snaptrade 2.0.193 → 2.0.194

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data/Gemfile.lock

@@ -1,7 +1,7 @@
 PATH
   remote: .
   specs:
-    snaptrade (2.0.193)
+    snaptrade (2.0.194)
       faraday (>= 1.0.1, < 3.0)
       faraday-multipart (~> 1.0, >= 1.0.4)
 

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-v2.0.193-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.193)
+[![npm](https://img.shields.io/badge/gem-v2.0.194-blue)](https://rubygems.org/gems/snaptrade/versions/2.0.194)
 [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
 
 </div>
@@ -91,7 +91,7 @@ Connect brokerage accounts to your app for live positions and trading
 Add to Gemfile:
 
 ```ruby
-gem 'snaptrade', '~> 2.0.193'
+gem 'snaptrade', '~> 2.0.194'
 ```
 
 ## Getting Started<a id="getting-started"></a>
@@ -148,7 +148,7 @@ This endpoint is paginated with a default page size of 1000. The endpoint will r
 
 Transaction are returned in reverse chronological order, using the `trade_date` field.
 
-The data returned here is always cached and refreshed once a day.
+This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.
 
 If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
 
@@ -341,7 +341,7 @@ Returns a list of balances for the account. Each element of the list has a disti
 
 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:
   - If you do, this endpoint returns real-time data.
-  - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+  - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
 
 If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
 
@@ -381,7 +381,7 @@ Returns account detail known to SnapTrade for the specified account.
 
 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:
   - If you do, this endpoint returns real-time data.
-  - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+  - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
 
 If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
 
@@ -466,7 +466,7 @@ Returns a list of recent orders in the specified account.
 
 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:
   - If you do, this endpoint returns real-time data.
-  - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+  - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
 
 If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
 
@@ -517,7 +517,7 @@ Consider using the newer [unified positions endpoint](/reference/Account%20Infor
 
 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:
   - If you do, this endpoint returns real-time data.
-  - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+  - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
 
 If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
 
@@ -641,7 +641,7 @@ Returns a list of balances, positions, and recent orders for the specified accou
 
 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:
   - If you do, this endpoint returns real-time data.
-  - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+  - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
 
 If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
 
@@ -682,7 +682,7 @@ p result
 
 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).
+This endpoint returns Daily data regardless of the customer's plan. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. To get real-time data on Pay as you Go / Real-time, use the connection-scoped endpoint linked above. Customers on Pay as you Go / Daily can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
 
 
 #### 🛠️ Usage<a id="🛠️-usage"></a>
@@ -1086,9 +1086,9 @@ p result
 
 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 Pay as you Go / Real-time, 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).
+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 brokerage. 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.
 
@@ -1164,7 +1164,7 @@ Trigger a holdings update for all accounts under this connection. Updates will b
 This endpoint will also trigger a transaction sync for the past day if one has not yet occurred.
 
 **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)**
-**Please note this endpoint is disabled for real-time plans (ex: PayGo). Real-time plans do not benefit from this feature since data is refreshed when calls are made**
+**Please note this endpoint is disabled for Pay as you Go / Real-time plans. Pay as you Go / Real-time plans do not benefit from this feature since data is refreshed when calls are made**
 
 
 #### 🛠️ Usage<a id="🛠️-usage"></a>
@@ -1478,7 +1478,7 @@ Consider using the newer [unified positions endpoint](/reference/Account%20Infor
 
 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:
   - If you do, this endpoint returns real-time data.
-  - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+  - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
 
 
 #### 🛠️ Usage<a id="🛠️-usage"></a>
@@ -2870,7 +2870,7 @@ Returns all historical transactions for the specified user and filtering criteri
 
 There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the `trade_date` field if you need them in a specific order.
 
-The data returned here is always cached and refreshed once a day.
+This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.
 
 **Note:** This endpoint will return HTTP 410 Gone for all customers that sign up after April 25, 2026.
 

data/lib/snaptrade/api/account_information_api.rb

@@ -25,7 +25,7 @@ module SnapTrade
     # 
     # Transaction are returned in reverse chronological order, using the `trade_date` field.
     # 
-    # The data returned here is always cached and refreshed once a day.
+    # This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.
     # 
     # If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
     #
@@ -56,7 +56,7 @@ module SnapTrade
     # 
     # Transaction are returned in reverse chronological order, using the `trade_date` field.
     # 
-    # The data returned here is always cached and refreshed once a day.
+    # This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.
     # 
     # If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
     #
@@ -79,7 +79,7 @@ module SnapTrade
     end
 
     # List account activities
-    # Returns all historical transactions for the specified account.  This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.  Transaction are returned in reverse chronological order, using the `trade_date` field.  The data returned here is always cached and refreshed once a day.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+    # Returns all historical transactions for the specified account.  This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.  Transaction are returned in reverse chronological order, using the `trade_date` field.  This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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 account_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 
@@ -96,7 +96,7 @@ module SnapTrade
     end
 
     # List account activities
-    # Returns all historical transactions for the specified account.  This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.  Transaction are returned in reverse chronological order, using the `trade_date` field.  The data returned here is always cached and refreshed once a day.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+    # Returns all historical transactions for the specified account.  This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.  Transaction are returned in reverse chronological order, using the `trade_date` field.  This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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 account_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 
@@ -515,7 +515,7 @@ module SnapTrade
     # 
     # 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:
     #   - If you do, this endpoint returns real-time data.
-    #   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+    #   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
     # 
     # If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
     #
@@ -534,7 +534,7 @@ module SnapTrade
     # 
     # 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:
     #   - If you do, this endpoint returns real-time data.
-    #   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+    #   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
     # 
     # If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
     #
@@ -547,7 +547,7 @@ module SnapTrade
     end
 
     # List account balances
-    # Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+    # Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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] 
@@ -559,7 +559,7 @@ module SnapTrade
     end
 
     # List account balances
-    # Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+    # Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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] 
@@ -630,7 +630,7 @@ module SnapTrade
     # 
     # 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:
     #   - If you do, this endpoint returns real-time data.
-    #   - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+    #   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
     # 
     # If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
     #
@@ -649,7 +649,7 @@ module SnapTrade
     # 
     # 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:
     #   - If you do, this endpoint returns real-time data.
-    #   - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+    #   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
     # 
     # If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
     #
@@ -662,7 +662,7 @@ module SnapTrade
     end
 
     # Get account detail
-    # Returns account detail known to SnapTrade for the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+    # Returns account detail known to SnapTrade for the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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] 
@@ -674,7 +674,7 @@ module SnapTrade
     end
 
     # Get account detail
-    # Returns account detail known to SnapTrade for the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+    # Returns account detail known to SnapTrade for the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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] 
@@ -881,7 +881,7 @@ module SnapTrade
     # 
     # 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:
     #   - If you do, this endpoint returns real-time data.
-    #   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+    #   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
     # 
     # If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
     #
@@ -904,7 +904,7 @@ module SnapTrade
     # 
     # 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:
     #   - If you do, this endpoint returns real-time data.
-    #   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+    #   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
     # 
     # If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
     #
@@ -921,7 +921,7 @@ module SnapTrade
     end
 
     # List account orders
-    # Returns a list of recent orders in the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+    # Returns a list of recent orders in the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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] 
@@ -935,7 +935,7 @@ module SnapTrade
     end
 
     # List account orders
-    # Returns a list of recent orders in the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+    # Returns a list of recent orders in the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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] 
@@ -1024,7 +1024,7 @@ module SnapTrade
     # 
     # 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:
     #   - If you do, this endpoint returns real-time data.
-    #   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+    #   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
     # 
     # If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
     #
@@ -1045,7 +1045,7 @@ module SnapTrade
     # 
     # 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:
     #   - If you do, this endpoint returns real-time data.
-    #   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+    #   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
     # 
     # If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
     #
@@ -1058,7 +1058,7 @@ module SnapTrade
     end
 
     # List account positions
-    # Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).  Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures.  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+    # Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).  Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures.  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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] 
@@ -1070,7 +1070,7 @@ module SnapTrade
     end
 
     # List account positions
-    # Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).  Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures.  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+    # Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).  Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures.  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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] 
@@ -1368,7 +1368,7 @@ module SnapTrade
     # 
     # 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:
     #   - If you do, this endpoint returns real-time data.
-    #   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+    #   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
     # 
     # If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
     #
@@ -1388,7 +1388,7 @@ module SnapTrade
     # 
     # 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:
     #   - If you do, this endpoint returns real-time data.
-    #   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+    #   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
     # 
     # If the connection has become disabled, it can no longer access the latest data from the brokerage, 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.
     #
@@ -1401,7 +1401,7 @@ module SnapTrade
     end
 
     # List account holdings
-    # **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders). Returns a list of balances, positions, and recent orders for the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+    # **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders). Returns a list of balances, positions, and recent orders for the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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 account_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 
@@ -1413,7 +1413,7 @@ module SnapTrade
     end
 
     # List account holdings
-    # **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders). Returns a list of balances, positions, and recent orders for the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+    # **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders). Returns a list of balances, positions, and recent orders for the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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 account_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 
@@ -1484,7 +1484,7 @@ module SnapTrade
     # 
     # 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).
+    # This endpoint returns Daily data regardless of the customer's plan. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. To get real-time data on Pay as you Go / Real-time, use the connection-scoped endpoint linked above. 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] 
@@ -1500,7 +1500,7 @@ module SnapTrade
     # 
     # 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).
+    # This endpoint returns Daily data regardless of the customer's plan. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. To get real-time data on Pay as you Go / Real-time, use the connection-scoped endpoint linked above. 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] 
@@ -1510,7 +1510,7 @@ module SnapTrade
     end
 
     # List accounts
-    # **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). 
+    # **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 endpoint returns Daily data regardless of the customer's plan. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. To get real-time data on Pay as you Go / Real-time, use the connection-scoped endpoint linked above. 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
@@ -1521,7 +1521,7 @@ module SnapTrade
     end
 
     # List accounts
-    # **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). 
+    # **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 endpoint returns Daily data regardless of the customer's plan. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. To get real-time data on Pay as you Go / Real-time, use the connection-scoped endpoint linked above. 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

data/lib/snaptrade/api/connections_api.rb

@@ -336,9 +336,9 @@ module SnapTrade
     #
     # 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 Pay as you Go / Real-time, 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).
+    # 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 brokerage. 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.
     #
@@ -355,9 +355,9 @@ module SnapTrade
     #
     # 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 Pay as you Go / Real-time, 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).
+    # 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 brokerage. 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.
     #
@@ -370,7 +370,7 @@ module SnapTrade
     end
 
     # List accounts for a connection
-    # 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. 
+    # Returns all brokerage accounts that belong to the specified connection for the authenticated user.  On Pay as you Go / Real-time, this endpoint refreshes each account's opening date, funding date, and total value live from the brokerage on each call.  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 brokerage. 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. 
     # @param authorization_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 
@@ -382,7 +382,7 @@ module SnapTrade
     end
 
     # List accounts for a connection
-    # 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. 
+    # Returns all brokerage accounts that belong to the specified connection for the authenticated user.  On Pay as you Go / Real-time, this endpoint refreshes each account's opening date, funding date, and total value live from the brokerage on each call.  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 brokerage. 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. 
     # @param authorization_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 
@@ -556,7 +556,7 @@ module SnapTrade
     # This endpoint will also trigger a transaction sync for the past day if one has not yet occurred.
     # 
     # **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)**
-    # **Please note this endpoint is disabled for real-time plans (ex: PayGo). Real-time plans do not benefit from this feature since data is refreshed when calls are made**
+    # **Please note this endpoint is disabled for Pay as you Go / Real-time plans. Pay as you Go / Real-time plans do not benefit from this feature since data is refreshed when calls are made**
     #
     # @param authorization_id [String] 
     # @param user_id [String] 
@@ -573,7 +573,7 @@ module SnapTrade
     # This endpoint will also trigger a transaction sync for the past day if one has not yet occurred.
     # 
     # **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)**
-    # **Please note this endpoint is disabled for real-time plans (ex: PayGo). Real-time plans do not benefit from this feature since data is refreshed when calls are made**
+    # **Please note this endpoint is disabled for Pay as you Go / Real-time plans. Pay as you Go / Real-time plans do not benefit from this feature since data is refreshed when calls are made**
     #
     # @param authorization_id [String] 
     # @param user_id [String] 
@@ -584,7 +584,7 @@ module SnapTrade
     end
 
     # Refresh holdings for a connection
-    # Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred.  **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for real-time plans (ex: PayGo). Real-time plans do not benefit from this feature since data is refreshed when calls are made** 
+    # Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred.  **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for Pay as you Go / Real-time plans. Pay as you Go / Real-time plans do not benefit from this feature since data is refreshed when calls are made** 
     # @param authorization_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 
@@ -596,7 +596,7 @@ module SnapTrade
     end
 
     # Refresh holdings for a connection
-    # Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred.  **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for real-time plans (ex: PayGo). Real-time plans do not benefit from this feature since data is refreshed when calls are made** 
+    # Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred.  **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for Pay as you Go / Real-time plans. Pay as you Go / Real-time plans do not benefit from this feature since data is refreshed when calls are made** 
     # @param authorization_id [String] 
     # @param user_id [String] 
     # @param user_secret [String] 

data/lib/snaptrade/api/options_api.rb

@@ -25,7 +25,7 @@ module SnapTrade
     # 
     # 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:
     #   - If you do, this endpoint returns real-time data.
-    #   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+    #   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
     #
     # @param user_id [String] 
     # @param user_secret [String] 
@@ -44,7 +44,7 @@ module SnapTrade
     # 
     # 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:
     #   - If you do, this endpoint returns real-time data.
-    #   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
+    #   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.
     #
     # @param user_id [String] 
     # @param user_secret [String] 
@@ -55,7 +55,7 @@ module SnapTrade
     end
 
     # List account option positions
-    # Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).  Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures.  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 
+    # Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).  Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures.  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param account_id [String] 
@@ -67,7 +67,7 @@ module SnapTrade
     end
 
     # List account option positions
-    # Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).  Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures.  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 
+    # Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).  Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures.  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param account_id [String] 

data/lib/snaptrade/api/transactions_and_reporting_api.rb

@@ -25,7 +25,7 @@ module SnapTrade
     # 
     # There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the `trade_date` field if you need them in a specific order.
     # 
-    # The data returned here is always cached and refreshed once a day.
+    # This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.
     # 
     # **Note:** This endpoint will return HTTP 410 Gone for all customers that sign up after April 25, 2026.
     #
@@ -55,7 +55,7 @@ module SnapTrade
     # 
     # There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the `trade_date` field if you need them in a specific order.
     # 
-    # The data returned here is always cached and refreshed once a day.
+    # This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.
     # 
     # **Note:** This endpoint will return HTTP 410 Gone for all customers that sign up after April 25, 2026.
     #
@@ -77,7 +77,7 @@ module SnapTrade
     end
 
     # Get transaction history for a user
-    # This endpoint is being deprecated but will continue to be available for use via SDKs, please use [the account level endpoint](/reference/Account%20Information/AccountInformation_getAccountActivities) if possible  Returns all historical transactions for the specified user and filtering criteria. It's recommended to use `startDate` and `endDate` to paginate through the data, as the response may be very large for accounts with a long history and/or a lot of activity. There's a max number of 10000 transactions returned per request.  There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the `trade_date` field if you need them in a specific order.  The data returned here is always cached and refreshed once a day.  **Note:** This endpoint will return HTTP 410 Gone for all customers that sign up after April 25, 2026. 
+    # This endpoint is being deprecated but will continue to be available for use via SDKs, please use [the account level endpoint](/reference/Account%20Information/AccountInformation_getAccountActivities) if possible  Returns all historical transactions for the specified user and filtering criteria. It's recommended to use `startDate` and `endDate` to paginate through the data, as the response may be very large for accounts with a long history and/or a lot of activity. There's a max number of 10000 transactions returned per request.  There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the `trade_date` field if you need them in a specific order.  This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.  **Note:** This endpoint will return HTTP 410 Gone for all customers that sign up after April 25, 2026. 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param [Hash] opts the optional parameters
@@ -93,7 +93,7 @@ module SnapTrade
     end
 
     # Get transaction history for a user
-    # This endpoint is being deprecated but will continue to be available for use via SDKs, please use [the account level endpoint](/reference/Account%20Information/AccountInformation_getAccountActivities) if possible  Returns all historical transactions for the specified user and filtering criteria. It's recommended to use `startDate` and `endDate` to paginate through the data, as the response may be very large for accounts with a long history and/or a lot of activity. There's a max number of 10000 transactions returned per request.  There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the `trade_date` field if you need them in a specific order.  The data returned here is always cached and refreshed once a day.  **Note:** This endpoint will return HTTP 410 Gone for all customers that sign up after April 25, 2026. 
+    # This endpoint is being deprecated but will continue to be available for use via SDKs, please use [the account level endpoint](/reference/Account%20Information/AccountInformation_getAccountActivities) if possible  Returns all historical transactions for the specified user and filtering criteria. It's recommended to use `startDate` and `endDate` to paginate through the data, as the response may be very large for accounts with a long history and/or a lot of activity. There's a max number of 10000 transactions returned per request.  There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the `trade_date` field if you need them in a specific order.  This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.  **Note:** This endpoint will return HTTP 410 Gone for all customers that sign up after April 25, 2026. 
     # @param user_id [String] 
     # @param user_secret [String] 
     # @param [Hash] opts the optional parameters

data/lib/snaptrade/models/account.rb

@@ -128,6 +128,7 @@ module SnapTrade
         :'status',
         :'raw_type',
         :'account_category',
+        :'portfolio_group',
       ])
     end
 

data/lib/snaptrade/version.rb

@@ -8,5 +8,5 @@ Contact: api@snaptrade.com
 =end
 
 module SnapTrade
-  VERSION = '2.0.193'
+  VERSION = '2.0.194'
 end

data/spec/api/account_information_api_spec.rb

@@ -29,7 +29,7 @@ describe 'AccountInformationApi' do
 
   # unit tests for get_account_activities
   # List account activities
-  # Returns all historical transactions for the specified account.  This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.  Transaction are returned in reverse chronological order, using the `trade_date` field.  The data returned here is always cached and refreshed once a day.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+  # Returns all historical transactions for the specified account.  This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options.  Transaction are returned in reverse chronological order, using the `trade_date` field.  This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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 account_id 
   # @param user_id 
   # @param user_secret 
@@ -90,7 +90,7 @@ describe 'AccountInformationApi' do
 
   # unit tests for get_user_account_balance
   # List account balances
-  # Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+  # Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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 
   # @param user_secret 
   # @param account_id 
@@ -104,7 +104,7 @@ describe 'AccountInformationApi' do
 
   # unit tests for get_user_account_details
   # Get account detail
-  # Returns account detail known to SnapTrade for the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+  # Returns account detail known to SnapTrade for the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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 
   # @param user_secret 
   # @param account_id 
@@ -133,7 +133,7 @@ describe 'AccountInformationApi' do
 
   # unit tests for get_user_account_orders
   # List account orders
-  # Returns a list of recent orders in the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+  # Returns a list of recent orders in the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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 
   # @param user_secret 
   # @param account_id 
@@ -149,7 +149,7 @@ describe 'AccountInformationApi' do
 
   # unit tests for get_user_account_positions
   # List account positions
-  # Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).  Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures.  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+  # Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings).  Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures.  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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 
   # @param user_secret 
   # @param account_id 
@@ -193,7 +193,7 @@ describe 'AccountInformationApi' do
 
   # unit tests for get_user_holdings
   # List account holdings
-  # **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders). Returns a list of balances, positions, and recent orders for the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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. 
+  # **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders). Returns a list of balances, positions, and recent orders for the specified account.  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint.  If the connection has become disabled, it can no longer access the latest data from the brokerage, 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 account_id 
   # @param user_id 
   # @param user_secret 
@@ -207,7 +207,7 @@ describe 'AccountInformationApi' do
 
   # unit tests for list_user_accounts
   # List accounts
-  # **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). 
+  # **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 endpoint returns Daily data regardless of the customer's plan. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. To get real-time data on Pay as you Go / Real-time, use the connection-scoped endpoint linked above. Customers on Pay as you Go / Daily can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 
   # @param user_id 
   # @param user_secret 
   # @param [Hash] opts the optional parameters

data/spec/api/connections_api_spec.rb

@@ -71,7 +71,7 @@ describe 'ConnectionsApi' do
 
   # unit tests for list_brokerage_authorization_accounts
   # List accounts for a connection
-  # 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. 
+  # Returns all brokerage accounts that belong to the specified connection for the authenticated user.  On Pay as you Go / Real-time, this endpoint refreshes each account's opening date, funding date, and total value live from the brokerage on each call.  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 brokerage. 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. 
   # @param authorization_id 
   # @param user_id 
   # @param user_secret 
@@ -98,7 +98,7 @@ describe 'ConnectionsApi' do
 
   # unit tests for refresh_brokerage_authorization
   # Refresh holdings for a connection
-  # Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred.  **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for real-time plans (ex: PayGo). Real-time plans do not benefit from this feature since data is refreshed when calls are made** 
+  # Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred.  **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for Pay as you Go / Real-time plans. Pay as you Go / Real-time plans do not benefit from this feature since data is refreshed when calls are made** 
   # @param authorization_id 
   # @param user_id 
   # @param user_secret 

data/spec/api/options_api_spec.rb

@@ -29,7 +29,7 @@ describe 'OptionsApi' do
 
   # unit tests for list_option_holdings
   # List account option positions
-  # Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).  Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures.  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:   - If you do, this endpoint returns real-time data.   - If you don't, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 
+  # Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).  Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures.  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:   - If you do, this endpoint returns real-time data.   - If you don't, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 
   # @param user_id 
   # @param user_secret 
   # @param account_id 

data/spec/api/transactions_and_reporting_api_spec.rb

@@ -29,7 +29,7 @@ describe 'TransactionsAndReportingApi' do
 
   # unit tests for get_activities
   # Get transaction history for a user
-  # This endpoint is being deprecated but will continue to be available for use via SDKs, please use [the account level endpoint](/reference/Account%20Information/AccountInformation_getAccountActivities) if possible  Returns all historical transactions for the specified user and filtering criteria. It's recommended to use `startDate` and `endDate` to paginate through the data, as the response may be very large for accounts with a long history and/or a lot of activity. There's a max number of 10000 transactions returned per request.  There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the `trade_date` field if you need them in a specific order.  The data returned here is always cached and refreshed once a day.  **Note:** This endpoint will return HTTP 410 Gone for all customers that sign up after April 25, 2026. 
+  # This endpoint is being deprecated but will continue to be available for use via SDKs, please use [the account level endpoint](/reference/Account%20Information/AccountInformation_getAccountActivities) if possible  Returns all historical transactions for the specified user and filtering criteria. It's recommended to use `startDate` and `endDate` to paginate through the data, as the response may be very large for accounts with a long history and/or a lot of activity. There's a max number of 10000 transactions returned per request.  There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the `trade_date` field if you need them in a specific order.  This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage.  **Note:** This endpoint will return HTTP 410 Gone for all customers that sign up after April 25, 2026. 
   # @param user_id 
   # @param user_secret 
   # @param [Hash] opts the optional parameters

metadata

@@ -1,14 +1,14 @@
 --- !ruby/object:Gem::Specification
 name: snaptrade
 version: !ruby/object:Gem::Version
-  version: 2.0.193
+  version: 2.0.194
 platform: ruby
 authors:
 - SnapTrade
 autorequire: 
 bindir: bin
 cert_chain: []
-date: 2026-05-12 00:00:00.000000000 Z
+date: 2026-05-13 00:00:00.000000000 Z
 dependencies:
 - !ruby/object:Gem::Dependency
   name: faraday