snaptrade 2.0.82 → 2.0.84

checksums.yaml

@@ -1,7 +1,7 @@
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data/Gemfile.lock

@@ -1,14 +1,14 @@
 PATH
   remote: .
   specs:
-    snaptrade (2.0.82)
+    snaptrade (2.0.84)
       faraday (>= 1.0.1, < 3.0)
       faraday-multipart (~> 1.0, >= 1.0.4)
 
 GEM
   remote: https://rubygems.org/
   specs:
-    ast (2.4.2)
+    ast (2.4.3)
     base64 (0.2.0)
     byebug (11.1.3)
     coderay (1.1.3)
@@ -29,7 +29,7 @@ GEM
     method_source (1.1.0)
     multipart-post (2.4.1)
     parallel (1.26.3)
-    parser (3.3.7.1)
+    parser (3.3.7.2)
       ast (~> 2.4.1)
       racc
     pry (0.14.2)
@@ -67,8 +67,8 @@ GEM
       rubocop-ast (>= 1.2.0, < 2.0)
       ruby-progressbar (~> 1.7)
       unicode-display_width (>= 1.4.0, < 3.0)
-    rubocop-ast (1.38.1)
-      parser (>= 3.3.1.0)
+    rubocop-ast (1.41.0)
+      parser (>= 3.3.7.2)
     ruby-progressbar (1.13.0)
     ruby2_keywords (0.0.5)
     unicode-display_width (2.6.0)

data/README.md

@@ -6,7 +6,7 @@
 
 Connect brokerage accounts to your app for live positions and trading
 
-[![npm](https://img.shields.io/badge/gem-v2.0.82-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.82)
+[![npm](https://img.shields.io/badge/gem-v2.0.84-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.84)
 [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
 
 </div>
@@ -43,6 +43,11 @@ Connect brokerage accounts to your app for live positions and trading
   * [`snaptrade.connections.remove_brokerage_authorization`](#snaptradeconnectionsremove_brokerage_authorization)
   * [`snaptrade.connections.return_rates`](#snaptradeconnectionsreturn_rates)
   * [`snaptrade.connections.session_events`](#snaptradeconnectionssession_events)
+  * [`snaptrade.crypto_spot_trading.crypto_spot_cancel_order`](#snaptradecrypto_spot_tradingcrypto_spot_cancel_order)
+  * [`snaptrade.crypto_spot_trading.crypto_spot_place_order`](#snaptradecrypto_spot_tradingcrypto_spot_place_order)
+  * [`snaptrade.crypto_spot_trading.crypto_spot_preview_order`](#snaptradecrypto_spot_tradingcrypto_spot_preview_order)
+  * [`snaptrade.crypto_spot_trading.crypto_spot_quote`](#snaptradecrypto_spot_tradingcrypto_spot_quote)
+  * [`snaptrade.crypto_spot_trading.crypto_spot_symbols`](#snaptradecrypto_spot_tradingcrypto_spot_symbols)
   * [`snaptrade.options.get_option_strategy`](#snaptradeoptionsget_option_strategy)
   * [`snaptrade.options.get_options_chain`](#snaptradeoptionsget_options_chain)
   * [`snaptrade.options.get_options_strategy_quote`](#snaptradeoptionsget_options_strategy_quote)
@@ -62,6 +67,7 @@ Connect brokerage accounts to your app for live positions and trading
   * [`snaptrade.trading.cancel_user_account_order`](#snaptradetradingcancel_user_account_order)
   * [`snaptrade.trading.get_order_impact`](#snaptradetradingget_order_impact)
   * [`snaptrade.trading.get_user_account_quotes`](#snaptradetradingget_user_account_quotes)
+  * [`snaptrade.trading.place_bracket_order`](#snaptradetradingplace_bracket_order)
   * [`snaptrade.trading.place_force_order`](#snaptradetradingplace_force_order)
   * [`snaptrade.trading.place_order`](#snaptradetradingplace_order)
   * [`snaptrade.transactions_and_reporting.get_activities`](#snaptradetransactions_and_reportingget_activities)
@@ -74,7 +80,7 @@ Connect brokerage accounts to your app for live positions and trading
 Add to Gemfile:
 
 ```ruby
-gem 'snaptrade', '~> 2.0.82'
+gem 'snaptrade', '~> 2.0.84'
 ```
 
 ## Getting Started<a id="getting-started"></a>
@@ -1039,6 +1045,284 @@ specific users
 ---
 
 
+### `snaptrade.crypto_spot_trading.crypto_spot_cancel_order`<a id="snaptradecrypto_spot_tradingcrypto_spot_cancel_order"></a>
+
+Cancels a cryptocurrency spot order in the specified account.
+
+
+#### 🛠️ Usage<a id="🛠️-usage"></a>
+
+```ruby
+result = snaptrade.crypto_spot_trading.crypto_spot_cancel_order(
+  brokerage_order_id: "66a033fa-da74-4fcf-b527-feefdec9257e",
+  user_id: "snaptrade-user-123",
+  user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
+  account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
+)
+p result
+```
+
+#### ⚙️ Parameters<a id="⚙️-parameters"></a>
+
+##### brokerage_order_id: `String`<a id="brokerage_order_id-string"></a>
+Order ID returned by brokerage. This is the unique identifier for the order in
+the brokerage system.
+
+##### user_id: `String`<a id="user_id-string"></a>
+##### user_secret: `String`<a id="user_secret-string"></a>
+##### account_id: `String`<a id="account_id-string"></a>
+#### 🔄 Return<a id="🔄-return"></a>
+
+[AccountOrderRecord](./lib/snaptrade/models/account_order_record.rb)
+
+#### 🌐 Endpoint<a id="🌐-endpoint"></a>
+
+`/accounts/{accountId}/trading/crypto/spot/cancelOrder` `POST`
+
+[🔙 **Back to Table of Contents**](#table-of-contents)
+
+---
+
+
+### `snaptrade.crypto_spot_trading.crypto_spot_place_order`<a id="snaptradecrypto_spot_tradingcrypto_spot_place_order"></a>
+
+Places a spot cryptocurrency order in the specified account.
+This endpoint does not compute the impact to the account balance from the order before submitting the order to the exchange.
+
+
+#### 🛠️ Usage<a id="🛠️-usage"></a>
+
+```ruby
+result = snaptrade.crypto_spot_trading.crypto_spot_place_order(
+  symbol: {
+        "base" => "BTC",
+        "quote" => "BTC",
+    },
+  side: "BUY",
+  type: "MARKET",
+  time_in_force: "GTC",
+  amount: "123.45",
+  user_id: "snaptrade-user-123",
+  user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
+  account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
+  limit_price: "123.45",
+  stop_price: "123.45",
+  post_only: false,
+  expiration_date: "2024-01-01T00:00:00Z",
+)
+p result
+```
+
+#### ⚙️ Parameters<a id="⚙️-parameters"></a>
+
+##### symbol: [`CryptocurrencyPair`](./lib/snaptrade/models/cryptocurrency_pair.rb)<a id="symbol-cryptocurrencypairlibsnaptrademodelscryptocurrency_pairrb"></a>
+##### side: [`ActionStrict`](./lib/snaptrade/models/action_strict.rb)<a id="side-actionstrictlibsnaptrademodelsaction_strictrb"></a>
+The action describes the intent or side of a trade. This is either `BUY` or
+`SELL`.
+
+##### type: [`Type`](./lib/snaptrade/models/type.rb)<a id="type-typelibsnaptrademodelstyperb"></a>
+The type of order to place.
+
+##### time_in_force: [`CryptoSpotOrderRequestBodyTimeInForce`](./lib/snaptrade/models/crypto_spot_order_request_body_time_in_force.rb)<a id="time_in_force-cryptospotorderrequestbodytimeinforcelibsnaptrademodelscrypto_spot_order_request_body_time_in_forcerb"></a>
+The Time in Force type for the order. This field indicates how long the order
+will remain active before it is executed or expires. - `GTC` - Good Til
+Canceled. The order is valid until it is executed or canceled. - `FOK` - Fill Or
+Kill. The order must be executed in its entirety immediately or be canceled
+completely. - `IOC` - Immediate Or Cancel. The order must be executed
+immediately. Any portion of the order that cannot be filled immediately will be
+canceled. - `GTD` - Good Til Date. The order is valid until the specified date.
+
+##### amount: `Float`<a id="amount-float"></a>
+The amount of the base currency to buy or sell.
+
+##### user_id: `String`<a id="user_id-string"></a>
+##### user_secret: `String`<a id="user_secret-string"></a>
+##### account_id: `String`<a id="account_id-string"></a>
+##### limit_price: `Float`<a id="limit_price-float"></a>
+The limit price. Required if the order type is LIMIT, STOP_LOSS_LIMIT or
+TAKE_PROFIT_LIMIT.
+
+##### stop_price: `Float`<a id="stop_price-float"></a>
+The stop price. Required if the order type is STOP_LOSS_MARKET, STOP_LOSS_LIMIT,
+TAKE_PROFIT_MARKET or TAKE_PROFIT_LIMIT.
+
+##### post_only: `Boolean`<a id="post_only-boolean"></a>
+Required for order type LIMIT. If true orders that would be filled immediately
+are rejected to avoid incurring TAKER fees.
+
+##### expiration_date: `Time`<a id="expiration_date-time"></a>
+The expiration date of the order. Required if the time_in_force is GTD.
+
+#### 🔄 Return<a id="🔄-return"></a>
+
+[AccountOrderRecord](./lib/snaptrade/models/account_order_record.rb)
+
+#### 🌐 Endpoint<a id="🌐-endpoint"></a>
+
+`/accounts/{accountId}/trading/crypto/spot/placeOrder` `POST`
+
+[🔙 **Back to Table of Contents**](#table-of-contents)
+
+---
+
+
+### `snaptrade.crypto_spot_trading.crypto_spot_preview_order`<a id="snaptradecrypto_spot_tradingcrypto_spot_preview_order"></a>
+
+Previews a cryptocurrency spot order using the specified account.
+
+
+#### 🛠️ Usage<a id="🛠️-usage"></a>
+
+```ruby
+result = snaptrade.crypto_spot_trading.crypto_spot_preview_order(
+  symbol: {
+        "base" => "BTC",
+        "quote" => "BTC",
+    },
+  side: "BUY",
+  type: "MARKET",
+  time_in_force: "GTC",
+  amount: "123.45",
+  user_id: "snaptrade-user-123",
+  user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
+  account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
+  limit_price: "123.45",
+  stop_price: "123.45",
+  post_only: false,
+  expiration_date: "2024-01-01T00:00:00Z",
+)
+p result
+```
+
+#### ⚙️ Parameters<a id="⚙️-parameters"></a>
+
+##### symbol: [`CryptocurrencyPair`](./lib/snaptrade/models/cryptocurrency_pair.rb)<a id="symbol-cryptocurrencypairlibsnaptrademodelscryptocurrency_pairrb"></a>
+##### side: [`ActionStrict`](./lib/snaptrade/models/action_strict.rb)<a id="side-actionstrictlibsnaptrademodelsaction_strictrb"></a>
+The action describes the intent or side of a trade. This is either `BUY` or
+`SELL`.
+
+##### type: [`Type`](./lib/snaptrade/models/type.rb)<a id="type-typelibsnaptrademodelstyperb"></a>
+The type of order to place.
+
+##### time_in_force: [`CryptoSpotOrderRequestBodyTimeInForce`](./lib/snaptrade/models/crypto_spot_order_request_body_time_in_force.rb)<a id="time_in_force-cryptospotorderrequestbodytimeinforcelibsnaptrademodelscrypto_spot_order_request_body_time_in_forcerb"></a>
+The Time in Force type for the order. This field indicates how long the order
+will remain active before it is executed or expires. - `GTC` - Good Til
+Canceled. The order is valid until it is executed or canceled. - `FOK` - Fill Or
+Kill. The order must be executed in its entirety immediately or be canceled
+completely. - `IOC` - Immediate Or Cancel. The order must be executed
+immediately. Any portion of the order that cannot be filled immediately will be
+canceled. - `GTD` - Good Til Date. The order is valid until the specified date.
+
+##### amount: `Float`<a id="amount-float"></a>
+The amount of the base currency to buy or sell.
+
+##### user_id: `String`<a id="user_id-string"></a>
+##### user_secret: `String`<a id="user_secret-string"></a>
+##### account_id: `String`<a id="account_id-string"></a>
+##### limit_price: `Float`<a id="limit_price-float"></a>
+The limit price. Required if the order type is LIMIT, STOP_LOSS_LIMIT or
+TAKE_PROFIT_LIMIT.
+
+##### stop_price: `Float`<a id="stop_price-float"></a>
+The stop price. Required if the order type is STOP_LOSS_MARKET, STOP_LOSS_LIMIT,
+TAKE_PROFIT_MARKET or TAKE_PROFIT_LIMIT.
+
+##### post_only: `Boolean`<a id="post_only-boolean"></a>
+Required for order type LIMIT. If true orders that would be filled immediately
+are rejected to avoid incurring TAKER fees.
+
+##### expiration_date: `Time`<a id="expiration_date-time"></a>
+The expiration date of the order. Required if the time_in_force is GTD.
+
+#### 🔄 Return<a id="🔄-return"></a>
+
+[CryptoSpotOrderPreview](./lib/snaptrade/models/crypto_spot_order_preview.rb)
+
+#### 🌐 Endpoint<a id="🌐-endpoint"></a>
+
+`/accounts/{accountId}/trading/crypto/spot/previewOrder` `POST`
+
+[🔙 **Back to Table of Contents**](#table-of-contents)
+
+---
+
+
+### `snaptrade.crypto_spot_trading.crypto_spot_quote`<a id="snaptradecrypto_spot_tradingcrypto_spot_quote"></a>
+
+Gets a quote for the specified account.
+
+
+#### 🛠️ Usage<a id="🛠️-usage"></a>
+
+```ruby
+result = snaptrade.crypto_spot_trading.crypto_spot_quote(
+  user_id: "snaptrade-user-123",
+  user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
+  account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
+  base: "BTC",
+  quote: "BTC",
+)
+p result
+```
+
+#### ⚙️ Parameters<a id="⚙️-parameters"></a>
+
+##### user_id: `String`<a id="user_id-string"></a>
+##### user_secret: `String`<a id="user_secret-string"></a>
+##### account_id: `String`<a id="account_id-string"></a>
+##### base: `String`<a id="base-string"></a>
+##### quote: `String`<a id="quote-string"></a>
+#### 🔄 Return<a id="🔄-return"></a>
+
+[CryptoSpotQuote](./lib/snaptrade/models/crypto_spot_quote.rb)
+
+#### 🌐 Endpoint<a id="🌐-endpoint"></a>
+
+`/accounts/{accountId}/trading/crypto/spot/quote` `GET`
+
+[🔙 **Back to Table of Contents**](#table-of-contents)
+
+---
+
+
+### `snaptrade.crypto_spot_trading.crypto_spot_symbols`<a id="snaptradecrypto_spot_tradingcrypto_spot_symbols"></a>
+
+Searches cryptocurrency spot symbols accessible to the specified account.
+
+
+#### 🛠️ Usage<a id="🛠️-usage"></a>
+
+```ruby
+result = snaptrade.crypto_spot_trading.crypto_spot_symbols(
+  user_id: "snaptrade-user-123",
+  user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
+  account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
+  base: "BTC",
+  quote: "BTC",
+)
+p result
+```
+
+#### ⚙️ Parameters<a id="⚙️-parameters"></a>
+
+##### user_id: `String`<a id="user_id-string"></a>
+##### user_secret: `String`<a id="user_secret-string"></a>
+##### account_id: `String`<a id="account_id-string"></a>
+##### base: `String`<a id="base-string"></a>
+##### quote: `String`<a id="quote-string"></a>
+#### 🔄 Return<a id="🔄-return"></a>
+
+[TradingCryptoSpotSymbols200Response](./lib/snaptrade/models/trading_crypto_spot_symbols200_response.rb)
+
+#### 🌐 Endpoint<a id="🌐-endpoint"></a>
+
+`/accounts/{accountId}/trading/crypto/spot/symbols` `GET`
+
+[🔙 **Back to Table of Contents**](#table-of-contents)
+
+---
+
+
 ### `snaptrade.options.get_option_strategy`<a id="snaptradeoptionsget_option_strategy"></a>
 
 Creates an option strategy object that will be used to place an option strategy order.
@@ -1725,6 +2009,91 @@ Should be set to `True` if `symbols` are comprised of tickers. Defaults to
 ---
 
 
+### `snaptrade.trading.place_bracket_order`<a id="snaptradetradingplace_bracket_order"></a>
+
+Places a bracket order (entry order + OCO of stop loss and take profit). Disabled by default please contact support for
+use. Only supported on certain brokerages
+
+
+#### 🛠️ Usage<a id="🛠️-usage"></a>
+
+```ruby
+result = snaptrade.trading.place_bracket_order(
+  account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
+  action: "BUY",
+  symbol: "AAPL",
+  order_type: "Market",
+  time_in_force: "FOK",
+  stop_loss: {
+        "stop_price" => "48.55",
+        "limit_price" => "48.50",
+    },
+  take_profit: {
+        "limit_price" => "49.95",
+    },
+  user_id: "snaptrade-user-123",
+  user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
+  price: 31.33,
+  stop: 31.33,
+  units: 10.5,
+)
+p result
+```
+
+#### ⚙️ Parameters<a id="⚙️-parameters"></a>
+
+##### account_id: `String`<a id="account_id-string"></a>
+Unique identifier for the connected brokerage account. This is the UUID used to
+reference the account in SnapTrade.
+
+##### action: [`ActionStrictWithOptions`](./lib/snaptrade/models/action_strict_with_options.rb)<a id="action-actionstrictwithoptionslibsnaptrademodelsaction_strict_with_optionsrb"></a>
+The action describes the intent or side of a trade. This is either `BUY` or
+`SELL` for Equity symbols or `BUY_TO_OPEN`, `BUY_TO_CLOSE`, `SELL_TO_OPEN` or
+`SELL_TO_CLOSE` for Options.
+
+##### symbol: `String`<a id="symbol-string"></a>
+The security's trading ticker symbol.
+
+##### order_type: [`OrderTypeStrict`](./lib/snaptrade/models/order_type_strict.rb)<a id="order_type-ordertypestrictlibsnaptrademodelsorder_type_strictrb"></a>
+The type of order to place. - For `Limit` and `StopLimit` orders, the `price`
+field is required. - For `Stop` and `StopLimit` orders, the `stop` field is
+required.
+
+##### time_in_force: [`TimeInForceStrict`](./lib/snaptrade/models/time_in_force_strict.rb)<a id="time_in_force-timeinforcestrictlibsnaptrademodelstime_in_force_strictrb"></a>
+The Time in Force type for the order. This field indicates how long the order
+will remain active before it is executed or expires. Here are the supported
+values: - `Day` - Day. The order is valid only for the trading day on which it
+is placed. - `GTC` - Good Til Canceled. The order is valid until it is executed
+or canceled. - `FOK` - Fill Or Kill. The order must be executed in its entirety
+immediately or be canceled completely.
+
+##### stop_loss: [`StopLoss`](./lib/snaptrade/models/stop_loss.rb)<a id="stop_loss-stoplosslibsnaptrademodelsstop_lossrb"></a>
+##### take_profit: [`TakeProfit`](./lib/snaptrade/models/take_profit.rb)<a id="take_profit-takeprofitlibsnaptrademodelstake_profitrb"></a>
+##### user_id: `String`<a id="user_id-string"></a>
+##### user_secret: `String`<a id="user_secret-string"></a>
+##### price: `Float`<a id="price-float"></a>
+The limit price for `Limit` and `StopLimit` orders.
+
+##### stop: `Float`<a id="stop-float"></a>
+The price at which a stop order is triggered for `Stop` and `StopLimit` orders.
+
+##### units: `Float`<a id="units-float"></a>
+Number of shares for the order. This can be a decimal for fractional orders.
+Must be `null` if `notional_value` is provided.
+
+#### 🔄 Return<a id="🔄-return"></a>
+
+[AccountOrderRecord](./lib/snaptrade/models/account_order_record.rb)
+
+#### 🌐 Endpoint<a id="🌐-endpoint"></a>
+
+`/trade/placeBracketOrder` `POST`
+
+[🔙 **Back to Table of Contents**](#table-of-contents)
+
+---
+
+
 ### `snaptrade.trading.place_force_order`<a id="snaptradetradingplace_force_order"></a>
 
 Places a brokerage order in the specified account. The order could be rejected by the brokerage if it is invalid or if the account does not have sufficient funds.
@@ -1750,14 +2119,6 @@ result = snaptrade.trading.place_force_order(
   stop: 31.33,
   units: 10.5,
   notional_value: None,
-  order_class: "BRACKET",
-  stop_loss: {
-        "stop_price" => "48.55",
-        "limit_price" => "48.50",
-    },
-  take_profit: {
-        "limit_price" => "49.95",
-    },
 )
 p result
 ```
@@ -1793,10 +2154,10 @@ The universal symbol ID of the security to trade. Must be 'null' if `symbol` is
 provided, otherwise must be provided.
 
 ##### symbol: `String`<a id="symbol-string"></a>
-The security's trading ticker symbol. This currently only support Options
-symbols in the 21 character OCC format. For example \"AAPL 131124C00240000\"
-represents a call option on AAPL expiring on 2024-11-13 with a strike price of
-$240. For more information on the OCC format, see
+The security's trading ticker symbol. This currently supports stock symbols and
+Options symbols in the 21 character OCC format. For example \"AAPL
+131124C00240000\" represents a call option on AAPL expiring on 2024-11-13 with a
+strike price of $240. For more information on the OCC format, see
 [here](https://en.wikipedia.org/wiki/Option_symbol#OCC_format). If 'symbol' is
 provided, then 'universal_symbol_id' must be 'null'.
 
@@ -1813,15 +2174,6 @@ provided. If placing an Option order, this field represents the number of
 contracts to buy or sell. (e.g., 1 contract = 100 shares).
 
 ##### notional_value: [`ManualTradeFormNotionalValue`](./lib/snaptrade/models/manual_trade_form_notional_value.rb)<a id="notional_value-manualtradeformnotionalvaluelibsnaptrademodelsmanual_trade_form_notional_valuerb"></a>
-##### order_class: [`OrderClass`](./lib/snaptrade/models/order_class.rb)<a id="order_class-orderclasslibsnaptrademodelsorder_classrb"></a>
-The class of order intended to be placed. Defaults to SIMPLE for regular, one
-legged trades. Set to BRACKET if looking to place a bracket
-(One-triggers-a-one-cancels-the-other) order, then specify take profit and stop
-loss conditions. Bracket orders currently only supported on Alpaca, Tradier, and
-Tradestation, contact us for more details
-
-##### stop_loss: [`ManualTradeFormWithOptionsStopLoss`](./lib/snaptrade/models/manual_trade_form_with_options_stop_loss.rb)<a id="stop_loss-manualtradeformwithoptionsstoplosslibsnaptrademodelsmanual_trade_form_with_options_stop_lossrb"></a>
-##### take_profit: [`ManualTradeFormWithOptionsTakeProfit`](./lib/snaptrade/models/manual_trade_form_with_options_take_profit.rb)<a id="take_profit-manualtradeformwithoptionstakeprofitlibsnaptrademodelsmanual_trade_form_with_options_take_profitrb"></a>
 #### 🔄 Return<a id="🔄-return"></a>
 
 [AccountOrderRecord](./lib/snaptrade/models/account_order_record.rb)