snaptrade 2.0.198 → 2.0.199
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +4 -4
- data/Gemfile.lock +1 -1
- data/README.md +241 -4
- data/lib/snaptrade/api/account_information_api.rb +4 -4
- data/lib/snaptrade/api/experimental_endpoints_api.rb +697 -0
- data/lib/snaptrade/api/options_api.rb +4 -4
- data/lib/snaptrade/models/trade_detection_add_subscription_request.rb +222 -0
- data/lib/snaptrade/version.rb +1 -1
- data/lib/snaptrade.rb +4 -0
- data/spec/api/account_information_api_spec.rb +1 -1
- data/spec/api/experimental_endpoints_api_spec.rb +113 -0
- data/spec/api/options_api_spec.rb +1 -1
- data/spec/models/trade_detection_add_subscription_request_spec.rb +29 -0
- metadata +194 -188
checksums.yaml
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SHA256:
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metadata.gz:
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data.tar.gz:
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metadata.gz: bebc8893a14a34d7609059d0182f83f35811e91923fee8f9382d92974f771602
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data.tar.gz: 9b5b600f95ffc948e97c9b4f1181f68f7f315dc6f6c8c312e5e41a5462c03a63
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metadata.gz: a59a710797277fc96c947437bf1840201ba4c2f3f86ee1184045e99079cb96772981a6a4548c2065f162403dd7a9ce634480e9a5432469f2e4797916a59a9e1e
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data.tar.gz: f69ab1839993bf22c1efea6c112601126364de2a7267ea88f303e64d70523f643a1e44ae01fc66ed45cb346ab23f39ad803f2b9ee97ae7587c711d277721691e
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data/Gemfile.lock
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data/README.md
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@@ -6,7 +6,7 @@
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Connect brokerage accounts to your app for live positions and trading
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[](https://rubygems.org/gems/snaptrade/versions/2.0.199)
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[](https://snaptrade.com/)
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</div>
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* [`snaptrade.connections.return_rates`](#snaptradeconnectionsreturn_rates)
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* [`snaptrade.connections.session_events`](#snaptradeconnectionssession_events)
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* [`snaptrade.connections.sync_brokerage_authorization_transactions`](#snaptradeconnectionssync_brokerage_authorization_transactions)
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* [`snaptrade.experimental_endpoints.add_subscription`](#snaptradeexperimental_endpointsadd_subscription)
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* [`snaptrade.experimental_endpoints.cancel_subscription`](#snaptradeexperimental_endpointscancel_subscription)
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* [`snaptrade.experimental_endpoints.get_user_account_order_detail_v2`](#snaptradeexperimental_endpointsget_user_account_order_detail_v2)
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* [`snaptrade.experimental_endpoints.get_user_account_orders_v2`](#snaptradeexperimental_endpointsget_user_account_orders_v2)
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* [`snaptrade.experimental_endpoints.get_user_account_recent_orders_v2`](#snaptradeexperimental_endpointsget_user_account_recent_orders_v2)
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* [`snaptrade.experimental_endpoints.list_subscriptions`](#snaptradeexperimental_endpointslist_subscriptions)
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* [`snaptrade.options.list_option_holdings`](#snaptradeoptionslist_option_holdings)
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* [`snaptrade.reference_data.get_currency_exchange_rate_pair`](#snaptradereference_dataget_currency_exchange_rate_pair)
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* [`snaptrade.reference_data.get_partner_info`](#snaptradereference_dataget_partner_info)
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Add to Gemfile:
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```ruby
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gem 'snaptrade', '~> 2.0.
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gem 'snaptrade', '~> 2.0.199'
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```
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## Getting Started<a id="getting-started"></a>
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### `snaptrade.account_information.get_user_account_positions`<a id="snaptradeaccount_informationget_user_account_positions"></a>
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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).
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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.
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This endpoint is deprecated. 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.
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Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
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- If you do, this endpoint returns real-time data.
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### `snaptrade.experimental_endpoints.add_subscription`<a id="snaptradeexperimental_endpointsadd_subscription"></a>
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Adds or restores a Trade Detection subscription for a connected brokerage account.
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This endpoint requires `userId` and `userSecret` in addition to the partner signature.
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#### 🛠️ Usage<a id="🛠️-usage"></a>
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```ruby
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result = snaptrade.experimental_endpoints.add_subscription(
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account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
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user_id: "snaptrade-user-123",
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user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
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)
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p result
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```
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#### ⚙️ Parameters<a id="⚙️-parameters"></a>
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##### account_id: `String`<a id="account_id-string"></a>
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Unique identifier for the connected brokerage account. This is the UUID used to
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reference the account in SnapTrade.
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##### user_id: `String`<a id="user_id-string"></a>
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##### user_secret: `String`<a id="user_secret-string"></a>
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#### 🔄 Return<a id="🔄-return"></a>
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[TradeDetectionSubscription](./lib/snaptrade/models/trade_detection_subscription.rb)
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#### 🌐 Endpoint<a id="🌐-endpoint"></a>
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`/snapTrade/tradeDetection/subscriptions` `POST`
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[🔙 **Back to Table of Contents**](#table-of-contents)
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---
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### `snaptrade.experimental_endpoints.cancel_subscription`<a id="snaptradeexperimental_endpointscancel_subscription"></a>
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Cancels a Trade Detection subscription for a connected brokerage account.
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This endpoint requires partner signature authentication only and does not require `userId` or `userSecret`.
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#### 🛠️ Usage<a id="🛠️-usage"></a>
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```ruby
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result = snaptrade.experimental_endpoints.cancel_subscription(
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account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
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)
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p result
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```
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#### ⚙️ Parameters<a id="⚙️-parameters"></a>
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##### account_id: `String`<a id="account_id-string"></a>
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Unique identifier for the connected brokerage account. This is the UUID used to
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reference the account in SnapTrade.
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#### 🔄 Return<a id="🔄-return"></a>
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[TradeDetectionCancelSubscriptionResponse](./lib/snaptrade/models/trade_detection_cancel_subscription_response.rb)
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#### 🌐 Endpoint<a id="🌐-endpoint"></a>
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`/snapTrade/tradeDetection/subscriptions/cancel` `POST`
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[🔙 **Back to Table of Contents**](#table-of-contents)
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---
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### `snaptrade.experimental_endpoints.get_user_account_order_detail_v2`<a id="snaptradeexperimental_endpointsget_user_account_order_detail_v2"></a>
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Returns the detail of a single order using the brokerage order ID provided as a path parameter.
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This endpoint only returns orders placed through SnapTrade. In other words, orders placed outside of the SnapTrade network are not returned by this endpoint.
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#### 🛠️ Usage<a id="🛠️-usage"></a>
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```ruby
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result = snaptrade.experimental_endpoints.get_user_account_order_detail_v2(
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account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
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brokerage_order_id: "66a033fa-da74-4fcf-b527-feefdec9257e",
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user_id: "snaptrade-user-123",
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user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
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)
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p result
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```
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#### ⚙️ Parameters<a id="⚙️-parameters"></a>
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##### account_id: `String`<a id="account_id-string"></a>
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##### brokerage_order_id: `String`<a id="brokerage_order_id-string"></a>
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##### user_id: `String`<a id="user_id-string"></a>
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##### user_secret: `String`<a id="user_secret-string"></a>
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#### 🔄 Return<a id="🔄-return"></a>
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[AccountOrderRecordV2](./lib/snaptrade/models/account_order_record_v2.rb)
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#### 🌐 Endpoint<a id="🌐-endpoint"></a>
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`/accounts/{accountId}/orders/details/v2/{brokerageOrderId}` `GET`
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[🔙 **Back to Table of Contents**](#table-of-contents)
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---
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### `snaptrade.experimental_endpoints.get_user_account_orders_v2`<a id="snaptradeexperimental_endpointsget_user_account_orders_v2"></a>
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Returns a list of recent orders in the specified account.
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The V2 order response format will include all legs of each order in the `legs` list field. If the order is single legged, `legs` will be a list of one leg.
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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.
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#### 🛠️ Usage<a id="🛠️-usage"></a>
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```ruby
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result = snaptrade.experimental_endpoints.get_user_account_orders_v2(
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user_id: "snaptrade-user-123",
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user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
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account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
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state: "all",
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days: 30,
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```
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#### ⚙️ Parameters<a id="⚙️-parameters"></a>
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##### user_id: `String`<a id="user_id-string"></a>
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##### user_secret: `String`<a id="user_secret-string"></a>
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##### account_id: `String`<a id="account_id-string"></a>
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##### state: `String`<a id="state-string"></a>
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defaults to \"all\"
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##### days: `Integer`<a id="days-integer"></a>
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Number of days in the past to fetch the most recent orders. Defaults to the last
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30 days if no value is passed in. Values greater than 90 will be capped at 90.
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#### 🔄 Return<a id="🔄-return"></a>
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[AccountOrdersV2Response](./lib/snaptrade/models/account_orders_v2_response.rb)
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#### 🌐 Endpoint<a id="🌐-endpoint"></a>
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`/accounts/{accountId}/orders/v2` `GET`
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[🔙 **Back to Table of Contents**](#table-of-contents)
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### `snaptrade.experimental_endpoints.get_user_account_recent_orders_v2`<a id="snaptradeexperimental_endpointsget_user_account_recent_orders_v2"></a>
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A lightweight endpoint that returns a list of orders executed in the last 24 hours in the specified account using the V2 order format.
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This endpoint is realtime and can be used to quickly check if account state has recently changed due to an execution, or check status of recently placed orders.
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Differs from /orders in that it is realtime, and only checks the last 24 hours as opposed to the last 30 days.
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By default only returns executed orders, but that can be changed by setting *only_executed* to false.
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**Because of the cost of realtime requests, 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)**
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#### 🛠️ Usage<a id="🛠️-usage"></a>
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```ruby
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result = snaptrade.experimental_endpoints.get_user_account_recent_orders_v2(
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user_id: "snaptrade-user-123",
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user_secret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
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account_id: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
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only_executed: true,
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)
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p result
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```
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#### ⚙️ Parameters<a id="⚙️-parameters"></a>
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##### user_id: `String`<a id="user_id-string"></a>
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##### user_secret: `String`<a id="user_secret-string"></a>
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##### account_id: `String`<a id="account_id-string"></a>
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##### only_executed: `Boolean`<a id="only_executed-boolean"></a>
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Defaults to true. Indicates if request should fetch only executed orders. Set to
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false to retrieve non executed orders as well
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#### 🔄 Return<a id="🔄-return"></a>
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[AccountOrdersV2Response](./lib/snaptrade/models/account_orders_v2_response.rb)
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#### 🌐 Endpoint<a id="🌐-endpoint"></a>
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+
`/accounts/{accountId}/recentOrders/v2` `GET`
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1543
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+
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1544
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+
[🔙 **Back to Table of Contents**](#table-of-contents)
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1545
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+
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+
---
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1547
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+
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1548
|
+
|
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1549
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+
### `snaptrade.experimental_endpoints.list_subscriptions`<a id="snaptradeexperimental_endpointslist_subscriptions"></a>
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1550
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+
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+
Returns active Trade Detection subscriptions for your Client ID. Cancelled subscriptions are not returned.
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+
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+
#### 🛠️ Usage<a id="🛠️-usage"></a>
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1554
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+
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+
```ruby
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1556
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+
result = snaptrade.experimental_endpoints.list_subscriptions
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+
p result
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|
+
```
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1559
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+
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#### 🔄 Return<a id="🔄-return"></a>
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|
1561
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+
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1562
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+
[TradeDetectionSubscription](./lib/snaptrade/models/trade_detection_subscription.rb)
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1563
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+
|
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1564
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+
#### 🌐 Endpoint<a id="🌐-endpoint"></a>
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1565
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+
|
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1566
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+
`/snapTrade/tradeDetection/subscriptions` `GET`
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1567
|
+
|
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1568
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+
[🔙 **Back to Table of Contents**](#table-of-contents)
|
|
1569
|
+
|
|
1570
|
+
---
|
|
1571
|
+
|
|
1572
|
+
|
|
1337
1573
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### `snaptrade.options.list_option_holdings`<a id="snaptradeoptionslist_option_holdings"></a>
|
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1574
|
+

|
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1575
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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).
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|
|
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1341
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-
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.
|
|
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|
+
This endpoint is deprecatd. 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.
|
|
1342
1579
|
|
|
1343
1580
|
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:
|
|
1344
1581
|
- If you do, this endpoint returns real-time data.
|
|
@@ -1020,7 +1020,7 @@ module SnapTrade
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|
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|
#
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|
# 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).
|
|
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1022
|
#
|
|
1023
|
-
# 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.
|
|
1023
|
+
# This endpoint is deprecated. 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.
|
|
1024
1024
|
#
|
|
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1025
|
# Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access:
|
|
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1026
|
# - If you do, this endpoint returns real-time data.
|
|
@@ -1041,7 +1041,7 @@ module SnapTrade
|
|
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|
#
|
|
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|
# 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).
|
|
1043
1043
|
#
|
|
1044
|
-
# 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.
|
|
1044
|
+
# This endpoint is deprecated. 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.
|
|
1045
1045
|
#
|
|
1046
1046
|
# 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:
|
|
1047
1047
|
# - If you do, this endpoint returns real-time data.
|
|
@@ -1058,7 +1058,7 @@ module SnapTrade
|
|
|
1058
1058
|
end
|
|
1059
1059
|
|
|
1060
1060
|
# List account positions
|
|
1061
|
-
# 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.
|
|
1061
|
+
# 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). This endpoint is deprecated. 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.
|
|
1062
1062
|
# @param user_id [String]
|
|
1063
1063
|
# @param user_secret [String]
|
|
1064
1064
|
# @param account_id [String]
|
|
@@ -1070,7 +1070,7 @@ module SnapTrade
|
|
|
1070
1070
|
end
|
|
1071
1071
|
|
|
1072
1072
|
# List account positions
|
|
1073
|
-
# 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.
|
|
1073
|
+
# 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). This endpoint is deprecated. 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.
|
|
1074
1074
|
# @param user_id [String]
|
|
1075
1075
|
# @param user_secret [String]
|
|
1076
1076
|
# @param account_id [String]
|