@finatic/client 0.0.133 → 0.0.135

package/dist/index.d.ts

@@ -1,5 +1,81 @@
 /**
- * API-related types for Finatic Connect SDK
+ * Pagination-related types and classes
+ */
+interface ApiPaginationInfo {
+    has_more: boolean;
+    next_offset: number;
+    current_offset: number;
+    limit: number;
+}
+interface PaginationMetadata {
+    hasMore: boolean;
+    nextOffset: number;
+    currentOffset: number;
+    limit: number;
+    currentPage: number;
+    hasNext: boolean;
+    hasPrevious: boolean;
+}
+declare class PaginatedResult<T> {
+    readonly data: T;
+    readonly metadata: PaginationMetadata;
+    private navigationCallback?;
+    constructor(data: T, paginationInfo: ApiPaginationInfo, navigationCallback?: (offset: number, limit: number) => Promise<PaginatedResult<T>>);
+    get hasNext(): boolean;
+    get hasPrevious(): boolean;
+    get currentPage(): number;
+    nextPage(): Promise<PaginatedResult<T> | null>;
+    previousPage(): Promise<PaginatedResult<T> | null>;
+    goToPage(pageNumber: number): Promise<PaginatedResult<T> | null>;
+    firstPage(): Promise<PaginatedResult<T> | null>;
+    lastPage(): Promise<PaginatedResult<T> | null>;
+    getPaginationInfo(): string;
+}
+
+/**
+ * Core API types
+ */
+
+interface ApiConfig {
+    baseUrl: string;
+    apiKey?: string;
+    sandbox?: boolean;
+}
+interface ApiResponse<T> {
+    success: boolean;
+    response_data: T;
+    message: string;
+    status_code: number;
+    pagination?: ApiPaginationInfo;
+}
+interface RequestHeaders {
+    'Content-Type': string;
+    'X-API-Key'?: string;
+    Authorization?: string;
+    'X-CSRF-Token'?: string;
+    token?: string;
+    'User-Agent'?: string;
+    'X-Device-Info'?: string;
+    'X-Request-ID'?: string;
+    'X-Request-Timestamp'?: string;
+    'X-Request-Signature'?: string;
+    [key: string]: string | undefined;
+}
+interface PortalResponse {
+    portalUrl: string;
+    token: string;
+    expiresIn: number;
+}
+interface PortalUrlResponse {
+    success: boolean;
+    message: string;
+    data: {
+        portal_url: string;
+    };
+}
+
+/**
+ * Authentication-related types
  */
 interface SessionInitResponse {
     success: boolean;
@@ -36,13 +112,6 @@ interface OtpVerifyResponse {
         token_type: 'Bearer';
     };
 }
-interface PortalUrlResponse {
-    success: boolean;
-    message: string;
-    data: {
-        portal_url: string;
-    };
-}
 interface UserToken {
     accessToken: string;
     refreshToken: string;
@@ -51,23 +120,57 @@ interface UserToken {
     tokenType: string;
     scope: string;
 }
-interface ApiConfig {
-    baseUrl: string;
-    apiKey?: string;
-    sandbox?: boolean;
+interface SessionValidationResponse {
+    valid: boolean;
+    company_id: string;
+    status: string;
 }
-interface RequestHeaders {
-    'Content-Type': string;
-    'X-API-Key'?: string;
-    Authorization?: string;
-    'X-CSRF-Token'?: string;
-    token?: string;
-    'User-Agent'?: string;
-    'X-Device-Info'?: string;
-    'X-Request-ID'?: string;
-    'X-Request-Timestamp'?: string;
-    'X-Request-Signature'?: string;
-    [key: string]: string | undefined;
+interface SessionAuthenticateResponse {
+    success: boolean;
+    message: string;
+    data: {
+        access_token: string;
+        refresh_token: string;
+    };
+}
+interface RefreshTokenRequest {
+    refresh_token: string;
+}
+interface RefreshTokenResponse {
+    success: boolean;
+    response_data: {
+        access_token: string;
+        refresh_token: string;
+        expires_at: string;
+        company_id: string;
+        company_name: string;
+        email_verified: boolean;
+    };
+    message: string;
+}
+interface TokenInfo {
+    accessToken: string;
+    refreshToken: string;
+    expiresAt: string;
+    userId?: string;
+}
+interface SessionResponse {
+    data: {
+        session_id: string;
+        state: SessionState;
+        device_info?: Record<string, string>;
+        company_id?: string;
+        status?: string;
+        expires_at?: string;
+        user_id?: string | null;
+        auto_login?: boolean;
+        access_token?: string;
+        refresh_token?: string;
+        expires_in?: number;
+        token_type?: string;
+        scope?: string;
+    };
+    message: string;
 }
 declare enum SessionState {
     PENDING = "PENDING",
@@ -77,25 +180,15 @@ declare enum SessionState {
     EXPIRED = "EXPIRED"
 }
 type SessionStatus = SessionState;
-interface ApiResponse<T> {
-    data: T;
-    error?: string;
-    status: number;
-}
-interface Order {
-    symbol: string;
-    side: 'buy' | 'sell';
-    quantity: number;
-    type_: 'market' | 'limit' | 'stop' | 'stop_limit';
-    price?: number;
-    stopPrice?: number;
-    timeInForce: 'day' | 'gtc' | 'opg' | 'cls' | 'ioc' | 'fok';
-}
-interface OptionsOrder extends Order {
-    optionType: 'call' | 'put';
-    strikePrice: number;
-    expirationDate: string;
+interface DeviceInfo$1 {
+    ip_address: string;
+    user_agent: string;
+    fingerprint: string;
 }
+
+/**
+ * Broker-related types
+ */
 interface BrokerAccount {
     id: string;
     user_broker_connection_id: string;
@@ -159,115 +252,6 @@ interface BrokerDataOptions {
     account_id?: string;
     symbol?: string;
 }
-interface PortfolioSnapshot {
-    timestamp: string;
-    totalValue: number;
-    cash: number;
-    equity: number;
-    positions: {
-        symbol: string;
-        quantity: number;
-        averagePrice: number;
-        currentPrice: number;
-        marketValue: number;
-        unrealizedPnL: number;
-    }[];
-}
-interface PerformanceMetrics {
-    totalReturn: number;
-    dailyReturn: number;
-    weeklyReturn: number;
-    monthlyReturn: number;
-    yearlyReturn: number;
-    maxDrawdown: number;
-    sharpeRatio: number;
-    beta: number;
-    alpha: number;
-}
-interface Holding {
-    symbol: string;
-    quantity: number;
-    averagePrice: number;
-    currentPrice: number;
-    marketValue: number;
-    unrealizedPnL: number;
-    realizedPnL: number;
-    costBasis: number;
-    currency: string;
-}
-interface Portfolio {
-    id: string;
-    name: string;
-    type: string;
-    status: string;
-    cash: number;
-    buyingPower: number;
-    equity: number;
-    longMarketValue: number;
-    shortMarketValue: number;
-    initialMargin: number;
-    maintenanceMargin: number;
-    lastEquity: number;
-    positions: Holding[];
-    performance: PerformanceMetrics;
-}
-interface PortalResponse {
-    portalUrl: string;
-    token: string;
-    expiresIn: number;
-}
-interface SessionValidationResponse {
-    valid: boolean;
-    company_id: string;
-    status: string;
-}
-interface SessionAuthenticateResponse {
-    success: boolean;
-    message: string;
-    data: {
-        access_token: string;
-        refresh_token: string;
-    };
-}
-interface RefreshTokenRequest {
-    refresh_token: string;
-}
-interface RefreshTokenResponse {
-    success: boolean;
-    response_data: {
-        access_token: string;
-        refresh_token: string;
-        expires_at: string;
-        company_id: string;
-        company_name: string;
-        email_verified: boolean;
-    };
-    message: string;
-}
-interface TokenInfo {
-    accessToken: string;
-    refreshToken: string;
-    expiresAt: string;
-    userId?: string;
-}
-interface SessionResponse {
-    data: {
-        session_id: string;
-        state: SessionState;
-        device_info?: Record<string, string>;
-        company_id?: string;
-        status?: string;
-        expires_at?: string;
-        user_id?: string | null;
-        auto_login?: boolean;
-        access_token?: string;
-        refresh_token?: string;
-        expires_in?: number;
-        token_type?: string;
-        scope?: string;
-    };
-    message: string;
-}
 interface BrokerInfo {
     id: string;
     name: string;
@@ -279,20 +263,16 @@ interface BrokerInfo {
     logo_path: string;
     is_active: boolean;
 }
-interface DeviceInfo$1 {
-    ip_address: string;
-    user_agent: string;
-    fingerprint: string;
-}
 interface BrokerOrderParams {
     broker: 'robinhood' | 'tasty_trade' | 'ninja_trader';
-    accountNumber: string;
-    symbol: string;
-    orderQty: number;
+    order_id?: string;
+    orderType: 'Market' | 'Limit' | 'Stop' | 'StopLimit';
+    assetType: 'Stock' | 'Option' | 'Crypto' | 'Future';
     action: 'Buy' | 'Sell';
-    orderType: 'Market' | 'Limit' | 'Stop' | 'TrailingStop';
-    assetType: 'Stock' | 'Option' | 'Crypto' | 'Futures';
     timeInForce: 'day' | 'gtc' | 'gtd' | 'ioc' | 'fok';
+    accountNumber: string | number;
+    symbol: string;
+    orderQty: number;
     price?: number;
     stopPrice?: number;
 }
@@ -320,32 +300,6 @@ interface BrokerExtras {
         valueEffect?: 'Debit' | 'Credit';
     };
 }
-interface CryptoOrderOptions {
-    quantity?: number;
-    notional?: number;
-}
-interface OptionsOrderOptions {
-    strikePrice: number;
-    expirationDate: string;
-    optionType: 'call' | 'put';
-    contractSize?: number;
-}
-interface OrderResponse {
-    success: boolean;
-    response_data: {
-        orderId: string;
-        status: string;
-        broker?: string;
-        accountNumber?: string;
-    };
-    message: string;
-    status_code: number;
-}
-interface TradingContext {
-    broker?: string;
-    accountNumber?: string;
-    accountId?: string;
-}
 interface BrokerConnection {
     id: string;
     broker_id: string;
@@ -364,44 +318,6 @@ interface BrokerConnection {
     };
     needs_reauth: boolean;
 }
-interface OrdersFilter {
-    broker_id?: string;
-    connection_id?: string;
-    account_id?: string;
-    symbol?: string;
-    status?: 'filled' | 'pending' | 'cancelled' | 'rejected' | 'partially_filled';
-    side?: 'buy' | 'sell';
-    asset_type?: 'stock' | 'option' | 'crypto' | 'future';
-    limit?: number;
-    offset?: number;
-    created_after?: string;
-    created_before?: string;
-    with_metadata?: boolean;
-}
-interface PositionsFilter {
-    broker_id?: string;
-    connection_id?: string;
-    account_id?: string;
-    symbol?: string;
-    side?: 'long' | 'short';
-    asset_type?: 'stock' | 'option' | 'crypto' | 'future';
-    position_status?: 'open' | 'closed';
-    limit?: number;
-    offset?: number;
-    updated_after?: string;
-    updated_before?: string;
-    with_metadata?: boolean;
-}
-interface AccountsFilter {
-    broker_id?: string;
-    connection_id?: string;
-    account_type?: 'margin' | 'cash' | 'crypto_wallet' | 'live' | 'sim';
-    status?: 'active' | 'inactive';
-    currency?: string;
-    limit?: number;
-    offset?: number;
-    with_metadata?: boolean;
-}
 interface BrokerDataOrder {
     id: string;
     broker_id: string;
@@ -461,6 +377,44 @@ interface BrokerDataAccount {
     last_synced_at: string;
     metadata?: Record<string, any>;
 }
+interface OrdersFilter {
+    broker_id?: string;
+    connection_id?: string;
+    account_id?: string;
+    symbol?: string;
+    status?: 'filled' | 'pending' | 'cancelled' | 'rejected' | 'partially_filled';
+    side?: 'buy' | 'sell';
+    asset_type?: 'stock' | 'option' | 'crypto' | 'future';
+    limit?: number;
+    offset?: number;
+    created_after?: string;
+    created_before?: string;
+    with_metadata?: boolean;
+}
+interface PositionsFilter {
+    broker_id?: string;
+    connection_id?: string;
+    account_id?: string;
+    symbol?: string;
+    side?: 'long' | 'short';
+    asset_type?: 'stock' | 'option' | 'crypto' | 'future';
+    position_status?: 'open' | 'closed';
+    limit?: number;
+    offset?: number;
+    updated_after?: string;
+    updated_before?: string;
+    with_metadata?: boolean;
+}
+interface AccountsFilter {
+    broker_id?: string;
+    connection_id?: string;
+    account_type?: 'margin' | 'cash' | 'crypto_wallet' | 'live' | 'sim';
+    status?: 'active' | 'inactive';
+    currency?: string;
+    limit?: number;
+    offset?: number;
+    with_metadata?: boolean;
+}
 interface FilteredOrdersResponse {
     orders: BrokerDataOrder[];
     total: number;
@@ -479,7 +433,117 @@ interface FilteredAccountsResponse {
     limit: number;
     offset: number;
 }
+interface DisconnectCompanyResponse {
+    success: boolean;
+    response_data: {
+        connection_id: string;
+        action: 'company_access_removed' | 'connection_deleted';
+        remaining_companies?: number;
+        message: string;
+    };
+    message: string;
+    status_code: number;
+}
+
+/**
+ * Order-related types
+ */
+interface Order {
+    symbol: string;
+    side: 'buy' | 'sell';
+    quantity: number;
+    type_: 'market' | 'limit' | 'stop' | 'stop_limit';
+    price?: number;
+    stopPrice?: number;
+    timeInForce: 'day' | 'gtc' | 'opg' | 'cls' | 'ioc' | 'fok';
+}
+interface OptionsOrder extends Order {
+    optionType: 'call' | 'put';
+    strikePrice: number;
+    expirationDate: string;
+}
+interface CryptoOrderOptions {
+    quantity?: number;
+    notional?: number;
+}
+interface OptionsOrderOptions {
+    strikePrice: number;
+    expirationDate: string;
+    optionType: 'call' | 'put';
+    contractSize?: number;
+}
+interface OrderResponse {
+    success: boolean;
+    response_data: any;
+    message: string;
+    status_code: number;
+    category?: string;
+}
+interface TradingContext {
+    broker?: string;
+    accountNumber?: string;
+    accountId?: string;
+}
+
+/**
+ * Portfolio-related types
+ */
+interface PortfolioSnapshot {
+    timestamp: string;
+    totalValue: number;
+    cash: number;
+    equity: number;
+    positions: {
+        symbol: string;
+        quantity: number;
+        averagePrice: number;
+        currentPrice: number;
+        marketValue: number;
+        unrealizedPnL: number;
+    }[];
+}
+interface PerformanceMetrics {
+    totalReturn: number;
+    dailyReturn: number;
+    weeklyReturn: number;
+    monthlyReturn: number;
+    yearlyReturn: number;
+    maxDrawdown: number;
+    sharpeRatio: number;
+    beta: number;
+    alpha: number;
+}
+interface Holding {
+    symbol: string;
+    quantity: number;
+    averagePrice: number;
+    currentPrice: number;
+    marketValue: number;
+    unrealizedPnL: number;
+    realizedPnL: number;
+    costBasis: number;
+    currency: string;
+}
+interface Portfolio {
+    id: string;
+    name: string;
+    type: string;
+    status: string;
+    cash: number;
+    buyingPower: number;
+    equity: number;
+    longMarketValue: number;
+    shortMarketValue: number;
+    initialMargin: number;
+    maintenanceMargin: number;
+    lastEquity: number;
+    positions: Holding[];
+    performance: PerformanceMetrics;
+}
 
+/**
+ * Theme-related types
+ */
 interface Theme {
     mode: 'light' | 'dark';
     primaryColor: string;
@@ -582,16 +646,6 @@ interface Theme {
     };
 }
 
-interface SDKConfig {
-    token: string;
-    theme?: Theme;
-    sandbox?: boolean;
-}
-interface PortalConfig$1 {
-    companyId: string;
-    theme?: Theme;
-}
-
 interface PortalConfig {
     width?: string;
     height?: string;
@@ -715,110 +769,32 @@ interface PortalOptions {
     onEvent?: (type: string, data: any) => void;
     /** Optional theme configuration for the portal */
     theme?: PortalTheme;
+    /** Optional list of broker names to filter by (only these brokers will be shown) */
+    brokers?: string[];
 }
 
 /**
- * Error-related types for Finatic Connect SDK
+ * Error response types matching API documentation
  */
-interface BaseError$1 {
-    code: string;
+interface TradeAccessDeniedError {
+    success: false;
+    response_data: null;
     message: string;
-    details?: Record<string, any>;
-}
-interface ApiError$1 extends BaseError$1 {
-    status: number;
-    headers?: Record<string, string>;
-}
-interface SessionError extends BaseError$1 {
-    sessionId?: string;
-    status?: string;
-}
-interface AuthenticationError extends BaseError$1 {
-    userId?: string;
-    tokenType?: string;
-}
-interface AuthorizationError extends BaseError$1 {
-    resource?: string;
-    permission?: string;
-}
-interface RateLimitError extends BaseError$1 {
-    retryAfter?: number;
-    limit?: number;
-    remaining?: number;
-}
-interface TokenError extends BaseError$1 {
-    tokenType?: string;
-    expiresAt?: string;
-}
-interface ValidationError extends BaseError$1 {
-    field?: string;
-    value?: any;
-    constraints?: string[];
-}
-interface NetworkError extends BaseError$1 {
-    url?: string;
-    method?: string;
-    status?: number;
-}
-interface SecurityError extends BaseError$1 {
-    securityContext?: Record<string, any>;
-    validationResult?: Record<string, any>;
-}
-
-interface ApiPaginationInfo {
-    has_more: boolean;
-    next_offset: number;
-    current_offset: number;
-    limit: number;
+    status_code: 403;
+    category: 'TRADE_ACCESS_DENIED';
 }
-interface PaginationMetadata {
-    hasMore: boolean;
-    nextOffset: number;
-    currentOffset: number;
-    limit: number;
-    currentPage: number;
-    hasNext: boolean;
-    hasPrevious: boolean;
+interface OrderNotFoundError {
+    success: false;
+    response_data: null;
+    message: string;
+    status_code: 404;
+    category: 'ORDER_NOT_FOUND';
 }
-declare class PaginatedResult<T> {
-    readonly data: T;
-    readonly metadata: PaginationMetadata;
-    private navigationCallback?;
-    constructor(data: T, paginationInfo: ApiPaginationInfo, navigationCallback?: (offset: number, limit: number) => Promise<PaginatedResult<T>>);
-    get hasNext(): boolean;
-    get hasPrevious(): boolean;
-    get currentPage(): number;
-    /**
-     * Navigate to the next page
-     * @returns Promise<PaginatedResult<T> | null> - Next page result or null if no next page
-     */
-    nextPage(): Promise<PaginatedResult<T> | null>;
-    /**
-     * Navigate to the previous page
-     * @returns Promise<PaginatedResult<T> | null> - Previous page result or null if no previous page
-     */
-    previousPage(): Promise<PaginatedResult<T> | null>;
-    /**
-     * Navigate to a specific page
-     * @param pageNumber - The page number to navigate to (1-based)
-     * @returns Promise<PaginatedResult<T> | null> - Page result or null if page doesn't exist
-     */
-    goToPage(pageNumber: number): Promise<PaginatedResult<T> | null>;
-    /**
-     * Get the first page
-     * @returns Promise<PaginatedResult<T> | null> - First page result or null if error
-     */
-    firstPage(): Promise<PaginatedResult<T> | null>;
-    /**
-     * Get the last page (this is a best effort - we don't know the total count)
-     * @returns Promise<PaginatedResult<T> | null> - Last page result or null if error
-     */
-    lastPage(): Promise<PaginatedResult<T> | null>;
-    /**
-     * Get pagination info as a string
-     * @returns string - Human readable pagination info
-     */
-    getPaginationInfo(): string;
+interface ValidationError {
+    success: false;
+    response_data: null;
+    message: string;
+    status_code: 400;
 }
 
 declare class BaseError extends Error {
@@ -830,6 +806,27 @@ declare class ApiError extends BaseError {
     readonly details?: Record<string, any> | undefined;
     constructor(status: number, message: string, details?: Record<string, any> | undefined);
 }
+declare class SessionError extends ApiError {
+    constructor(message: string, details?: Record<string, any>);
+}
+declare class AuthenticationError extends ApiError {
+    constructor(message: string, details?: Record<string, any>);
+}
+declare class AuthorizationError extends ApiError {
+    constructor(message: string, details?: Record<string, any>);
+}
+declare class RateLimitError extends ApiError {
+    constructor(message: string, details?: Record<string, any>);
+}
+declare class TokenError extends BaseError {
+    constructor(message: string);
+}
+declare class NetworkError extends BaseError {
+    constructor(message: string);
+}
+declare class SecurityError extends BaseError {
+    constructor(message: string);
+}
 declare class CompanyAccessError extends ApiError {
     constructor(message: string, details?: Record<string, any>);
 }
@@ -840,7 +837,7 @@ declare class OrderValidationError extends ApiError {
     constructor(message: string, details?: Record<string, any>);
 }
 
-declare class ApiClient$1 {
+declare class ApiClient {
     private readonly baseUrl;
     protected readonly deviceInfo?: DeviceInfo$1;
     protected currentSessionState: SessionState | null;
@@ -922,95 +919,63 @@ declare class ApiClient$1 {
     getPortalUrl(sessionId: string): Promise<PortalUrlResponse>;
     validatePortalSession(sessionId: string, signature: string): Promise<SessionValidationResponse>;
     completePortalSession(sessionId: string): Promise<PortalUrlResponse>;
-    getHoldings(accessToken: string): Promise<{
-        data: Holding[];
-    }>;
-    getOrders(accessToken: string): Promise<{
-        data: Order[];
-    }>;
-    getPortfolio(accessToken: string): Promise<{
-        data: Portfolio;
-    }>;
-    placeOrder(accessToken: string, order: Order): Promise<void>;
-    getHoldingsAuto(): Promise<{
+    getHoldings(): Promise<{
         data: Holding[];
     }>;
-    getOrdersAuto(): Promise<{
+    getOrders(): Promise<{
         data: Order[];
     }>;
-    getPortfolioAuto(): Promise<{
+    getPortfolio(): Promise<{
         data: Portfolio;
     }>;
-    placeOrderAuto(order: Order): Promise<void>;
-    placeBrokerOrder(accessToken: string, params: Partial<BrokerOrderParams> & {
+    placeBrokerOrder(params: Partial<BrokerOrderParams> & {
         symbol: string;
         orderQty: number;
         action: 'Buy' | 'Sell';
-        orderType: 'Market' | 'Limit' | 'Stop' | 'TrailingStop';
-        assetType: 'Stock' | 'Option' | 'Crypto' | 'Futures';
-    }, extras?: BrokerExtras): Promise<OrderResponse>;
-    cancelBrokerOrder(orderId: string, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any): Promise<OrderResponse>;
-    modifyBrokerOrder(orderId: string, params: Partial<BrokerOrderParams>, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any): Promise<OrderResponse>;
+        orderType: 'Market' | 'Limit' | 'Stop' | 'StopLimit';
+        assetType: 'Stock' | 'Option' | 'Crypto' | 'Future';
+    }, extras?: BrokerExtras, connection_id?: string): Promise<OrderResponse>;
+    cancelBrokerOrder(orderId: string, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any, connection_id?: string): Promise<OrderResponse>;
+    modifyBrokerOrder(orderId: string, params: Partial<BrokerOrderParams>, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any, connection_id?: string): Promise<OrderResponse>;
     setBroker(broker: 'robinhood' | 'tasty_trade' | 'ninja_trader'): void;
     setAccount(accountNumber: string, accountId?: string): void;
     getTradingContext(): TradingContext;
     clearTradingContext(): void;
-    placeStockMarketOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeStockLimitOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeStockStopOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', stopPrice: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeCryptoMarketOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', options?: CryptoOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeCryptoLimitOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', options?: CryptoOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeOptionsMarketOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', options: OptionsOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeOptionsLimitOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, options: OptionsOrderOptions, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeFuturesMarketOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeFuturesLimitOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeStockMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras, connection_id?: string): Promise<OrderResponse>;
+    placeStockLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras, connection_id?: string): Promise<OrderResponse>;
+    placeStockStopOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', stopPrice: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras, connection_id?: string): Promise<OrderResponse>;
+    placeCryptoMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', options?: CryptoOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeCryptoLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', options?: CryptoOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeOptionsMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', options: OptionsOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeOptionsLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, options: OptionsOrderOptions, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeFuturesMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeFuturesLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
     private buildOrderRequestBody;
     private buildModifyRequestBody;
     private applyBrokerDefaults;
-    revokeToken(accessToken: string): Promise<void>;
+    revokeToken(): Promise<void>;
     getUserToken(userId: string): Promise<UserToken>;
+    /**
+     * Get the current session state
+     */
     getCurrentSessionState(): SessionState | null;
-    getBrokerList(accessToken: string): Promise<{
-        _id: string;
-        response_data: BrokerInfo[];
-        message: string;
-        status_code: number;
-        warnings: null;
-        errors: null;
-    }>;
-    getBrokerAccounts(accessToken: string, options?: BrokerDataOptions): Promise<{
-        _id: string;
-        response_data: BrokerAccount[];
-        message: string;
-        status_code: number;
-        warnings: null;
-        errors: null;
-    }>;
-    getBrokerOrders(accessToken: string, options?: BrokerDataOptions): Promise<{
-        _id: string;
-        response_data: BrokerOrder[];
-        message: string;
-        status_code: number;
-        warnings: null;
-        errors: null;
-    }>;
-    getBrokerPositions(accessToken: string, options?: BrokerDataOptions): Promise<{
-        _id: string;
-        response_data: BrokerPosition[];
-        message: string;
-        status_code: number;
-        warnings: null;
-        errors: null;
-    }>;
-    getBrokerConnections(accessToken: string): Promise<{
-        _id: string;
-        response_data: BrokerConnection[];
+    /**
+     * Refresh the current session to extend its lifetime
+     */
+    refreshSession(): Promise<{
+        success: boolean;
+        response_data: {
+            session_id: string;
+            company_id: string;
+            status: string;
+            expires_at: string;
+            user_id: string;
+            auto_login: boolean;
+        };
         message: string;
         status_code: number;
-        warnings: null;
-        errors: null;
     }>;
-    getBrokerListAuto(): Promise<{
+    getBrokerList(): Promise<{
         _id: string;
         response_data: BrokerInfo[];
         message: string;
@@ -1018,7 +983,7 @@ declare class ApiClient$1 {
         warnings: null;
         errors: null;
     }>;
-    getBrokerAccountsAuto(options?: BrokerDataOptions): Promise<{
+    getBrokerAccounts(options?: BrokerDataOptions): Promise<{
         _id: string;
         response_data: BrokerAccount[];
         message: string;
@@ -1026,7 +991,7 @@ declare class ApiClient$1 {
         warnings: null;
         errors: null;
     }>;
-    getBrokerOrdersAuto(options?: BrokerDataOptions): Promise<{
+    getBrokerOrders(options?: BrokerDataOptions): Promise<{
         _id: string;
         response_data: BrokerOrder[];
         message: string;
@@ -1034,7 +999,7 @@ declare class ApiClient$1 {
         warnings: null;
         errors: null;
     }>;
-    getBrokerPositionsAuto(options?: BrokerDataOptions): Promise<{
+    getBrokerPositions(options?: BrokerDataOptions): Promise<{
         _id: string;
         response_data: BrokerPosition[];
         message: string;
@@ -1042,7 +1007,7 @@ declare class ApiClient$1 {
         warnings: null;
         errors: null;
     }>;
-    getBrokerConnectionsAuto(): Promise<{
+    getBrokerConnections(): Promise<{
         _id: string;
         response_data: BrokerConnection[];
         message: string;
@@ -1050,16 +1015,6 @@ declare class ApiClient$1 {
         warnings: null;
         errors: null;
     }>;
-    placeBrokerOrderAuto(params: Partial<BrokerOrderParams> & {
-        symbol: string;
-        orderQty: number;
-        action: 'Buy' | 'Sell';
-        orderType: 'Market' | 'Limit' | 'Stop' | 'TrailingStop';
-        assetType: 'Stock' | 'Option' | 'Crypto' | 'Futures';
-    }, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeStockMarketOrderAuto(symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeStockLimitOrderAuto(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeStockStopOrderAuto(symbol: string, orderQty: number, action: 'Buy' | 'Sell', stopPrice: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
     getBrokerOrdersPage(page?: number, perPage?: number, filters?: OrdersFilter): Promise<PaginatedResult<BrokerOrder[]>>;
     getBrokerAccountsPage(page?: number, perPage?: number, filters?: AccountsFilter): Promise<PaginatedResult<BrokerAccount[]>>;
     getBrokerPositionsPage(page?: number, perPage?: number, filters?: PositionsFilter): Promise<PaginatedResult<BrokerPosition[]>>;
@@ -1069,6 +1024,12 @@ declare class ApiClient$1 {
      * @returns false for real API client
      */
     isMockClient(): boolean;
+    /**
+     * Disconnect a company from a broker connection
+     * @param connectionId - The connection ID to disconnect
+     * @returns Promise with disconnect response
+     */
+    disconnectCompany(connectionId: string): Promise<DisconnectCompanyResponse>;
 }
 
 type EventCallback = (...args: any[]) => void;
@@ -1102,6 +1063,11 @@ declare class FinaticConnect extends EventEmitter {
     private readonly BROKER_LIST_CACHE_DURATION;
     private readonly deviceInfo?;
     private currentSessionState;
+    private sessionKeepAliveInterval;
+    private readonly SESSION_KEEP_ALIVE_INTERVAL;
+    private readonly SESSION_VALIDATION_TIMEOUT;
+    private readonly SESSION_REFRESH_BUFFER_HOURS;
+    private sessionStartTime;
     constructor(options: FinaticConnectOptions, deviceInfo?: DeviceInfo);
     private handleTokens;
     /**
@@ -1193,27 +1159,34 @@ declare class FinaticConnect extends EventEmitter {
         timeInForce: 'day' | 'gtc' | 'gtd' | 'ioc' | 'fok';
         broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader';
         accountNumber?: string;
-        assetType?: 'Stock' | 'Option' | 'Crypto' | 'Futures';
+        assetType?: 'Stock' | 'Option' | 'Crypto' | 'Future';
+        order_id?: string;
+        connection_id?: string;
     }): Promise<OrderResponse>;
     /**
      * Cancel a broker order
      * @param orderId - The order ID to cancel
      * @param broker - Optional broker override
+     * @param connection_id - Optional connection ID for testing bypass
      */
-    cancelOrder(orderId: string, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader'): Promise<OrderResponse>;
+    cancelOrder(orderId: string, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', connection_id?: string): Promise<OrderResponse>;
     /**
      * Modify a broker order
      * @param orderId - The order ID to modify
      * @param modifications - The modifications to apply
      * @param broker - Optional broker override
+     * @param connection_id - Optional connection ID for testing bypass
      */
     modifyOrder(orderId: string, modifications: Partial<{
-        symbol: string;
-        quantity: number;
-        price: number;
-        stopPrice: number;
-        timeInForce: 'day' | 'gtc' | 'gtd' | 'ioc' | 'fok';
-    }>, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader'): Promise<OrderResponse>;
+        symbol?: string;
+        quantity?: number;
+        price?: number;
+        stopPrice?: number;
+        timeInForce?: 'day' | 'gtc' | 'gtd' | 'ioc' | 'fok';
+        orderType?: 'Market' | 'Limit' | 'Stop' | 'StopLimit';
+        side?: 'Buy' | 'Sell';
+        order_id?: string;
+    }>, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', connection_id?: string): Promise<OrderResponse>;
     /**
      * Set the broker context for trading
      * @param broker - The broker to use for trading
@@ -1363,15 +1336,36 @@ declare class FinaticConnect extends EventEmitter {
      */
     getAllAccounts(filter?: AccountsFilter): Promise<BrokerDataAccount[]>;
     /**
-     * Register automatic session cleanup on page unload/visibility change
+     * Register session management (but don't auto-cleanup for 24-hour sessions)
      */
     private registerSessionCleanup;
+    /**
+     * Start the session keep-alive mechanism
+     */
+    private startSessionKeepAlive;
+    /**
+     * Stop the session keep-alive mechanism
+     */
+    private stopSessionKeepAlive;
+    /**
+     * Validate session for keep-alive purposes and handle automatic refresh
+     */
+    private validateSessionKeepAlive;
+    /**
+     * Check if the session should be refreshed (after 16 hours)
+     */
+    private shouldRefreshSession;
+    /**
+     * Automatically refresh the session to extend its lifetime
+     */
+    private refreshSessionAutomatically;
     /**
      * Handle session cleanup when page is unloading
      */
     private handleSessionCleanup;
     /**
      * Handle visibility change (mobile browsers)
+     * Note: We don't complete sessions on visibility change for 24-hour sessions
      */
     private handleVisibilityChange;
     /**
@@ -1379,218 +1373,13 @@ declare class FinaticConnect extends EventEmitter {
      * @param sessionId - The session ID to complete
      */
     private completeSession;
-}
-
-declare class ApiClient {
-    private baseUrl;
-    private apiKey;
-    private accessToken?;
-    private refreshToken?;
-    private isSandbox;
-    constructor(config: ApiConfig);
-    private getBaseUrl;
-    private request;
-    getPortalContent(): Promise<ApiResponse<{
-        content: string;
-    }>>;
-    getInitToken(): Promise<ApiResponse<{
-        token: string;
-    }>>;
-    login(otp: string): Promise<ApiResponse<{
-        success: boolean;
-    }>>;
-    verifyOTP(otp: string): Promise<ApiResponse<{
-        userId: string;
-        connectionIds: string[];
-    }>>;
-    getUserProfile(): Promise<ApiResponse<{
-        profile: any;
-        brokers: any[];
-    }>>;
-    getConnectionComplete(): Promise<ApiResponse<{
-        userId: string;
-        connectionIds: string[];
-    }>>;
-    getUserToken(userId: string): Promise<ApiResponse<{
-        accessToken: string;
-        refreshToken: string;
-    }>>;
-    refreshAccessToken(): Promise<ApiResponse<{
-        accessToken: string;
-        refreshToken: string;
-    }>>;
-    revokeTokens(): Promise<ApiResponse<{
-        success: boolean;
-    }>>;
-    connectBroker(brokerId: string): Promise<ApiResponse<{
-        success: boolean;
-    }>>;
-    disconnectBroker(brokerId: string): Promise<ApiResponse<{
-        success: boolean;
-    }>>;
-    getBrokerAccounts(): Promise<ApiResponse<{
-        accounts: any[];
-    }>>;
-    getConnections(): Promise<ApiResponse<{
-        connections: any[];
-    }>>;
-    getConnectionDetails(connectionId: string): Promise<ApiResponse<{
-        connection: any;
-    }>>;
-    getAccounts(filter?: AccountsFilter): Promise<ApiResponse<{
-        accounts: any[];
-    }>>;
-    getHoldings(): Promise<ApiResponse<{
-        holdings: any[];
-    }>>;
-    getBalances(): Promise<ApiResponse<{
-        balances: any;
-    }>>;
-    getTransactions(): Promise<ApiResponse<{
-        transactions: any[];
-    }>>;
-    getPerformance(): Promise<ApiResponse<{
-        performance: any;
-    }>>;
-    getOrders(filter?: OrdersFilter): Promise<ApiResponse<{
-        orders: any[];
-    }>>;
-    getTrades(): Promise<ApiResponse<{
-        trades: any[];
-    }>>;
-    placeOrder(order: any): Promise<ApiResponse<{
-        orderId: string;
-    }>>;
-    cancelOrder(orderId: string): Promise<ApiResponse<{
-        success: boolean;
-    }>>;
-    getOrderStatus(orderId: string): Promise<ApiResponse<{
-        status: string;
-    }>>;
-    getOptionsChain(symbol: string): Promise<ApiResponse<{
-        chain: any[];
-    }>>;
-    getOptionQuote(symbol: string, strike: number, expiry: string): Promise<ApiResponse<{
-        quote: any;
-    }>>;
-    placeOptionsOrder(order: any): Promise<ApiResponse<{
-        orderId: string;
-    }>>;
-    getDailyHistory(): Promise<ApiResponse<{
-        history: any[];
-    }>>;
-    getWeeklySnapshots(): Promise<ApiResponse<{
-        snapshots: any[];
-    }>>;
-    getPortfolioDeltas(): Promise<ApiResponse<{
-        deltas: any[];
-    }>>;
-    getUserLogs(userId: string): Promise<ApiResponse<{
-        logs: any[];
-    }>>;
-    getBrokerOrders(filter?: OrdersFilter): Promise<ApiResponse<FilteredOrdersResponse>>;
-    getBrokerPositions(filter?: PositionsFilter): Promise<ApiResponse<FilteredPositionsResponse>>;
-    getBrokerDataAccounts(filter?: AccountsFilter): Promise<ApiResponse<FilteredAccountsResponse>>;
-    testWebhook(): Promise<ApiResponse<{
-        success: boolean;
-    }>>;
-    private buildQueryParams;
-    getBrokerOrdersPage(page?: number, perPage?: number, filters?: OrdersFilter): Promise<PaginatedResult<any[]>>;
-    getBrokerAccountsPage(page?: number, perPage?: number, filters?: AccountsFilter): Promise<PaginatedResult<any[]>>;
-    getBrokerPositionsPage(page?: number, perPage?: number, filters?: PositionsFilter): Promise<PaginatedResult<any[]>>;
-    getNextPage<T>(previousResult: PaginatedResult<T>, fetchFunction: (offset: number, limit: number) => Promise<PaginatedResult<T>>): Promise<PaginatedResult<T> | null>;
-}
-
-interface ITradingService {
-    getAccounts(filter?: AccountsFilter): Promise<BrokerDataAccount[]>;
-    getOrders(filter?: OrdersFilter): Promise<BrokerDataOrder[]>;
-    getPositions(filter?: PositionsFilter): Promise<BrokerDataPosition[]>;
-    placeOrder(order: Order): Promise<string>;
-    cancelOrder(orderId: string): Promise<boolean>;
-    placeOptionsOrder(order: OptionsOrder): Promise<string>;
-    getAccountsPage(page?: number, perPage?: number, filter?: AccountsFilter): Promise<PaginatedResult<BrokerDataAccount[]>>;
-    getOrdersPage(page?: number, perPage?: number, filter?: OrdersFilter): Promise<PaginatedResult<BrokerDataOrder[]>>;
-    getPositionsPage(page?: number, perPage?: number, filter?: PositionsFilter): Promise<PaginatedResult<BrokerDataPosition[]>>;
-    getNextAccountsPage(previousResult: PaginatedResult<BrokerDataAccount[]>): Promise<PaginatedResult<BrokerDataAccount[]> | null>;
-    getNextOrdersPage(previousResult: PaginatedResult<BrokerDataOrder[]>): Promise<PaginatedResult<BrokerDataOrder[]> | null>;
-    getNextPositionsPage(previousResult: PaginatedResult<BrokerDataPosition[]>): Promise<PaginatedResult<BrokerDataPosition[]> | null>;
-    getAllAccounts(filter?: AccountsFilter): Promise<BrokerDataAccount[]>;
-    getAllOrders(filter?: OrdersFilter): Promise<BrokerDataOrder[]>;
-    getAllPositions(filter?: PositionsFilter): Promise<BrokerDataPosition[]>;
-    getOpenPositions(): Promise<BrokerDataPosition[]>;
-    getFilledOrders(): Promise<BrokerDataOrder[]>;
-    getPendingOrders(): Promise<BrokerDataOrder[]>;
-    getActiveAccounts(): Promise<BrokerDataAccount[]>;
-    getOrdersBySymbol(symbol: string): Promise<BrokerDataOrder[]>;
-    getPositionsBySymbol(symbol: string): Promise<BrokerDataPosition[]>;
-    getOrdersByBroker(brokerId: string): Promise<BrokerDataOrder[]>;
-    getPositionsByBroker(brokerId: string): Promise<BrokerDataPosition[]>;
-}
-declare class CoreTradingService implements ITradingService {
-    private apiClient;
-    constructor(apiClient: ApiClient);
-    getAccounts(filter?: AccountsFilter): Promise<BrokerDataAccount[]>;
-    getOrders(filter?: OrdersFilter): Promise<BrokerDataOrder[]>;
-    getPositions(filter?: PositionsFilter): Promise<BrokerDataPosition[]>;
-    placeOrder(order: Order): Promise<string>;
-    cancelOrder(orderId: string): Promise<boolean>;
-    placeOptionsOrder(order: OptionsOrder): Promise<string>;
-    getAccountsPage(page?: number, perPage?: number, filter?: AccountsFilter): Promise<PaginatedResult<BrokerDataAccount[]>>;
-    getOrdersPage(page?: number, perPage?: number, filter?: OrdersFilter): Promise<PaginatedResult<BrokerDataOrder[]>>;
-    getPositionsPage(page?: number, perPage?: number, filter?: PositionsFilter): Promise<PaginatedResult<BrokerDataPosition[]>>;
-    getNextAccountsPage(previousResult: PaginatedResult<BrokerDataAccount[]>): Promise<PaginatedResult<BrokerDataAccount[]> | null>;
-    getNextOrdersPage(previousResult: PaginatedResult<BrokerDataOrder[]>): Promise<PaginatedResult<BrokerDataOrder[]> | null>;
-    getNextPositionsPage(previousResult: PaginatedResult<BrokerDataPosition[]>): Promise<PaginatedResult<BrokerDataPosition[]> | null>;
-    getAllAccounts(filter?: AccountsFilter): Promise<BrokerDataAccount[]>;
-    getAllOrders(filter?: OrdersFilter): Promise<BrokerDataOrder[]>;
-    getAllPositions(filter?: PositionsFilter): Promise<BrokerDataPosition[]>;
-    getOpenPositions(): Promise<BrokerDataPosition[]>;
-    getFilledOrders(): Promise<BrokerDataOrder[]>;
-    getPendingOrders(): Promise<BrokerDataOrder[]>;
-    getActiveAccounts(): Promise<BrokerDataAccount[]>;
-    getOrdersBySymbol(symbol: string): Promise<BrokerDataOrder[]>;
-    getPositionsBySymbol(symbol: string): Promise<BrokerDataPosition[]>;
-    getOrdersByBroker(brokerId: string): Promise<BrokerDataOrder[]>;
-    getPositionsByBroker(brokerId: string): Promise<BrokerDataPosition[]>;
-}
-
-interface IAnalyticsService {
-    getPerformance(): Promise<PerformanceMetrics>;
-    getDailyHistory(): Promise<any[]>;
-    getWeeklySnapshots(): Promise<PortfolioSnapshot[]>;
-    getPortfolioDeltas(): Promise<any[]>;
-    getUserLogs(userId: string): Promise<any[]>;
-}
-declare class CoreAnalyticsService implements IAnalyticsService {
-    private apiClient;
-    constructor(apiClient: ApiClient);
-    getPerformance(): Promise<PerformanceMetrics>;
-    getDailyHistory(): Promise<any[]>;
-    getWeeklySnapshots(): Promise<PortfolioSnapshot[]>;
-    getPortfolioDeltas(): Promise<any[]>;
-    getUserLogs(userId: string): Promise<any[]>;
-}
-
-interface IPortalService {
-    createPortal(config: PortalConfig): Promise<void>;
-    closePortal(): Promise<void>;
-    updateTheme(theme: Theme): Promise<void>;
-    getBrokerAccounts(): Promise<any[]>;
-    linkBrokerAccount(brokerId: string): Promise<void>;
-    unlinkBrokerAccount(brokerId: string): Promise<void>;
-}
-declare class CorePortalService implements IPortalService {
-    private apiClient;
-    private iframe;
-    constructor(apiClient: ApiClient);
-    createPortal(config: PortalConfig): Promise<void>;
-    closePortal(): Promise<void>;
-    updateTheme(theme: Theme): Promise<void>;
-    getBrokerAccounts(): Promise<any[]>;
-    linkBrokerAccount(brokerId: string): Promise<void>;
-    unlinkBrokerAccount(brokerId: string): Promise<void>;
-    private positionIframe;
-    private styleIframe;
+    /**
+     * Disconnect a company from a broker connection
+     * @param connectionId - The connection ID to disconnect
+     * @returns Promise with disconnect response
+     * @throws AuthenticationError if user is not authenticated
+     */
+    disconnectCompany(connectionId: string): Promise<DisconnectCompanyResponse>;
 }
 
 /**
@@ -1722,9 +1511,9 @@ declare class MockDataProvider {
         data: BrokerDataPosition[];
     }>;
     mockGetBrokerDataAccounts(filter?: AccountsFilter): Promise<{
-        data: BrokerDataAccount[];
+        data: BrokerAccount[];
     }>;
-    mockPlaceOrder(order: Order): Promise<OrderResponse>;
+    mockPlaceOrder(order: BrokerOrderParams): Promise<OrderResponse>;
     /**
      * Get stored session data
      */
@@ -1759,6 +1548,12 @@ declare class MockDataProvider {
      * Generate mock accounts with diverse data
      */
     private generateMockAccounts;
+    /**
+     * Mock disconnect company method
+     * @param connectionId - The connection ID to disconnect
+     * @returns Promise with mock disconnect response
+     */
+    mockDisconnectCompany(connectionId: string): Promise<DisconnectCompanyResponse>;
 }
 
 /**
@@ -1830,52 +1625,42 @@ declare class MockApiClient {
     getPortalUrl(sessionId: string): Promise<PortalUrlResponse>;
     validatePortalSession(sessionId: string, signature: string): Promise<SessionValidationResponse>;
     completePortalSession(sessionId: string): Promise<PortalUrlResponse>;
-    getHoldings(accessToken: string): Promise<{
-        data: Holding[];
-    }>;
-    getOrders(accessToken: string, filter?: OrdersFilter): Promise<{
-        data: Order[];
-    }>;
-    getPortfolio(accessToken: string): Promise<{
-        data: Portfolio;
-    }>;
-    placeOrder(accessToken: string, order: Order): Promise<void>;
-    getHoldingsAuto(): Promise<{
+    getHoldings(filter?: OrdersFilter): Promise<{
         data: Holding[];
     }>;
-    getOrdersAuto(): Promise<{
+    getOrders(filter?: OrdersFilter): Promise<{
         data: Order[];
     }>;
-    getPortfolioAuto(): Promise<{
+    getPortfolio(): Promise<{
         data: Portfolio;
     }>;
-    placeOrderAuto(order: Order): Promise<void>;
-    placeBrokerOrder(accessToken: string, params: Partial<BrokerOrderParams> & {
+    placeOrder(order: BrokerOrderParams): Promise<void>;
+    placeBrokerOrder(params: Partial<BrokerOrderParams> & {
         symbol: string;
         orderQty: number;
         action: 'Buy' | 'Sell';
-        orderType: 'Market' | 'Limit' | 'Stop' | 'TrailingStop';
-        assetType: 'Stock' | 'Option' | 'Crypto' | 'Futures';
-    }, extras?: BrokerExtras): Promise<OrderResponse>;
-    cancelBrokerOrder(orderId: string, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any): Promise<OrderResponse>;
-    modifyBrokerOrder(orderId: string, params: Partial<BrokerOrderParams>, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any): Promise<OrderResponse>;
+        orderType: 'Market' | 'Limit' | 'Stop' | 'StopLimit';
+        assetType: 'Stock' | 'Option' | 'Crypto' | 'Future';
+    }, extras?: BrokerExtras, connection_id?: string): Promise<OrderResponse>;
+    cancelBrokerOrder(orderId: string, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any, connection_id?: string): Promise<OrderResponse>;
+    modifyBrokerOrder(orderId: string, params: Partial<BrokerOrderParams>, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', extras?: any, connection_id?: string): Promise<OrderResponse>;
     setBroker(broker: 'robinhood' | 'tasty_trade' | 'ninja_trader'): void;
     setAccount(accountNumber: string, accountId?: string): void;
     getTradingContext(): TradingContext;
     clearTradingContext(): void;
-    placeStockMarketOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeStockLimitOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeStockStopOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', stopPrice: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeCryptoMarketOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', options?: CryptoOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeCryptoLimitOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', options?: CryptoOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeOptionsMarketOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', options: OptionsOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeOptionsLimitOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, options: OptionsOrderOptions, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeFuturesMarketOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeFuturesLimitOrder(accessToken: string, symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeStockMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeStockLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeStockStopOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', stopPrice: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeCryptoMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', options?: CryptoOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeCryptoLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', options?: CryptoOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeOptionsMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', options: OptionsOrderOptions, broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeOptionsLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, options: OptionsOrderOptions, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeFuturesMarketOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    placeFuturesLimitOrder(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
     revokeToken(accessToken: string): Promise<void>;
     getUserToken(userId: string): Promise<UserToken>;
     getCurrentSessionState(): SessionState | null;
-    getBrokerList(accessToken: string): Promise<{
+    getBrokerList(): Promise<{
         _id: string;
         response_data: BrokerInfo[];
         message: string;
@@ -1883,7 +1668,7 @@ declare class MockApiClient {
         warnings: null;
         errors: null;
     }>;
-    getBrokerAccounts(accessToken: string, options?: BrokerDataOptions): Promise<{
+    getBrokerAccounts(options?: BrokerDataOptions): Promise<{
         _id: string;
         response_data: BrokerAccount[];
         message: string;
@@ -1891,7 +1676,7 @@ declare class MockApiClient {
         warnings: null;
         errors: null;
     }>;
-    getBrokerOrders(accessToken: string, options?: BrokerDataOptions): Promise<{
+    getBrokerOrders(options?: BrokerDataOptions): Promise<{
         _id: string;
         response_data: BrokerOrder[];
         message: string;
@@ -1899,7 +1684,7 @@ declare class MockApiClient {
         warnings: null;
         errors: null;
     }>;
-    getBrokerPositions(accessToken: string, options?: BrokerDataOptions): Promise<{
+    getBrokerPositions(options?: BrokerDataOptions): Promise<{
         _id: string;
         response_data: BrokerPosition[];
         message: string;
@@ -1914,52 +1699,12 @@ declare class MockApiClient {
         data: BrokerDataPosition[];
     }>;
     getBrokerDataAccountsWithFilter(filter?: AccountsFilter): Promise<{
-        data: BrokerDataAccount[];
-    }>;
-    getBrokerOrdersPage(page?: number, perPage?: number, filters?: OrdersFilter): Promise<PaginatedResult<any[]>>;
-    getBrokerAccountsPage(page?: number, perPage?: number, filters?: AccountsFilter): Promise<PaginatedResult<any[]>>;
-    getBrokerPositionsPage(page?: number, perPage?: number, filters?: PositionsFilter): Promise<PaginatedResult<any[]>>;
-    getBrokerConnections(accessToken: string): Promise<{
-        _id: string;
-        response_data: BrokerConnection[];
-        message: string;
-        status_code: number;
-        warnings: null;
-        errors: null;
-    }>;
-    getBrokerListAuto(): Promise<{
-        _id: string;
-        response_data: BrokerInfo[];
-        message: string;
-        status_code: number;
-        warnings: null;
-        errors: null;
-    }>;
-    getBrokerAccountsAuto(options?: BrokerDataOptions): Promise<{
-        _id: string;
-        response_data: BrokerAccount[];
-        message: string;
-        status_code: number;
-        warnings: null;
-        errors: null;
-    }>;
-    getBrokerOrdersAuto(options?: BrokerDataOptions): Promise<{
-        _id: string;
-        response_data: BrokerOrder[];
-        message: string;
-        status_code: number;
-        warnings: null;
-        errors: null;
-    }>;
-    getBrokerPositionsAuto(options?: BrokerDataOptions): Promise<{
-        _id: string;
-        response_data: BrokerPosition[];
-        message: string;
-        status_code: number;
-        warnings: null;
-        errors: null;
+        data: BrokerAccount[];
     }>;
-    getBrokerConnectionsAuto(): Promise<{
+    getBrokerOrdersPage(page?: number, perPage?: number, filters?: OrdersFilter): Promise<PaginatedResult<BrokerDataOrder[]>>;
+    getBrokerAccountsPage(page?: number, perPage?: number, filters?: AccountsFilter): Promise<PaginatedResult<BrokerAccount[]>>;
+    getBrokerPositionsPage(page?: number, perPage?: number, filters?: PositionsFilter): Promise<PaginatedResult<BrokerDataPosition[]>>;
+    getBrokerConnections(): Promise<{
         _id: string;
         response_data: BrokerConnection[];
         message: string;
@@ -1967,16 +1712,12 @@ declare class MockApiClient {
         warnings: null;
         errors: null;
     }>;
-    placeBrokerOrderAuto(params: Partial<BrokerOrderParams> & {
-        symbol: string;
-        orderQty: number;
-        action: 'Buy' | 'Sell';
-        orderType: 'Market' | 'Limit' | 'Stop' | 'TrailingStop';
-        assetType: 'Stock' | 'Option' | 'Crypto' | 'Futures';
-    }, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeStockMarketOrderAuto(symbol: string, orderQty: number, action: 'Buy' | 'Sell', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeStockLimitOrderAuto(symbol: string, orderQty: number, action: 'Buy' | 'Sell', price: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
-    placeStockStopOrderAuto(symbol: string, orderQty: number, action: 'Buy' | 'Sell', stopPrice: number, timeInForce?: 'day' | 'gtc', broker?: 'robinhood' | 'tasty_trade' | 'ninja_trader', accountNumber?: string, extras?: BrokerExtras): Promise<OrderResponse>;
+    /**
+     * Mock disconnect company method
+     * @param connectionId - The connection ID to disconnect
+     * @returns Promise with mock disconnect response
+     */
+    disconnectCompany(connectionId: string): Promise<DisconnectCompanyResponse>;
     getMockDataProvider(): MockDataProvider;
     clearMockData(): void;
     /**
@@ -1997,7 +1738,7 @@ declare class MockFactory {
      * @param mockConfig - Optional mock configuration (only used if mocks are enabled)
      * @returns ApiClient or MockApiClient instance
      */
-    static createApiClient(baseUrl: string, deviceInfo?: DeviceInfo$1, mockConfig?: MockConfig): ApiClient$1 | MockApiClient;
+    static createApiClient(baseUrl: string, deviceInfo?: DeviceInfo$1, mockConfig?: MockConfig): ApiClient | MockApiClient;
     /**
      * Force create a mock API client regardless of environment settings
      * @param baseUrl - The base URL for the API
@@ -2012,7 +1753,7 @@ declare class MockFactory {
      * @param deviceInfo - Optional device information
      * @returns ApiClient instance
      */
-    static createRealApiClient(baseUrl: string, deviceInfo?: DeviceInfo$1): ApiClient$1;
+    static createRealApiClient(baseUrl: string, deviceInfo?: DeviceInfo$1): ApiClient;
     /**
      * Check if mocks are currently enabled
      * @returns boolean indicating if mocks are enabled
@@ -2028,5 +1769,5 @@ declare class MockFactory {
     };
 }
 
-export { ApiClient$1 as ApiClient, CompanyAccessError, CoreAnalyticsService, CorePortalService, CoreTradingService, EventEmitter, FinaticConnect, MockFactory, OrderError, OrderValidationError, PaginatedResult, appendThemeToURL, createCustomThemeFromPreset, generatePortalThemeURL, getThemePreset, portalThemePresets, validateCustomTheme };
-export type { AccountsFilter, ApiConfig, ApiError$1 as ApiError, ApiResponse, AuthenticationError, AuthorizationError, BaseError$1 as BaseError, BrokerAccount, BrokerConnection, BrokerDataAccount, BrokerDataOptions, BrokerDataOrder, BrokerDataPosition, BrokerExtras, BrokerInfo, BrokerOrder, BrokerOrderParams, BrokerPosition, CryptoOrderOptions, DeviceInfo$1 as DeviceInfo, FilteredAccountsResponse, FilteredOrdersResponse, FilteredPositionsResponse, FinaticConnectOptions, FinaticUserToken, Holding, NetworkError, OptionsOrder, OptionsOrderOptions, Order, OrderResponse, OrdersFilter, OtpRequestResponse, OtpVerifyResponse, PerformanceMetrics, PortalConfig$1 as PortalConfig, PortalMessage, PortalProps, PortalResponse, PortalTheme, PortalThemeConfig, PortalThemePreset, PortalUrlResponse, Portfolio, PortfolioSnapshot, PositionsFilter, RateLimitError, RefreshTokenRequest, RefreshTokenResponse, RequestHeaders, SDKConfig, SecurityError, SessionAuthenticateResponse, SessionError, SessionInitResponse, SessionStartResponse, SessionStatus, SessionValidationResponse, Theme, TokenError, TokenInfo, TradingContext, UserToken, ValidationError };
+export { ApiClient, ApiError, AuthenticationError, AuthorizationError, BaseError, CompanyAccessError, EventEmitter, FinaticConnect, MockFactory, NetworkError, OrderError, OrderValidationError, PaginatedResult, RateLimitError, SecurityError, SessionError, TokenError, appendThemeToURL, createCustomThemeFromPreset, generatePortalThemeURL, getThemePreset, portalThemePresets, validateCustomTheme };
+export type { AccountsFilter, ApiConfig, ApiResponse, BrokerAccount, BrokerConnection, BrokerDataAccount, BrokerDataOptions, BrokerDataOrder, BrokerDataPosition, BrokerExtras, BrokerInfo, BrokerOrder, BrokerOrderParams, BrokerPosition, CryptoOrderOptions, DeviceInfo$1 as DeviceInfo, FilteredAccountsResponse, FilteredOrdersResponse, FilteredPositionsResponse, FinaticConnectOptions, FinaticUserToken, Holding, OptionsOrder, OptionsOrderOptions, Order, OrderNotFoundError, OrderResponse, OrdersFilter, OtpRequestResponse, OtpVerifyResponse, PerformanceMetrics, PortalMessage, PortalProps, PortalResponse, PortalTheme, PortalThemeConfig, PortalThemePreset, PortalUrlResponse, Portfolio, PortfolioSnapshot, PositionsFilter, RefreshTokenRequest, RefreshTokenResponse, RequestHeaders, SessionAuthenticateResponse, SessionInitResponse, SessionResponse, SessionStartResponse, SessionStatus, SessionValidationResponse, TokenInfo, TradeAccessDeniedError, TradingContext, UserToken, ValidationError };