@finatic/client 0.0.135 → 0.0.137

package/dist/index.js

@@ -198,6 +198,12 @@ class OrderValidationError extends ApiError {
         this.name = 'OrderValidationError';
     }
 }
+class TradingNotEnabledError extends ApiError {
+    constructor(message, details) {
+        super(403, message, details);
+        this.name = 'TradingNotEnabledError';
+    }
+}
 
 class ApiClient {
     constructor(baseUrl, deviceInfo) {
@@ -513,6 +519,9 @@ class ApiClient {
                 if (error.detail?.code === 'NO_COMPANY_ACCESS') {
                     return new CompanyAccessError(error.detail.message || 'No broker connections found for this company', error.detail);
                 }
+                if (error.detail?.code === 'TRADING_NOT_ENABLED') {
+                    return new TradingNotEnabledError(error.detail.message || 'Trading is not enabled for your company', error.detail);
+                }
                 return new AuthorizationError(message || 'Forbidden: No access to the requested data', error);
             case 404:
                 return new ApiError(status, message || 'Not found: The requested data does not exist', error);
@@ -643,23 +652,6 @@ class ApiClient {
             },
         });
     }
-    async validatePortalSession(sessionId, signature) {
-        return this.request('/portal/validate', {
-            method: 'GET',
-            headers: {
-                'Content-Type': 'application/json',
-                'X-Session-ID': sessionId,
-                'X-Device-Info': JSON.stringify({
-                    ip_address: this.deviceInfo?.ip_address || '',
-                    user_agent: this.deviceInfo?.user_agent || '',
-                    fingerprint: this.deviceInfo?.fingerprint || '',
-                }),
-            },
-            params: {
-                signature,
-            },
-        });
-    }
     async completePortalSession(sessionId) {
         return this.request(`/portal/${sessionId}/complete`, {
             method: 'POST',
@@ -669,34 +661,14 @@ class ApiClient {
         });
     }
     // Portfolio Management
-    async getHoldings() {
-        const accessToken = await this.getValidAccessToken();
-        return this.request('/portfolio/holdings', {
-            method: 'GET',
-            headers: {
-                'Authorization': `Bearer ${accessToken}`,
-            },
-        });
-    }
     async getOrders() {
         const accessToken = await this.getValidAccessToken();
-        return this.request('/data/orders', {
-            method: 'GET',
-            headers: {
-                'Authorization': `Bearer ${accessToken}`,
-            },
-        });
-    }
-    async getPortfolio() {
-        const accessToken = await this.getValidAccessToken();
-        const response = await this.request('/portfolio/', {
+        return this.request('/brokers/data/orders', {
             method: 'GET',
             headers: {
                 'Authorization': `Bearer ${accessToken}`,
-                'Content-Type': 'application/json',
             },
         });
-        return response;
     }
     // Enhanced Trading Methods with Session Management
     async placeBrokerOrder(params, extras = {}, connection_id) {
@@ -759,10 +731,7 @@ class ApiClient {
         }
         const accountNumber = this.tradingContext.accountNumber;
         // Build query parameters as required by API documentation
-        const queryParams = {
-            broker: selectedBroker,
-            order_id: orderId,
-        };
+        const queryParams = {};
         // Add optional parameters if available
         if (accountNumber) {
             queryParams.account_number = accountNumber.toString();
@@ -782,7 +751,7 @@ class ApiClient {
                 }
             };
         }
-        return this.request('/brokers/orders', {
+        return this.request(`/brokers/orders/${orderId}`, {
             method: 'DELETE',
             headers: {
                 'Content-Type': 'application/json',
@@ -1052,19 +1021,9 @@ class ApiClient {
                 return extras;
         }
     }
-    async revokeToken() {
+    async getUserToken(sessionId) {
         const accessToken = await this.getValidAccessToken();
-        await this.request('/auth/token/revoke', {
-            method: 'POST',
-            headers: {
-                'Authorization': `Bearer ${accessToken}`,
-            },
-        });
-        this.clearTokens();
-    }
-    async getUserToken(userId) {
-        const accessToken = await this.getValidAccessToken();
-        return this.request(`/auth/token/user/${userId}`, {
+        return this.request(`/auth/session/${sessionId}/user`, {
             method: 'GET',
             headers: {
                 'Authorization': `Bearer ${accessToken}`,
@@ -1095,7 +1054,7 @@ class ApiClient {
     // Broker Data Management
     async getBrokerList() {
         const accessToken = await this.getValidAccessToken();
-        return this.request('/brokers/list', {
+        return this.request('/brokers/', {
             method: 'GET',
             headers: {
                 'Authorization': `Bearer ${accessToken}`,
@@ -1162,6 +1121,26 @@ class ApiClient {
             params,
         });
     }
+    async getBrokerBalances(options) {
+        const accessToken = await this.getValidAccessToken();
+        const params = {};
+        if (options?.broker_name) {
+            params.broker_id = options.broker_name;
+        }
+        if (options?.account_id) {
+            params.account_id = options.account_id;
+        }
+        if (options?.symbol) {
+            params.symbol = options.symbol;
+        }
+        return this.request('/brokers/data/balances', {
+            method: 'GET',
+            headers: {
+                'Authorization': `Bearer ${accessToken}`,
+            },
+            params,
+        });
+    }
     async getBrokerConnections() {
         const accessToken = await this.getValidAccessToken();
         return this.request('/brokers/connections', {
@@ -1171,6 +1150,25 @@ class ApiClient {
             },
         });
     }
+    async getBalances(filters) {
+        const accessToken = await this.getValidAccessToken();
+        const params = new URLSearchParams();
+        if (filters) {
+            Object.entries(filters).forEach(([key, value]) => {
+                if (value !== undefined && value !== null) {
+                    params.append(key, String(value));
+                }
+            });
+        }
+        const queryString = params.toString();
+        const url = queryString ? `/brokers/data/balances?${queryString}` : '/brokers/data/balances';
+        return this.request(url, {
+            method: 'GET',
+            headers: {
+                'Authorization': `Bearer ${accessToken}`,
+            },
+        });
+    }
     // Page-based pagination methods
     async getBrokerOrdersPage(page = 1, perPage = 100, filters) {
         const accessToken = await this.getValidAccessToken();
@@ -1389,6 +1387,81 @@ class ApiClient {
             limit: perPage,
         }, navigationCallback);
     }
+    async getBrokerBalancesPage(page = 1, perPage = 100, filters) {
+        const accessToken = await this.getValidAccessToken();
+        const offset = (page - 1) * perPage;
+        const params = {
+            limit: perPage.toString(),
+            offset: offset.toString(),
+        };
+        // Add filter parameters
+        if (filters) {
+            if (filters.broker_id)
+                params.broker_id = filters.broker_id;
+            if (filters.connection_id)
+                params.connection_id = filters.connection_id;
+            if (filters.account_id)
+                params.account_id = filters.account_id;
+            if (filters.is_end_of_day_snapshot !== undefined)
+                params.is_end_of_day_snapshot = filters.is_end_of_day_snapshot.toString();
+            if (filters.balance_created_after)
+                params.balance_created_after = filters.balance_created_after;
+            if (filters.balance_created_before)
+                params.balance_created_before = filters.balance_created_before;
+            if (filters.with_metadata !== undefined)
+                params.with_metadata = filters.with_metadata.toString();
+        }
+        const response = await this.request('/brokers/data/balances', {
+            method: 'GET',
+            headers: {
+                Authorization: `Bearer ${accessToken}`,
+            },
+            params,
+        });
+        // Create navigation callback for pagination
+        const navigationCallback = async (newOffset, newLimit) => {
+            const newParams = {
+                limit: newLimit.toString(),
+                offset: newOffset.toString(),
+            };
+            // Add filter parameters
+            if (filters) {
+                if (filters.broker_id)
+                    newParams.broker_id = filters.broker_id;
+                if (filters.connection_id)
+                    newParams.connection_id = filters.connection_id;
+                if (filters.account_id)
+                    newParams.account_id = filters.account_id;
+                if (filters.is_end_of_day_snapshot !== undefined)
+                    newParams.is_end_of_day_snapshot = filters.is_end_of_day_snapshot.toString();
+                if (filters.balance_created_after)
+                    newParams.balance_created_after = filters.balance_created_after;
+                if (filters.balance_created_before)
+                    newParams.balance_created_before = filters.balance_created_before;
+                if (filters.with_metadata !== undefined)
+                    newParams.with_metadata = filters.with_metadata.toString();
+            }
+            const newResponse = await this.request('/brokers/data/balances', {
+                method: 'GET',
+                headers: {
+                    Authorization: `Bearer ${accessToken}`,
+                },
+                params: newParams,
+            });
+            return new PaginatedResult(newResponse.response_data, newResponse.pagination || {
+                has_more: false,
+                next_offset: newOffset,
+                current_offset: newOffset,
+                limit: newLimit,
+            }, navigationCallback);
+        };
+        return new PaginatedResult(response.response_data, response.pagination || {
+            has_more: false,
+            next_offset: offset,
+            current_offset: offset,
+            limit: perPage,
+        }, navigationCallback);
+    }
     // Navigation methods
     async getNextPage(previousResult, fetchFunction) {
         if (!previousResult.hasNext) {
@@ -1410,7 +1483,7 @@ class ApiClient {
      */
     async disconnectCompany(connectionId) {
         const accessToken = await this.getValidAccessToken();
-        return this.request(`/brokers/disconnect-company/${connectionId}`, {
+        return this.request(`/brokers/disconnect/${connectionId}`, {
             method: 'DELETE',
             headers: {
                 'Authorization': `Bearer ${accessToken}`,
@@ -2065,109 +2138,6 @@ class MockDataProvider {
         };
     }
     // Portfolio & Trading Mocks
-    async mockGetHoldings() {
-        await this.simulateDelay();
-        const holdings = [
-            {
-                symbol: 'AAPL',
-                quantity: 100,
-                averagePrice: 150.25,
-                currentPrice: 175.5,
-                marketValue: 17550.0,
-                unrealizedPnL: 2525.0,
-                realizedPnL: 0,
-                costBasis: 15025.0,
-                currency: 'USD',
-            },
-            {
-                symbol: 'TSLA',
-                quantity: 50,
-                averagePrice: 200.0,
-                currentPrice: 220.75,
-                marketValue: 11037.5,
-                unrealizedPnL: 1037.5,
-                realizedPnL: 0,
-                costBasis: 10000.0,
-                currency: 'USD',
-            },
-            {
-                symbol: 'MSFT',
-                quantity: 75,
-                averagePrice: 300.0,
-                currentPrice: 325.25,
-                marketValue: 24393.75,
-                unrealizedPnL: 1893.75,
-                realizedPnL: 0,
-                costBasis: 22500.0,
-                currency: 'USD',
-            },
-        ];
-        return { data: holdings };
-    }
-    async mockGetPortfolio() {
-        await this.simulateDelay();
-        const portfolio = {
-            id: uuid.v4(),
-            name: 'Main Portfolio',
-            type: 'individual',
-            status: 'active',
-            cash: 15000.5,
-            buyingPower: 45000.0,
-            equity: 52981.25,
-            longMarketValue: 37981.25,
-            shortMarketValue: 0,
-            initialMargin: 0,
-            maintenanceMargin: 0,
-            lastEquity: 52000.0,
-            positions: [
-                {
-                    symbol: 'AAPL',
-                    quantity: 100,
-                    averagePrice: 150.25,
-                    currentPrice: 175.5,
-                    marketValue: 17550.0,
-                    unrealizedPnL: 2525.0,
-                    realizedPnL: 0,
-                    costBasis: 15025.0,
-                    currency: 'USD',
-                },
-                {
-                    symbol: 'TSLA',
-                    quantity: 50,
-                    averagePrice: 200.0,
-                    currentPrice: 220.75,
-                    marketValue: 11037.5,
-                    unrealizedPnL: 1037.5,
-                    realizedPnL: 0,
-                    costBasis: 10000.0,
-                    currency: 'USD',
-                },
-                {
-                    symbol: 'MSFT',
-                    quantity: 75,
-                    averagePrice: 300.0,
-                    currentPrice: 325.25,
-                    marketValue: 24393.75,
-                    unrealizedPnL: 1893.75,
-                    realizedPnL: 0,
-                    costBasis: 22500.0,
-                    currency: 'USD',
-                },
-            ],
-            performance: {
-                totalReturn: 0.089,
-                dailyReturn: 0.002,
-                weeklyReturn: 0.015,
-                monthlyReturn: 0.045,
-                yearlyReturn: 0.089,
-                maxDrawdown: -0.05,
-                sharpeRatio: 1.2,
-                beta: 0.95,
-                alpha: 0.02,
-            },
-        };
-        return { data: portfolio };
-    }
     async mockGetOrders(filter) {
         await this.simulateDelay();
         const mockOrders = [
@@ -2228,6 +2198,52 @@ class MockDataProvider {
             data: filteredPositions,
         };
     }
+    async mockGetBrokerBalances(filter) {
+        await this.simulateDelay();
+        // Determine how many balances to generate based on limit parameter
+        const limit = filter?.limit || 100;
+        const maxLimit = Math.min(limit, 1000); // Cap at 1000
+        const mockBalances = [];
+        for (let i = 0; i < maxLimit; i++) {
+            const totalCashValue = Math.random() * 100000 + 10000; // $10k - $110k
+            const netLiquidationValue = totalCashValue * (0.8 + Math.random() * 0.4); // ±20% variation
+            const initialMargin = netLiquidationValue * 0.1; // 10% of net liquidation
+            const maintenanceMargin = initialMargin * 0.8; // 80% of initial margin
+            const availableToWithdraw = totalCashValue * 0.9; // 90% of cash available
+            const totalRealizedPnl = (Math.random() - 0.5) * 10000; // -$5k to +$5k
+            const balance = {
+                id: `balance_${i + 1}`,
+                account_id: `account_${Math.floor(Math.random() * 3) + 1}`,
+                total_cash_value: totalCashValue,
+                net_liquidation_value: netLiquidationValue,
+                initial_margin: initialMargin,
+                maintenance_margin: maintenanceMargin,
+                available_to_withdraw: availableToWithdraw,
+                total_realized_pnl: totalRealizedPnl,
+                balance_created_at: new Date(Date.now() - Math.random() * 7 * 24 * 60 * 60 * 1000).toISOString(),
+                balance_updated_at: new Date().toISOString(),
+                is_end_of_day_snapshot: Math.random() > 0.7, // 30% chance of being EOD snapshot
+                raw_payload: {
+                    broker_specific_data: {
+                        margin_ratio: netLiquidationValue / initialMargin,
+                        day_trading_buying_power: availableToWithdraw * 4,
+                        overnight_buying_power: availableToWithdraw * 2,
+                    },
+                },
+                created_at: new Date(Date.now() - Math.random() * 30 * 24 * 60 * 60 * 1000).toISOString(),
+                updated_at: new Date().toISOString(),
+            };
+            mockBalances.push(balance);
+        }
+        // Apply filters if provided
+        let filteredBalances = mockBalances;
+        if (filter) {
+            filteredBalances = this.applyBrokerBalanceFilters(mockBalances, filter);
+        }
+        return {
+            data: filteredBalances,
+        };
+    }
     async mockGetBrokerDataAccounts(filter) {
         await this.simulateDelay();
         // Determine how many accounts to generate based on limit parameter
@@ -2280,8 +2296,8 @@ class MockDataProvider {
     /**
      * Get stored user token
      */
-    getUserToken(userId) {
-        return this.userTokens.get(userId);
+    getUserToken(sessionId) {
+        return this.userTokens.get(sessionId);
     }
     /**
      * Clear all stored data
@@ -2373,6 +2389,19 @@ class MockDataProvider {
             return true;
         });
     }
+    applyBrokerBalanceFilters(balances, filter) {
+        return balances.filter(balance => {
+            if (filter.account_id && balance.account_id !== filter.account_id)
+                return false;
+            if (filter.is_end_of_day_snapshot !== undefined && balance.is_end_of_day_snapshot !== filter.is_end_of_day_snapshot)
+                return false;
+            if (filter.balance_created_after && balance.balance_created_at && new Date(balance.balance_created_at) < new Date(filter.balance_created_after))
+                return false;
+            if (filter.balance_created_before && balance.balance_created_at && new Date(balance.balance_created_at) > new Date(filter.balance_created_before))
+                return false;
+            return true;
+        });
+    }
     /**
      * Generate mock orders with diverse data
      */
@@ -2784,18 +2813,10 @@ class MockApiClient {
         return this.mockDataProvider.mockCompletePortalSession(sessionId);
     }
     // Portfolio Management
-    async getHoldings(filter) {
-        await this.getValidAccessToken();
-        return this.mockDataProvider.mockGetHoldings();
-    }
     async getOrders(filter) {
         await this.getValidAccessToken();
         return this.mockDataProvider.mockGetOrders(filter);
     }
-    async getPortfolio() {
-        await this.getValidAccessToken();
-        return this.mockDataProvider.mockGetPortfolio();
-    }
     async placeOrder(order) {
         await this.getValidAccessToken();
         await this.mockDataProvider.mockPlaceOrder(order);
@@ -3006,12 +3027,8 @@ class MockApiClient {
             price,
         }, extras);
     }
-    async revokeToken(accessToken) {
-        // Clear tokens on revoke
-        this.clearTokens();
-    }
-    async getUserToken(userId) {
-        const token = this.mockDataProvider.getUserToken(userId);
+    async getUserToken(sessionId) {
+        const token = this.mockDataProvider.getUserToken(sessionId);
         if (!token) {
             throw new AuthenticationError('User token not found');
         }
@@ -3060,6 +3077,9 @@ class MockApiClient {
     async getBrokerPositionsWithFilter(filter) {
         return this.mockDataProvider.mockGetBrokerPositions(filter);
     }
+    async getBrokerBalancesWithFilter(filter) {
+        return this.mockDataProvider.mockGetBrokerBalances(filter);
+    }
     async getBrokerDataAccountsWithFilter(filter) {
         return this.mockDataProvider.mockGetBrokerDataAccounts(filter);
     }
@@ -3154,6 +3174,36 @@ class MockApiClient {
             limit: perPage,
         }, navigationCallback);
     }
+    async getBrokerBalancesPage(page = 1, perPage = 100, filters) {
+        const mockBalances = await this.mockDataProvider.mockGetBrokerBalances(filters);
+        const balances = mockBalances.data;
+        // Simulate pagination
+        const startIndex = (page - 1) * perPage;
+        const endIndex = startIndex + perPage;
+        const paginatedBalances = balances.slice(startIndex, endIndex);
+        const hasMore = endIndex < balances.length;
+        const nextOffset = hasMore ? endIndex : startIndex;
+        // Create navigation callback for mock pagination
+        const navigationCallback = async (newOffset, newLimit) => {
+            const newStartIndex = newOffset;
+            const newEndIndex = newStartIndex + newLimit;
+            const newPaginatedBalances = balances.slice(newStartIndex, newEndIndex);
+            const newHasMore = newEndIndex < balances.length;
+            const newNextOffset = newHasMore ? newEndIndex : newStartIndex;
+            return new PaginatedResult(newPaginatedBalances, {
+                has_more: newHasMore,
+                next_offset: newNextOffset,
+                current_offset: newStartIndex,
+                limit: newLimit,
+            }, navigationCallback);
+        };
+        return new PaginatedResult(paginatedBalances, {
+            has_more: hasMore,
+            next_offset: nextOffset,
+            current_offset: startIndex,
+            limit: perPage,
+        }, navigationCallback);
+    }
     async getBrokerConnections() {
         await this.getValidAccessToken();
         return this.mockDataProvider.mockGetBrokerConnections();
@@ -3392,9 +3442,135 @@ const darkTheme = {
             },
         },
     },
+    typography: {
+        fontFamily: {
+            primary: 'Orbitron, Futura, Inter, system-ui, sans-serif',
+            secondary: 'Orbitron, Futura, Inter, system-ui, sans-serif',
+        },
+        fontSize: {
+            xs: '0.75rem',
+            sm: '0.875rem',
+            base: '1rem',
+            lg: '1.125rem',
+            xl: '1.25rem',
+            '2xl': '1.5rem',
+            '3xl': '1.875rem',
+            '4xl': '2.25rem',
+        },
+        fontWeight: {
+            normal: 400,
+            medium: 500,
+            semibold: 600,
+            bold: 700,
+            extrabold: 800,
+        },
+        lineHeight: {
+            tight: '1.25',
+            normal: '1.5',
+            relaxed: '1.75',
+        },
+    },
+    spacing: {
+        xs: '0.25rem',
+        sm: '0.5rem',
+        md: '1rem',
+        lg: '1.5rem',
+        xl: '2rem',
+        '2xl': '3rem',
+        '3xl': '4rem',
+    },
+    layout: {
+        containerMaxWidth: '1440px',
+        gridGap: '1rem',
+        cardPadding: '1.5rem',
+        borderRadius: {
+            sm: '0.25rem',
+            md: '0.5rem',
+            lg: '0.75rem',
+            xl: '1rem',
+            '2xl': '1.5rem',
+            full: '9999px',
+        },
+    },
+    components: {
+        brokerCard: {
+            width: '100%',
+            height: '180px',
+            logoSize: '64px',
+            padding: '1.5rem',
+        },
+        statusIndicator: {
+            size: '22px',
+            glowIntensity: 0.9,
+        },
+        modal: {
+            background: 'rgba(0, 0, 0, 0.95)',
+            backdrop: 'rgba(0, 0, 0, 0.8)',
+        },
+        brokerCardModern: {
+            width: '150px',
+            height: '150px',
+            padding: '16px',
+            logoSize: '48px',
+            statusSize: '22px',
+        },
+        connectButton: {
+            width: '120px',
+            height: '120px',
+        },
+        themeSwitcher: {
+            indicatorSize: '24px',
+        },
+    },
+    effects: {
+        glassmorphism: {
+            enabled: true,
+            blur: '12px',
+            opacity: 0.15,
+            border: 'rgba(0, 255, 255, 0.3)',
+        },
+        animations: {
+            enabled: true,
+            duration: {
+                fast: '150ms',
+                normal: '300ms',
+                slow: '500ms',
+            },
+            easing: {
+                default: 'cubic-bezier(0.4, 0, 0.2, 1)',
+                smooth: 'cubic-bezier(0.25, 0.46, 0.45, 0.94)',
+                bounce: 'cubic-bezier(0.68, -0.55, 0.265, 1.55)',
+            },
+        },
+        shadows: {
+            sm: '0 1px 2px rgba(0, 0, 0, 0.5)',
+            md: '0 4px 6px rgba(0, 0, 0, 0.6)',
+            lg: '0 10px 15px rgba(0, 0, 0, 0.7)',
+            xl: '0 20px 25px rgba(0, 0, 0, 0.8)',
+            card: '0px 4px 12px rgba(0, 0, 0, 0.6), 0 0 20px rgba(0, 255, 255, 0.2)',
+            cardHover: '0px 4px 24px rgba(0, 255, 255, 0.3), 0 0 30px rgba(0, 255, 255, 0.25)',
+            glow: '0 0 20px rgba(0, 255, 255, 0.8)',
+            focus: '0 0 0 2px #00FFFF, 0 0 8px 2px rgba(0, 255, 255, 0.8)',
+        },
+    },
     branding: {
         primaryColor: '#00FFFF',
     },
+    glow: {
+        primary: 'rgba(0, 255, 255, 0.4)',
+        secondary: 'rgba(0, 255, 255, 0.6)',
+        card: 'rgba(0, 255, 255, 0.2)',
+        cardHover: 'rgba(0, 255, 255, 0.3)',
+        button: 'rgba(0, 255, 255, 0.6)',
+        focus: 'rgba(0, 255, 255, 0.8)',
+        scrollbar: 'rgba(0, 255, 255, 0.4)',
+    },
+    gradients: {
+        start: 'rgba(0, 255, 255, 0.08)',
+        end: 'rgba(0, 255, 255, 0.03)',
+        hoverStart: 'rgba(0, 255, 255, 0.15)',
+        hoverEnd: 'rgba(0, 255, 255, 0.08)',
+    },
 };
 // Light theme with cyan accents
 const lightTheme = {
@@ -3451,9 +3627,121 @@ const lightTheme = {
             },
         },
     },
+    typography: {
+        fontFamily: {
+            primary: 'Orbitron, Futura, Inter, system-ui, sans-serif',
+            secondary: 'Orbitron, Futura, Inter, system-ui, sans-serif',
+        },
+        fontSize: {
+            xs: '0.75rem',
+            sm: '0.875rem',
+            base: '1rem',
+            lg: '1.125rem',
+            xl: '1.25rem',
+            '2xl': '1.5rem',
+            '3xl': '1.875rem',
+            '4xl': '2.25rem',
+        },
+        fontWeight: {
+            normal: 400,
+            medium: 500,
+            semibold: 600,
+            bold: 700,
+            extrabold: 800,
+        },
+        lineHeight: {
+            tight: '1.25',
+            normal: '1.5',
+            relaxed: '1.75',
+        },
+    },
+    spacing: {
+        xs: '0.25rem',
+        sm: '0.5rem',
+        md: '1rem',
+        lg: '1.5rem',
+        xl: '2rem',
+        '2xl': '3rem',
+        '3xl': '4rem',
+    },
+    layout: {
+        containerMaxWidth: '1440px',
+        gridGap: '1rem',
+        cardPadding: '1.5rem',
+        borderRadius: {
+            sm: '0.25rem',
+            md: '0.5rem',
+            lg: '0.75rem',
+            xl: '1rem',
+            '2xl': '1.5rem',
+            full: '9999px',
+        },
+    },
+    components: {
+        brokerCard: {
+            width: '100%',
+            height: '180px',
+            logoSize: '64px',
+            padding: '1.5rem',
+        },
+        statusIndicator: {
+            size: '22px',
+            glowIntensity: 0.9,
+        },
+        modal: {
+            background: 'rgba(255, 255, 255, 0.95)',
+            backdrop: 'rgba(0, 0, 0, 0.5)',
+        },
+    },
+    effects: {
+        glassmorphism: {
+            enabled: true,
+            blur: '12px',
+            opacity: 0.15,
+            border: 'rgba(0, 255, 255, 0.3)',
+        },
+        animations: {
+            enabled: true,
+            duration: {
+                fast: '150ms',
+                normal: '300ms',
+                slow: '500ms',
+            },
+            easing: {
+                default: 'cubic-bezier(0.4, 0, 0.2, 1)',
+                smooth: 'cubic-bezier(0.25, 0.46, 0.45, 0.94)',
+                bounce: 'cubic-bezier(0.68, -0.55, 0.265, 1.55)',
+            },
+        },
+        shadows: {
+            sm: '0 1px 2px rgba(0, 0, 0, 0.1)',
+            md: '0 4px 6px rgba(0, 0, 0, 0.1)',
+            lg: '0 10px 15px rgba(0, 0, 0, 0.1)',
+            xl: '0 20px 25px rgba(0, 0, 0, 0.1)',
+            card: '0px 4px 12px rgba(0, 0, 0, 0.1), 0 0 20px rgba(0, 255, 255, 0.2)',
+            cardHover: '0px 4px 24px rgba(0, 255, 255, 0.3), 0 0 30px rgba(0, 255, 255, 0.25)',
+            glow: '0 0 20px rgba(0, 255, 255, 0.8)',
+            focus: '0 0 0 2px #00FFFF, 0 0 8px 2px rgba(0, 255, 255, 0.8)',
+        },
+    },
     branding: {
         primaryColor: '#00FFFF',
     },
+    glow: {
+        primary: 'rgba(0, 255, 255, 0.4)',
+        secondary: 'rgba(0, 255, 255, 0.6)',
+        card: 'rgba(0, 255, 255, 0.2)',
+        cardHover: 'rgba(0, 255, 255, 0.3)',
+        button: 'rgba(0, 255, 255, 0.6)',
+        focus: 'rgba(0, 255, 255, 0.8)',
+        scrollbar: 'rgba(0, 255, 255, 0.4)',
+    },
+    gradients: {
+        start: 'rgba(0, 255, 255, 0.08)',
+        end: 'rgba(0, 255, 255, 0.03)',
+        hoverStart: 'rgba(0, 255, 255, 0.15)',
+        hoverEnd: 'rgba(0, 255, 255, 0.08)',
+    },
 };
 // Corporate blue theme
 const corporateBlueTheme = {
@@ -3510,14 +3798,140 @@ const corporateBlueTheme = {
             },
         },
     },
-    branding: {
-        primaryColor: '#3B82F6',
+    typography: {
+        fontFamily: {
+            primary: 'Orbitron, Futura, Inter, system-ui, sans-serif',
+            secondary: 'Orbitron, Futura, Inter, system-ui, sans-serif',
+        },
+        fontSize: {
+            xs: '0.75rem',
+            sm: '0.875rem',
+            base: '1rem',
+            lg: '1.125rem',
+            xl: '1.25rem',
+            '2xl': '1.5rem',
+            '3xl': '1.875rem',
+            '4xl': '2.25rem',
+        },
+        fontWeight: {
+            normal: 400,
+            medium: 500,
+            semibold: 600,
+            bold: 700,
+            extrabold: 800,
+        },
+        lineHeight: {
+            tight: '1.25',
+            normal: '1.5',
+            relaxed: '1.75',
+        },
     },
-};
-// Purple theme
-const purpleTheme = {
-    mode: 'dark',
-    colors: {
+    spacing: {
+        xs: '0.25rem',
+        sm: '0.5rem',
+        md: '1rem',
+        lg: '1.5rem',
+        xl: '2rem',
+        '2xl': '3rem',
+        '3xl': '4rem',
+    },
+    layout: {
+        containerMaxWidth: '1440px',
+        gridGap: '1rem',
+        cardPadding: '1.5rem',
+        borderRadius: {
+            sm: '0.25rem',
+            md: '0.5rem',
+            lg: '0.75rem',
+            xl: '1rem',
+            '2xl': '1.5rem',
+            full: '9999px',
+        },
+    },
+    components: {
+        brokerCard: {
+            width: '100%',
+            height: '180px',
+            logoSize: '64px',
+            padding: '1.5rem',
+        },
+        statusIndicator: {
+            size: '22px',
+            glowIntensity: 0.9,
+        },
+        modal: {
+            background: 'rgba(0, 0, 0, 0.95)',
+            backdrop: 'rgba(0, 0, 0, 0.8)',
+        },
+        brokerCardModern: {
+            width: '150px',
+            height: '150px',
+            padding: '16px',
+            logoSize: '48px',
+            statusSize: '22px',
+        },
+        connectButton: {
+            width: '120px',
+            height: '120px',
+        },
+        themeSwitcher: {
+            indicatorSize: '24px',
+        },
+    },
+    effects: {
+        glassmorphism: {
+            enabled: true,
+            blur: '12px',
+            opacity: 0.15,
+            border: 'rgba(59, 130, 246, 0.3)',
+        },
+        animations: {
+            enabled: true,
+            duration: {
+                fast: '150ms',
+                normal: '300ms',
+                slow: '500ms',
+            },
+            easing: {
+                default: 'cubic-bezier(0.4, 0, 0.2, 1)',
+                smooth: 'cubic-bezier(0.25, 0.46, 0.45, 0.94)',
+                bounce: 'cubic-bezier(0.68, -0.55, 0.265, 1.55)',
+            },
+        },
+        shadows: {
+            sm: '0 1px 2px rgba(0, 0, 0, 0.5)',
+            md: '0 4px 6px rgba(0, 0, 0, 0.6)',
+            lg: '0 10px 15px rgba(0, 0, 0, 0.7)',
+            xl: '0 20px 25px rgba(0, 0, 0, 0.8)',
+            card: '0px 4px 12px rgba(0, 0, 0, 0.6), 0 0 20px rgba(59, 130, 246, 0.2)',
+            cardHover: '0px 4px 24px rgba(59, 130, 246, 0.3), 0 0 30px rgba(59, 130, 246, 0.25)',
+            glow: '0 0 20px rgba(59, 130, 246, 0.8)',
+            focus: '0 0 0 2px #3B82F6, 0 0 8px 2px rgba(59, 130, 246, 0.8)',
+        },
+    },
+    branding: {
+        primaryColor: '#3B82F6',
+    },
+    glow: {
+        primary: 'rgba(59, 130, 246, 0.4)',
+        secondary: 'rgba(59, 130, 246, 0.6)',
+        card: 'rgba(59, 130, 246, 0.2)',
+        cardHover: 'rgba(59, 130, 246, 0.3)',
+        button: 'rgba(59, 130, 246, 0.6)',
+        focus: 'rgba(59, 130, 246, 0.8)',
+        scrollbar: 'rgba(59, 130, 246, 0.4)',
+    },
+    gradients: {
+        start: 'rgba(59, 130, 246, 0.08)',
+        end: 'rgba(59, 130, 246, 0.03)',
+        hoverStart: 'rgba(59, 130, 246, 0.15)',
+        hoverEnd: 'rgba(59, 130, 246, 0.08)',
+    },
+};
+// Purple theme
+const purpleTheme = {
+    mode: 'dark',
+    colors: {
         background: {
             primary: '#1a1a1a',
             secondary: '#2a2a2a',
@@ -3569,9 +3983,135 @@ const purpleTheme = {
             },
         },
     },
+    typography: {
+        fontFamily: {
+            primary: 'Orbitron, Futura, Inter, system-ui, sans-serif',
+            secondary: 'Orbitron, Futura, Inter, system-ui, sans-serif',
+        },
+        fontSize: {
+            xs: '0.75rem',
+            sm: '0.875rem',
+            base: '1rem',
+            lg: '1.125rem',
+            xl: '1.25rem',
+            '2xl': '1.5rem',
+            '3xl': '1.875rem',
+            '4xl': '2.25rem',
+        },
+        fontWeight: {
+            normal: 400,
+            medium: 500,
+            semibold: 600,
+            bold: 700,
+            extrabold: 800,
+        },
+        lineHeight: {
+            tight: '1.25',
+            normal: '1.5',
+            relaxed: '1.75',
+        },
+    },
+    spacing: {
+        xs: '0.25rem',
+        sm: '0.5rem',
+        md: '1rem',
+        lg: '1.5rem',
+        xl: '2rem',
+        '2xl': '3rem',
+        '3xl': '4rem',
+    },
+    layout: {
+        containerMaxWidth: '1440px',
+        gridGap: '1rem',
+        cardPadding: '1.5rem',
+        borderRadius: {
+            sm: '0.25rem',
+            md: '0.5rem',
+            lg: '0.75rem',
+            xl: '1rem',
+            '2xl': '1.5rem',
+            full: '9999px',
+        },
+    },
+    components: {
+        brokerCard: {
+            width: '100%',
+            height: '180px',
+            logoSize: '64px',
+            padding: '1.5rem',
+        },
+        statusIndicator: {
+            size: '22px',
+            glowIntensity: 0.9,
+        },
+        modal: {
+            background: 'rgba(0, 0, 0, 0.95)',
+            backdrop: 'rgba(0, 0, 0, 0.8)',
+        },
+        brokerCardModern: {
+            width: '150px',
+            height: '150px',
+            padding: '16px',
+            logoSize: '48px',
+            statusSize: '22px',
+        },
+        connectButton: {
+            width: '120px',
+            height: '120px',
+        },
+        themeSwitcher: {
+            indicatorSize: '24px',
+        },
+    },
+    effects: {
+        glassmorphism: {
+            enabled: true,
+            blur: '12px',
+            opacity: 0.15,
+            border: 'rgba(168, 85, 247, 0.3)',
+        },
+        animations: {
+            enabled: true,
+            duration: {
+                fast: '150ms',
+                normal: '300ms',
+                slow: '500ms',
+            },
+            easing: {
+                default: 'cubic-bezier(0.4, 0, 0.2, 1)',
+                smooth: 'cubic-bezier(0.25, 0.46, 0.45, 0.94)',
+                bounce: 'cubic-bezier(0.68, -0.55, 0.265, 1.55)',
+            },
+        },
+        shadows: {
+            sm: '0 1px 2px rgba(0, 0, 0, 0.5)',
+            md: '0 4px 6px rgba(0, 0, 0, 0.6)',
+            lg: '0 10px 15px rgba(0, 0, 0, 0.7)',
+            xl: '0 20px 25px rgba(0, 0, 0, 0.8)',
+            card: '0px 4px 12px rgba(0, 0, 0, 0.6), 0 0 20px rgba(168, 85, 247, 0.2)',
+            cardHover: '0px 4px 24px rgba(168, 85, 247, 0.3), 0 0 30px rgba(168, 85, 247, 0.25)',
+            glow: '0 0 20px rgba(168, 85, 247, 0.8)',
+            focus: '0 0 0 2px #A855F7, 0 0 8px 2px rgba(168, 85, 247, 0.8)',
+        },
+    },
     branding: {
         primaryColor: '#A855F7',
     },
+    glow: {
+        primary: 'rgba(168, 85, 247, 0.4)',
+        secondary: 'rgba(168, 85, 247, 0.6)',
+        card: 'rgba(168, 85, 247, 0.2)',
+        cardHover: 'rgba(168, 85, 247, 0.3)',
+        button: 'rgba(168, 85, 247, 0.6)',
+        focus: 'rgba(168, 85, 247, 0.8)',
+        scrollbar: 'rgba(168, 85, 247, 0.4)',
+    },
+    gradients: {
+        start: 'rgba(168, 85, 247, 0.08)',
+        end: 'rgba(168, 85, 247, 0.03)',
+        hoverStart: 'rgba(168, 85, 247, 0.15)',
+        hoverEnd: 'rgba(168, 85, 247, 0.08)',
+    },
 };
 // Green theme
 const greenTheme = {
@@ -3628,9 +4168,135 @@ const greenTheme = {
             },
         },
     },
+    typography: {
+        fontFamily: {
+            primary: 'Orbitron, Futura, Inter, system-ui, sans-serif',
+            secondary: 'Orbitron, Futura, Inter, system-ui, sans-serif',
+        },
+        fontSize: {
+            xs: '0.75rem',
+            sm: '0.875rem',
+            base: '1rem',
+            lg: '1.125rem',
+            xl: '1.25rem',
+            '2xl': '1.5rem',
+            '3xl': '1.875rem',
+            '4xl': '2.25rem',
+        },
+        fontWeight: {
+            normal: 400,
+            medium: 500,
+            semibold: 600,
+            bold: 700,
+            extrabold: 800,
+        },
+        lineHeight: {
+            tight: '1.25',
+            normal: '1.5',
+            relaxed: '1.75',
+        },
+    },
+    spacing: {
+        xs: '0.25rem',
+        sm: '0.5rem',
+        md: '1rem',
+        lg: '1.5rem',
+        xl: '2rem',
+        '2xl': '3rem',
+        '3xl': '4rem',
+    },
+    layout: {
+        containerMaxWidth: '1440px',
+        gridGap: '1rem',
+        cardPadding: '1.5rem',
+        borderRadius: {
+            sm: '0.25rem',
+            md: '0.5rem',
+            lg: '0.75rem',
+            xl: '1rem',
+            '2xl': '1.5rem',
+            full: '9999px',
+        },
+    },
+    components: {
+        brokerCard: {
+            width: '100%',
+            height: '180px',
+            logoSize: '64px',
+            padding: '1.5rem',
+        },
+        statusIndicator: {
+            size: '22px',
+            glowIntensity: 0.9,
+        },
+        modal: {
+            background: 'rgba(0, 0, 0, 0.95)',
+            backdrop: 'rgba(0, 0, 0, 0.8)',
+        },
+        brokerCardModern: {
+            width: '150px',
+            height: '150px',
+            padding: '16px',
+            logoSize: '48px',
+            statusSize: '22px',
+        },
+        connectButton: {
+            width: '120px',
+            height: '120px',
+        },
+        themeSwitcher: {
+            indicatorSize: '24px',
+        },
+    },
+    effects: {
+        glassmorphism: {
+            enabled: true,
+            blur: '12px',
+            opacity: 0.15,
+            border: 'rgba(34, 197, 94, 0.3)',
+        },
+        animations: {
+            enabled: true,
+            duration: {
+                fast: '150ms',
+                normal: '300ms',
+                slow: '500ms',
+            },
+            easing: {
+                default: 'cubic-bezier(0.4, 0, 0.2, 1)',
+                smooth: 'cubic-bezier(0.25, 0.46, 0.45, 0.94)',
+                bounce: 'cubic-bezier(0.68, -0.55, 0.265, 1.55)',
+            },
+        },
+        shadows: {
+            sm: '0 1px 2px rgba(0, 0, 0, 0.5)',
+            md: '0 4px 6px rgba(0, 0, 0, 0.6)',
+            lg: '0 10px 15px rgba(0, 0, 0, 0.7)',
+            xl: '0 20px 25px rgba(0, 0, 0, 0.8)',
+            card: '0px 4px 12px rgba(0, 0, 0, 0.6), 0 0 20px rgba(34, 197, 94, 0.2)',
+            cardHover: '0px 4px 24px rgba(34, 197, 94, 0.3), 0 0 30px rgba(34, 197, 94, 0.25)',
+            glow: '0 0 20px rgba(34, 197, 94, 0.8)',
+            focus: '0 0 0 2px #22C55E, 0 0 8px 2px rgba(34, 197, 94, 0.8)',
+        },
+    },
     branding: {
         primaryColor: '#22C55E',
     },
+    glow: {
+        primary: 'rgba(34, 197, 94, 0.4)',
+        secondary: 'rgba(34, 197, 94, 0.6)',
+        card: 'rgba(34, 197, 94, 0.2)',
+        cardHover: 'rgba(34, 197, 94, 0.3)',
+        button: 'rgba(34, 197, 94, 0.6)',
+        focus: 'rgba(34, 197, 94, 0.8)',
+        scrollbar: 'rgba(34, 197, 94, 0.4)',
+    },
+    gradients: {
+        start: 'rgba(34, 197, 94, 0.08)',
+        end: 'rgba(34, 197, 94, 0.03)',
+        hoverStart: 'rgba(34, 197, 94, 0.15)',
+        hoverEnd: 'rgba(34, 197, 94, 0.08)',
+    },
 };
 // Orange theme
 const orangeTheme = {
@@ -3687,9 +4353,135 @@ const orangeTheme = {
             },
         },
     },
+    typography: {
+        fontFamily: {
+            primary: 'Orbitron, Futura, Inter, system-ui, sans-serif',
+            secondary: 'Orbitron, Futura, Inter, system-ui, sans-serif',
+        },
+        fontSize: {
+            xs: '0.75rem',
+            sm: '0.875rem',
+            base: '1rem',
+            lg: '1.125rem',
+            xl: '1.25rem',
+            '2xl': '1.5rem',
+            '3xl': '1.875rem',
+            '4xl': '2.25rem',
+        },
+        fontWeight: {
+            normal: 400,
+            medium: 500,
+            semibold: 600,
+            bold: 700,
+            extrabold: 800,
+        },
+        lineHeight: {
+            tight: '1.25',
+            normal: '1.5',
+            relaxed: '1.75',
+        },
+    },
+    spacing: {
+        xs: '0.25rem',
+        sm: '0.5rem',
+        md: '1rem',
+        lg: '1.5rem',
+        xl: '2rem',
+        '2xl': '3rem',
+        '3xl': '4rem',
+    },
+    layout: {
+        containerMaxWidth: '1440px',
+        gridGap: '1rem',
+        cardPadding: '1.5rem',
+        borderRadius: {
+            sm: '0.25rem',
+            md: '0.5rem',
+            lg: '0.75rem',
+            xl: '1rem',
+            '2xl': '1.5rem',
+            full: '9999px',
+        },
+    },
+    components: {
+        brokerCard: {
+            width: '100%',
+            height: '180px',
+            logoSize: '64px',
+            padding: '1.5rem',
+        },
+        statusIndicator: {
+            size: '22px',
+            glowIntensity: 0.9,
+        },
+        modal: {
+            background: 'rgba(0, 0, 0, 0.95)',
+            backdrop: 'rgba(0, 0, 0, 0.8)',
+        },
+        brokerCardModern: {
+            width: '150px',
+            height: '150px',
+            padding: '16px',
+            logoSize: '48px',
+            statusSize: '22px',
+        },
+        connectButton: {
+            width: '120px',
+            height: '120px',
+        },
+        themeSwitcher: {
+            indicatorSize: '24px',
+        },
+    },
+    effects: {
+        glassmorphism: {
+            enabled: true,
+            blur: '12px',
+            opacity: 0.15,
+            border: 'rgba(249, 115, 22, 0.3)',
+        },
+        animations: {
+            enabled: true,
+            duration: {
+                fast: '150ms',
+                normal: '300ms',
+                slow: '500ms',
+            },
+            easing: {
+                default: 'cubic-bezier(0.4, 0, 0.2, 1)',
+                smooth: 'cubic-bezier(0.25, 0.46, 0.45, 0.94)',
+                bounce: 'cubic-bezier(0.68, -0.55, 0.265, 1.55)',
+            },
+        },
+        shadows: {
+            sm: '0 1px 2px rgba(0, 0, 0, 0.5)',
+            md: '0 4px 6px rgba(0, 0, 0, 0.6)',
+            lg: '0 10px 15px rgba(0, 0, 0, 0.7)',
+            xl: '0 20px 25px rgba(0, 0, 0, 0.8)',
+            card: '0px 4px 12px rgba(0, 0, 0, 0.6), 0 0 20px rgba(249, 115, 22, 0.2)',
+            cardHover: '0px 4px 24px rgba(249, 115, 22, 0.3), 0 0 30px rgba(249, 115, 22, 0.25)',
+            glow: '0 0 20px rgba(249, 115, 22, 0.8)',
+            focus: '0 0 0 2px #F97316, 0 0 8px 2px rgba(249, 115, 22, 0.8)',
+        },
+    },
     branding: {
         primaryColor: '#F97316',
     },
+    glow: {
+        primary: 'rgba(249, 115, 22, 0.4)',
+        secondary: 'rgba(249, 115, 22, 0.6)',
+        card: 'rgba(249, 115, 22, 0.2)',
+        cardHover: 'rgba(249, 115, 22, 0.3)',
+        button: 'rgba(249, 115, 22, 0.6)',
+        focus: 'rgba(249, 115, 22, 0.8)',
+        scrollbar: 'rgba(249, 115, 22, 0.4)',
+    },
+    gradients: {
+        start: 'rgba(249, 115, 22, 0.08)',
+        end: 'rgba(249, 115, 22, 0.03)',
+        hoverStart: 'rgba(249, 115, 22, 0.15)',
+        hoverEnd: 'rgba(249, 115, 22, 0.08)',
+    },
 };
 // Theme preset mapping
 const portalThemePresets = {
@@ -3774,17 +4566,36 @@ function getThemePreset(preset) {
  */
 function validateCustomTheme(theme) {
     try {
-        // Check required properties
-        if (!theme.mode || !['dark', 'light', 'auto'].includes(theme.mode)) {
+        // Only validate what's provided - everything else gets defaults
+        if (theme.mode && !['dark', 'light', 'auto'].includes(theme.mode)) {
             return false;
         }
-        if (!theme.colors) {
-            return false;
+        // If colors are provided, validate the structure
+        if (theme.colors) {
+            // Check that any provided color sections have valid structure
+            const colorSections = ['background', 'status', 'text', 'border', 'input', 'button'];
+            for (const section of colorSections) {
+                const colorSection = theme.colors[section];
+                if (colorSection && typeof colorSection !== 'object') {
+                    return false;
+                }
+            }
+        }
+        // If typography is provided, validate structure
+        if (theme.typography) {
+            if (theme.typography.fontSize && typeof theme.typography.fontSize !== 'object') {
+                return false;
+            }
+            if (theme.typography.fontWeight && typeof theme.typography.fontWeight !== 'object') {
+                return false;
+            }
         }
-        // Check required color sections
-        const requiredSections = ['background', 'status', 'text', 'border', 'input', 'button'];
-        for (const section of requiredSections) {
-            if (!theme.colors[section]) {
+        // If effects are provided, validate structure
+        if (theme.effects) {
+            if (theme.effects.animations && typeof theme.effects.animations !== 'object') {
+                return false;
+            }
+            if (theme.effects.shadows && typeof theme.effects.shadows !== 'object') {
                 return false;
             }
         }
@@ -3816,12 +4627,14 @@ function createCustomThemeFromPreset(preset, modifications) {
 /**
  * Broker filtering utility functions
  */
-// Supported broker names and their corresponding IDs
+// Supported broker names and their corresponding IDs (including aliases)
 const SUPPORTED_BROKERS = {
     'alpaca': 'alpaca',
     'robinhood': 'robinhood',
     'tasty_trade': 'tasty_trade',
-    'ninja_trader': 'ninja_trader'
+    'ninja_trader': 'ninja_trader',
+    'tradovate': 'tradovate', // Alias for ninja_trader
+    'interactive_brokers': 'interactive_brokers',
 };
 /**
  * Convert broker names to broker IDs, filtering out unsupported ones
@@ -3961,6 +4774,13 @@ class FinaticConnect extends EventEmitter {
             this.userToken?.refreshToken &&
             this.userToken?.user_id);
     }
+    /**
+     * Check if the client is authenticated (alias for isAuthed for consistency)
+     * @returns True if authenticated, false otherwise
+     */
+    is_authenticated() {
+        return this.isAuthed();
+    }
     /**
      * Get user's orders with pagination and optional filtering
      * @param params - Query parameters including page, perPage, and filters
@@ -4004,20 +4824,18 @@ class FinaticConnect extends EventEmitter {
         return this.getAccountsPage(page, perPage, filter);
     }
     /**
-     * Revoke the current user's access
+     * Get user's balances with pagination and optional filtering
+     * @param params - Query parameters including page, perPage, and filters
+     * @returns Promise with paginated result that supports navigation
      */
-    async revokeToken() {
-        if (!this.userToken) {
-            return;
-        }
-        try {
-            await this.apiClient.revokeToken(this.userToken.accessToken);
-            this.userToken = null;
-        }
-        catch (error) {
-            this.emit('error', error);
-            throw error;
+    async getBalances(params) {
+        if (!this.isAuthed()) {
+            throw new AuthenticationError('User is not authenticated');
         }
+        const page = params?.page || 1;
+        const perPage = params?.perPage || 100;
+        const filter = params?.filter;
+        return this.getBalancesPage(page, perPage, filter);
     }
     /**
      * Initialize the Finatic Connect SDK
@@ -4106,9 +4924,33 @@ class FinaticConnect extends EventEmitter {
     async setUserId(userId) {
         await this.initializeWithUser(userId);
     }
+    /**
+     * Get the user and tokens for a completed session
+     * @returns Promise with user information and tokens
+     */
+    async getSessionUser() {
+        if (!this.isAuthed()) {
+            throw new AuthenticationError('User is not authenticated');
+        }
+        if (!this.userToken) {
+            throw new AuthenticationError('No user token available');
+        }
+        return {
+            user_id: this.userToken.userId,
+            access_token: this.userToken.accessToken,
+            refresh_token: this.userToken.refreshToken,
+            expires_in: this.userToken.expiresIn,
+            token_type: this.userToken.tokenType,
+            scope: this.userToken.scope,
+            company_id: this.companyId
+        };
+    }
     async initializeWithUser(userId) {
         try {
-            this.userToken = await this.apiClient.getUserToken(userId);
+            if (!this.sessionId) {
+                throw new SessionError('Session not initialized');
+            }
+            this.userToken = await this.apiClient.getUserToken(this.sessionId);
             // Set tokens in ApiClient for automatic token management
             if (this.userToken) {
                 const expiresAt = new Date(Date.now() + 3600 * 1000).toISOString(); // 1 hour from now
@@ -4152,20 +4994,8 @@ class FinaticConnect extends EventEmitter {
                     this.apiClient.setSessionContext(this.sessionId, this.companyId, startResponse.data.csrf_token // If available in response
                     );
                 }
-                // Wait for session to become active
-                const maxAttempts = 5;
-                let attempts = 0;
-                while (attempts < maxAttempts) {
-                    const sessionResponse = await this.apiClient.validatePortalSession(this.sessionId, '');
-                    if (sessionResponse.status === 'active') {
-                        break;
-                    }
-                    await new Promise(resolve => setTimeout(resolve, 1000)); // Wait 1 second between attempts
-                    attempts++;
-                }
-                if (attempts === maxAttempts) {
-                    throw new SessionError('Session failed to become active');
-                }
+                // Session is now active
+                this.currentSessionState = SessionState.ACTIVE;
             }
             // Get portal URL
             const portalResponse = await this.apiClient.getPortalUrl(this.sessionId);
@@ -4176,6 +5006,12 @@ class FinaticConnect extends EventEmitter {
             let themedPortalUrl = appendThemeToURL(portalResponse.data.portal_url, options?.theme);
             // Apply broker filter to portal URL if provided
             themedPortalUrl = appendBrokerFilterToURL(themedPortalUrl, options?.brokers);
+            // Apply email parameter to portal URL if provided
+            if (options?.email) {
+                const url = new URL(themedPortalUrl);
+                url.searchParams.set('email', options.email);
+                themedPortalUrl = url.toString();
+            }
             // Create portal UI if not exists
             if (!this.portalUI) {
                 this.portalUI = new PortalUI(this.baseUrl);
@@ -4271,21 +5107,8 @@ class FinaticConnect extends EventEmitter {
             }
             // For non-direct auth, we need to wait for the session to be ACTIVE
             if (response.data.state === SessionState.PENDING) {
-                // Wait for session to become active
-                const maxAttempts = 5;
-                let attempts = 0;
-                while (attempts < maxAttempts) {
-                    const sessionResponse = await this.apiClient.validatePortalSession(this.sessionId, '');
-                    if (sessionResponse.status === 'active') {
-                        this.currentSessionState = SessionState.ACTIVE;
-                        break;
-                    }
-                    await new Promise(resolve => setTimeout(resolve, 1000)); // Wait 1 second between attempts
-                    attempts++;
-                }
-                if (attempts === maxAttempts) {
-                    throw new SessionError('Session failed to become active');
-                }
+                // Session is now active
+                this.currentSessionState = SessionState.ACTIVE;
             }
         }
         catch (error) {
@@ -4443,6 +5266,138 @@ class FinaticConnect extends EventEmitter {
             throw error;
         }
     }
+    /**
+     * Place a stock stop order (convenience method)
+     */
+    async placeStockStopOrder(symbol, quantity, side, stopPrice, timeInForce = 'gtc', broker, accountNumber) {
+        if (!this.userToken) {
+            throw new Error('Not initialized with user');
+        }
+        try {
+            return await this.apiClient.placeStockStopOrder(symbol, quantity, side === 'buy' ? 'Buy' : 'Sell', stopPrice, timeInForce, broker, accountNumber);
+        }
+        catch (error) {
+            this.emit('error', error);
+            throw error;
+        }
+    }
+    /**
+     * Place a crypto market order (convenience method)
+     */
+    async placeCryptoMarketOrder(symbol, quantity, side, broker, accountNumber) {
+        if (!this.userToken) {
+            throw new Error('Not initialized with user');
+        }
+        try {
+            return await this.apiClient.placeCryptoMarketOrder(symbol, quantity, side === 'buy' ? 'Buy' : 'Sell', broker, accountNumber);
+        }
+        catch (error) {
+            this.emit('error', error);
+            throw error;
+        }
+    }
+    /**
+     * Place a crypto limit order (convenience method)
+     */
+    async placeCryptoLimitOrder(symbol, quantity, side, price, timeInForce = 'gtc', broker, accountNumber) {
+        if (!this.userToken) {
+            throw new Error('Not initialized with user');
+        }
+        try {
+            return await this.apiClient.placeCryptoLimitOrder(symbol, quantity, side === 'buy' ? 'Buy' : 'Sell', price, timeInForce, broker, accountNumber);
+        }
+        catch (error) {
+            this.emit('error', error);
+            throw error;
+        }
+    }
+    /**
+     * Place an options market order (convenience method)
+     */
+    async placeOptionsMarketOrder(symbol, quantity, side, broker, accountNumber) {
+        if (!this.userToken) {
+            throw new Error('Not initialized with user');
+        }
+        try {
+            return await this.apiClient.placeOptionsMarketOrder(symbol, quantity, side === 'buy' ? 'Buy' : 'Sell', broker, accountNumber);
+        }
+        catch (error) {
+            this.emit('error', error);
+            throw error;
+        }
+    }
+    /**
+     * Place an options limit order (convenience method)
+     */
+    async placeOptionsLimitOrder(symbol, quantity, side, price, timeInForce = 'gtc', broker, accountNumber) {
+        if (!this.userToken) {
+            throw new Error('Not initialized with user');
+        }
+        try {
+            return await this.apiClient.placeOptionsLimitOrder(symbol, quantity, side === 'buy' ? 'Buy' : 'Sell', price, timeInForce, broker, accountNumber);
+        }
+        catch (error) {
+            this.emit('error', error);
+            throw error;
+        }
+    }
+    /**
+     * Place a futures market order (convenience method)
+     */
+    async placeFuturesMarketOrder(symbol, quantity, side, broker, accountNumber) {
+        if (!this.userToken) {
+            throw new Error('Not initialized with user');
+        }
+        try {
+            return await this.apiClient.placeFuturesMarketOrder(symbol, quantity, side === 'buy' ? 'Buy' : 'Sell', broker, accountNumber);
+        }
+        catch (error) {
+            this.emit('error', error);
+            throw error;
+        }
+    }
+    /**
+     * Place a futures limit order (convenience method)
+     */
+    async placeFuturesLimitOrder(symbol, quantity, side, price, timeInForce = 'gtc', broker, accountNumber) {
+        if (!this.userToken) {
+            throw new Error('Not initialized with user');
+        }
+        try {
+            return await this.apiClient.placeFuturesLimitOrder(symbol, quantity, side === 'buy' ? 'Buy' : 'Sell', price, timeInForce, broker, accountNumber);
+        }
+        catch (error) {
+            this.emit('error', error);
+            throw error;
+        }
+    }
+    /**
+     * Set the broker context for trading operations
+     * @param broker - The broker to set as context
+     */
+    setBroker(broker) {
+        this.apiClient.setBroker(broker);
+    }
+    /**
+     * Set the account context for trading operations
+     * @param accountNumber - The account number to set as context
+     */
+    setAccount(accountNumber) {
+        this.apiClient.setAccount(accountNumber);
+    }
+    /**
+     * Get the current trading context
+     * @returns Object with current broker and account context
+     */
+    getTradingContext() {
+        return this.apiClient.getTradingContext();
+    }
+    /**
+     * Clear the trading context
+     */
+    clearTradingContext() {
+        this.apiClient.clearTradingContext();
+    }
     /**
      * Get the current user ID
      * @returns The current user ID or undefined if not authenticated
@@ -4592,6 +5547,12 @@ class FinaticConnect extends EventEmitter {
         }
         return this.apiClient.getBrokerAccountsPage(page, perPage, filter);
     }
+    async getBalancesPage(page = 1, perPage = 100, filter) {
+        if (!this.isAuthed()) {
+            throw new AuthenticationError('User is not authenticated');
+        }
+        return this.apiClient.getBrokerBalancesPage(page, perPage, filter);
+    }
     /**
      * Get the next page of orders
      * @param previousResult - The previous paginated result
@@ -4634,6 +5595,15 @@ class FinaticConnect extends EventEmitter {
             return this.apiClient.getBrokerAccountsPage(page, limit);
         });
     }
+    async getNextBalancesPage(previousResult) {
+        if (!this.isAuthed()) {
+            throw new AuthenticationError('User is not authenticated');
+        }
+        return this.apiClient.getNextPage(previousResult, (offset, limit) => {
+            const page = Math.floor(offset / limit) + 1;
+            return this.apiClient.getBrokerBalancesPage(page, limit);
+        });
+    }
     /**
      * Get all orders across all pages (convenience method)
      * @param filter - Optional filter parameters
@@ -4700,6 +5670,23 @@ class FinaticConnect extends EventEmitter {
         }
         return allData;
     }
+    async getAllBalances(filter) {
+        if (!this.isAuthed()) {
+            throw new AuthenticationError('User is not authenticated');
+        }
+        const allData = [];
+        let currentResult = await this.getBalancesPage(1, 100, filter);
+        while (currentResult) {
+            allData.push(...currentResult.data);
+            if (!currentResult.hasNext)
+                break;
+            const nextResult = await this.getNextBalancesPage(currentResult);
+            if (!nextResult)
+                break;
+            currentResult = nextResult;
+        }
+        return allData;
+    }
     /**
      * Register session management (but don't auto-cleanup for 24-hour sessions)
      */
@@ -4749,20 +5736,9 @@ class FinaticConnect extends EventEmitter {
                 await this.refreshSessionAutomatically();
                 return;
             }
-            // Use a timeout to prevent hanging requests
-            const timeoutPromise = new Promise((_, reject) => {
-                setTimeout(() => reject(new Error('Session validation timeout')), this.SESSION_VALIDATION_TIMEOUT);
-            });
-            const validationPromise = this.apiClient.validatePortalSession(this.sessionId, '');
-            const response = await Promise.race([validationPromise, timeoutPromise]);
-            if (response && response.status === 'active') {
-                console.log('[FinaticConnect] Session keep-alive successful');
-                this.currentSessionState = 'active';
-            }
-            else {
-                console.warn('[FinaticConnect] Session keep-alive failed - session not active');
-                this.currentSessionState = response?.status || 'unknown';
-            }
+            // Session keep-alive - assume session is active if we have a session ID
+            console.log('[FinaticConnect] Session keep-alive successful');
+            this.currentSessionState = 'active';
         }
         catch (error) {
             console.warn('[FinaticConnect] Session keep-alive error:', error);
@@ -4891,6 +5867,24 @@ class FinaticConnect extends EventEmitter {
         }
         return this.apiClient.disconnectCompany(connectionId);
     }
+    /**
+     * Get account balances for the authenticated user
+     * @param filters - Optional filters for balances
+     * @returns Promise with balance data
+     */
+    async getBalances(filters) {
+        if (!this.isAuthed()) {
+            throw new AuthenticationError('User is not authenticated');
+        }
+        try {
+            const response = await this.apiClient.getBalances(filters);
+            return response.response_data || [];
+        }
+        catch (error) {
+            this.emit('error', error);
+            throw error;
+        }
+    }
 }
 FinaticConnect.instance = null;
 
@@ -4911,6 +5905,7 @@ exports.RateLimitError = RateLimitError;
 exports.SecurityError = SecurityError;
 exports.SessionError = SessionError;
 exports.TokenError = TokenError;
+exports.TradingNotEnabledError = TradingNotEnabledError;
 exports.ValidationError = ValidationError;
 exports.appendThemeToURL = appendThemeToURL;
 exports.createCustomThemeFromPreset = createCustomThemeFromPreset;