snaptrade 3.0.29 → 3.0.31

data/lib/snaptrade/api/experimental_endpoints_api.rb

@@ -239,6 +239,129 @@ module SnapTrade
     end
 
 
+    # Get account details
+    #
+    # Experimental and subject to change without notice.
+    # 
+    # Returns the specified account for the authenticated user, using the `kind`-discriminated account shape. Use the `kind` discriminator to determine the shape of the account, which can be an investment, deposit, or line of credit account.
+    # 
+    # On Pay as you Go / Real-time, this endpoint refreshes the account's opening date and total net value (`net_value`) live from the institution on each call, along with funding date for `investment` accounts.
+    # 
+    # On Pay as you Go / Daily, this endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by institution. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
+    # 
+    # Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see whether your plan includes real-time data.
+    # 
+    # If the connection has become disabled, it can no longer access the latest data from the institution, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
+    #
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param account_id [String] 
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def get_account_details(user_id:, user_secret:, account_id:, extra: {})
+      data, _status_code, _headers = get_account_details_with_http_info_impl(user_id, user_secret, account_id, extra)
+      data
+    end
+
+    # Get account details
+    #
+    # Experimental and subject to change without notice.
+    # 
+    # Returns the specified account for the authenticated user, using the `kind`-discriminated account shape. Use the `kind` discriminator to determine the shape of the account, which can be an investment, deposit, or line of credit account.
+    # 
+    # On Pay as you Go / Real-time, this endpoint refreshes the account's opening date and total net value (`net_value`) live from the institution on each call, along with funding date for `investment` accounts.
+    # 
+    # On Pay as you Go / Daily, this endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by institution. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
+    # 
+    # Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see whether your plan includes real-time data.
+    # 
+    # If the connection has become disabled, it can no longer access the latest data from the institution, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
+    #
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param account_id [String] 
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def get_account_details_with_http_info(user_id:, user_secret:, account_id:, extra: {})
+      get_account_details_with_http_info_impl(user_id, user_secret, account_id, extra)
+    end
+
+    # Get account details
+    # Experimental and subject to change without notice.  Returns the specified account for the authenticated user, using the `kind`-discriminated account shape. Use the `kind` discriminator to determine the shape of the account, which can be an investment, deposit, or line of credit account.  On Pay as you Go / Real-time, this endpoint refreshes the account's opening date and total net value (`net_value`) live from the institution on each call, along with funding date for `investment` accounts.  On Pay as you Go / Daily, this endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by institution. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).  Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see whether your plan includes real-time data.  If the connection has become disabled, it can no longer access the latest data from the institution, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection. 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param account_id [String] 
+    # @param [Hash] opts the optional parameters
+    # @return [ConnectionAccount]
+    private def get_account_details_impl(user_id, user_secret, account_id, opts = {})
+      data, _status_code, _headers = get_account_details_with_http_info(user_id, user_secret, account_id, opts)
+      data
+    end
+
+    # Get account details
+    # Experimental and subject to change without notice.  Returns the specified account for the authenticated user, using the `kind`-discriminated account shape. Use the `kind` discriminator to determine the shape of the account, which can be an investment, deposit, or line of credit account.  On Pay as you Go / Real-time, this endpoint refreshes the account's opening date and total net value (`net_value`) live from the institution on each call, along with funding date for `investment` accounts.  On Pay as you Go / Daily, this endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by institution. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).  Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see whether your plan includes real-time data.  If the connection has become disabled, it can no longer access the latest data from the institution, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection. 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param account_id [String] 
+    # @param [Hash] opts the optional parameters
+    # @return [Array<(ConnectionAccount, Integer, Hash)>] ConnectionAccount data, response status code and response headers
+    private def get_account_details_with_http_info_impl(user_id, user_secret, account_id, opts = {})
+      if @api_client.config.debugging
+        @api_client.config.logger.debug 'Calling API: ExperimentalEndpointsApi.get_account_details ...'
+      end
+      # verify the required parameter 'user_id' is set
+      if @api_client.config.client_side_validation && user_id.nil?
+        fail ArgumentError, "Missing the required parameter 'user_id' when calling ExperimentalEndpointsApi.get_account_details"
+      end
+      # verify the required parameter 'user_secret' is set
+      if @api_client.config.client_side_validation && user_secret.nil?
+        fail ArgumentError, "Missing the required parameter 'user_secret' when calling ExperimentalEndpointsApi.get_account_details"
+      end
+      # verify the required parameter 'account_id' is set
+      if @api_client.config.client_side_validation && account_id.nil?
+        fail ArgumentError, "Missing the required parameter 'account_id' when calling ExperimentalEndpointsApi.get_account_details"
+      end
+      # resource path
+      local_var_path = '/accounts/{accountId}/details'.sub('{' + 'accountId' + '}', CGI.escape(account_id.to_s))
+
+      # query parameters
+      query_params = opts[:query_params] || {}
+      query_params[:'userId'] = user_id
+      query_params[:'userSecret'] = user_secret
+
+      # header parameters
+      header_params = opts[:header_params] || {}
+      # HTTP header 'Accept' (if needed)
+      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
+
+      # form parameters
+      form_params = opts[:form_params] || {}
+
+      # http body (model)
+      post_body = opts[:debug_body]
+
+      # return_type
+      return_type = opts[:debug_return_type] || 'ConnectionAccount'
+
+      # auth_names
+      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
+
+      new_options = opts.merge(
+        :operation => :"ExperimentalEndpointsApi.get_account_details",
+        :header_params => header_params,
+        :query_params => query_params,
+        :form_params => form_params,
+        :body => post_body,
+        :auth_names => auth_names,
+        :return_type => return_type
+      )
+
+      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
+      if @api_client.config.debugging
+        @api_client.config.logger.debug "API called: ExperimentalEndpointsApi#get_account_details\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
+      end
+      return data, status_code, headers, response
+    end
+
+
     # Get account order detail (V2)
     #
     # Returns the detail of a single order using the brokerage order ID provided as a path parameter.
@@ -619,6 +742,113 @@ module SnapTrade
     end
 
 
+    # List all user accounts
+    #
+    # Experimental and subject to change without notice.
+    # 
+    # Returns all accounts across all connections known to SnapTrade for the authenticated user.
+    # 
+    # The `results` list can contain multiple account kinds in the same response, including investment, deposit, and line of credit accounts. Use the `kind` discriminator to determine the shape for each account.
+    # 
+    # This endpoint returns Daily data regardless of the customer's plan. Daily data is cached and refreshed once a day, which makes this endpoint fast and well-suited to listing accounts across all of a user's connections in a single call. Exact refresh timing may vary by institution. To get real-time data on Pay as you Go / Real-time, use the [list accounts for a connection endpoint](/reference/Connections/Connections_listConnectionAccounts). Customers on Pay as you Go / Daily can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
+    #
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def list_all_user_accounts(user_id:, user_secret:, extra: {})
+      data, _status_code, _headers = list_all_user_accounts_with_http_info_impl(user_id, user_secret, extra)
+      data
+    end
+
+    # List all user accounts
+    #
+    # Experimental and subject to change without notice.
+    # 
+    # Returns all accounts across all connections known to SnapTrade for the authenticated user.
+    # 
+    # The `results` list can contain multiple account kinds in the same response, including investment, deposit, and line of credit accounts. Use the `kind` discriminator to determine the shape for each account.
+    # 
+    # This endpoint returns Daily data regardless of the customer's plan. Daily data is cached and refreshed once a day, which makes this endpoint fast and well-suited to listing accounts across all of a user's connections in a single call. Exact refresh timing may vary by institution. To get real-time data on Pay as you Go / Real-time, use the [list accounts for a connection endpoint](/reference/Connections/Connections_listConnectionAccounts). Customers on Pay as you Go / Daily can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
+    #
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def list_all_user_accounts_with_http_info(user_id:, user_secret:, extra: {})
+      list_all_user_accounts_with_http_info_impl(user_id, user_secret, extra)
+    end
+
+    # List all user accounts
+    # Experimental and subject to change without notice.  Returns all accounts across all connections known to SnapTrade for the authenticated user.  The `results` list can contain multiple account kinds in the same response, including investment, deposit, and line of credit accounts. Use the `kind` discriminator to determine the shape for each account.  This endpoint returns Daily data regardless of the customer's plan. Daily data is cached and refreshed once a day, which makes this endpoint fast and well-suited to listing accounts across all of a user's connections in a single call. Exact refresh timing may vary by institution. To get real-time data on Pay as you Go / Real-time, use the [list accounts for a connection endpoint](/reference/Connections/Connections_listConnectionAccounts). Customers on Pay as you Go / Daily can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param [Hash] opts the optional parameters
+    # @return [AllUserAccountsResponse]
+    private def list_all_user_accounts_impl(user_id, user_secret, opts = {})
+      data, _status_code, _headers = list_all_user_accounts_with_http_info(user_id, user_secret, opts)
+      data
+    end
+
+    # List all user accounts
+    # Experimental and subject to change without notice.  Returns all accounts across all connections known to SnapTrade for the authenticated user.  The &#x60;results&#x60; list can contain multiple account kinds in the same response, including investment, deposit, and line of credit accounts. Use the &#x60;kind&#x60; discriminator to determine the shape for each account.  This endpoint returns Daily data regardless of the customer&#39;s plan. Daily data is cached and refreshed once a day, which makes this endpoint fast and well-suited to listing accounts across all of a user&#39;s connections in a single call. Exact refresh timing may vary by institution. To get real-time data on Pay as you Go / Real-time, use the [list accounts for a connection endpoint](/reference/Connections/Connections_listConnectionAccounts). Customers on Pay as you Go / Daily can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param [Hash] opts the optional parameters
+    # @return [Array<(AllUserAccountsResponse, Integer, Hash)>] AllUserAccountsResponse data, response status code and response headers
+    private def list_all_user_accounts_with_http_info_impl(user_id, user_secret, opts = {})
+      if @api_client.config.debugging
+        @api_client.config.logger.debug 'Calling API: ExperimentalEndpointsApi.list_all_user_accounts ...'
+      end
+      # verify the required parameter 'user_id' is set
+      if @api_client.config.client_side_validation && user_id.nil?
+        fail ArgumentError, "Missing the required parameter 'user_id' when calling ExperimentalEndpointsApi.list_all_user_accounts"
+      end
+      # verify the required parameter 'user_secret' is set
+      if @api_client.config.client_side_validation && user_secret.nil?
+        fail ArgumentError, "Missing the required parameter 'user_secret' when calling ExperimentalEndpointsApi.list_all_user_accounts"
+      end
+      # resource path
+      local_var_path = '/accounts/all'
+
+      # query parameters
+      query_params = opts[:query_params] || {}
+      query_params[:'userId'] = user_id
+      query_params[:'userSecret'] = user_secret
+
+      # header parameters
+      header_params = opts[:header_params] || {}
+      # HTTP header 'Accept' (if needed)
+      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
+
+      # form parameters
+      form_params = opts[:form_params] || {}
+
+      # http body (model)
+      post_body = opts[:debug_body]
+
+      # return_type
+      return_type = opts[:debug_return_type] || 'AllUserAccountsResponse'
+
+      # auth_names
+      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
+
+      new_options = opts.merge(
+        :operation => :"ExperimentalEndpointsApi.list_all_user_accounts",
+        :header_params => header_params,
+        :query_params => query_params,
+        :form_params => form_params,
+        :body => post_body,
+        :auth_names => auth_names,
+        :return_type => return_type
+      )
+
+      data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
+      if @api_client.config.debugging
+        @api_client.config.logger.debug "API called: ExperimentalEndpointsApi#list_all_user_accounts\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
+      end
+      return data, status_code, headers, response
+    end
+
+
     # List active Trade Detection subscriptions
     #
     # Returns active Trade Detection subscriptions for your Client ID. Cancelled subscriptions are not returned.
@@ -694,6 +924,182 @@ module SnapTrade
       end
       return data, status_code, headers, response
     end
+
+
+    # Place a simple order (beta)
+    #
+    # **Beta.** Places a single-leg or multi-leg order using a common request format for equities, equity options, futures, and future options. This endpoint is experimental; breaking changes are possible during the experimental phase.
+    # 
+    # Equity and equity-option orders use the existing brokerage trading capabilities. Futures and future options are currently supported only on tastytrade. Order types, time in force, optional fields, and strategy combinations remain subject to brokerage support. See the [brokerage trading support page](https://support.snaptrade.com/brokerages).
+    # 
+    # An order may contain equity/option legs or future/future_option legs, but cannot mix those two families. Equity/option strategies must share the same underlying symbol. Each strategy is submitted as one brokerage order; unsupported strategies are never split into independent orders. Tastytrade supports single-leg outright futures and up to four future-option legs, and does not support multi-leg market orders.
+    # 
+    # All string choices use lower snake_case and are case-sensitive. Symbols retain their native format: equity tickers, OCC equity-option symbols, or the exact tastytrade BrokerageInstrument ticker for futures and future options, including any spaces.
+    # 
+    # A successful response contains only the brokerage order ID. Use the existing order endpoints to retrieve order details.
+    #
+    # @param order_type [SimpleTradeFormOrderType] 
+    # @param time_in_force [SimpleTradeFormTimeInForce] Order duration, subject to brokerage and execution-path support. gtd requires expiry_date and a non-market single-leg equity/option order. Existing single-leg option routing does not support ioc. Futures and multi-leg orders do not support gtd through this endpoint.
+    # @param legs [Array<SimpleTradeLeg>] Legs of one brokerage order. Use equity/option legs or future/future_option legs, without mixing the two families. Brokerage strategy and leg-count limits apply.
+    # @param account_id [String] The ID of the account to execute the trade on.
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param limit_price [Float] Required for limit and stop_limit orders, except that multi-leg price_effect even implies zero. Must be omitted or null for market and stop orders. For multi-leg orders this is the net strategy price. Negative prices are accepted only for futures-family orders, subject to brokerage support.
+    # @param stop_price [Float] Required for stop and stop_limit orders. Must be omitted or null for market and limit orders. Must be positive for equity/option orders; futures-family trigger prices are subject to brokerage support.
+    # @param price_effect [SimpleTradeFormPriceEffect] Only applicable to multi-leg limit and stop_limit orders. Requirements and supported values depend on the brokerage; tastytrade requires credit or debit. even implies a zero limit_price, which may be omitted and must be zero if supplied. Single-leg price effects are derived from the action.
+    # @param client_order_id [String] Optional canonical UUID, forwarded where the existing execution path supports it and for tastytrade futures orders. Requires the existing client-order-ID enablement; when disabled the value is ignored. Brokerage behavior on duplicates varies; SnapTrade does not enforce uniqueness. Tastytrade uses this as external-identifier for correlation and does not deduplicate submissions.
+    # @param expiry_date [Time] ISO 8601 expiry timestamp, required for gtd and invalid with other durations. A missing timezone is treated as UTC. Supported only through existing single-leg Public and Sandbox execution paths.
+    # @param notional_value [Float] Positive order value, supported only for a single-equity market order on eligible brokerages and partners. Mutually exclusive with leg units. Omit or set units to null when supplied.
+    # @param trading_session [SimpleTradeFormTradingSession] extended uses existing single-leg equity/option brokerage support and requires extended-hours enablement. Futures and multi-leg orders only accept regular.
+    # @param body [SimpleTradeForm] 
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def place_simple_order(order_type:, time_in_force:, legs:, account_id:, user_id:, user_secret:, limit_price: SENTINEL, stop_price: SENTINEL, price_effect: SENTINEL, client_order_id: SENTINEL, expiry_date: SENTINEL, notional_value: SENTINEL, trading_session: 'regular', extra: {})
+      _body = {}
+      _body[:order_type] = order_type if order_type != SENTINEL
+      _body[:time_in_force] = time_in_force if time_in_force != SENTINEL
+      _body[:legs] = legs if legs != SENTINEL
+      _body[:limit_price] = limit_price if limit_price != SENTINEL
+      _body[:stop_price] = stop_price if stop_price != SENTINEL
+      _body[:price_effect] = price_effect if price_effect != SENTINEL
+      _body[:client_order_id] = client_order_id if client_order_id != SENTINEL
+      _body[:expiry_date] = expiry_date if expiry_date != SENTINEL
+      _body[:notional_value] = notional_value if notional_value != SENTINEL
+      _body[:trading_session] = trading_session if trading_session != SENTINEL
+      simple_trade_form = _body
+      data, _status_code, _headers = place_simple_order_with_http_info_impl(account_id, user_id, user_secret, simple_trade_form, extra)
+      data
+    end
+
+    # Place a simple order (beta)
+    #
+    # **Beta.** Places a single-leg or multi-leg order using a common request format for equities, equity options, futures, and future options. This endpoint is experimental; breaking changes are possible during the experimental phase.
+    # 
+    # Equity and equity-option orders use the existing brokerage trading capabilities. Futures and future options are currently supported only on tastytrade. Order types, time in force, optional fields, and strategy combinations remain subject to brokerage support. See the [brokerage trading support page](https://support.snaptrade.com/brokerages).
+    # 
+    # An order may contain equity/option legs or future/future_option legs, but cannot mix those two families. Equity/option strategies must share the same underlying symbol. Each strategy is submitted as one brokerage order; unsupported strategies are never split into independent orders. Tastytrade supports single-leg outright futures and up to four future-option legs, and does not support multi-leg market orders.
+    # 
+    # All string choices use lower snake_case and are case-sensitive. Symbols retain their native format: equity tickers, OCC equity-option symbols, or the exact tastytrade BrokerageInstrument ticker for futures and future options, including any spaces.
+    # 
+    # A successful response contains only the brokerage order ID. Use the existing order endpoints to retrieve order details.
+    #
+    # @param order_type [SimpleTradeFormOrderType] 
+    # @param time_in_force [SimpleTradeFormTimeInForce] Order duration, subject to brokerage and execution-path support. gtd requires expiry_date and a non-market single-leg equity/option order. Existing single-leg option routing does not support ioc. Futures and multi-leg orders do not support gtd through this endpoint.
+    # @param legs [Array<SimpleTradeLeg>] Legs of one brokerage order. Use equity/option legs or future/future_option legs, without mixing the two families. Brokerage strategy and leg-count limits apply.
+    # @param account_id [String] The ID of the account to execute the trade on.
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param limit_price [Float] Required for limit and stop_limit orders, except that multi-leg price_effect even implies zero. Must be omitted or null for market and stop orders. For multi-leg orders this is the net strategy price. Negative prices are accepted only for futures-family orders, subject to brokerage support.
+    # @param stop_price [Float] Required for stop and stop_limit orders. Must be omitted or null for market and limit orders. Must be positive for equity/option orders; futures-family trigger prices are subject to brokerage support.
+    # @param price_effect [SimpleTradeFormPriceEffect] Only applicable to multi-leg limit and stop_limit orders. Requirements and supported values depend on the brokerage; tastytrade requires credit or debit. even implies a zero limit_price, which may be omitted and must be zero if supplied. Single-leg price effects are derived from the action.
+    # @param client_order_id [String] Optional canonical UUID, forwarded where the existing execution path supports it and for tastytrade futures orders. Requires the existing client-order-ID enablement; when disabled the value is ignored. Brokerage behavior on duplicates varies; SnapTrade does not enforce uniqueness. Tastytrade uses this as external-identifier for correlation and does not deduplicate submissions.
+    # @param expiry_date [Time] ISO 8601 expiry timestamp, required for gtd and invalid with other durations. A missing timezone is treated as UTC. Supported only through existing single-leg Public and Sandbox execution paths.
+    # @param notional_value [Float] Positive order value, supported only for a single-equity market order on eligible brokerages and partners. Mutually exclusive with leg units. Omit or set units to null when supplied.
+    # @param trading_session [SimpleTradeFormTradingSession] extended uses existing single-leg equity/option brokerage support and requires extended-hours enablement. Futures and multi-leg orders only accept regular.
+    # @param body [SimpleTradeForm] 
+    # @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
+    def place_simple_order_with_http_info(order_type:, time_in_force:, legs:, account_id:, user_id:, user_secret:, limit_price: SENTINEL, stop_price: SENTINEL, price_effect: SENTINEL, client_order_id: SENTINEL, expiry_date: SENTINEL, notional_value: SENTINEL, trading_session: 'regular', extra: {})
+      _body = {}
+      _body[:order_type] = order_type if order_type != SENTINEL
+      _body[:time_in_force] = time_in_force if time_in_force != SENTINEL
+      _body[:legs] = legs if legs != SENTINEL
+      _body[:limit_price] = limit_price if limit_price != SENTINEL
+      _body[:stop_price] = stop_price if stop_price != SENTINEL
+      _body[:price_effect] = price_effect if price_effect != SENTINEL
+      _body[:client_order_id] = client_order_id if client_order_id != SENTINEL
+      _body[:expiry_date] = expiry_date if expiry_date != SENTINEL
+      _body[:notional_value] = notional_value if notional_value != SENTINEL
+      _body[:trading_session] = trading_session if trading_session != SENTINEL
+      simple_trade_form = _body
+      place_simple_order_with_http_info_impl(account_id, user_id, user_secret, simple_trade_form, extra)
+    end
+
+    # Place a simple order (beta)
+    # **Beta.** Places a single-leg or multi-leg order using a common request format for equities, equity options, futures, and future options. This endpoint is experimental; breaking changes are possible during the experimental phase.  Equity and equity-option orders use the existing brokerage trading capabilities. Futures and future options are currently supported only on tastytrade. Order types, time in force, optional fields, and strategy combinations remain subject to brokerage support. See the [brokerage trading support page](https://support.snaptrade.com/brokerages).  An order may contain equity/option legs or future/future_option legs, but cannot mix those two families. Equity/option strategies must share the same underlying symbol. Each strategy is submitted as one brokerage order; unsupported strategies are never split into independent orders. Tastytrade supports single-leg outright futures and up to four future-option legs, and does not support multi-leg market orders.  All string choices use lower snake_case and are case-sensitive. Symbols retain their native format: equity tickers, OCC equity-option symbols, or the exact tastytrade BrokerageInstrument ticker for futures and future options, including any spaces.  A successful response contains only the brokerage order ID. Use the existing order endpoints to retrieve order details. 
+    # @param account_id [String] The ID of the account to execute the trade on.
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param simple_trade_form [SimpleTradeForm] 
+    # @param [Hash] opts the optional parameters
+    # @return [SimpleTradeResponse]
+    private def place_simple_order_impl(account_id, user_id, user_secret, simple_trade_form, opts = {})
+      data, _status_code, _headers = place_simple_order_with_http_info(account_id, user_id, user_secret, simple_trade_form, opts)
+      data
+    end
+
+    # Place a simple order (beta)
+    # **Beta.** Places a single-leg or multi-leg order using a common request format for equities, equity options, futures, and future options. This endpoint is experimental; breaking changes are possible during the experimental phase.  Equity and equity-option orders use the existing brokerage trading capabilities. Futures and future options are currently supported only on tastytrade. Order types, time in force, optional fields, and strategy combinations remain subject to brokerage support. See the [brokerage trading support page](https://support.snaptrade.com/brokerages).  An order may contain equity/option legs or future/future_option legs, but cannot mix those two families. Equity/option strategies must share the same underlying symbol. Each strategy is submitted as one brokerage order; unsupported strategies are never split into independent orders. Tastytrade supports single-leg outright futures and up to four future-option legs, and does not support multi-leg market orders.  All string choices use lower snake_case and are case-sensitive. Symbols retain their native format: equity tickers, OCC equity-option symbols, or the exact tastytrade BrokerageInstrument ticker for futures and future options, including any spaces.  A successful response contains only the brokerage order ID. Use the existing order endpoints to retrieve order details. 
+    # @param account_id [String] The ID of the account to execute the trade on.
+    # @param user_id [String] 
+    # @param user_secret [String] 
+    # @param simple_trade_form [SimpleTradeForm] 
+    # @param [Hash] opts the optional parameters
+    # @return [Array<(SimpleTradeResponse, Integer, Hash)>] SimpleTradeResponse data, response status code and response headers
+    private def place_simple_order_with_http_info_impl(account_id, user_id, user_secret, simple_trade_form, opts = {})
+      if @api_client.config.debugging
+        @api_client.config.logger.debug 'Calling API: ExperimentalEndpointsApi.place_simple_order ...'
+      end
+      # verify the required parameter 'account_id' is set
+      if @api_client.config.client_side_validation && account_id.nil?
+        fail ArgumentError, "Missing the required parameter 'account_id' when calling ExperimentalEndpointsApi.place_simple_order"
+      end
+      # verify the required parameter 'user_id' is set
+      if @api_client.config.client_side_validation && user_id.nil?
+        fail ArgumentError, "Missing the required parameter 'user_id' when calling ExperimentalEndpointsApi.place_simple_order"
+      end
+      # verify the required parameter 'user_secret' is set
+      if @api_client.config.client_side_validation && user_secret.nil?
+        fail ArgumentError, "Missing the required parameter 'user_secret' when calling ExperimentalEndpointsApi.place_simple_order"
+      end
+      # verify the required parameter 'simple_trade_form' is set
+      if @api_client.config.client_side_validation && simple_trade_form.nil?
+        fail ArgumentError, "Missing the required parameter 'simple_trade_form' when calling ExperimentalEndpointsApi.place_simple_order"
+      end
+      # resource path
+      local_var_path = '/accounts/{accountId}/trading/simple'.sub('{' + 'accountId' + '}', CGI.escape(account_id.to_s))
+
+      # query parameters
+      query_params = opts[:query_params] || {}
+      query_params[:'userId'] = user_id
+      query_params[:'userSecret'] = user_secret
+
+      # header parameters
+      header_params = opts[:header_params] || {}
+      # HTTP header 'Accept' (if needed)
+      header_params['Accept'] = @api_client.select_header_accept(['application/json'])
+      # HTTP header 'Content-Type'
+      content_type = @api_client.select_header_content_type(['application/json'])
+      if !content_type.nil?
+        header_params['Content-Type'] = content_type
+      end
+
+      # form parameters
+      form_params = opts[:form_params] || {}
+
+      # http body (model)
+      post_body = opts[:debug_body] || @api_client.object_to_http_body(simple_trade_form)
+
+      # return_type
+      return_type = opts[:debug_return_type] || 'SimpleTradeResponse'
+
+      # auth_names
+      auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
+
+      new_options = opts.merge(
+        :operation => :"ExperimentalEndpointsApi.place_simple_order",
+        :header_params => header_params,
+        :query_params => query_params,
+        :form_params => form_params,
+        :body => post_body,
+        :auth_names => auth_names,
+        :return_type => return_type
+      )
+
+      data, status_code, headers, response = @api_client.call_api(:POST, local_var_path, new_options)
+      if @api_client.config.debugging
+        @api_client.config.logger.debug "API called: ExperimentalEndpointsApi#place_simple_order\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
+      end
+      return data, status_code, headers, response
+    end
   end
 
   # top-level client access to avoid having the user to insantiate their own API instances

data/lib/snaptrade/models/account_position.rb

@@ -30,7 +30,7 @@ module SnapTrade
     # Present for mutual fund positions and for other instrument kinds when true. A true value means the position is also counted in cash balance or buying power.
     attr_accessor :cash_equivalent
 
-    # List of tax lots for the given position (disabled by default, only available on paid plans, contact support if needed)
+    # List of tax lots for the given position. Disabled by default; enable via the Customer Dashboard Add-ons page. When enabled, this field is included only for stocks, ADRs, ETFs, mutual funds, and crypto positions. For these positions, an empty list means no tax lot data is available. Availability varies by brokerage and position. This field is omitted for all other instrument kinds or when the feature is disabled.
     attr_accessor :tax_lots
 
     # Attribute mapping from ruby-style variable name to JSON key.

data/lib/snaptrade/models/account_value_history_response.rb

@@ -13,7 +13,7 @@ require 'time'
 module SnapTrade
   # The response to the account value history endpoint, containing a list of estimated account values at different points in time.
   class AccountValueHistoryResponse
-    # List of estimated account values over time returned by the endpoint.
+    # List of estimated account values over time returned by the endpoint. The data may contain gaps and is best used for charting trends, rather than as a complete or exact record of historical account values.
     attr_accessor :history
 
     # The ISO-4217 currency code for the account values.