snaptrade 2.0.188 → 2.0.189
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.
- checksums.yaml +4 -4
- data/Gemfile.lock +1 -1
- data/README.md +47 -7
- data/lib/snaptrade/api/account_information_api.rb +8 -12
- data/lib/snaptrade/api/connections_api.rb +115 -0
- data/lib/snaptrade/version.rb +1 -1
- data/spec/api/account_information_api_spec.rb +1 -1
- data/spec/api/connections_api_spec.rb +14 -0
- metadata +2 -2
checksums.yaml
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SHA256:
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metadata.gz:
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metadata.gz: bc1822b15054d558264492488c4ad3fe18564ac200cbf40963c6b7770e907835
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data.tar.gz: 7ca5ed2fa30342fa05db76eb269be0ac6cc64f8ba05ac48338187742908be1f8
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metadata.gz: 9e4aa643fabacb21f007ecef2c4b9051d8d19a36f8f9e970f25d61b4dd1c34538dbe448357f1f95f95cba74258d40acf44f1262ff3b91aed3fd9c63714d6dc31
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data.tar.gz: dc0fd724bb3bb6e424b69de4804dd2b96af686d824043b48d576e559a212a8f9f6c8624b2bd045a240970dd0110bb9826b9523dfe42a0c5a45588b5cfc2d9dca
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data/Gemfile.lock
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data/README.md
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Connect brokerage accounts to your app for live positions and trading
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[](https://rubygems.org/gems/snaptrade/versions/2.0.189)
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[](https://snaptrade.com/)
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</div>
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@@ -41,6 +41,7 @@ Connect brokerage accounts to your app for live positions and trading
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* [`snaptrade.connections.delete_connection`](#snaptradeconnectionsdelete_connection)
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* [`snaptrade.connections.detail_brokerage_authorization`](#snaptradeconnectionsdetail_brokerage_authorization)
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* [`snaptrade.connections.disable_brokerage_authorization`](#snaptradeconnectionsdisable_brokerage_authorization)
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* [`snaptrade.connections.list_brokerage_authorization_accounts`](#snaptradeconnectionslist_brokerage_authorization_accounts)
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* [`snaptrade.connections.list_brokerage_authorizations`](#snaptradeconnectionslist_brokerage_authorizations)
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* [`snaptrade.connections.refresh_brokerage_authorization`](#snaptradeconnectionsrefresh_brokerage_authorization)
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* [`snaptrade.connections.remove_brokerage_authorization`](#snaptradeconnectionsremove_brokerage_authorization)
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Add to Gemfile:
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```ruby
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gem 'snaptrade', '~> 2.0.
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gem 'snaptrade', '~> 2.0.189'
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```
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## Getting Started<a id="getting-started"></a>
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### `snaptrade.account_information.list_user_accounts`<a id="snaptradeaccount_informationlist_user_accounts"></a>
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**Deprecated, please use the [list accounts for a connection endpoint](/reference/Connections/Connections_listBrokerageAuthorizationAccounts) instead.**
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Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
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-
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-
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Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
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- If you do, real-time data can be fetched using the [update account details endpoint](/reference/Account%20Information/AccountInformation_getUserAccountDetails).
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- If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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This data is cached and only refreshed once a day, regardless of the customer's plan. To get real-time data on a real-time plan, use the connection-scoped endpoint linked above. Customers on delayed plans can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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#### 🛠️ Usage<a id="🛠️-usage"></a>
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### `snaptrade.connections.list_brokerage_authorization_accounts`<a id="snaptradeconnectionslist_brokerage_authorization_accounts"></a>
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Returns all brokerage accounts that belong to the specified connection for the authenticated user.
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On real-time plans, this endpoint refreshes each account's opening date, funding date, and total value live from the brokerage on each call.
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On delayed plans, this endpoint returns cached data that is refreshed once a day. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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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.
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#### 🛠️ Usage<a id="🛠️-usage"></a>
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```ruby
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result = snaptrade.connections.list_brokerage_authorization_accounts(
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authorization_id: "87b24961-b51e-4db8-9226-f198f6518a89",
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user_id: "snaptrade-user-123",
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user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
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)
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p result
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```
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#### ⚙️ Parameters<a id="⚙️-parameters"></a>
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##### authorization_id: `String`<a id="authorization_id-string"></a>
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##### user_id: `String`<a id="user_id-string"></a>
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##### user_secret: `String`<a id="user_secret-string"></a>
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#### 🔄 Return<a id="🔄-return"></a>
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[Account](./lib/snaptrade/models/account.rb)
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#### 🌐 Endpoint<a id="🌐-endpoint"></a>
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`/authorizations/{authorizationId}/accounts` `GET`
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[🔙 **Back to Table of Contents**](#table-of-contents)
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---
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### `snaptrade.connections.list_brokerage_authorizations`<a id="snaptradeconnectionslist_brokerage_authorizations"></a>
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Returns a list of all connections for the specified user. Note that `Connection` and `Brokerage Authorization` are interchangeable, but the term `Connection` is preferred and used in the doc for consistency.
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# List accounts
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# **Deprecated, please use the [list accounts for a connection endpoint](/reference/Connections/Connections_listBrokerageAuthorizationAccounts) instead.**
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# Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
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#
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# - If you do, real-time data can be fetched using the [update account details endpoint](/reference/Account%20Information/AccountInformation_getUserAccountDetails).
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# - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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# This data is cached and only refreshed once a day, regardless of the customer's plan. To get real-time data on a real-time plan, use the connection-scoped endpoint linked above. Customers on delayed plans can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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#
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# List accounts
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# Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
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# - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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# This data is cached and only refreshed once a day, regardless of the customer's plan. To get real-time data on a real-time plan, use the connection-scoped endpoint linked above. Customers on delayed plans can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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end
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# List accounts
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# **Deprecated, please use the [list accounts for a connection endpoint](/reference/Connections/Connections_listBrokerageAuthorizationAccounts) instead.** Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user. This data is cached and only refreshed once a day, regardless of the customer's plan. To get real-time data on a real-time plan, use the connection-scoped endpoint linked above. Customers on delayed plans can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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# **Deprecated, please use the [list accounts for a connection endpoint](/reference/Connections/Connections_listBrokerageAuthorizationAccounts) instead.** Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user. This data is cached and only refreshed once a day, regardless of the customer's plan. To get real-time data on a real-time plan, use the connection-scoped endpoint linked above. Customers on delayed plans can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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end
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# List accounts for a connection
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# Returns all brokerage accounts that belong to the specified connection for the authenticated user.
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# On real-time plans, this endpoint refreshes each account's opening date, funding date, and total value live from the brokerage on each call.
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#
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# On delayed plans, this endpoint returns cached data that is refreshed once a day. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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#
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# 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.
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#
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# @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
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def list_brokerage_authorization_accounts(authorization_id:, user_id:, user_secret:, extra: {})
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data, _status_code, _headers = list_brokerage_authorization_accounts_with_http_info_impl(authorization_id, user_id, user_secret, extra)
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data
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end
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# List accounts for a connection
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#
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# Returns all brokerage accounts that belong to the specified connection for the authenticated user.
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#
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# On real-time plans, this endpoint refreshes each account's opening date, funding date, and total value live from the brokerage on each call.
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#
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# On delayed plans, this endpoint returns cached data that is refreshed once a day. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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#
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# 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.
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#
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# @param authorization_id [String]
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# @param [Hash] extra additional parameters to pass along through :header_params, :query_params, or parameter name
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def list_brokerage_authorization_accounts_with_http_info(authorization_id:, user_id:, user_secret:, extra: {})
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list_brokerage_authorization_accounts_with_http_info_impl(authorization_id, user_id, user_secret, extra)
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end
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# List accounts for a connection
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# Returns all brokerage accounts that belong to the specified connection for the authenticated user. On real-time plans, this endpoint refreshes each account's opening date, funding date, and total value live from the brokerage on each call. On delayed plans, this endpoint returns cached data that is refreshed once a day. 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.
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# @param authorization_id [String]
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# @param [Hash] opts the optional parameters
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# @return [Array<Account>]
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private def list_brokerage_authorization_accounts_impl(authorization_id, user_id, user_secret, opts = {})
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data, _status_code, _headers = list_brokerage_authorization_accounts_with_http_info(authorization_id, user_id, user_secret, opts)
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data
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end
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# List accounts for a connection
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# Returns all brokerage accounts that belong to the specified connection for the authenticated user. On real-time plans, this endpoint refreshes each account's opening date, funding date, and total value live from the brokerage on each call. On delayed plans, this endpoint returns cached data that is refreshed once a day. 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.
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# @param authorization_id [String]
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# @return [Array<(Array<Account>, Integer, Hash)>] Array<Account> data, response status code and response headers
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private def list_brokerage_authorization_accounts_with_http_info_impl(authorization_id, user_id, user_secret, opts = {})
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if @api_client.config.debugging
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@api_client.config.logger.debug 'Calling API: ConnectionsApi.list_brokerage_authorization_accounts ...'
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end
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# verify the required parameter 'authorization_id' is set
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if @api_client.config.client_side_validation && authorization_id.nil?
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fail ArgumentError, "Missing the required parameter 'authorization_id' when calling ConnectionsApi.list_brokerage_authorization_accounts"
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end
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# verify the required parameter 'user_id' is set
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if @api_client.config.client_side_validation && user_id.nil?
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fail ArgumentError, "Missing the required parameter 'user_id' when calling ConnectionsApi.list_brokerage_authorization_accounts"
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end
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# verify the required parameter 'user_secret' is set
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if @api_client.config.client_side_validation && user_secret.nil?
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fail ArgumentError, "Missing the required parameter 'user_secret' when calling ConnectionsApi.list_brokerage_authorization_accounts"
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end
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# resource path
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local_var_path = '/authorizations/{authorizationId}/accounts'.sub('{' + 'authorizationId' + '}', CGI.escape(authorization_id.to_s))
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# query parameters
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query_params = opts[:query_params] || {}
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query_params[:'userId'] = user_id
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query_params[:'userSecret'] = user_secret
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# header parameters
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header_params = opts[:header_params] || {}
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|
417
|
+
# HTTP header 'Accept' (if needed)
|
|
418
|
+
header_params['Accept'] = @api_client.select_header_accept(['application/json'])
|
|
419
|
+
|
|
420
|
+
# form parameters
|
|
421
|
+
form_params = opts[:form_params] || {}
|
|
422
|
+
|
|
423
|
+
# http body (model)
|
|
424
|
+
post_body = opts[:debug_body]
|
|
425
|
+
|
|
426
|
+
# return_type
|
|
427
|
+
return_type = opts[:debug_return_type] || 'Array<Account>'
|
|
428
|
+
|
|
429
|
+
# auth_names
|
|
430
|
+
auth_names = opts[:debug_auth_names] || ['PartnerClientId', 'PartnerSignature', 'PartnerTimestamp']
|
|
431
|
+
|
|
432
|
+
new_options = opts.merge(
|
|
433
|
+
:operation => :"ConnectionsApi.list_brokerage_authorization_accounts",
|
|
434
|
+
:header_params => header_params,
|
|
435
|
+
:query_params => query_params,
|
|
436
|
+
:form_params => form_params,
|
|
437
|
+
:body => post_body,
|
|
438
|
+
:auth_names => auth_names,
|
|
439
|
+
:return_type => return_type
|
|
440
|
+
)
|
|
441
|
+
|
|
442
|
+
data, status_code, headers, response = @api_client.call_api(:GET, local_var_path, new_options)
|
|
443
|
+
if @api_client.config.debugging
|
|
444
|
+
@api_client.config.logger.debug "API called: ConnectionsApi#list_brokerage_authorization_accounts\nData: #{data.inspect}\nStatus code: #{status_code}\nHeaders: #{headers}"
|
|
445
|
+
end
|
|
446
|
+
return data, status_code, headers, response
|
|
447
|
+
end
|
|
448
|
+
|
|
449
|
+
|
|
335
450
|
# List all connections
|
|
336
451
|
#
|
|
337
452
|
# Returns a list of all connections for the specified user. Note that `Connection` and `Brokerage Authorization` are interchangeable, but the term `Connection` is preferred and used in the doc for consistency.
|
data/lib/snaptrade/version.rb
CHANGED
|
@@ -193,7 +193,7 @@ describe 'AccountInformationApi' do
|
|
|
193
193
|
|
|
194
194
|
# unit tests for list_user_accounts
|
|
195
195
|
# List accounts
|
|
196
|
-
# Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user.
|
|
196
|
+
# **Deprecated, please use the [list accounts for a connection endpoint](/reference/Connections/Connections_listBrokerageAuthorizationAccounts) instead.** Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user. This data is cached and only refreshed once a day, regardless of the customer's plan. To get real-time data on a real-time plan, use the connection-scoped endpoint linked above. Customers on delayed plans can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
|
|
197
197
|
# @param user_id
|
|
198
198
|
# @param user_secret
|
|
199
199
|
# @param [Hash] opts the optional parameters
|
|
@@ -69,6 +69,20 @@ describe 'ConnectionsApi' do
|
|
|
69
69
|
end
|
|
70
70
|
end
|
|
71
71
|
|
|
72
|
+
# unit tests for list_brokerage_authorization_accounts
|
|
73
|
+
# List accounts for a connection
|
|
74
|
+
# Returns all brokerage accounts that belong to the specified connection for the authenticated user. On real-time plans, this endpoint refreshes each account's opening date, funding date, and total value live from the brokerage on each call. On delayed plans, this endpoint returns cached data that is refreshed once a day. 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.
|
|
75
|
+
# @param authorization_id
|
|
76
|
+
# @param user_id
|
|
77
|
+
# @param user_secret
|
|
78
|
+
# @param [Hash] opts the optional parameters
|
|
79
|
+
# @return [Array<Account>]
|
|
80
|
+
describe 'list_brokerage_authorization_accounts test' do
|
|
81
|
+
it 'should work' do
|
|
82
|
+
# assertion here. ref: https://www.relishapp.com/rspec/rspec-expectations/docs/built-in-matchers
|
|
83
|
+
end
|
|
84
|
+
end
|
|
85
|
+
|
|
72
86
|
# unit tests for list_brokerage_authorizations
|
|
73
87
|
# List all connections
|
|
74
88
|
# Returns a list of all connections for the specified user. Note that `Connection` and `Brokerage Authorization` are interchangeable, but the term `Connection` is preferred and used in the doc for consistency. A connection is usually tied to a single login at a brokerage. A single connection can contain multiple brokerage accounts. SnapTrade performs de-duping on connections for a given user. If the user has an existing connection with the brokerage, when connecting the brokerage with the same credentials, SnapTrade will return the existing connection instead of creating a new one.
|
metadata
CHANGED
|
@@ -1,14 +1,14 @@
|
|
|
1
1
|
--- !ruby/object:Gem::Specification
|
|
2
2
|
name: snaptrade
|
|
3
3
|
version: !ruby/object:Gem::Version
|
|
4
|
-
version: 2.0.
|
|
4
|
+
version: 2.0.189
|
|
5
5
|
platform: ruby
|
|
6
6
|
authors:
|
|
7
7
|
- SnapTrade
|
|
8
8
|
autorequire:
|
|
9
9
|
bindir: bin
|
|
10
10
|
cert_chain: []
|
|
11
|
-
date: 2026-
|
|
11
|
+
date: 2026-05-06 00:00:00.000000000 Z
|
|
12
12
|
dependencies:
|
|
13
13
|
- !ruby/object:Gem::Dependency
|
|
14
14
|
name: faraday
|