0 -1
  57. data/lib/snaptrade/models/manual_trade.rb +3 -2
  58. data/lib/snaptrade/models/manual_trade_and_impact.rb +0 -1
  59. data/lib/snaptrade/models/manual_trade_balance.rb +0 -1
  60. data/lib/snaptrade/models/manual_trade_form.rb +3 -1
  61. data/lib/snaptrade/models/manual_trade_symbol.rb +0 -1
  62. data/lib/snaptrade/models/model400_failed_request_response.rb +0 -1
  63. data/lib/snaptrade/models/model401_failed_request_response.rb +0 -1
  64. data/lib/snaptrade/models/model403_failed_request_response.rb +0 -1
  65. data/lib/snaptrade/models/model404_failed_request_response.rb +0 -1
  66. data/lib/snaptrade/models/model500_unexpected_exception_response.rb +0 -1
  67. data/lib/snaptrade/models/model_asset_class.rb +0 -1
  68. data/lib/snaptrade/models/model_asset_class_details.rb +0 -1
  69. data/lib/snaptrade/models/model_asset_class_target.rb +0 -1
  70. data/lib/snaptrade/models/model_portfolio.rb +0 -1
  71. data/lib/snaptrade/models/model_portfolio_asset_class.rb +0 -1
  72. data/lib/snaptrade/models/model_portfolio_details.rb +0 -1
  73. data/lib/snaptrade/models/model_portfolio_security.rb +0 -1
  74. data/lib/snaptrade/models/model_type.rb +0 -1
  75. data/lib/snaptrade/models/monthly_dividends.rb +0 -1
  76. data/lib/snaptrade/models/net_contributions.rb +0 -1
  77. data/lib/snaptrade/models/net_dividend.rb +0 -1
  78. data/lib/snaptrade/models/option_chain_inner.rb +0 -1
  79. data/lib/snaptrade/models/option_chain_inner_chain_per_root_inner.rb +0 -1
  80. data/lib/snaptrade/models/option_chain_inner_chain_per_root_inner_chain_per_strike_price_inner.rb +0 -1
  81. data/lib/snaptrade/models/option_leg.rb +0 -1
  82. data/lib/snaptrade/models/option_leg_action.rb +0 -1
  83. data/lib/snaptrade/models/option_strategy.rb +0 -1
  84. data/lib/snaptrade/models/option_strategy_legs_inner.rb +0 -1
  85. data/lib/snaptrade/models/option_type.rb +0 -1
  86. data/lib/snaptrade/models/options_get_option_strategy_request.rb +0 -1
  87. data/lib/snaptrade/models/options_holdings.rb +0 -1
  88. data/lib/snaptrade/models/options_place_option_strategy_request.rb +2 -1
  89. data/lib/snaptrade/models/options_position.rb +0 -1
  90. data/lib/snaptrade/models/options_position_currency.rb +0 -1
  91. data/lib/snaptrade/models/options_symbol.rb +0 -1
  92. data/lib/snaptrade/models/order_type.rb +0 -1
  93. data/lib/snaptrade/models/partner_data.rb +0 -1
  94. data/lib/snaptrade/models/past_value.rb +0 -1
  95. data/lib/snaptrade/models/performance_custom.rb +0 -1
  96. data/lib/snaptrade/models/portfolio_group.rb +0 -1
  97. data/lib/snaptrade/models/portfolio_group_info.rb +0 -1
  98. data/lib/snaptrade/models/portfolio_group_position.rb +0 -1
  99. data/lib/snaptrade/models/portfolio_group_settings.rb +0 -1
  100. data/lib/snaptrade/models/position.rb +0 -1
  101. data/lib/snaptrade/models/position_symbol.rb +0 -1
  102. data/lib/snaptrade/models/redirect_tokenand_pin.rb +0 -1
  103. data/lib/snaptrade/models/security_type.rb +0 -1
  104. data/lib/snaptrade/models/session_event.rb +0 -1
  105. data/lib/snaptrade/models/session_event_type.rb +0 -1
  106. data/lib/snaptrade/models/snap_trade_api_disclaimer_accept_status.rb +0 -1
  107. data/lib/snaptrade/models/snap_trade_holdings_account.rb +0 -1
  108. data/lib/snaptrade/models/snap_trade_holdings_account_account_id.rb +0 -1
  109. data/lib/snaptrade/models/snap_trade_holdings_total_value.rb +0 -1
  110. data/lib/snaptrade/models/snap_trade_login_user_request_body.rb +2 -1
  111. data/lib/snaptrade/models/snap_trade_register_user_request_body.rb +0 -1
  112. data/lib/snaptrade/models/state.rb +0 -1
  113. data/lib/snaptrade/models/status.rb +0 -1
  114. data/lib/snaptrade/models/strategy_impact.rb +0 -1
  115. data/lib/snaptrade/models/strategy_impact_legs_inner.rb +0 -1
  116. data/lib/snaptrade/models/strategy_order_place.rb +0 -1
  117. data/lib/snaptrade/models/strategy_order_place_orders_inner.rb +0 -1
  118. data/lib/snaptrade/models/strategy_order_place_orders_inner_legs_inner.rb +0 -1
  119. data/lib/snaptrade/models/strategy_order_record.rb +1 -1
  120. data/lib/snaptrade/models/strategy_order_record_status.rb +0 -1
  121. data/lib/snaptrade/models/strategy_quotes.rb +0 -1
  122. data/lib/snaptrade/models/strategy_quotes_greek.rb +0 -1
  123. data/lib/snaptrade/models/strategy_type.rb +0 -1
  124. data/lib/snaptrade/models/sub_period_return_rate.rb +0 -1
  125. data/lib/snaptrade/models/symbol.rb +0 -1
  126. data/lib/snaptrade/models/symbol_query.rb +0 -1
  127. data/lib/snaptrade/models/symbols_quotes_inner.rb +0 -1
  128. data/lib/snaptrade/models/target_asset.rb +0 -1
  129. data/lib/snaptrade/models/time_in_force_strict.rb +0 -1
  130. data/lib/snaptrade/models/trade.rb +0 -1
  131. data/lib/snaptrade/models/trade_action.rb +0 -1
  132. data/lib/snaptrade/models/trade_execution_status.rb +2 -1
  133. data/lib/snaptrade/models/trade_execution_status_action.rb +0 -1
  134. data/lib/snaptrade/models/trade_impact.rb +0 -1
  135. data/lib/snaptrade/models/trading_cancel_user_account_order_request.rb +0 -1
  136. data/lib/snaptrade/models/trading_place_oco_order_request.rb +0 -1
  137. data/lib/snaptrade/models/transactions_status.rb +0 -1
  138. data/lib/snaptrade/models/type.rb +0 -1
  139. data/lib/snaptrade/models/underlying_symbol.rb +0 -1
  140. data/lib/snaptrade/models/universal_activity.rb +0 -1
  141. data/lib/snaptrade/models/universal_symbol.rb +0 -1
  142. data/lib/snaptrade/models/us_exchange.rb +0 -1
  143. data/lib/snaptrade/models/user_error_log.rb +0 -1
  144. data/lib/snaptrade/models/user_i_dand_secret.rb +0 -1
  145. data/lib/snaptrade/models/user_settings.rb +0 -1
  146. data/lib/snaptrade/models/validated_trade_body.rb +0 -1
  147. data/lib/snaptrade/version.rb +1 -2
  148. data/lib/snaptrade.rb +50 -18
  149. data/snaptrade.gemspec +0 -1
  150. data/spec/api/account_information_api_spec.rb +0 -1
  151. data/spec/api/api_status_api_spec.rb +0 -1
  152. data/spec/api/authentication_api_spec.rb +0 -1
  153. data/spec/api/connections_api_spec.rb +0 -1
  154. data/spec/api/error_logs_api_spec.rb +0 -1
  155. data/spec/api/options_api_spec.rb +0 -1
  156. data/spec/api/reference_data_api_spec.rb +0 -1
  157. data/spec/api/trading_api_spec.rb +0 -1
  158. data/spec/api/transactions_and_reporting_api_spec.rb +0 -1
  159. data/spec/api_client_spec.rb +0 -1
  160. data/spec/configuration_spec.rb +0 -1
  161. data/spec/models/account_balance_spec.rb +0 -1
  162. data/spec/models/account_balance_total_spec.rb +0 -1
  163. data/spec/models/account_holdings_account_spec.rb +0 -1
  164. data/spec/models/account_holdings_spec.rb +0 -1
  165. data/spec/models/account_order_record_spec.rb +0 -1
  166. data/spec/models/account_order_record_status_spec.rb +0 -1
  167. data/spec/models/account_simple_spec.rb +0 -1
  168. data/spec/models/account_spec.rb +0 -1
  169. data/spec/models/account_sync_status_spec.rb +0 -1
  170. data/spec/models/action_spec.rb +0 -1
  171. data/spec/models/amount_spec.rb +0 -1
  172. data/spec/models/auth_type_spec.rb +0 -1
  173. data/spec/models/authentication_login_snap_trade_user200_response_spec.rb +0 -1
  174. data/spec/models/balance_spec.rb +0 -1
  175. data/spec/models/brokerage_authorization_spec.rb +0 -1
  176. data/spec/models/brokerage_authorization_type_read_only_brokerage_spec.rb +0 -1
  177. data/spec/models/brokerage_authorization_type_read_only_spec.rb +0 -1
  178. data/spec/models/brokerage_authorization_type_read_only_type_spec.rb +0 -1
  179. data/spec/models/brokerage_authorization_type_spec.rb +0 -1
  180. data/spec/models/brokerage_authorization_type_type_spec.rb +0 -1
  181. data/spec/models/brokerage_spec.rb +0 -1
  182. data/spec/models/brokerage_symbol_option_symbol_spec.rb +0 -1
  183. data/spec/models/brokerage_symbol_spec.rb +0 -1
  184. data/spec/models/brokerage_symbol_symbol_spec.rb +0 -1
  185. data/spec/models/brokerage_type_spec.rb +0 -1
  186. data/spec/models/calculated_trade_spec.rb +0 -1
  187. data/spec/models/cash_restriction_spec.rb +0 -1
  188. data/spec/models/connection_portal_version_spec.rb +0 -1
  189. data/spec/models/connection_type_spec.rb +0 -1
  190. data/spec/models/connections_session_events200_response_inner_spec.rb +0 -1
  191. data/spec/models/currency_spec.rb +0 -1
  192. data/spec/models/delete_user_response_spec.rb +0 -1
  193. data/spec/models/dividend_at_date_spec.rb +0 -1
  194. data/spec/models/encrypted_response_encrypted_message_data_spec.rb +0 -1
  195. data/spec/models/encrypted_response_spec.rb +0 -1
  196. data/spec/models/exchange_rate_pairs_spec.rb +0 -1
  197. data/spec/models/exchange_spec.rb +0 -1
  198. data/spec/models/excluded_asset_spec.rb +0 -1
  199. data/spec/models/jwt_spec.rb +0 -1
  200. data/spec/models/login_redirect_uri_spec.rb +0 -1
  201. data/spec/models/manual_trade_and_impact_spec.rb +0 -1
  202. data/spec/models/manual_trade_balance_spec.rb +0 -1
  203. data/spec/models/manual_trade_form_spec.rb +0 -1
  204. data/spec/models/manual_trade_spec.rb +0 -1
  205. data/spec/models/manual_trade_symbol_spec.rb +0 -1
  206. data/spec/models/model400_failed_request_response_spec.rb +0 -1
  207. data/spec/models/model401_failed_request_response_spec.rb +0 -1
  208. data/spec/models/model403_failed_request_response_spec.rb +0 -1
  209. data/spec/models/model404_failed_request_response_spec.rb +0 -1
  210. data/spec/models/model500_unexpected_exception_response_spec.rb +0 -1
  211. data/spec/models/model_asset_class_details_spec.rb +0 -1
  212. data/spec/models/model_asset_class_spec.rb +0 -1
  213. data/spec/models/model_asset_class_target_spec.rb +0 -1
  214. data/spec/models/model_portfolio_asset_class_spec.rb +0 -1
  215. data/spec/models/model_portfolio_details_spec.rb +0 -1
  216. data/spec/models/model_portfolio_security_spec.rb +0 -1
  217. data/spec/models/model_portfolio_spec.rb +0 -1
  218. data/spec/models/model_type_spec.rb +0 -1
  219. data/spec/models/monthly_dividends_spec.rb +0 -1
  220. data/spec/models/net_contributions_spec.rb +0 -1
  221. data/spec/models/net_dividend_spec.rb +0 -1
  222. data/spec/models/option_chain_inner_chain_per_root_inner_chain_per_strike_price_inner_spec.rb +0 -1
  223. data/spec/models/option_chain_inner_chain_per_root_inner_spec.rb +0 -1
  224. data/spec/models/option_chain_inner_spec.rb +0 -1
  225. data/spec/models/option_leg_action_spec.rb +0 -1
  226. data/spec/models/option_leg_spec.rb +0 -1
  227. data/spec/models/option_strategy_legs_inner_spec.rb +0 -1
  228. data/spec/models/option_strategy_spec.rb +0 -1
  229. data/spec/models/option_type_spec.rb +0 -1
  230. data/spec/models/options_get_option_strategy_request_spec.rb +0 -1
  231. data/spec/models/options_holdings_spec.rb +0 -1
  232. data/spec/models/options_place_option_strategy_request_spec.rb +0 -1
  233. data/spec/models/options_position_currency_spec.rb +0 -1
  234. data/spec/models/options_position_spec.rb +0 -1
  235. data/spec/models/options_symbol_spec.rb +0 -1
  236. data/spec/models/order_type_spec.rb +0 -1
  237. data/spec/models/partner_data_spec.rb +0 -1
  238. data/spec/models/past_value_spec.rb +0 -1
  239. data/spec/models/performance_custom_spec.rb +0 -1
  240. data/spec/models/portfolio_group_info_spec.rb +0 -1
  241. data/spec/models/portfolio_group_position_spec.rb +0 -1
  242. data/spec/models/portfolio_group_settings_spec.rb +0 -1
  243. data/spec/models/portfolio_group_spec.rb +0 -1
  244. data/spec/models/position_spec.rb +0 -1
  245. data/spec/models/position_symbol_spec.rb +0 -1
  246. data/spec/models/redirect_tokenand_pin_spec.rb +0 -1
  247. data/spec/models/security_type_spec.rb +0 -1
  248. data/spec/models/session_event_spec.rb +0 -1
  249. data/spec/models/session_event_type_spec.rb +0 -1
  250. data/spec/models/snap_trade_api_disclaimer_accept_status_spec.rb +0 -1
  251. data/spec/models/snap_trade_holdings_account_account_id_spec.rb +0 -1
  252. data/spec/models/snap_trade_holdings_account_spec.rb +0 -1
  253. data/spec/models/snap_trade_holdings_total_value_spec.rb +0 -1
  254. data/spec/models/snap_trade_login_user_request_body_spec.rb +0 -1
  255. data/spec/models/snap_trade_register_user_request_body_spec.rb +0 -1
  256. data/spec/models/state_spec.rb +0 -1
  257. data/spec/models/status_spec.rb +0 -1
  258. data/spec/models/strategy_impact_legs_inner_spec.rb +0 -1
  259. data/spec/models/strategy_impact_spec.rb +0 -1
  260. data/spec/models/strategy_order_place_orders_inner_legs_inner_spec.rb +0 -1
  261. data/spec/models/strategy_order_place_orders_inner_spec.rb +0 -1
  262. data/spec/models/strategy_order_place_spec.rb +0 -1
  263. data/spec/models/strategy_order_record_spec.rb +0 -1
  264. data/spec/models/strategy_order_record_status_spec.rb +0 -1
  265. data/spec/models/strategy_quotes_greek_spec.rb +0 -1
  266. data/spec/models/strategy_quotes_spec.rb +0 -1
  267. data/spec/models/strategy_type_spec.rb +0 -1
  268. data/spec/models/sub_period_return_rate_spec.rb +0 -1
  269. data/spec/models/symbol_query_spec.rb +0 -1
  270. data/spec/models/symbol_spec.rb +0 -1
  271. data/spec/models/symbols_quotes_inner_spec.rb +0 -1
  272. data/spec/models/target_asset_spec.rb +0 -1
  273. data/spec/models/time_in_force_strict_spec.rb +0 -1
  274. data/spec/models/trade_action_spec.rb +0 -1
  275. data/spec/models/trade_execution_status_action_spec.rb +0 -1
  276. data/spec/models/trade_execution_status_spec.rb +0 -1
  277. data/spec/models/trade_impact_spec.rb +0 -1
  278. data/spec/models/trade_spec.rb +0 -1
  279. data/spec/models/trading_cancel_user_account_order_request_spec.rb +0 -1
  280. data/spec/models/trading_place_oco_order_request_spec.rb +0 -1
  281. data/spec/models/transactions_status_spec.rb +0 -1
  282. data/spec/models/type_spec.rb +0 -1
  283. data/spec/models/underlying_symbol_spec.rb +0 -1
  284. data/spec/models/universal_activity_spec.rb +0 -1
  285. data/spec/models/universal_symbol_spec.rb +0 -1
  286. data/spec/models/us_exchange_spec.rb +0 -1
  287. data/spec/models/user_error_log_spec.rb +0 -1
  288. data/spec/models/user_i_dand_secret_spec.rb +0 -1
  289. data/spec/models/user_settings_spec.rb +0 -1
  290. data/spec/models/validated_trade_body_spec.rb +0 -1
  291. data/spec/spec_helper.rb +0 -1
  292. metadata +3 -142
  293. data/docs/APIStatusApi.md +0 -57
  294. data/docs/Account.md +0 -38
  295. data/docs/AccountBalance.md +0 -18
  296. data/docs/AccountBalanceTotal.md +0 -20
  297. data/docs/AccountHoldings.md +0 -24
  298. data/docs/AccountHoldingsAccount.md +0 -26
  299. data/docs/AccountInformationApi.md +0 -544
  300. data/docs/AccountOrderRecord.md +0 -52
  301. data/docs/AccountOrderRecordStatus.md +0 -15
  302. data/docs/AccountSimple.md +0 -24
  303. data/docs/AccountSyncStatus.md +0 -18
  304. data/docs/Action.md +0 -15
  305. data/docs/Amount.md +0 -20
  306. data/docs/AuthType.md +0 -15
  307. data/docs/AuthenticationApi.md +0 -380
  308. data/docs/AuthenticationLoginSnapTradeUser200Response.md +0 -49
  309. data/docs/Balance.md +0 -22
  310. data/docs/Brokerage.md +0 -56
  311. data/docs/BrokerageAuthorization.md +0 -34
  312. data/docs/BrokerageAuthorizationType.md +0 -18
  313. data/docs/BrokerageAuthorizationTypeReadOnly.md +0 -24
  314. data/docs/BrokerageAuthorizationTypeReadOnlyBrokerage.md +0 -22
  315. data/docs/BrokerageAuthorizationTypeReadOnlyType.md +0 -15
  316. data/docs/BrokerageAuthorizationTypeType.md +0 -15
  317. data/docs/BrokerageSymbol.md +0 -28
  318. data/docs/BrokerageSymbolOptionSymbol.md +0 -34
  319. data/docs/BrokerageSymbolSymbol.md +0 -34
  320. data/docs/BrokerageType.md +0 -20
  321. data/docs/CalculatedTrade.md +0 -20
  322. data/docs/CashRestriction.md +0 -26
  323. data/docs/ConnectionPortalVersion.md +0 -15
  324. data/docs/ConnectionType.md +0 -15
  325. data/docs/ConnectionsApi.md +0 -265
  326. data/docs/ConnectionsSessionEvents200ResponseInner.md +0 -30
  327. data/docs/Currency.md +0 -22
  328. data/docs/DeleteUserResponse.md +0 -20
  329. data/docs/DividendAtDate.md +0 -22
  330. data/docs/EncryptedResponse.md +0 -20
  331. data/docs/EncryptedResponseEncryptedMessageData.md +0 -22
  332. data/docs/ErrorLogsApi.md +0 -68
  333. data/docs/Exchange.md +0 -32
  334. data/docs/ExchangeRatePairs.md +0 -22
  335. data/docs/ExcludedAsset.md +0 -18
  336. data/docs/JWT.md +0 -18
  337. data/docs/LoginRedirectURI.md +0 -20
  338. data/docs/ManualTrade.md +0 -32
  339. data/docs/ManualTradeAndImpact.md +0 -22
  340. data/docs/ManualTradeBalance.md +0 -22
  341. data/docs/ManualTradeForm.md +0 -34
  342. data/docs/ManualTradeSymbol.md +0 -28
  343. data/docs/Model400FailedRequestResponse.md +0 -20
  344. data/docs/Model401FailedRequestResponse.md +0 -20
  345. data/docs/Model403FailedRequestResponse.md +0 -20
  346. data/docs/Model404FailedRequestResponse.md +0 -20
  347. data/docs/Model500UnexpectedExceptionResponse.md +0 -22
  348. data/docs/ModelAssetClass.md +0 -20
  349. data/docs/ModelAssetClassDetails.md +0 -20
  350. data/docs/ModelAssetClassTarget.md +0 -18
  351. data/docs/ModelPortfolio.md +0 -22
  352. data/docs/ModelPortfolioAssetClass.md +0 -20
  353. data/docs/ModelPortfolioDetails.md +0 -22
  354. data/docs/ModelPortfolioSecurity.md +0 -20
  355. data/docs/ModelType.md +0 -15
  356. data/docs/MonthlyDividends.md +0 -20
  357. data/docs/NetContributions.md +0 -22
  358. data/docs/NetDividend.md +0 -22
  359. data/docs/OptionChainInner.md +0 -26
  360. data/docs/OptionChainInnerChainPerRootInner.md +0 -22
  361. data/docs/OptionChainInnerChainPerRootInnerChainPerStrikePriceInner.md +0 -22
  362. data/docs/OptionLeg.md +0 -22
  363. data/docs/OptionLegAction.md +0 -15
  364. data/docs/OptionStrategy.md +0 -26
  365. data/docs/OptionStrategyLegsInner.md +0 -24
  366. data/docs/OptionType.md +0 -15
  367. data/docs/OptionsApi.md +0 -390
  368. data/docs/OptionsGetOptionStrategyRequest.md +0 -22
  369. data/docs/OptionsHoldings.md +0 -28
  370. data/docs/OptionsPlaceOptionStrategyRequest.md +0 -22
  371. data/docs/OptionsPosition.md +0 -26
  372. data/docs/OptionsPositionCurrency.md +0 -22
  373. data/docs/OptionsSymbol.md +0 -34
  374. data/docs/OrderType.md +0 -15
  375. data/docs/PartnerData.md +0 -40
  376. data/docs/PastValue.md +0 -22
  377. data/docs/PerformanceCustom.md +0 -54
  378. data/docs/PortfolioGroup.md +0 -20
  379. data/docs/PortfolioGroupInfo.md +0 -38
  380. data/docs/PortfolioGroupPosition.md +0 -22
  381. data/docs/PortfolioGroupSettings.md +0 -26
  382. data/docs/Position.md +0 -28
  383. data/docs/PositionSymbol.md +0 -28
  384. data/docs/RedirectTokenandPin.md +0 -20
  385. data/docs/ReferenceDataApi.md +0 -592
  386. data/docs/SecurityType.md +0 -24
  387. data/docs/SessionEvent.md +0 -30
  388. data/docs/SessionEventType.md +0 -15
  389. data/docs/SnapTradeAPIDisclaimerAcceptStatus.md +0 -20
  390. data/docs/SnapTradeHoldingsAccount.md +0 -32
  391. data/docs/SnapTradeHoldingsAccountAccountId.md +0 -34
  392. data/docs/SnapTradeHoldingsTotalValue.md +0 -20
  393. data/docs/SnapTradeLoginUserRequestBody.md +0 -28
  394. data/docs/SnapTradeRegisterUserRequestBody.md +0 -18
  395. data/docs/State.md +0 -15
  396. data/docs/Status.md +0 -22
  397. data/docs/StrategyImpact.md +0 -38
  398. data/docs/StrategyImpactLegsInner.md +0 -30
  399. data/docs/StrategyOrderPlace.md +0 -20
  400. data/docs/StrategyOrderPlaceOrdersInner.md +0 -102
  401. data/docs/StrategyOrderPlaceOrdersInnerLegsInner.md +0 -30
  402. data/docs/StrategyOrderRecord.md +0 -38
  403. data/docs/StrategyOrderRecordStatus.md +0 -15
  404. data/docs/StrategyQuotes.md +0 -28
  405. data/docs/StrategyQuotesGreek.md +0 -26
  406. data/docs/StrategyType.md +0 -15
  407. data/docs/SubPeriodReturnRate.md +0 -22
  408. data/docs/Symbol.md +0 -32
  409. data/docs/SymbolQuery.md +0 -18
  410. data/docs/SymbolsQuotesInner.md +0 -28
  411. data/docs/TargetAsset.md +0 -28
  412. data/docs/TimeInForceStrict.md +0 -15
  413. data/docs/Trade.md +0 -32
  414. data/docs/TradeAction.md +0 -15
  415. data/docs/TradeExecutionStatus.md +0 -34
  416. data/docs/TradeExecutionStatusAction.md +0 -15
  417. data/docs/TradeImpact.md +0 -26
  418. data/docs/TradingApi.md +0 -491
  419. data/docs/TradingCancelUserAccountOrderRequest.md +0 -18
  420. data/docs/TradingPlaceOCOOrderRequest.md +0 -20
  421. data/docs/TransactionsAndReportingApi.md +0 -183
  422. data/docs/TransactionsStatus.md +0 -20
  423. data/docs/Type.md +0 -15
  424. data/docs/USExchange.md +0 -34
  425. data/docs/UnderlyingSymbol.md +0 -32
  426. data/docs/UniversalActivity.md +0 -50
  427. data/docs/UniversalSymbol.md +0 -34
  428. data/docs/UserErrorLog.md +0 -28
  429. data/docs/UserIDandSecret.md +0 -20
  430. data/docs/UserSettings.md +0 -36
  431. data/docs/ValidatedTradeBody.md +0 -18
data/README.md CHANGED
@@ -1,224 +1,1700 @@
1
- # snaptrade
1
+ <div align="center">
2
+
3
+ [![Visit SnapTrade](./header.png)](https://snaptrade.com)
4
+
5
+ # [SnapTrade](https://snaptrade.com)<a id="snaptrade"></a>
2
6
 
3
7
  Connect brokerage accounts to your app for live positions and trading
4
8
 
5
- For more information, please visit [https://snaptrade.com/](https://snaptrade.com/)
9
+ [![npm](https://img.shields.io/badge/gem-v2.0.9-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.9)
10
+ [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
11
+
12
+ </div>
13
+
14
+ ## Table of Contents<a id="table-of-contents"></a>
6
15
 
7
- ## Installation
16
+ <!-- toc -->
17
+
18
+ - [Installation](#installation)
19
+ - [Getting Started](#getting-started)
20
+ - [Raw HTTP Response](#raw-http-response)
21
+ - [Reference](#reference)
22
+ * [`snaptrade.account_information.get_all_user_holdings`](#snaptradeaccount_informationget_all_user_holdings)
23
+ * [`snaptrade.account_information.get_user_account_balance`](#snaptradeaccount_informationget_user_account_balance)
24
+ * [`snaptrade.account_information.get_user_account_details`](#snaptradeaccount_informationget_user_account_details)
25
+ * [`snaptrade.account_information.get_user_account_orders`](#snaptradeaccount_informationget_user_account_orders)
26
+ * [`snaptrade.account_information.get_user_account_positions`](#snaptradeaccount_informationget_user_account_positions)
27
+ * [`snaptrade.account_information.get_user_holdings`](#snaptradeaccount_informationget_user_holdings)
28
+ * [`snaptrade.account_information.list_user_accounts`](#snaptradeaccount_informationlist_user_accounts)
29
+ * [`snaptrade.account_information.update_user_account`](#snaptradeaccount_informationupdate_user_account)
30
+ * [`snaptrade.api_status.check`](#snaptradeapi_statuscheck)
31
+ * [`snaptrade.authentication.delete_snap_trade_user`](#snaptradeauthenticationdelete_snap_trade_user)
32
+ * [`snaptrade.authentication.get_user_jwt`](#snaptradeauthenticationget_user_jwt)
33
+ * [`snaptrade.authentication.list_snap_trade_users`](#snaptradeauthenticationlist_snap_trade_users)
34
+ * [`snaptrade.authentication.login_snap_trade_user`](#snaptradeauthenticationlogin_snap_trade_user)
35
+ * [`snaptrade.authentication.register_snap_trade_user`](#snaptradeauthenticationregister_snap_trade_user)
36
+ * [`snaptrade.authentication.reset_snap_trade_user_secret`](#snaptradeauthenticationreset_snap_trade_user_secret)
37
+ * [`snaptrade.connections.detail_brokerage_authorization`](#snaptradeconnectionsdetail_brokerage_authorization)
38
+ * [`snaptrade.connections.list_brokerage_authorizations`](#snaptradeconnectionslist_brokerage_authorizations)
39
+ * [`snaptrade.connections.remove_brokerage_authorization`](#snaptradeconnectionsremove_brokerage_authorization)
40
+ * [`snaptrade.connections.session_events`](#snaptradeconnectionssession_events)
41
+ * [`snaptrade.error_logs.list_user_errors`](#snaptradeerror_logslist_user_errors)
42
+ * [`snaptrade.options.get_option_strategy`](#snaptradeoptionsget_option_strategy)
43
+ * [`snaptrade.options.get_options_chain`](#snaptradeoptionsget_options_chain)
44
+ * [`snaptrade.options.get_options_strategy_quote`](#snaptradeoptionsget_options_strategy_quote)
45
+ * [`snaptrade.options.list_option_holdings`](#snaptradeoptionslist_option_holdings)
46
+ * [`snaptrade.options.place_option_strategy`](#snaptradeoptionsplace_option_strategy)
47
+ * [`snaptrade.reference_data.get_currency_exchange_rate_pair`](#snaptradereference_dataget_currency_exchange_rate_pair)
48
+ * [`snaptrade.reference_data.get_partner_info`](#snaptradereference_dataget_partner_info)
49
+ * [`snaptrade.reference_data.get_security_types`](#snaptradereference_dataget_security_types)
50
+ * [`snaptrade.reference_data.get_stock_exchanges`](#snaptradereference_dataget_stock_exchanges)
51
+ * [`snaptrade.reference_data.get_symbols`](#snaptradereference_dataget_symbols)
52
+ * [`snaptrade.reference_data.get_symbols_by_ticker`](#snaptradereference_dataget_symbols_by_ticker)
53
+ * [`snaptrade.reference_data.list_all_brokerage_authorization_type`](#snaptradereference_datalist_all_brokerage_authorization_type)
54
+ * [`snaptrade.reference_data.list_all_brokerages`](#snaptradereference_datalist_all_brokerages)
55
+ * [`snaptrade.reference_data.list_all_currencies`](#snaptradereference_datalist_all_currencies)
56
+ * [`snaptrade.reference_data.list_all_currencies_rates`](#snaptradereference_datalist_all_currencies_rates)
57
+ * [`snaptrade.reference_data.symbol_search_user_account`](#snaptradereference_datasymbol_search_user_account)
58
+ * [`snaptrade.trading.cancel_user_account_order`](#snaptradetradingcancel_user_account_order)
59
+ * [`snaptrade.trading.get_order_impact`](#snaptradetradingget_order_impact)
60
+ * [`snaptrade.trading.get_user_account_quotes`](#snaptradetradingget_user_account_quotes)
61
+ * [`snaptrade.trading.place_force_order`](#snaptradetradingplace_force_order)
62
+ * [`snaptrade.trading.place_oco_order`](#snaptradetradingplace_oco_order)
63
+ * [`snaptrade.trading.place_order`](#snaptradetradingplace_order)
64
+ * [`snaptrade.transactions_and_reporting.get_activities`](#snaptradetransactions_and_reportingget_activities)
65
+ * [`snaptrade.transactions_and_reporting.get_reporting_custom_range`](#snaptradetransactions_and_reportingget_reporting_custom_range)
66
+
67
+ <!-- tocstop -->
68
+
69
+ ## Installation<a id="installation"></a>
8
70
 
9
71
  Add to Gemfile:
10
72
 
11
73
  ```ruby
12
- gem 'snaptrade', '~> 2.0.7'
74
+ gem 'snaptrade', '~> 2.0.9'
13
75
  ```
14
76
 
15
- ## Getting Started
77
+ ## Getting Started<a id="getting-started"></a>
16
78
 
17
79
  ```ruby
18
80
  require 'snaptrade'
19
81
 
20
- SnapTrade.client_id = "YOUR_CLIENT_ID"
21
- SnapTrade.consumer_key = "YOUR_CONSUMER_KEY"
22
-
23
- user_id = "John.doe@snaptrade.com"
24
- user_secret = "USERSECRET123"
25
- brokerage_authorizations = "917c8734-8470-4a3e-a18f-57c3f2ee6631"
26
-
27
- begin
28
- # List all accounts for the user, plus balances, positions, and orders for each account.
29
- result = SnapTrade::AccountInformation.get_all_user_holdings(
30
- user_id: user_id,
31
- user_secret: user_secret,
32
- brokerage_authorizations: brokerage_authorizations,
33
- )
34
- p result
35
- rescue SnapTrade::ApiError => e
36
- puts "Exception when calling SnapTrade::AccountInformation.get_all_user_holdings: #{e}"
37
- end
38
- ```
39
-
40
- ## Documentation for API Endpoints
41
-
42
- All URIs are relative to *https://api.snaptrade.com/api/v1*
43
-
44
- Class | Method | HTTP request | Description
45
- ------------ | ------------- | ------------- | -------------
46
- *SnapTrade::AccountInformationApi* | [**get_all_user_holdings**](docs/AccountInformationApi.md#get_all_user_holdings) | **GET** /holdings | List all accounts for the user, plus balances, positions, and orders for each account.
47
- *SnapTrade::AccountInformationApi* | [**get_user_account_balance**](docs/AccountInformationApi.md#get_user_account_balance) | **GET** /accounts/{accountId}/balances | List account balances
48
- *SnapTrade::AccountInformationApi* | [**get_user_account_details**](docs/AccountInformationApi.md#get_user_account_details) | **GET** /accounts/{accountId} | Return details of a specific investment account
49
- *SnapTrade::AccountInformationApi* | [**get_user_account_orders**](docs/AccountInformationApi.md#get_user_account_orders) | **GET** /accounts/{accountId}/orders | List account orders
50
- *SnapTrade::AccountInformationApi* | [**get_user_account_positions**](docs/AccountInformationApi.md#get_user_account_positions) | **GET** /accounts/{accountId}/positions | List account positions
51
- *SnapTrade::AccountInformationApi* | [**get_user_holdings**](docs/AccountInformationApi.md#get_user_holdings) | **GET** /accounts/{accountId}/holdings | List balances, positions and orders for the specified account
52
- *SnapTrade::AccountInformationApi* | [**list_user_accounts**](docs/AccountInformationApi.md#list_user_accounts) | **GET** /accounts | List accounts
53
- *SnapTrade::AccountInformationApi* | [**update_user_account**](docs/AccountInformationApi.md#update_user_account) | **PUT** /accounts/{accountId} | Update details of an investment account
54
- *SnapTrade::APIStatusApi* | [**check**](docs/APIStatusApi.md#check) | **GET** / | Get API Status
55
- *SnapTrade::AuthenticationApi* | [**delete_snap_trade_user**](docs/AuthenticationApi.md#delete_snap_trade_user) | **DELETE** /snapTrade/deleteUser | Delete SnapTrade user
56
- *SnapTrade::AuthenticationApi* | [**get_user_jwt**](docs/AuthenticationApi.md#get_user_jwt) | **GET** /snapTrade/encryptedJWT | Generate encrypted JWT token
57
- *SnapTrade::AuthenticationApi* | [**list_snap_trade_users**](docs/AuthenticationApi.md#list_snap_trade_users) | **GET** /snapTrade/listUsers | List SnapTrade users
58
- *SnapTrade::AuthenticationApi* | [**login_snap_trade_user**](docs/AuthenticationApi.md#login_snap_trade_user) | **POST** /snapTrade/login | Login user & generate connection link
59
- *SnapTrade::AuthenticationApi* | [**register_snap_trade_user**](docs/AuthenticationApi.md#register_snap_trade_user) | **POST** /snapTrade/registerUser | Create SnapTrade user
60
- *SnapTrade::AuthenticationApi* | [**reset_snap_trade_user_secret**](docs/AuthenticationApi.md#reset_snap_trade_user_secret) | **POST** /snapTrade/resetUserSecret | Obtain a new user secret for a user
61
- *SnapTrade::ConnectionsApi* | [**detail_brokerage_authorization**](docs/ConnectionsApi.md#detail_brokerage_authorization) | **GET** /authorizations/{authorizationId} | Get brokerage authorization details
62
- *SnapTrade::ConnectionsApi* | [**list_brokerage_authorizations**](docs/ConnectionsApi.md#list_brokerage_authorizations) | **GET** /authorizations | List all brokerage authorizations for the user
63
- *SnapTrade::ConnectionsApi* | [**remove_brokerage_authorization**](docs/ConnectionsApi.md#remove_brokerage_authorization) | **DELETE** /authorizations/{authorizationId} | Delete brokerage authorization
64
- *SnapTrade::ConnectionsApi* | [**session_events**](docs/ConnectionsApi.md#session_events) | **GET** /sessionEvents | List all session events for the partner
65
- *SnapTrade::ErrorLogsApi* | [**list_user_errors**](docs/ErrorLogsApi.md#list_user_errors) | **GET** /snapTrade/listUserErrors | Retrieve error logs on behalf of your SnapTrade users
66
- *SnapTrade::OptionsApi* | [**get_option_strategy**](docs/OptionsApi.md#get_option_strategy) | **POST** /accounts/{accountId}/optionStrategy | Creates an option strategy object that will be used to place an option strategy order
67
- *SnapTrade::OptionsApi* | [**get_options_chain**](docs/OptionsApi.md#get_options_chain) | **GET** /accounts/{accountId}/optionsChain | Get the options chain
68
- *SnapTrade::OptionsApi* | [**get_options_strategy_quote**](docs/OptionsApi.md#get_options_strategy_quote) | **GET** /accounts/{accountId}/optionStrategy/{optionStrategyId} | Get latest market data of option strategy
69
- *SnapTrade::OptionsApi* | [**list_option_holdings**](docs/OptionsApi.md#list_option_holdings) | **GET** /accounts/{accountId}/options | Get the options holdings in the account
70
- *SnapTrade::OptionsApi* | [**place_option_strategy**](docs/OptionsApi.md#place_option_strategy) | **POST** /accounts/{accountId}/optionStrategy/{optionStrategyId}/execute | Place an option strategy order on the brokerage
71
- *SnapTrade::ReferenceDataApi* | [**get_currency_exchange_rate_pair**](docs/ReferenceDataApi.md#get_currency_exchange_rate_pair) | **GET** /currencies/rates/{currencyPair} | Return the exchange rate of a currency pair
72
- *SnapTrade::ReferenceDataApi* | [**get_partner_info**](docs/ReferenceDataApi.md#get_partner_info) | **GET** /snapTrade/partners | Get metadata related to Snaptrade partner
73
- *SnapTrade::ReferenceDataApi* | [**get_security_types**](docs/ReferenceDataApi.md#get_security_types) | **GET** /securityTypes | List of all security types
74
- *SnapTrade::ReferenceDataApi* | [**get_stock_exchanges**](docs/ReferenceDataApi.md#get_stock_exchanges) | **GET** /exchanges | List exchanges
75
- *SnapTrade::ReferenceDataApi* | [**get_symbols**](docs/ReferenceDataApi.md#get_symbols) | **POST** /symbols | Search for symbols
76
- *SnapTrade::ReferenceDataApi* | [**get_symbols_by_ticker**](docs/ReferenceDataApi.md#get_symbols_by_ticker) | **GET** /symbols/{query} | Get details of a symbol by the ticker or the universal_symbol_id
77
- *SnapTrade::ReferenceDataApi* | [**list_all_brokerage_authorization_type**](docs/ReferenceDataApi.md#list_all_brokerage_authorization_type) | **GET** /brokerageAuthorizationTypes | List of all brokerage authorization types
78
- *SnapTrade::ReferenceDataApi* | [**list_all_brokerages**](docs/ReferenceDataApi.md#list_all_brokerages) | **GET** /brokerages | List brokerages
79
- *SnapTrade::ReferenceDataApi* | [**list_all_currencies**](docs/ReferenceDataApi.md#list_all_currencies) | **GET** /currencies | List currencies
80
- *SnapTrade::ReferenceDataApi* | [**list_all_currencies_rates**](docs/ReferenceDataApi.md#list_all_currencies_rates) | **GET** /currencies/rates | List currency exchange rates
81
- *SnapTrade::ReferenceDataApi* | [**symbol_search_user_account**](docs/ReferenceDataApi.md#symbol_search_user_account) | **POST** /accounts/{accountId}/symbols | Search for symbols available in an account
82
- *SnapTrade::TradingApi* | [**cancel_user_account_order**](docs/TradingApi.md#cancel_user_account_order) | **POST** /accounts/{accountId}/orders/cancel | Cancel open order in account
83
- *SnapTrade::TradingApi* | [**get_order_impact**](docs/TradingApi.md#get_order_impact) | **POST** /trade/impact | Check impact of trades on account.
84
- *SnapTrade::TradingApi* | [**get_user_account_quotes**](docs/TradingApi.md#get_user_account_quotes) | **GET** /accounts/{accountId}/quotes | Get symbol quotes
85
- *SnapTrade::TradingApi* | [**place_force_order**](docs/TradingApi.md#place_force_order) | **POST** /trade/place | Place a trade with NO validation.
86
- *SnapTrade::TradingApi* | [**place_oco_order**](docs/TradingApi.md#place_oco_order) | **POST** /trade/oco | Place a OCO (One Cancels Other) order
87
- *SnapTrade::TradingApi* | [**place_order**](docs/TradingApi.md#place_order) | **POST** /trade/{tradeId} | Place order
88
- *SnapTrade::TransactionsAndReportingApi* | [**get_activities**](docs/TransactionsAndReportingApi.md#get_activities) | **GET** /activities | Get transaction history for a user
89
- *SnapTrade::TransactionsAndReportingApi* | [**get_reporting_custom_range**](docs/TransactionsAndReportingApi.md#get_reporting_custom_range) | **GET** /performance/custom | Get performance information for a specific timeframe
90
-
91
-
92
- ## Documentation for Models
93
-
94
- - [SnapTrade::Account](docs/Account.md)
95
- - [SnapTrade::AccountBalance](docs/AccountBalance.md)
96
- - [SnapTrade::AccountBalanceTotal](docs/AccountBalanceTotal.md)
97
- - [SnapTrade::AccountHoldings](docs/AccountHoldings.md)
98
- - [SnapTrade::AccountHoldingsAccount](docs/AccountHoldingsAccount.md)
99
- - [SnapTrade::AccountOrderRecord](docs/AccountOrderRecord.md)
100
- - [SnapTrade::AccountOrderRecordStatus](docs/AccountOrderRecordStatus.md)
101
- - [SnapTrade::AccountSimple](docs/AccountSimple.md)
102
- - [SnapTrade::AccountSyncStatus](docs/AccountSyncStatus.md)
103
- - [SnapTrade::Action](docs/Action.md)
104
- - [SnapTrade::Amount](docs/Amount.md)
105
- - [SnapTrade::AuthType](docs/AuthType.md)
106
- - [SnapTrade::AuthenticationLoginSnapTradeUser200Response](docs/AuthenticationLoginSnapTradeUser200Response.md)
107
- - [SnapTrade::Balance](docs/Balance.md)
108
- - [SnapTrade::Brokerage](docs/Brokerage.md)
109
- - [SnapTrade::BrokerageAuthorization](docs/BrokerageAuthorization.md)
110
- - [SnapTrade::BrokerageAuthorizationType](docs/BrokerageAuthorizationType.md)
111
- - [SnapTrade::BrokerageAuthorizationTypeReadOnly](docs/BrokerageAuthorizationTypeReadOnly.md)
112
- - [SnapTrade::BrokerageAuthorizationTypeReadOnlyBrokerage](docs/BrokerageAuthorizationTypeReadOnlyBrokerage.md)
113
- - [SnapTrade::BrokerageAuthorizationTypeReadOnlyType](docs/BrokerageAuthorizationTypeReadOnlyType.md)
114
- - [SnapTrade::BrokerageAuthorizationTypeType](docs/BrokerageAuthorizationTypeType.md)
115
- - [SnapTrade::BrokerageSymbol](docs/BrokerageSymbol.md)
116
- - [SnapTrade::BrokerageSymbolOptionSymbol](docs/BrokerageSymbolOptionSymbol.md)
117
- - [SnapTrade::BrokerageSymbolSymbol](docs/BrokerageSymbolSymbol.md)
118
- - [SnapTrade::BrokerageType](docs/BrokerageType.md)
119
- - [SnapTrade::CalculatedTrade](docs/CalculatedTrade.md)
120
- - [SnapTrade::CashRestriction](docs/CashRestriction.md)
121
- - [SnapTrade::ConnectionPortalVersion](docs/ConnectionPortalVersion.md)
122
- - [SnapTrade::ConnectionType](docs/ConnectionType.md)
123
- - [SnapTrade::ConnectionsSessionEvents200ResponseInner](docs/ConnectionsSessionEvents200ResponseInner.md)
124
- - [SnapTrade::Currency](docs/Currency.md)
125
- - [SnapTrade::DeleteUserResponse](docs/DeleteUserResponse.md)
126
- - [SnapTrade::DividendAtDate](docs/DividendAtDate.md)
127
- - [SnapTrade::EncryptedResponse](docs/EncryptedResponse.md)
128
- - [SnapTrade::EncryptedResponseEncryptedMessageData](docs/EncryptedResponseEncryptedMessageData.md)
129
- - [SnapTrade::Exchange](docs/Exchange.md)
130
- - [SnapTrade::ExchangeRatePairs](docs/ExchangeRatePairs.md)
131
- - [SnapTrade::ExcludedAsset](docs/ExcludedAsset.md)
132
- - [SnapTrade::JWT](docs/JWT.md)
133
- - [SnapTrade::LoginRedirectURI](docs/LoginRedirectURI.md)
134
- - [SnapTrade::ManualTrade](docs/ManualTrade.md)
135
- - [SnapTrade::ManualTradeAndImpact](docs/ManualTradeAndImpact.md)
136
- - [SnapTrade::ManualTradeBalance](docs/ManualTradeBalance.md)
137
- - [SnapTrade::ManualTradeForm](docs/ManualTradeForm.md)
138
- - [SnapTrade::ManualTradeSymbol](docs/ManualTradeSymbol.md)
139
- - [SnapTrade::Model400FailedRequestResponse](docs/Model400FailedRequestResponse.md)
140
- - [SnapTrade::Model401FailedRequestResponse](docs/Model401FailedRequestResponse.md)
141
- - [SnapTrade::Model403FailedRequestResponse](docs/Model403FailedRequestResponse.md)
142
- - [SnapTrade::Model404FailedRequestResponse](docs/Model404FailedRequestResponse.md)
143
- - [SnapTrade::Model500UnexpectedExceptionResponse](docs/Model500UnexpectedExceptionResponse.md)
144
- - [SnapTrade::ModelAssetClass](docs/ModelAssetClass.md)
145
- - [SnapTrade::ModelAssetClassDetails](docs/ModelAssetClassDetails.md)
146
- - [SnapTrade::ModelAssetClassTarget](docs/ModelAssetClassTarget.md)
147
- - [SnapTrade::ModelPortfolio](docs/ModelPortfolio.md)
148
- - [SnapTrade::ModelPortfolioAssetClass](docs/ModelPortfolioAssetClass.md)
149
- - [SnapTrade::ModelPortfolioDetails](docs/ModelPortfolioDetails.md)
150
- - [SnapTrade::ModelPortfolioSecurity](docs/ModelPortfolioSecurity.md)
151
- - [SnapTrade::ModelType](docs/ModelType.md)
152
- - [SnapTrade::MonthlyDividends](docs/MonthlyDividends.md)
153
- - [SnapTrade::NetContributions](docs/NetContributions.md)
154
- - [SnapTrade::NetDividend](docs/NetDividend.md)
155
- - [SnapTrade::OptionChainInner](docs/OptionChainInner.md)
156
- - [SnapTrade::OptionChainInnerChainPerRootInner](docs/OptionChainInnerChainPerRootInner.md)
157
- - [SnapTrade::OptionChainInnerChainPerRootInnerChainPerStrikePriceInner](docs/OptionChainInnerChainPerRootInnerChainPerStrikePriceInner.md)
158
- - [SnapTrade::OptionLeg](docs/OptionLeg.md)
159
- - [SnapTrade::OptionLegAction](docs/OptionLegAction.md)
160
- - [SnapTrade::OptionStrategy](docs/OptionStrategy.md)
161
- - [SnapTrade::OptionStrategyLegsInner](docs/OptionStrategyLegsInner.md)
162
- - [SnapTrade::OptionType](docs/OptionType.md)
163
- - [SnapTrade::OptionsGetOptionStrategyRequest](docs/OptionsGetOptionStrategyRequest.md)
164
- - [SnapTrade::OptionsHoldings](docs/OptionsHoldings.md)
165
- - [SnapTrade::OptionsPlaceOptionStrategyRequest](docs/OptionsPlaceOptionStrategyRequest.md)
166
- - [SnapTrade::OptionsPosition](docs/OptionsPosition.md)
167
- - [SnapTrade::OptionsPositionCurrency](docs/OptionsPositionCurrency.md)
168
- - [SnapTrade::OptionsSymbol](docs/OptionsSymbol.md)
169
- - [SnapTrade::OrderType](docs/OrderType.md)
170
- - [SnapTrade::PartnerData](docs/PartnerData.md)
171
- - [SnapTrade::PastValue](docs/PastValue.md)
172
- - [SnapTrade::PerformanceCustom](docs/PerformanceCustom.md)
173
- - [SnapTrade::PortfolioGroup](docs/PortfolioGroup.md)
174
- - [SnapTrade::PortfolioGroupInfo](docs/PortfolioGroupInfo.md)
175
- - [SnapTrade::PortfolioGroupPosition](docs/PortfolioGroupPosition.md)
176
- - [SnapTrade::PortfolioGroupSettings](docs/PortfolioGroupSettings.md)
177
- - [SnapTrade::Position](docs/Position.md)
178
- - [SnapTrade::PositionSymbol](docs/PositionSymbol.md)
179
- - [SnapTrade::RedirectTokenandPin](docs/RedirectTokenandPin.md)
180
- - [SnapTrade::SecurityType](docs/SecurityType.md)
181
- - [SnapTrade::SessionEvent](docs/SessionEvent.md)
182
- - [SnapTrade::SessionEventType](docs/SessionEventType.md)
183
- - [SnapTrade::SnapTradeAPIDisclaimerAcceptStatus](docs/SnapTradeAPIDisclaimerAcceptStatus.md)
184
- - [SnapTrade::SnapTradeHoldingsAccount](docs/SnapTradeHoldingsAccount.md)
185
- - [SnapTrade::SnapTradeHoldingsAccountAccountId](docs/SnapTradeHoldingsAccountAccountId.md)
186
- - [SnapTrade::SnapTradeHoldingsTotalValue](docs/SnapTradeHoldingsTotalValue.md)
187
- - [SnapTrade::SnapTradeLoginUserRequestBody](docs/SnapTradeLoginUserRequestBody.md)
188
- - [SnapTrade::SnapTradeRegisterUserRequestBody](docs/SnapTradeRegisterUserRequestBody.md)
189
- - [SnapTrade::State](docs/State.md)
190
- - [SnapTrade::Status](docs/Status.md)
191
- - [SnapTrade::StrategyImpact](docs/StrategyImpact.md)
192
- - [SnapTrade::StrategyImpactLegsInner](docs/StrategyImpactLegsInner.md)
193
- - [SnapTrade::StrategyOrderPlace](docs/StrategyOrderPlace.md)
194
- - [SnapTrade::StrategyOrderPlaceOrdersInner](docs/StrategyOrderPlaceOrdersInner.md)
195
- - [SnapTrade::StrategyOrderPlaceOrdersInnerLegsInner](docs/StrategyOrderPlaceOrdersInnerLegsInner.md)
196
- - [SnapTrade::StrategyOrderRecord](docs/StrategyOrderRecord.md)
197
- - [SnapTrade::StrategyOrderRecordStatus](docs/StrategyOrderRecordStatus.md)
198
- - [SnapTrade::StrategyQuotes](docs/StrategyQuotes.md)
199
- - [SnapTrade::StrategyQuotesGreek](docs/StrategyQuotesGreek.md)
200
- - [SnapTrade::StrategyType](docs/StrategyType.md)
201
- - [SnapTrade::SubPeriodReturnRate](docs/SubPeriodReturnRate.md)
202
- - [SnapTrade::Symbol](docs/Symbol.md)
203
- - [SnapTrade::SymbolQuery](docs/SymbolQuery.md)
204
- - [SnapTrade::SymbolsQuotesInner](docs/SymbolsQuotesInner.md)
205
- - [SnapTrade::TargetAsset](docs/TargetAsset.md)
206
- - [SnapTrade::TimeInForceStrict](docs/TimeInForceStrict.md)
207
- - [SnapTrade::Trade](docs/Trade.md)
208
- - [SnapTrade::TradeAction](docs/TradeAction.md)
209
- - [SnapTrade::TradeExecutionStatus](docs/TradeExecutionStatus.md)
210
- - [SnapTrade::TradeExecutionStatusAction](docs/TradeExecutionStatusAction.md)
211
- - [SnapTrade::TradeImpact](docs/TradeImpact.md)
212
- - [SnapTrade::TradingCancelUserAccountOrderRequest](docs/TradingCancelUserAccountOrderRequest.md)
213
- - [SnapTrade::TradingPlaceOCOOrderRequest](docs/TradingPlaceOCOOrderRequest.md)
214
- - [SnapTrade::TransactionsStatus](docs/TransactionsStatus.md)
215
- - [SnapTrade::Type](docs/Type.md)
216
- - [SnapTrade::USExchange](docs/USExchange.md)
217
- - [SnapTrade::UnderlyingSymbol](docs/UnderlyingSymbol.md)
218
- - [SnapTrade::UniversalActivity](docs/UniversalActivity.md)
219
- - [SnapTrade::UniversalSymbol](docs/UniversalSymbol.md)
220
- - [SnapTrade::UserErrorLog](docs/UserErrorLog.md)
221
- - [SnapTrade::UserIDandSecret](docs/UserIDandSecret.md)
222
- - [SnapTrade::UserSettings](docs/UserSettings.md)
223
- - [SnapTrade::ValidatedTradeBody](docs/ValidatedTradeBody.md)
82
+ configuration = SnapTrade::Configuration.new
83
+ configuration.client_id = ENV["SNAPTRADE_CLIENT_ID"]
84
+ configuration.consumer_key = ENV["SNAPTRADE_CONSUMER_KEY"]
85
+ snaptrade = SnapTrade::Client.new(configuration)
86
+ result = snaptrade.account_information.get_all_user_holdings(
87
+ user_id: "John.doe@snaptrade.com",
88
+ user_secret: "USERSECRET123",
89
+ brokerage_authorizations: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
90
+ )
91
+ p result
92
+ ```
93
+
94
+ ## Raw HTTP Response<a id="raw-http-response"></a>
95
+
96
+ To access the raw HTTP response, suffix any method with `_with_http_info`.
97
+
98
+ ```ruby
99
+ result = snaptrade.account_information.get_all_user_holdings_with_http_info(
100
+ user_id: "John.doe@snaptrade.com",
101
+ user_secret: "USERSECRET123",
102
+ brokerage_authorizations: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
103
+ )
104
+ p result[0] # [Array<AccountHoldings>] Deserialized data
105
+ p.result[1] # [Integer] HTTP status code
106
+ p.result[2] # [Hash] HTTP headers
107
+ p.result[3] # [Faraday::Response] Raw HTTP response
108
+ ```
109
+
110
+ ## Reference<a id="reference"></a>
111
+
112
+
113
+ ### `snaptrade.account_information.get_all_user_holdings`<a id="snaptradeaccount_informationget_all_user_holdings"></a>
114
+
115
+ List all accounts for the user, plus balances, positions, and orders for each account.
116
+
117
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
118
+
119
+ ```ruby
120
+ result = snaptrade.account_information.get_all_user_holdings(
121
+ user_id: "John.doe@snaptrade.com",
122
+ user_secret: "USERSECRET123",
123
+ brokerage_authorizations: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
124
+ )
125
+ p result
126
+ ```
127
+
128
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
129
+
130
+ ##### user_id: `String`<a id="user_id-string"></a>
131
+ ##### user_secret: `String`<a id="user_secret-string"></a>
132
+ ##### brokerage_authorizations: `String`<a id="brokerage_authorizations-string"></a>
133
+ Optional. Comma seperated list of authorization IDs (only use if filtering is
134
+ needed on one or more authorizations).
135
+
136
+ #### 🔄 Return<a id="🔄-return"></a>
137
+
138
+ [AccountHoldings](./lib/snaptrade/models/account_holdings.rb)
139
+
140
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
141
+
142
+ `/holdings` `GET`
143
+
144
+ [🔙 **Back to Table of Contents**](#table-of-contents)
145
+
146
+ ---
147
+
148
+
149
+ ### `snaptrade.account_information.get_user_account_balance`<a id="snaptradeaccount_informationget_user_account_balance"></a>
150
+
151
+ A list of account balances for the specified account (one per currency that the account holds).
152
+
153
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
154
+
155
+ ```ruby
156
+ result = snaptrade.account_information.get_user_account_balance(
157
+ user_id: "John.doe@snaptrade.com",
158
+ user_secret: "USERSECRET123",
159
+ account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
160
+ )
161
+ p result
162
+ ```
163
+
164
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
165
+
166
+ ##### user_id: `String`<a id="user_id-string"></a>
167
+ ##### user_secret: `String`<a id="user_secret-string"></a>
168
+ ##### account_id: `String`<a id="account_id-string"></a>
169
+ The ID of the account to get balances.
170
+
171
+ #### 🔄 Return<a id="🔄-return"></a>
172
+
173
+ [Balance](./lib/snaptrade/models/balance.rb)
174
+
175
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
176
+
177
+ `/accounts/{accountId}/balances` `GET`
178
+
179
+ [🔙 **Back to Table of Contents**](#table-of-contents)
180
+
181
+ ---
182
+
183
+
184
+ ### `snaptrade.account_information.get_user_account_details`<a id="snaptradeaccount_informationget_user_account_details"></a>
185
+
186
+ Return details of a specific investment account
187
+
188
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
189
+
190
+ ```ruby
191
+ result = snaptrade.account_information.get_user_account_details(
192
+ user_id: "John.doe@snaptrade.com",
193
+ user_secret: "USERSECRET123",
194
+ account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
195
+ )
196
+ p result
197
+ ```
198
+
199
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
200
+
201
+ ##### user_id: `String`<a id="user_id-string"></a>
202
+ ##### user_secret: `String`<a id="user_secret-string"></a>
203
+ ##### account_id: `String`<a id="account_id-string"></a>
204
+ The ID of the account to get detail of.
205
+
206
+ #### 🔄 Return<a id="🔄-return"></a>
207
+
208
+ [Account](./lib/snaptrade/models/account.rb)
209
+
210
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
211
+
212
+ `/accounts/{accountId}` `GET`
213
+
214
+ [🔙 **Back to Table of Contents**](#table-of-contents)
215
+
216
+ ---
217
+
218
+
219
+ ### `snaptrade.account_information.get_user_account_orders`<a id="snaptradeaccount_informationget_user_account_orders"></a>
220
+
221
+ Fetch all recent orders from a user's account.
222
+
223
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
224
+
225
+ ```ruby
226
+ result = snaptrade.account_information.get_user_account_orders(
227
+ user_id: "John.doe@snaptrade.com",
228
+ user_secret: "USERSECRET123",
229
+ account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
230
+ state: "all",
231
+ days: 30,
232
+ )
233
+ p result
234
+ ```
235
+
236
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
237
+
238
+ ##### user_id: `String`<a id="user_id-string"></a>
239
+ ##### user_secret: `String`<a id="user_secret-string"></a>
240
+ ##### account_id: `String`<a id="account_id-string"></a>
241
+ The ID of the account to get orders.
242
+
243
+ ##### state: `String`<a id="state-string"></a>
244
+ defaults value is set to \"all\"
245
+
246
+ ##### days: `Integer`<a id="days-integer"></a>
247
+ Number of days in the past to fetch the most recent orders. Defaults to the last
248
+ 90 days if no value is passed in.
249
+
250
+ #### 🔄 Return<a id="🔄-return"></a>
251
+
252
+ [AccountOrderRecord](./lib/snaptrade/models/account_order_record.rb)
253
+
254
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
255
+
256
+ `/accounts/{accountId}/orders` `GET`
257
+
258
+ [🔙 **Back to Table of Contents**](#table-of-contents)
259
+
260
+ ---
261
+
262
+
263
+ ### `snaptrade.account_information.get_user_account_positions`<a id="snaptradeaccount_informationget_user_account_positions"></a>
264
+
265
+ List account positions
266
+
267
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
268
+
269
+ ```ruby
270
+ result = snaptrade.account_information.get_user_account_positions(
271
+ user_id: "John.doe@snaptrade.com",
272
+ user_secret: "USERSECRET123",
273
+ account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
274
+ )
275
+ p result
276
+ ```
277
+
278
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
279
+
280
+ ##### user_id: `String`<a id="user_id-string"></a>
281
+ ##### user_secret: `String`<a id="user_secret-string"></a>
282
+ ##### account_id: `String`<a id="account_id-string"></a>
283
+ The ID of the account to get positions.
284
+
285
+ #### 🔄 Return<a id="🔄-return"></a>
286
+
287
+ [Position](./lib/snaptrade/models/position.rb)
288
+
289
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
290
+
291
+ `/accounts/{accountId}/positions` `GET`
292
+
293
+ [🔙 **Back to Table of Contents**](#table-of-contents)
294
+
295
+ ---
296
+
297
+
298
+ ### `snaptrade.account_information.get_user_holdings`<a id="snaptradeaccount_informationget_user_holdings"></a>
299
+
300
+ List balances, positions and orders for the specified account
301
+
302
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
303
+
304
+ ```ruby
305
+ result = snaptrade.account_information.get_user_holdings(
306
+ account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
307
+ user_id: "John.doe@snaptrade.com",
308
+ user_secret: "USERSECRET123",
309
+ )
310
+ p result
311
+ ```
312
+
313
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
314
+
315
+ ##### account_id: `String`<a id="account_id-string"></a>
316
+ The ID of the account to fetch holdings for.
317
+
318
+ ##### user_id: `String`<a id="user_id-string"></a>
319
+ ##### user_secret: `String`<a id="user_secret-string"></a>
320
+ #### 🔄 Return<a id="🔄-return"></a>
321
+
322
+ [AccountHoldingsAccount](./lib/snaptrade/models/account_holdings_account.rb)
323
+
324
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
325
+
326
+ `/accounts/{accountId}/holdings` `GET`
327
+
328
+ [🔙 **Back to Table of Contents**](#table-of-contents)
329
+
330
+ ---
331
+
332
+
333
+ ### `snaptrade.account_information.list_user_accounts`<a id="snaptradeaccount_informationlist_user_accounts"></a>
334
+
335
+ List accounts
336
+
337
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
338
+
339
+ ```ruby
340
+ result = snaptrade.account_information.list_user_accounts(
341
+ user_id: "John.doe@snaptrade.com",
342
+ user_secret: "USERSECRET123",
343
+ )
344
+ p result
345
+ ```
346
+
347
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
348
+
349
+ ##### user_id: `String`<a id="user_id-string"></a>
350
+ ##### user_secret: `String`<a id="user_secret-string"></a>
351
+ #### 🔄 Return<a id="🔄-return"></a>
352
+
353
+ [Account](./lib/snaptrade/models/account.rb)
354
+
355
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
356
+
357
+ `/accounts` `GET`
358
+
359
+ [🔙 **Back to Table of Contents**](#table-of-contents)
360
+
361
+ ---
362
+
363
+
364
+ ### `snaptrade.account_information.update_user_account`<a id="snaptradeaccount_informationupdate_user_account"></a>
365
+
366
+ Update details of an investment account
367
+
368
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
369
+
370
+ ```ruby
371
+ result = snaptrade.account_information.update_user_account(
372
+ user_id: "John.doe@snaptrade.com",
373
+ user_secret: "USERSECRET123",
374
+ account_id: "accountId_example",
375
+ )
376
+ p result
377
+ ```
378
+
379
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
380
+
381
+ ##### user_id: `String`<a id="user_id-string"></a>
382
+ ##### user_secret: `String`<a id="user_secret-string"></a>
383
+ ##### account_id: `String`<a id="account_id-string"></a>
384
+ The ID of the account to update.
385
+
386
+ #### 🔄 Return<a id="🔄-return"></a>
387
+
388
+ [Account](./lib/snaptrade/models/account.rb)
389
+
390
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
391
+
392
+ `/accounts/{accountId}` `PUT`
393
+
394
+ [🔙 **Back to Table of Contents**](#table-of-contents)
395
+
396
+ ---
397
+
398
+
399
+ ### `snaptrade.api_status.check`<a id="snaptradeapi_statuscheck"></a>
400
+
401
+ Check whether the API is operational and verify timestamps.
402
+
403
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
404
+
405
+ ```ruby
406
+ result = snaptrade.api_status.check
407
+ p result
408
+ ```
409
+
410
+ #### 🔄 Return<a id="🔄-return"></a>
411
+
412
+ [Status](./lib/snaptrade/models/status.rb)
413
+
414
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
415
+
416
+ `/` `GET`
417
+
418
+ [🔙 **Back to Table of Contents**](#table-of-contents)
419
+
420
+ ---
421
+
422
+
423
+ ### `snaptrade.authentication.delete_snap_trade_user`<a id="snaptradeauthenticationdelete_snap_trade_user"></a>
424
+
425
+ Deletes a user you've registered over the SnapTrade API, and any data associated with them or their investment accounts.
426
+
427
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
428
+
429
+ ```ruby
430
+ result = snaptrade.authentication.delete_snap_trade_user(
431
+ user_id: "John.doe@snaptrade.com",
432
+ )
433
+ p result
434
+ ```
435
+
436
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
437
+
438
+ ##### user_id: `String`<a id="user_id-string"></a>
439
+ #### 🔄 Return<a id="🔄-return"></a>
440
+
441
+ [DeleteUserResponse](./lib/snaptrade/models/delete_user_response.rb)
442
+
443
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
444
+
445
+ `/snapTrade/deleteUser` `DELETE`
446
+
447
+ [🔙 **Back to Table of Contents**](#table-of-contents)
448
+
449
+ ---
450
+
451
+
452
+ ### `snaptrade.authentication.get_user_jwt`<a id="snaptradeauthenticationget_user_jwt"></a>
453
+
454
+ Generate encrypted JWT token
455
+
456
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
457
+
458
+ ```ruby
459
+ result = snaptrade.authentication.get_user_jwt(
460
+ user_id: "John.doe@snaptrade.com",
461
+ user_secret: "USERSECRET123",
462
+ )
463
+ p result
464
+ ```
465
+
466
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
467
+
468
+ ##### user_id: `String`<a id="user_id-string"></a>
469
+ ##### user_secret: `String`<a id="user_secret-string"></a>
470
+ #### 🔄 Return<a id="🔄-return"></a>
471
+
472
+ [EncryptedResponse](./lib/snaptrade/models/encrypted_response.rb)
473
+
474
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
475
+
476
+ `/snapTrade/encryptedJWT` `GET`
477
+
478
+ [🔙 **Back to Table of Contents**](#table-of-contents)
479
+
480
+ ---
481
+
482
+
483
+ ### `snaptrade.authentication.list_snap_trade_users`<a id="snaptradeauthenticationlist_snap_trade_users"></a>
484
+
485
+ Returns a list of users you've registered over the SnapTrade API.
486
+
487
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
488
+
489
+ ```ruby
490
+ result = snaptrade.authentication.list_snap_trade_users
491
+ p result
492
+ ```
493
+
494
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
495
+
496
+ `/snapTrade/listUsers` `GET`
497
+
498
+ [🔙 **Back to Table of Contents**](#table-of-contents)
499
+
500
+ ---
501
+
502
+
503
+ ### `snaptrade.authentication.login_snap_trade_user`<a id="snaptradeauthenticationlogin_snap_trade_user"></a>
504
+
505
+ Logs in a SnapTrade user and returns an authenticated connection portal URL for them to use to connect a brokerage account.
506
+
507
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
508
+
509
+ ```ruby
510
+ result = snaptrade.authentication.login_snap_trade_user(
511
+ user_id: "John.doe@snaptrade.com",
512
+ user_secret: "USERSECRET123",
513
+ broker: "ALPACA",
514
+ immediate_redirect: true,
515
+ custom_redirect: "https://snaptrade.com",
516
+ reconnect: "8b5f262d-4bb9-365d-888a-202bd3b15fa1",
517
+ connection_type: "read",
518
+ connection_portal_version: "v2",
519
+ )
520
+ p result
521
+ ```
522
+
523
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
524
+
525
+ ##### user_id: `String`<a id="user_id-string"></a>
526
+ ##### user_secret: `String`<a id="user_secret-string"></a>
527
+ ##### broker: `String`<a id="broker-string"></a>
528
+ Slug of the brokerage to connect the user to
529
+
530
+ ##### immediateRedirect: `Boolean`<a id="immediateredirect-boolean"></a>
531
+ When set to True, user will be redirected back to the partner's site instead of
532
+ the connection portal
533
+
534
+ ##### customRedirect: `String`<a id="customredirect-string"></a>
535
+ URL to redirect the user to after the user connects their brokerage account
536
+
537
+ ##### reconnect: `String`<a id="reconnect-string"></a>
538
+ The UUID of the brokerage connection to be reconnected. This parameter should be
539
+ left empty unless you are reconnecting a disabled connection. See ‘Reconnecting
540
+ Accounts’ for more information.
541
+
542
+ ##### connectionType: [`ConnectionType`](./lib/snaptrade/models/connection_type.rb)<a id="connectiontype-connectiontypelibsnaptrademodelsconnection_typerb"></a>
543
+ Sets whether the connection should be read or trade
544
+
545
+ ##### connectionPortalVersion: [`ConnectionPortalVersion`](./lib/snaptrade/models/connection_portal_version.rb)<a id="connectionportalversion-connectionportalversionlibsnaptrademodelsconnection_portal_versionrb"></a>
546
+ Sets the version of the connection portal to render, with a default to 'v2'
547
+
548
+ #### 🔄 Return<a id="🔄-return"></a>
549
+
550
+ [AuthenticationLoginSnapTradeUser200Response](./lib/snaptrade/models/authentication_login_snap_trade_user200_response.rb)
551
+
552
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
553
+
554
+ `/snapTrade/login` `POST`
555
+
556
+ [🔙 **Back to Table of Contents**](#table-of-contents)
557
+
558
+ ---
559
+
560
+
561
+ ### `snaptrade.authentication.register_snap_trade_user`<a id="snaptradeauthenticationregister_snap_trade_user"></a>
562
+
563
+ Create SnapTrade user
564
+
565
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
566
+
567
+ ```ruby
568
+ result = snaptrade.authentication.register_snap_trade_user(
569
+ user_id: "snaptrade-user-123",
570
+ )
571
+ p result
572
+ ```
573
+
574
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
575
+
576
+ ##### userId: `String`<a id="userid-string"></a>
577
+ SnapTrade User ID. Provided by SnapTrade Partner. Can be any string, as long as
578
+ it's unique to a user
579
+
580
+ #### 🔄 Return<a id="🔄-return"></a>
581
+
582
+ [UserIDandSecret](./lib/snaptrade/models/user_i_dand_secret.rb)
583
+
584
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
585
+
586
+ `/snapTrade/registerUser` `POST`
587
+
588
+ [🔙 **Back to Table of Contents**](#table-of-contents)
589
+
590
+ ---
591
+
592
+
593
+ ### `snaptrade.authentication.reset_snap_trade_user_secret`<a id="snaptradeauthenticationreset_snap_trade_user_secret"></a>
594
+
595
+ Obtain a new user secret for a user
596
+
597
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
598
+
599
+ ```ruby
600
+ result = snaptrade.authentication.reset_snap_trade_user_secret(
601
+ user_id: "snaptrade-user-123",
602
+ user_secret: "h81@cx1lkalablakwjaltkejraj11=",
603
+ )
604
+ p result
605
+ ```
606
+
607
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
608
+
609
+ ##### userId: `String`<a id="userid-string"></a>
610
+ SnapTrade User ID. Provided by SnapTrade Partner. Can be any string, as long as
611
+ it's unique to a user
612
+
613
+ ##### userSecret: `String`<a id="usersecret-string"></a>
614
+ SnapTrade User Secret randomly generated by SnapTrade. This should be considered
615
+ priviledged information and if compromised, you should delete and re-create this
616
+ SnapTrade user.
617
+
618
+ #### 🔄 Return<a id="🔄-return"></a>
619
+
620
+ [UserIDandSecret](./lib/snaptrade/models/user_i_dand_secret.rb)
621
+
622
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
623
+
624
+ `/snapTrade/resetUserSecret` `POST`
625
+
626
+ [🔙 **Back to Table of Contents**](#table-of-contents)
627
+
628
+ ---
629
+
630
+
631
+ ### `snaptrade.connections.detail_brokerage_authorization`<a id="snaptradeconnectionsdetail_brokerage_authorization"></a>
632
+
633
+ Get brokerage authorization details
634
+
635
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
636
+
637
+ ```ruby
638
+ result = snaptrade.connections.detail_brokerage_authorization(
639
+ authorization_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
640
+ user_id: "John.doe@snaptrade.com",
641
+ user_secret: "USERSECRET123",
642
+ )
643
+ p result
644
+ ```
645
+
646
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
647
+
648
+ ##### authorization_id: `String`<a id="authorization_id-string"></a>
649
+ The ID of a brokerage authorization object.
650
+
651
+ ##### user_id: `String`<a id="user_id-string"></a>
652
+ ##### user_secret: `String`<a id="user_secret-string"></a>
653
+ #### 🔄 Return<a id="🔄-return"></a>
654
+
655
+ [BrokerageAuthorization](./lib/snaptrade/models/brokerage_authorization.rb)
656
+
657
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
658
+
659
+ `/authorizations/{authorizationId}` `GET`
660
+
661
+ [🔙 **Back to Table of Contents**](#table-of-contents)
662
+
663
+ ---
664
+
665
+
666
+ ### `snaptrade.connections.list_brokerage_authorizations`<a id="snaptradeconnectionslist_brokerage_authorizations"></a>
667
+
668
+ List all brokerage authorizations for the user
669
+
670
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
671
+
672
+ ```ruby
673
+ result = snaptrade.connections.list_brokerage_authorizations(
674
+ user_id: "John.doe@snaptrade.com",
675
+ user_secret: "USERSECRET123",
676
+ )
677
+ p result
678
+ ```
679
+
680
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
681
+
682
+ ##### user_id: `String`<a id="user_id-string"></a>
683
+ ##### user_secret: `String`<a id="user_secret-string"></a>
684
+ #### 🔄 Return<a id="🔄-return"></a>
685
+
686
+ [BrokerageAuthorization](./lib/snaptrade/models/brokerage_authorization.rb)
687
+
688
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
689
+
690
+ `/authorizations` `GET`
691
+
692
+ [🔙 **Back to Table of Contents**](#table-of-contents)
693
+
694
+ ---
695
+
696
+
697
+ ### `snaptrade.connections.remove_brokerage_authorization`<a id="snaptradeconnectionsremove_brokerage_authorization"></a>
698
+
699
+ Delete brokerage authorization
700
+
701
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
702
+
703
+ ```ruby
704
+ snaptrade.connections.remove_brokerage_authorization(
705
+ authorization_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
706
+ user_id: "John.doe@snaptrade.com",
707
+ user_secret: "USERSECRET123",
708
+ )
709
+ ```
710
+
711
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
712
+
713
+ ##### authorization_id: `String`<a id="authorization_id-string"></a>
714
+ The ID of the Authorization to delete.
715
+
716
+ ##### user_id: `String`<a id="user_id-string"></a>
717
+ ##### user_secret: `String`<a id="user_secret-string"></a>
718
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
719
+
720
+ `/authorizations/{authorizationId}` `DELETE`
721
+
722
+ [🔙 **Back to Table of Contents**](#table-of-contents)
723
+
724
+ ---
725
+
726
+
727
+ ### `snaptrade.connections.session_events`<a id="snaptradeconnectionssession_events"></a>
728
+
729
+ List all session events for the partner
730
+
731
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
732
+
733
+ ```ruby
734
+ result = snaptrade.connections.session_events(
735
+ partner_client_id: "SNAPTRADETEST",
736
+ user_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2",
737
+ session_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2",
738
+ )
739
+ p result
740
+ ```
741
+
742
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
743
+
744
+ ##### partner_client_id: `String`<a id="partner_client_id-string"></a>
745
+ ##### user_id: `String`<a id="user_id-string"></a>
746
+ Optional comma seperated list of user IDs used to filter the request on specific
747
+ users
748
+
749
+ ##### session_id: `String`<a id="session_id-string"></a>
750
+ Optional comma seperated list of session IDs used to filter the request on
751
+ specific users
752
+
753
+ #### 🔄 Return<a id="🔄-return"></a>
754
+
755
+ [ConnectionsSessionEvents200ResponseInner](./lib/snaptrade/models/connections_session_events200_response_inner.rb)
756
+
757
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
758
+
759
+ `/sessionEvents` `GET`
760
+
761
+ [🔙 **Back to Table of Contents**](#table-of-contents)
762
+
763
+ ---
764
+
765
+
766
+ ### `snaptrade.error_logs.list_user_errors`<a id="snaptradeerror_logslist_user_errors"></a>
767
+
768
+ Retrieve error logs on behalf of your SnapTrade users
769
+
770
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
771
+
772
+ ```ruby
773
+ result = snaptrade.error_logs.list_user_errors(
774
+ user_id: "John.doe@snaptrade.com",
775
+ user_secret: "USERSECRET123",
776
+ )
777
+ p result
778
+ ```
779
+
780
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
781
+
782
+ ##### user_id: `String`<a id="user_id-string"></a>
783
+ ##### user_secret: `String`<a id="user_secret-string"></a>
784
+ #### 🔄 Return<a id="🔄-return"></a>
785
+
786
+ [UserErrorLog](./lib/snaptrade/models/user_error_log.rb)
787
+
788
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
789
+
790
+ `/snapTrade/listUserErrors` `GET`
791
+
792
+ [🔙 **Back to Table of Contents**](#table-of-contents)
793
+
794
+ ---
795
+
796
+
797
+ ### `snaptrade.options.get_option_strategy`<a id="snaptradeoptionsget_option_strategy"></a>
798
+
799
+ Creates an option strategy object that will be used to place an option strategy order
800
+
801
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
802
+
803
+ ```ruby
804
+ result = snaptrade.options.get_option_strategy(
805
+ underlying_symbol_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
806
+ legs: [
807
+ {
808
+ "action" => "BUY_TO_OPEN",
809
+ "option_symbol_id" => "SPY220819P00200000",
810
+ "quantity" => 1,
811
+ }
812
+ ],
813
+ strategy_type: "CUSTOM",
814
+ user_id: "John.doe@snaptrade.com",
815
+ user_secret: "USERSECRET123",
816
+ account_id: "accountId_example",
817
+ )
818
+ p result
819
+ ```
820
+
821
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
822
+
823
+ ##### underlying_symbol_id: `String`<a id="underlying_symbol_id-string"></a>
824
+ ##### legs: Array<[`OptionLeg`](./lib/snaptrade/models/option_leg.rb)><a id="legs-array"></a>
825
+ ##### strategy_type: [`StrategyType`](./lib/snaptrade/models/strategy_type.rb)<a id="strategy_type-strategytypelibsnaptrademodelsstrategy_typerb"></a>
826
+ ##### user_id: `String`<a id="user_id-string"></a>
827
+ ##### user_secret: `String`<a id="user_secret-string"></a>
828
+ ##### account_id: `String`<a id="account_id-string"></a>
829
+ The ID of the account to create the option strategy object in.
830
+
831
+ #### 🔄 Return<a id="🔄-return"></a>
832
+
833
+ [StrategyQuotes](./lib/snaptrade/models/strategy_quotes.rb)
834
+
835
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
836
+
837
+ `/accounts/{accountId}/optionStrategy` `POST`
838
+
839
+ [🔙 **Back to Table of Contents**](#table-of-contents)
840
+
841
+ ---
842
+
843
+
844
+ ### `snaptrade.options.get_options_chain`<a id="snaptradeoptionsget_options_chain"></a>
845
+
846
+ Get the options chain
847
+
848
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
849
+
850
+ ```ruby
851
+ result = snaptrade.options.get_options_chain(
852
+ user_id: "John.doe@snaptrade.com",
853
+ user_secret: "USERSECRET123",
854
+ account_id: "accountId_example",
855
+ symbol: "symbol_example",
856
+ )
857
+ p result
858
+ ```
859
+
860
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
861
+
862
+ ##### user_id: `String`<a id="user_id-string"></a>
863
+ ##### user_secret: `String`<a id="user_secret-string"></a>
864
+ ##### account_id: `String`<a id="account_id-string"></a>
865
+ The ID of the account to get the options chain from.
866
+
867
+ ##### symbol: `String`<a id="symbol-string"></a>
868
+ Universal symbol ID if symbol
869
+
870
+ #### 🔄 Return<a id="🔄-return"></a>
871
+
872
+ [OptionChainInner](./lib/snaptrade/models/option_chain_inner.rb)
873
+
874
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
875
+
876
+ `/accounts/{accountId}/optionsChain` `GET`
877
+
878
+ [🔙 **Back to Table of Contents**](#table-of-contents)
879
+
880
+ ---
881
+
882
+
883
+ ### `snaptrade.options.get_options_strategy_quote`<a id="snaptradeoptionsget_options_strategy_quote"></a>
884
+
885
+ Get latest market data of option strategy
886
+
887
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
888
+
889
+ ```ruby
890
+ result = snaptrade.options.get_options_strategy_quote(
891
+ user_id: "John.doe@snaptrade.com",
892
+ user_secret: "USERSECRET123",
893
+ account_id: "accountId_example",
894
+ option_strategy_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
895
+ )
896
+ p result
897
+ ```
898
+
899
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
900
+
901
+ ##### user_id: `String`<a id="user_id-string"></a>
902
+ ##### user_secret: `String`<a id="user_secret-string"></a>
903
+ ##### account_id: `String`<a id="account_id-string"></a>
904
+ The ID of the account the strategy will be placed in.
905
+
906
+ ##### option_strategy_id: `String`<a id="option_strategy_id-string"></a>
907
+ Option strategy id obtained from response when creating option strategy object
908
+
909
+ #### 🔄 Return<a id="🔄-return"></a>
910
+
911
+ [StrategyQuotes](./lib/snaptrade/models/strategy_quotes.rb)
912
+
913
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
914
+
915
+ `/accounts/{accountId}/optionStrategy/{optionStrategyId}` `GET`
916
+
917
+ [🔙 **Back to Table of Contents**](#table-of-contents)
918
+
919
+ ---
920
+
921
+
922
+ ### `snaptrade.options.list_option_holdings`<a id="snaptradeoptionslist_option_holdings"></a>
923
+
924
+ Get the options holdings in the account
925
+
926
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
927
+
928
+ ```ruby
929
+ result = snaptrade.options.list_option_holdings(
930
+ user_id: "John.doe@snaptrade.com",
931
+ user_secret: "USERSECRET123",
932
+ account_id: "accountId_example",
933
+ )
934
+ p result
935
+ ```
936
+
937
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
938
+
939
+ ##### user_id: `String`<a id="user_id-string"></a>
940
+ ##### user_secret: `String`<a id="user_secret-string"></a>
941
+ ##### account_id: `String`<a id="account_id-string"></a>
942
+ The ID of the account to fetch options holdings for.
943
+
944
+ #### 🔄 Return<a id="🔄-return"></a>
945
+
946
+ [OptionsPosition](./lib/snaptrade/models/options_position.rb)
947
+
948
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
949
+
950
+ `/accounts/{accountId}/options` `GET`
951
+
952
+ [🔙 **Back to Table of Contents**](#table-of-contents)
953
+
954
+ ---
955
+
956
+
957
+ ### `snaptrade.options.place_option_strategy`<a id="snaptradeoptionsplace_option_strategy"></a>
958
+
959
+ Place an option strategy order on the brokerage
960
+
961
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
962
+
963
+ ```ruby
964
+ result = snaptrade.options.place_option_strategy(
965
+ order_type: "Limit",
966
+ time_in_force: "FOK",
967
+ user_id: "John.doe@snaptrade.com",
968
+ user_secret: "USERSECRET123",
969
+ account_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
970
+ option_strategy_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
971
+ price: 31.33,
972
+ )
973
+ p result
974
+ ```
975
+
976
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
977
+
978
+ ##### order_type: [`OrderType`](./lib/snaptrade/models/order_type.rb)<a id="order_type-ordertypelibsnaptrademodelsorder_typerb"></a>
979
+ Order Type
980
+
981
+ ##### time_in_force: [`TimeInForceStrict`](./lib/snaptrade/models/time_in_force_strict.rb)<a id="time_in_force-timeinforcestrictlibsnaptrademodelstime_in_force_strictrb"></a>
982
+ Trade time in force examples: * FOK - Fill Or Kill * Day - Day * GTC - Good Til
983
+ Canceled
984
+
985
+ ##### user_id: `String`<a id="user_id-string"></a>
986
+ ##### user_secret: `String`<a id="user_secret-string"></a>
987
+ ##### account_id: `String`<a id="account_id-string"></a>
988
+ The ID of the account to execute the strategy in.
989
+
990
+ ##### option_strategy_id: `String`<a id="option_strategy_id-string"></a>
991
+ Option strategy id obtained from response when creating option strategy object
992
+
993
+ ##### price: `Float`<a id="price-float"></a>
994
+ Trade Price if limit or stop limit order
995
+
996
+ #### 🔄 Return<a id="🔄-return"></a>
997
+
998
+ [StrategyOrderRecord](./lib/snaptrade/models/strategy_order_record.rb)
999
+
1000
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1001
+
1002
+ `/accounts/{accountId}/optionStrategy/{optionStrategyId}/execute` `POST`
1003
+
1004
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1005
+
1006
+ ---
1007
+
1008
+
1009
+ ### `snaptrade.reference_data.get_currency_exchange_rate_pair`<a id="snaptradereference_dataget_currency_exchange_rate_pair"></a>
1010
+
1011
+ Return the exchange rate of a currency pair
1012
+
1013
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1014
+
1015
+ ```ruby
1016
+ result = snaptrade.reference_data.get_currency_exchange_rate_pair(
1017
+ currency_pair: "currencyPair_example",
1018
+ )
1019
+ p result
1020
+ ```
1021
+
1022
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
1023
+
1024
+ ##### currency_pair: `String`<a id="currency_pair-string"></a>
1025
+ A currency pair based on currency code for example, {CAD-USD}
1026
+
1027
+ #### 🔄 Return<a id="🔄-return"></a>
1028
+
1029
+ [ExchangeRatePairs](./lib/snaptrade/models/exchange_rate_pairs.rb)
1030
+
1031
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1032
+
1033
+ `/currencies/rates/{currencyPair}` `GET`
1034
+
1035
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1036
+
1037
+ ---
1038
+
1039
+
1040
+ ### `snaptrade.reference_data.get_partner_info`<a id="snaptradereference_dataget_partner_info"></a>
1041
+
1042
+ Get metadata related to Snaptrade partner
1043
+
1044
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1045
+
1046
+ ```ruby
1047
+ result = snaptrade.reference_data.get_partner_info
1048
+ p result
1049
+ ```
1050
+
1051
+ #### 🔄 Return<a id="🔄-return"></a>
1052
+
1053
+ [PartnerData](./lib/snaptrade/models/partner_data.rb)
1054
+
1055
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1056
+
1057
+ `/snapTrade/partners` `GET`
1058
+
1059
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1060
+
1061
+ ---
1062
+
1063
+
1064
+ ### `snaptrade.reference_data.get_security_types`<a id="snaptradereference_dataget_security_types"></a>
1065
+
1066
+ List security types available on SnapTrade.
1067
+
1068
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1069
+
1070
+ ```ruby
1071
+ result = snaptrade.reference_data.get_security_types
1072
+ p result
1073
+ ```
1074
+
1075
+ #### 🔄 Return<a id="🔄-return"></a>
1076
+
1077
+ [SecurityType](./lib/snaptrade/models/security_type.rb)
1078
+
1079
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1080
+
1081
+ `/securityTypes` `GET`
1082
+
1083
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1084
+
1085
+ ---
1086
+
1087
+
1088
+ ### `snaptrade.reference_data.get_stock_exchanges`<a id="snaptradereference_dataget_stock_exchanges"></a>
1089
+
1090
+ List exchanges
1091
+
1092
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1093
+
1094
+ ```ruby
1095
+ result = snaptrade.reference_data.get_stock_exchanges
1096
+ p result
1097
+ ```
1098
+
1099
+ #### 🔄 Return<a id="🔄-return"></a>
1100
+
1101
+ [Exchange](./lib/snaptrade/models/exchange.rb)
1102
+
1103
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1104
+
1105
+ `/exchanges` `GET`
1106
+
1107
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1108
+
1109
+ ---
1110
+
1111
+
1112
+ ### `snaptrade.reference_data.get_symbols`<a id="snaptradereference_dataget_symbols"></a>
1113
+
1114
+ Search for symbols
1115
+
1116
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1117
+
1118
+ ```ruby
1119
+ result = snaptrade.reference_data.get_symbols(
1120
+ substring: "apple",
1121
+ )
1122
+ p result
1123
+ ```
1124
+
1125
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
1126
+
1127
+ ##### substring: `String`<a id="substring-string"></a>
1128
+ #### 🔄 Return<a id="🔄-return"></a>
1129
+
1130
+ [UniversalSymbol](./lib/snaptrade/models/universal_symbol.rb)
1131
+
1132
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1133
+
1134
+ `/symbols` `POST`
1135
+
1136
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1137
+
1138
+ ---
1139
+
1140
+
1141
+ ### `snaptrade.reference_data.get_symbols_by_ticker`<a id="snaptradereference_dataget_symbols_by_ticker"></a>
1142
+
1143
+ Get details of a symbol by the ticker or the universal_symbol_id
1144
+
1145
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1146
+
1147
+ ```ruby
1148
+ result = snaptrade.reference_data.get_symbols_by_ticker(
1149
+ query: "query_example",
1150
+ )
1151
+ p result
1152
+ ```
1153
+
1154
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
1155
+
1156
+ ##### query: `String`<a id="query-string"></a>
1157
+ The ticker or universal_symbol_id of the UniversalSymbol to get.
1158
+
1159
+ #### 🔄 Return<a id="🔄-return"></a>
1160
+
1161
+ [UniversalSymbol](./lib/snaptrade/models/universal_symbol.rb)
1162
+
1163
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1164
+
1165
+ `/symbols/{query}` `GET`
1166
+
1167
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1168
+
1169
+ ---
1170
+
1171
+
1172
+ ### `snaptrade.reference_data.list_all_brokerage_authorization_type`<a id="snaptradereference_datalist_all_brokerage_authorization_type"></a>
1173
+
1174
+ List of all brokerage authorization types
1175
+
1176
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1177
+
1178
+ ```ruby
1179
+ result = snaptrade.reference_data.list_all_brokerage_authorization_type(
1180
+ brokerage: "QUESTRADE,ALPACA",
1181
+ )
1182
+ p result
1183
+ ```
1184
+
1185
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
1186
+
1187
+ ##### brokerage: `String`<a id="brokerage-string"></a>
1188
+ Comma separated value of brokerage slugs
1189
+
1190
+ #### 🔄 Return<a id="🔄-return"></a>
1191
+
1192
+ [BrokerageAuthorizationTypeReadOnly](./lib/snaptrade/models/brokerage_authorization_type_read_only.rb)
1193
+
1194
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1195
+
1196
+ `/brokerageAuthorizationTypes` `GET`
1197
+
1198
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1199
+
1200
+ ---
1201
+
1202
+
1203
+ ### `snaptrade.reference_data.list_all_brokerages`<a id="snaptradereference_datalist_all_brokerages"></a>
1204
+
1205
+ List brokerages
1206
+
1207
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1208
+
1209
+ ```ruby
1210
+ result = snaptrade.reference_data.list_all_brokerages
1211
+ p result
1212
+ ```
1213
+
1214
+ #### 🔄 Return<a id="🔄-return"></a>
1215
+
1216
+ [Brokerage](./lib/snaptrade/models/brokerage.rb)
1217
+
1218
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1219
+
1220
+ `/brokerages` `GET`
1221
+
1222
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1223
+
1224
+ ---
1225
+
1226
+
1227
+ ### `snaptrade.reference_data.list_all_currencies`<a id="snaptradereference_datalist_all_currencies"></a>
1228
+
1229
+ List currencies
1230
+
1231
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1232
+
1233
+ ```ruby
1234
+ result = snaptrade.reference_data.list_all_currencies
1235
+ p result
1236
+ ```
1237
+
1238
+ #### 🔄 Return<a id="🔄-return"></a>
1239
+
1240
+ [Currency](./lib/snaptrade/models/currency.rb)
1241
+
1242
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1243
+
1244
+ `/currencies` `GET`
1245
+
1246
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1247
+
1248
+ ---
1249
+
1250
+
1251
+ ### `snaptrade.reference_data.list_all_currencies_rates`<a id="snaptradereference_datalist_all_currencies_rates"></a>
1252
+
1253
+ List currency exchange rates
1254
+
1255
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1256
+
1257
+ ```ruby
1258
+ result = snaptrade.reference_data.list_all_currencies_rates
1259
+ p result
1260
+ ```
1261
+
1262
+ #### 🔄 Return<a id="🔄-return"></a>
1263
+
1264
+ [ExchangeRatePairs](./lib/snaptrade/models/exchange_rate_pairs.rb)
1265
+
1266
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1267
+
1268
+ `/currencies/rates` `GET`
1269
+
1270
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1271
+
1272
+ ---
1273
+
1274
+
1275
+ ### `snaptrade.reference_data.symbol_search_user_account`<a id="snaptradereference_datasymbol_search_user_account"></a>
1276
+
1277
+ Search for symbols available in an account
1278
+
1279
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1280
+
1281
+ ```ruby
1282
+ result = snaptrade.reference_data.symbol_search_user_account(
1283
+ user_id: "John.doe@snaptrade.com",
1284
+ user_secret: "USERSECRET123",
1285
+ account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
1286
+ substring: "apple",
1287
+ )
1288
+ p result
1289
+ ```
1290
+
1291
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
1292
+
1293
+ ##### user_id: `String`<a id="user_id-string"></a>
1294
+ ##### user_secret: `String`<a id="user_secret-string"></a>
1295
+ ##### account_id: `String`<a id="account_id-string"></a>
1296
+ The ID of the account to search for symbols within.
1297
+
1298
+ ##### substring: `String`<a id="substring-string"></a>
1299
+ #### 🔄 Return<a id="🔄-return"></a>
1300
+
1301
+ [UniversalSymbol](./lib/snaptrade/models/universal_symbol.rb)
1302
+
1303
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1304
+
1305
+ `/accounts/{accountId}/symbols` `POST`
1306
+
1307
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1308
+
1309
+ ---
1310
+
1311
+
1312
+ ### `snaptrade.trading.cancel_user_account_order`<a id="snaptradetradingcancel_user_account_order"></a>
1313
+
1314
+ Cancel open order in account
1315
+
1316
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1317
+
1318
+ ```ruby
1319
+ result = snaptrade.trading.cancel_user_account_order(
1320
+ user_id: "John.doe@snaptrade.com",
1321
+ user_secret: "USERSECRET123",
1322
+ account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
1323
+ brokerage_order_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
1324
+ )
1325
+ p result
1326
+ ```
1327
+
1328
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
1329
+
1330
+ ##### user_id: `String`<a id="user_id-string"></a>
1331
+ ##### user_secret: `String`<a id="user_secret-string"></a>
1332
+ ##### account_id: `String`<a id="account_id-string"></a>
1333
+ The ID of the account to cancel the order in.
1334
+
1335
+ ##### brokerage_order_id: `String`<a id="brokerage_order_id-string"></a>
1336
+ #### 🔄 Return<a id="🔄-return"></a>
1337
+
1338
+ [AccountOrderRecord](./lib/snaptrade/models/account_order_record.rb)
1339
+
1340
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1341
+
1342
+ `/accounts/{accountId}/orders/cancel` `POST`
1343
+
1344
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1345
+
1346
+ ---
1347
+
1348
+
1349
+ ### `snaptrade.trading.get_order_impact`<a id="snaptradetradingget_order_impact"></a>
1350
+
1351
+ Check impact of trades on account.
1352
+
1353
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1354
+
1355
+ ```ruby
1356
+ result = snaptrade.trading.get_order_impact(
1357
+ user_id: "John.doe@snaptrade.com",
1358
+ user_secret: "USERSECRET123",
1359
+ account_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
1360
+ action: "BUY",
1361
+ order_type: "Limit",
1362
+ price: 31.33,
1363
+ stop: 31.33,
1364
+ time_in_force: "FOK",
1365
+ units: 3.14,
1366
+ universal_symbol_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
1367
+ notional_value: 100,
1368
+ )
1369
+ p result
1370
+ ```
1371
+
1372
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
1373
+
1374
+ ##### user_id: `String`<a id="user_id-string"></a>
1375
+ ##### user_secret: `String`<a id="user_secret-string"></a>
1376
+ ##### account_id: `String`<a id="account_id-string"></a>
1377
+ ##### action: [`Action`](./lib/snaptrade/models/action.rb)<a id="action-actionlibsnaptrademodelsactionrb"></a>
1378
+ Trade Action
1379
+
1380
+ ##### order_type: [`OrderType`](./lib/snaptrade/models/order_type.rb)<a id="order_type-ordertypelibsnaptrademodelsorder_typerb"></a>
1381
+ Order Type
1382
+
1383
+ ##### price: `Float`<a id="price-float"></a>
1384
+ Trade Price if limit or stop limit order
1385
+
1386
+ ##### stop: `Float`<a id="stop-float"></a>
1387
+ Stop Price. If stop loss or stop limit order, the price to trigger the stop
1388
+
1389
+ ##### time_in_force: [`TimeInForceStrict`](./lib/snaptrade/models/time_in_force_strict.rb)<a id="time_in_force-timeinforcestrictlibsnaptrademodelstime_in_force_strictrb"></a>
1390
+ Trade time in force examples: * FOK - Fill Or Kill * Day - Day * GTC - Good Til
1391
+ Canceled
1392
+
1393
+ ##### units: [`Float`](./lib/snaptrade/models/float.rb)<a id="units-floatlibsnaptrademodelsfloatrb"></a>
1394
+ ##### universal_symbol_id: `String`<a id="universal_symbol_id-string"></a>
1395
+ ##### notional_value: [`Float`](./lib/snaptrade/models/float.rb)<a id="notional_value-floatlibsnaptrademodelsfloatrb"></a>
1396
+ #### 🔄 Return<a id="🔄-return"></a>
1397
+
1398
+ [ManualTradeAndImpact](./lib/snaptrade/models/manual_trade_and_impact.rb)
1399
+
1400
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1401
+
1402
+ `/trade/impact` `POST`
1403
+
1404
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1405
+
1406
+ ---
1407
+
1408
+
1409
+ ### `snaptrade.trading.get_user_account_quotes`<a id="snaptradetradingget_user_account_quotes"></a>
1410
+
1411
+ Get symbol quotes
1412
+
1413
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1414
+
1415
+ ```ruby
1416
+ result = snaptrade.trading.get_user_account_quotes(
1417
+ user_id: "John.doe@snaptrade.com",
1418
+ user_secret: "USERSECRET123",
1419
+ symbols: "symbols_example",
1420
+ account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
1421
+ use_ticker: true,
1422
+ )
1423
+ p result
1424
+ ```
1425
+
1426
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
1427
+
1428
+ ##### user_id: `String`<a id="user_id-string"></a>
1429
+ ##### user_secret: `String`<a id="user_secret-string"></a>
1430
+ ##### symbols: `String`<a id="symbols-string"></a>
1431
+ List of universal_symbol_id or tickers to get quotes for.
1432
+
1433
+ ##### account_id: `String`<a id="account_id-string"></a>
1434
+ The ID of the account to get quotes.
1435
+
1436
+ ##### use_ticker: `Boolean`<a id="use_ticker-boolean"></a>
1437
+ Should be set to True if providing tickers.
1438
+
1439
+ #### 🔄 Return<a id="🔄-return"></a>
1440
+
1441
+ [SymbolsQuotesInner](./lib/snaptrade/models/symbols_quotes_inner.rb)
1442
+
1443
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1444
+
1445
+ `/accounts/{accountId}/quotes` `GET`
1446
+
1447
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1448
+
1449
+ ---
1450
+
1451
+
1452
+ ### `snaptrade.trading.place_force_order`<a id="snaptradetradingplace_force_order"></a>
1453
+
1454
+ Place a trade with NO validation.
1455
+
1456
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1457
+
1458
+ ```ruby
1459
+ result = snaptrade.trading.place_force_order(
1460
+ user_id: "John.doe@snaptrade.com",
1461
+ user_secret: "USERSECRET123",
1462
+ account_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
1463
+ action: "BUY",
1464
+ order_type: "Limit",
1465
+ price: 31.33,
1466
+ stop: 31.33,
1467
+ time_in_force: "FOK",
1468
+ units: 3.14,
1469
+ universal_symbol_id: "2bcd7cc3-e922-4976-bce1-9858296801c3",
1470
+ notional_value: 100,
1471
+ )
1472
+ p result
1473
+ ```
1474
+
1475
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
1476
+
1477
+ ##### user_id: `String`<a id="user_id-string"></a>
1478
+ ##### user_secret: `String`<a id="user_secret-string"></a>
1479
+ ##### account_id: `String`<a id="account_id-string"></a>
1480
+ ##### action: [`Action`](./lib/snaptrade/models/action.rb)<a id="action-actionlibsnaptrademodelsactionrb"></a>
1481
+ Trade Action
1482
+
1483
+ ##### order_type: [`OrderType`](./lib/snaptrade/models/order_type.rb)<a id="order_type-ordertypelibsnaptrademodelsorder_typerb"></a>
1484
+ Order Type
1485
+
1486
+ ##### price: `Float`<a id="price-float"></a>
1487
+ Trade Price if limit or stop limit order
1488
+
1489
+ ##### stop: `Float`<a id="stop-float"></a>
1490
+ Stop Price. If stop loss or stop limit order, the price to trigger the stop
1491
+
1492
+ ##### time_in_force: [`TimeInForceStrict`](./lib/snaptrade/models/time_in_force_strict.rb)<a id="time_in_force-timeinforcestrictlibsnaptrademodelstime_in_force_strictrb"></a>
1493
+ Trade time in force examples: * FOK - Fill Or Kill * Day - Day * GTC - Good Til
1494
+ Canceled
1495
+
1496
+ ##### units: [`Float`](./lib/snaptrade/models/float.rb)<a id="units-floatlibsnaptrademodelsfloatrb"></a>
1497
+ ##### universal_symbol_id: `String`<a id="universal_symbol_id-string"></a>
1498
+ ##### notional_value: [`Float`](./lib/snaptrade/models/float.rb)<a id="notional_value-floatlibsnaptrademodelsfloatrb"></a>
1499
+ #### 🔄 Return<a id="🔄-return"></a>
1500
+
1501
+ [AccountOrderRecord](./lib/snaptrade/models/account_order_record.rb)
1502
+
1503
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1504
+
1505
+ `/trade/place` `POST`
1506
+
1507
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1508
+
1509
+ ---
1510
+
1511
+
1512
+ ### `snaptrade.trading.place_oco_order`<a id="snaptradetradingplace_oco_order"></a>
1513
+
1514
+ Place a OCO (One Cancels Other) order
1515
+
1516
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1517
+
1518
+ ```ruby
1519
+ result = snaptrade.trading.place_oco_order(
1520
+ user_id: "John.doe@snaptrade.com",
1521
+ user_secret: "USERSECRET123",
1522
+ first_trade_id: None,
1523
+ second_trade_id: None,
1524
+ )
1525
+ p result
1526
+ ```
1527
+
1528
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
1529
+
1530
+ ##### user_id: `String`<a id="user_id-string"></a>
1531
+ ##### user_secret: `String`<a id="user_secret-string"></a>
1532
+ ##### first_trade_id: `Object`<a id="first_trade_id-object"></a>
1533
+ The ID of first trade object obtained from trade/impact endpoint
1534
+
1535
+ ##### second_trade_id: `Object`<a id="second_trade_id-object"></a>
1536
+ The ID of second trade object obtained from trade/impact endpoint
1537
+
1538
+ #### 🔄 Return<a id="🔄-return"></a>
1539
+
1540
+ [AccountOrderRecord](./lib/snaptrade/models/account_order_record.rb)
1541
+
1542
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1543
+
1544
+ `/trade/oco` `POST`
1545
+
1546
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1547
+
1548
+ ---
1549
+
1550
+
1551
+ ### `snaptrade.trading.place_order`<a id="snaptradetradingplace_order"></a>
1552
+
1553
+ Place order
1554
+
1555
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1556
+
1557
+ ```ruby
1558
+ result = snaptrade.trading.place_order(
1559
+ trade_id: "tradeId_example",
1560
+ user_id: "John.doe@snaptrade.com",
1561
+ user_secret: "USERSECRET123",
1562
+ wait_to_confirm: true,
1563
+ )
1564
+ p result
1565
+ ```
1566
+
1567
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
1568
+
1569
+ ##### trade_id: `String`<a id="trade_id-string"></a>
1570
+ The ID of trade object obtained from trade/impact endpoint
1571
+
1572
+ ##### user_id: `String`<a id="user_id-string"></a>
1573
+ ##### user_secret: `String`<a id="user_secret-string"></a>
1574
+ ##### wait_to_confirm: `Boolean`<a id="wait_to_confirm-boolean"></a>
1575
+ Optional, defaults to true. Determines if a wait is performed to check on order
1576
+ status. If false, latency will be reduced but orders returned will be more
1577
+ likely to be of status PENDING as we will not wait to check on the status before
1578
+ responding to the request
1579
+
1580
+ #### 🔄 Return<a id="🔄-return"></a>
1581
+
1582
+ [AccountOrderRecord](./lib/snaptrade/models/account_order_record.rb)
1583
+
1584
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1585
+
1586
+ `/trade/{tradeId}` `POST`
1587
+
1588
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1589
+
1590
+ ---
1591
+
1592
+
1593
+ ### `snaptrade.transactions_and_reporting.get_activities`<a id="snaptradetransactions_and_reportingget_activities"></a>
1594
+
1595
+ Returns activities (transactions) for a user. Specifying start and end date is highly recommended for better performance
1596
+
1597
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1598
+
1599
+ ```ruby
1600
+ result = snaptrade.transactions_and_reporting.get_activities(
1601
+ user_id: "John.doe@snaptrade.com",
1602
+ user_secret: "USERSECRET123",
1603
+ start_date: "2022-01-24",
1604
+ end_date: "2022-01-24",
1605
+ accounts: "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2",
1606
+ brokerage_authorizations: "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2",
1607
+ type: "DIVIDEND",
1608
+ )
1609
+ p result
1610
+ ```
1611
+
1612
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
1613
+
1614
+ ##### user_id: `String`<a id="user_id-string"></a>
1615
+ ##### user_secret: `String`<a id="user_secret-string"></a>
1616
+ ##### start_date: `Date`<a id="start_date-date"></a>
1617
+ ##### end_date: `Date`<a id="end_date-date"></a>
1618
+ ##### accounts: `String`<a id="accounts-string"></a>
1619
+ Optional comma seperated list of account IDs used to filter the request on
1620
+ specific accounts
1621
+
1622
+ ##### brokerage_authorizations: `String`<a id="brokerage_authorizations-string"></a>
1623
+ Optional comma seperated list of brokerage authorization IDs used to filter the
1624
+ request on only accounts that belong to those authorizations
1625
+
1626
+ ##### type: `String`<a id="type-string"></a>
1627
+ Optional comma seperated list of types to filter activities by. This is not an
1628
+ exhaustive list, if we fail to match to these types, we will return the raw
1629
+ description from the brokerage. Potential values include - DIVIDEND - BUY - SELL
1630
+ - CONTRIBUTION - WITHDRAWAL - EXTERNAL_ASSET_TRANSFER_IN -
1631
+ EXTERNAL_ASSET_TRANSFER_OUT - INTERNAL_CASH_TRANSFER_IN -
1632
+ INTERNAL_CASH_TRANSFER_OUT - INTERNAL_ASSET_TRANSFER_IN -
1633
+ INTERNAL_ASSET_TRANSFER_OUT - INTEREST - REBATE - GOV_GRANT - TAX - FEE - REI -
1634
+ FXT
1635
+
1636
+ #### 🔄 Return<a id="🔄-return"></a>
1637
+
1638
+ [UniversalActivity](./lib/snaptrade/models/universal_activity.rb)
1639
+
1640
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1641
+
1642
+ `/activities` `GET`
1643
+
1644
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1645
+
1646
+ ---
1647
+
1648
+
1649
+ ### `snaptrade.transactions_and_reporting.get_reporting_custom_range`<a id="snaptradetransactions_and_reportingget_reporting_custom_range"></a>
1650
+
1651
+ Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Please note that Total Equity Timeframe and Rate of Returns are experimental features. Please contact support@snaptrade.com if you notice any inconsistencies.
1652
+
1653
+ #### 🛠️ Usage<a id="🛠️-usage"></a>
1654
+
1655
+ ```ruby
1656
+ result = snaptrade.transactions_and_reporting.get_reporting_custom_range(
1657
+ start_date: "2022-01-24",
1658
+ end_date: "2022-01-24",
1659
+ user_id: "John.doe@snaptrade.com",
1660
+ user_secret: "USERSECRET123",
1661
+ accounts: "917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2",
1662
+ detailed: true,
1663
+ frequency: "monthly",
1664
+ )
1665
+ p result
1666
+ ```
1667
+
1668
+ #### ⚙️ Parameters<a id="⚙️-parameters"></a>
1669
+
1670
+ ##### start_date: `Date`<a id="start_date-date"></a>
1671
+ ##### end_date: `Date`<a id="end_date-date"></a>
1672
+ ##### user_id: `String`<a id="user_id-string"></a>
1673
+ ##### user_secret: `String`<a id="user_secret-string"></a>
1674
+ ##### accounts: `String`<a id="accounts-string"></a>
1675
+ Optional comma seperated list of account IDs used to filter the request on
1676
+ specific accounts
1677
+
1678
+ ##### detailed: `Boolean`<a id="detailed-boolean"></a>
1679
+ Optional, increases frequency of data points for the total value and
1680
+ contribution charts if set to true
1681
+
1682
+ ##### frequency: `String`<a id="frequency-string"></a>
1683
+ Optional frequency for the rate of return chart (defaults to monthly). Possible
1684
+ values are daily, weekly, monthly, quarterly, yearly.
1685
+
1686
+ #### 🔄 Return<a id="🔄-return"></a>
1687
+
1688
+ [PerformanceCustom](./lib/snaptrade/models/performance_custom.rb)
1689
+
1690
+ #### 🌐 Endpoint<a id="🌐-endpoint"></a>
1691
+
1692
+ `/performance/custom` `GET`
1693
+
1694
+ [🔙 **Back to Table of Contents**](#table-of-contents)
1695
+
1696
+ ---
1697
+
224
1698
 
1699
+ ## Author<a id="author"></a>
1700
+ This TypeScript package is automatically generated by [Konfig](https://konfigthis.com)