@orbis-systems/orbis-api-clients 0.6.9 → 0.6.10

package/dist/insight/index.d.ts

@@ -4,10 +4,9 @@ interface BaseClientConfig<HandleError extends boolean = boolean> {
     baseUrl: string;
     handleError?: HandleError;
     storage?: Storage;
-    defaultHeaders?: Record<string, string>;
     defaultSecure?: boolean;
     authDataStorageKey?: string;
-    withCredentials?: boolean;
+    axiosConfig?: AxiosRequestConfig;
     onAxiosError?: (error: AxiosError) => void;
     onError?: (error: unknown) => void;
 }
@@ -601,6 +600,13 @@ export interface InsightCreateOrUpdateFixedIncomePresetRequest {
     preset_description?: string;
     preset_name: string;
 }
+export interface InsightCreateOrUpdateFundScreenerPresetRequest {
+    id?: string;
+    preset?: InsightFundScreenerRequest;
+    preset_color: string;
+    preset_description?: string;
+    preset_name: string;
+}
 export interface InsightCreateOrUpdateScreenerPresetRequest {
     id?: string;
     preset?: InsightStockScreenerRequest;
@@ -892,15 +898,6 @@ export interface InsightFixedIncome {
     type: string;
     updated_at: string;
 }
-export interface InsightFixedIncomePreset {
-    created_at: string;
-    id: string;
-    preset: Record<string, any>;
-    preset_color: string;
-    preset_description: string;
-    preset_name: string;
-    updated_at: string;
-}
 export interface InsightFundFilterAsset {
     asset_id?: string;
     asset_name?: string;
@@ -1274,6 +1271,10 @@ export interface InsightGetPreIPOCompaniesResponse {
     count: number;
     details: InsightPreIPOCompany[];
 }
+export interface InsightGetPreIPOCompanyFundingRoundsResponse {
+    count: number;
+    details: InsightPreIPOCompanyFundingRound[];
+}
 export interface InsightGetPreIPOCompanyInvestmentsResponse {
     count: number;
     details: InsightPreIPOCompanyInvestment[];
@@ -1286,6 +1287,10 @@ export interface InsightGetPreIPOCompanyResearchDocumentsResponse {
     count: number;
     details: InsightPreIPOCompanyResearchDocument[];
 }
+export interface InsightGetPreIPOCompanySPVsResponse {
+    count: number;
+    details: InsightPreIPOCompanySPV[];
+}
 export interface InsightGetScreenerPresetsResponse {
     count: number;
     default_presets: InsightScreenerPreset[];
@@ -3262,6 +3267,28 @@ export interface InsightPreIPOCompanyArticle {
     short_summary: string;
     source: string;
 }
+export interface InsightPreIPOCompanyFundingRound {
+    citations: InsightPreIPOCompanyFundingRoundCitation[];
+    id: string;
+    issued_at: string;
+    pre_ipo_company_id: string;
+    round_name: string;
+    share_details: InsightPreIPOCompanyFundingRoundShare[];
+    source: string;
+}
+export interface InsightPreIPOCompanyFundingRoundCitation {
+    funding_round_id: string;
+    type: string;
+    updated_at: string;
+    url: string;
+}
+export interface InsightPreIPOCompanyFundingRoundShare {
+    funding_round_id: string;
+    issue_price: number;
+    issued_at: string;
+    name: string;
+    updated_at: string;
+}
 export interface InsightPreIPOCompanyInvestment {
     carried_interest: number;
     company_name: string;
@@ -3306,6 +3333,56 @@ export interface InsightPreIPOCompanyResearchDocument {
     title: string;
     type: string;
 }
+export interface InsightPreIPOCompanySPV {
+    all_in_price_per_share: number;
+    close_date: string;
+    cusip: string;
+    demand_side_commission_split: number;
+    description: string;
+    documents: InsightPreIPOCompanySPVDocument[];
+    exemptions_claimed: string[];
+    funding_deadline: string;
+    id: string;
+    investor_fee_per_share: number;
+    investor_price_per_share: number;
+    management_fee: number;
+    management_fee_years_payable: number;
+    master_llc_name: string;
+    min_commitment_amount: number;
+    monark_commission_split: number;
+    name: string;
+    notable_investors: string[];
+    number_of_seats_remaining: number;
+    pre_funded_inventory: boolean;
+    pre_ipo_company_id: string;
+    pre_ipo_company_investment_id: string;
+    pre_ipo_company_name: string;
+    remaining_dollar_allocation: number;
+    remaining_share_allocation: number;
+    spv_account_id: number;
+    spv_custodian: string;
+    synopsis: string;
+    total_commission: number;
+    total_dollar_allocation: number;
+    total_number_of_seats: number;
+    total_share_allocation: number;
+    trading_symbol: string;
+    valuation: number;
+}
+export interface InsightPreIPOCompanySPVDocument {
+    description: string;
+    id: string;
+    investor_id: string;
+    investor_subscription_id: string;
+    name: string;
+    partner_id: string;
+    pre_ipo_company_id: string;
+    pre_ipo_company_investment_id: string;
+    pre_ipo_company_spv_id: string;
+    tax_year: number;
+    template_document: boolean;
+    type: string;
+}
 export interface InsightPublicQuoteProfile {
     average_volume_30d: number;
     closing_price: number;
@@ -4160,6 +4237,20 @@ export enum InsightSymbolLogoConvertedRequestConversionEnum {
     SquareStrictOrNormal = "square_strict_or_normal",
     BestMatch = "best_match"
 }
+/** sort direction */
+export enum InsightGetPreIpoCompanySpvsParamsDirectionEnum {
+    ASC = "ASC",
+    DESC = "DESC"
+}
+/** sort field */
+export enum InsightGetPreIpoCompanySpvsParamsFieldEnum {
+    Name = "name",
+    RemainingDollarAllocation = "remaining_dollar_allocation",
+    RemainingShareAllocation = "remaining_share_allocation",
+    NumberOfSeatsRemaining = "number_of_seats_remaining",
+    Valuation = "valuation",
+    MinCommitmentAmount = "min_commitment_amount"
+}
 /** EQUITY|ETF|CRYPTO */
 export enum InsightTopStocksParamsStockTypeEnum {
     EQUITY = "EQUITY",
@@ -4188,6 +4279,129 @@ export enum InsightTiprankInsidersLiveFeedParamsSortEnum {
     Date = "date",
     Rank = "rank"
 }
+export class CompanyProfile<HandleError extends boolean = boolean> {
+    protected readonly apiClient: JwtClient<HandleError>;
+    constructor(apiClient: JwtClient<HandleError>);
+    /**
+     * @description get company profile, industries classification and closest earning release
+     * @tags CompanyProfile
+     * @name GetCompanyProfile
+     * @summary get company profile
+     * @request GET:/company-profile
+     * @secure
+     */
+    getCompanyProfile(query: {
+        /** Company symbol */
+        symbol: string;
+    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightCompanyProfile, HandleError>>;
+    /**
+     * @description get combined profile, equities and funds
+     * @tags CompanyProfile
+     * @name GetCombinedProfile
+     * @summary get company profile
+     * @request GET:/quote-profile
+     * @secure
+     */
+    getCombinedProfile(query: {
+        /** Company symbol */
+        symbol: string;
+        /** Desired symbol type - [ANY,FUND,EQUITY,INDEX] */
+        symbol_type?: InsightGetCombinedProfileParamsSymbolTypeEnum;
+    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightCombinedProfileResponse, HandleError>>;
+    /**
+     * @description sort input array of symbols by type
+     * @tags CompanyProfile
+     * @name GetSymbolsPerSymbolType
+     * @summary sort input array of symbols by type
+     * @request POST:/symbols-per-type
+     * @secure
+     */
+    getSymbolsPerSymbolType(input: InsightGetSymbolsPerTypeRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetSymbolsPerTypeResponse, HandleError>>;
+}
+export class CustomLists<HandleError extends boolean = boolean> {
+    protected readonly apiClient: JwtClient<HandleError>;
+    constructor(apiClient: JwtClient<HandleError>);
+    /**
+     * @description get custom lists
+     * @tags Custom Lists
+     * @name GetCustomLists
+     * @summary get custom lists
+     * @request GET:/custom-lists
+     * @secure
+     */
+    getCustomLists(query: {
+        /** how many records to return. Max value is 50 */
+        limit: number;
+        /** how many records to skip */
+        offset: number;
+    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetCustomIndexesResponse, HandleError>>;
+    /**
+     * @description update custom list
+     * @tags Custom Lists
+     * @name UpdateCustomList
+     * @summary update custom list
+     * @request PUT:/custom-lists
+     * @secure
+     */
+    updateCustomList(filter: InsightUpdateCustomIndexRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightCustomIndex, HandleError>>;
+    /**
+     * @description create custom list
+     * @tags Custom Lists
+     * @name CreateCustomList
+     * @summary create custom list
+     * @request POST:/custom-lists
+     * @secure
+     */
+    createCustomList(filter: InsightCreateCustomIndexRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightCustomIndex, HandleError>>;
+    /**
+     * @description remove custom list
+     * @tags Custom Lists
+     * @name RemoveCustomList
+     * @summary remove custom list
+     * @request DELETE:/custom-lists
+     * @secure
+     */
+    removeCustomList(filter: InsightRemoveCustomIndexRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<void, HandleError>>;
+    /**
+     * @description filter custom lists
+     * @tags Custom Lists
+     * @name FilterCustomLists
+     * @summary filter custom lists
+     * @request POST:/custom-lists/filter
+     * @secure
+     */
+    filterCustomLists(filter: InsightFilterCustomIndexesRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetCustomIndexesResponse, HandleError>>;
+    /**
+     * @description get custom list with quotes
+     * @tags Custom Lists
+     * @name GetCustomListWithQuotes
+     * @summary get custom list with quotes
+     * @request GET:/custom-lists/{id-or-slug}
+     * @secure
+     */
+    getCustomListWithQuotes(idOrSlug: string, query: {
+        /** sort direction - asc or desc */
+        order_direction: string;
+        /** sort field  - volume, symbol(alphabetical), market_cap, dividend_percent */
+        order_field: string;
+        /** how many equities records to return. Max value is 50 */
+        limit: number;
+        /** how many equities records to skip */
+        offset: number;
+    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetCustomIndexesResponse, HandleError>>;
+    /**
+     * @description filter custom list
+     * @tags Custom Lists
+     * @name FilterCustomList
+     * @summary filter custom list
+     * @request GET:/custom-lists/{id-or-slug}/filter
+     * @secure
+     */
+    filterCustomList(idOrSlug: string, query?: {
+        /** symbols to check inclusion */
+        symbols?: string[];
+    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightFilteredCustomIndexResponse, HandleError>>;
+}
 export class WorldMarkets<HandleError extends boolean = boolean> {
     protected readonly apiClient: JwtClient<HandleError>;
     constructor(apiClient: JwtClient<HandleError>);
@@ -4370,191 +4584,68 @@ export class WorldMarkets<HandleError extends boolean = boolean> {
         id: string;
     }, config?: RequestConfig<HandleError>): Promise<ClientResponse<void, HandleError>>;
 }
-export class CompanyProfile<HandleError extends boolean = boolean> {
+export class Dashboard<HandleError extends boolean = boolean> {
     protected readonly apiClient: JwtClient<HandleError>;
     constructor(apiClient: JwtClient<HandleError>);
     /**
-     * @description get company profile, industries classification and closest earning release
-     * @tags CompanyProfile
-     * @name GetCompanyProfile
-     * @summary get company profile
-     * @request GET:/company-profile
+     * @description get ownerships by symbol
+     * @tags Dashboard
+     * @name DashboardGetOwnershipsBySymbol
+     * @summary get ownerships by symbol
+     * @request POST:/dashboard/ownerships
      * @secure
      */
-    getCompanyProfile(query: {
-        /** Company symbol */
-        symbol: string;
-    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightCompanyProfile, HandleError>>;
+    dashboardGetOwnershipsBySymbol(filter: InsightGetOwnershipsBySymbolRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetOwnershipsBySymbolAsDashboardFieldsResponse, HandleError>>;
     /**
-     * @description get combined profile, equities and funds
-     * @tags CompanyProfile
-     * @name GetCombinedProfile
-     * @summary get company profile
-     * @request GET:/quote-profile
+     * @description rewrite field value
+     * @tags Dashboard
+     * @name RewriteFieldValue
+     * @summary rewrite field value
+     * @request POST:/rewrite-field
      * @secure
      */
-    getCombinedProfile(query: {
-        /** Company symbol */
-        symbol: string;
-        /** Desired symbol type - [ANY,FUND,EQUITY,INDEX] */
-        symbol_type?: InsightGetCombinedProfileParamsSymbolTypeEnum;
-    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightCombinedProfileResponse, HandleError>>;
+    rewriteFieldValue(input: InsightRewriteFieldValueRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<void, HandleError>>;
     /**
-     * @description sort input array of symbols by type
-     * @tags CompanyProfile
-     * @name GetSymbolsPerSymbolType
-     * @summary sort input array of symbols by type
-     * @request POST:/symbols-per-type
+     * @description remove rewritten value
+     * @tags Dashboard
+     * @name CreateRewriteField
+     * @summary remove rewritten value
+     * @request DELETE:/rewrite-field
      * @secure
      */
-    getSymbolsPerSymbolType(input: InsightGetSymbolsPerTypeRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetSymbolsPerTypeResponse, HandleError>>;
-}
-export class CustomLists<HandleError extends boolean = boolean> {
-    protected readonly apiClient: JwtClient<HandleError>;
-    constructor(apiClient: JwtClient<HandleError>);
+    createRewriteField(input: InsightRemoveRewrittenFieldValueRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<void, HandleError>>;
     /**
-     * @description get custom lists
-     * @tags Custom Lists
-     * @name GetCustomLists
-     * @summary get custom lists
-     * @request GET:/custom-lists
+     * @description Get rewritten field action log
+     * @tags Dashboard
+     * @name GetRewrittenFieldActionLog
+     * @summary get rewritten field action log
+     * @request GET:/rewritten-field-action-log
      * @secure
      */
-    getCustomLists(query: {
+    getRewrittenFieldActionLog(query: {
+        /** Internal UUID */
+        internal_id: string;
+        /** Field ID */
+        field_id: string;
         /** how many records to return. Max value is 50 */
         limit: number;
         /** how many records to skip */
         offset: number;
-    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetCustomIndexesResponse, HandleError>>;
+    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<void, HandleError>>;
     /**
-     * @description update custom list
-     * @tags Custom Lists
-     * @name UpdateCustomList
-     * @summary update custom list
-     * @request PUT:/custom-lists
+     * @description Get rewritten values
+     * @tags Dashboard
+     * @name GetRewrittenValues
+     * @summary get rewritten values
+     * @request GET:/rewritten-fields
      * @secure
      */
-    updateCustomList(filter: InsightUpdateCustomIndexRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightCustomIndex, HandleError>>;
-    /**
-     * @description create custom list
-     * @tags Custom Lists
-     * @name CreateCustomList
-     * @summary create custom list
-     * @request POST:/custom-lists
-     * @secure
-     */
-    createCustomList(filter: InsightCreateCustomIndexRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightCustomIndex, HandleError>>;
-    /**
-     * @description remove custom list
-     * @tags Custom Lists
-     * @name RemoveCustomList
-     * @summary remove custom list
-     * @request DELETE:/custom-lists
-     * @secure
-     */
-    removeCustomList(filter: InsightRemoveCustomIndexRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<void, HandleError>>;
-    /**
-     * @description filter custom lists
-     * @tags Custom Lists
-     * @name FilterCustomLists
-     * @summary filter custom lists
-     * @request POST:/custom-lists/filter
-     * @secure
-     */
-    filterCustomLists(filter: InsightFilterCustomIndexesRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetCustomIndexesResponse, HandleError>>;
-    /**
-     * @description get custom list with quotes
-     * @tags Custom Lists
-     * @name GetCustomListWithQuotes
-     * @summary get custom list with quotes
-     * @request GET:/custom-lists/{id-or-slug}
-     * @secure
-     */
-    getCustomListWithQuotes(idOrSlug: string, query: {
-        /** sort direction - asc or desc */
-        order_direction: string;
-        /** sort field  - volume, symbol(alphabetical), market_cap, dividend_percent */
-        order_field: string;
-        /** how many equities records to return. Max value is 50 */
-        limit: number;
-        /** how many equities records to skip */
-        offset: number;
-    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetCustomIndexesResponse, HandleError>>;
-    /**
-     * @description filter custom list
-     * @tags Custom Lists
-     * @name FilterCustomList
-     * @summary filter custom list
-     * @request GET:/custom-lists/{id-or-slug}/filter
-     * @secure
-     */
-    filterCustomList(idOrSlug: string, query?: {
-        /** symbols to check inclusion */
-        symbols?: string[];
-    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightFilteredCustomIndexResponse, HandleError>>;
-}
-export class Dashboard<HandleError extends boolean = boolean> {
-    protected readonly apiClient: JwtClient<HandleError>;
-    constructor(apiClient: JwtClient<HandleError>);
-    /**
-     * @description get ownerships by symbol
-     * @tags Dashboard
-     * @name DashboardGetOwnershipsBySymbol
-     * @summary get ownerships by symbol
-     * @request POST:/dashboard/ownerships
-     * @secure
-     */
-    dashboardGetOwnershipsBySymbol(filter: InsightGetOwnershipsBySymbolRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetOwnershipsBySymbolAsDashboardFieldsResponse, HandleError>>;
-    /**
-     * @description rewrite field value
-     * @tags Dashboard
-     * @name RewriteFieldValue
-     * @summary rewrite field value
-     * @request POST:/rewrite-field
-     * @secure
-     */
-    rewriteFieldValue(input: InsightRewriteFieldValueRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<void, HandleError>>;
-    /**
-     * @description remove rewritten value
-     * @tags Dashboard
-     * @name CreateRewriteField
-     * @summary remove rewritten value
-     * @request DELETE:/rewrite-field
-     * @secure
-     */
-    createRewriteField(input: InsightRemoveRewrittenFieldValueRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<void, HandleError>>;
-    /**
-     * @description Get rewritten field action log
-     * @tags Dashboard
-     * @name GetRewrittenFieldActionLog
-     * @summary get rewritten field action log
-     * @request GET:/rewritten-field-action-log
-     * @secure
-     */
-    getRewrittenFieldActionLog(query: {
-        /** Internal UUID */
-        internal_id: string;
-        /** Field ID */
-        field_id: string;
-        /** how many records to return. Max value is 50 */
-        limit: number;
-        /** how many records to skip */
-        offset: number;
-    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<void, HandleError>>;
-    /**
-     * @description Get rewritten values
-     * @tags Dashboard
-     * @name GetRewrittenValues
-     * @summary get rewritten values
-     * @request GET:/rewritten-fields
-     * @secure
-     */
-    getRewrittenValues(query: {
-        /** how many records to return. Max value is 50 */
-        limit: number;
-        /** how many records to skip */
-        offset: number;
-    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<void, HandleError>>;
+    getRewrittenValues(query: {
+        /** how many records to return. Max value is 50 */
+        limit: number;
+        /** how many records to skip */
+        offset: number;
+    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<void, HandleError>>;
     /**
      * @description get symbol-related fields
      * @tags Dashboard
@@ -4581,6 +4672,19 @@ export class Earnings<HandleError extends boolean = boolean> {
      */
     getEarningsCalendar(filter: InsightEarningReleasesRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightEarningReleasesResponse, HandleError>>;
 }
+export class Fundamentals<HandleError extends boolean = boolean> {
+    protected readonly apiClient: JwtClient<HandleError>;
+    constructor(apiClient: JwtClient<HandleError>);
+    /**
+     * @description get fundamentals by symbol data
+     * @tags Fundamentals
+     * @name GetFundamentalsBySymbolData
+     * @summary get fundamentals by symbol data
+     * @request POST:/fundamentals
+     * @secure
+     */
+    getFundamentalsBySymbolData(filter: InsightGetSymbolFundamentalsRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetSymbolFundamentalsAnnualResponse, HandleError>>;
+}
 export class FixedIncome<HandleError extends boolean = boolean> {
     protected readonly apiClient: JwtClient<HandleError>;
     constructor(apiClient: JwtClient<HandleError>);
@@ -4624,16 +4728,16 @@ export class FixedIncome<HandleError extends boolean = boolean> {
      * @request PUT:/fixed-income/presets
      * @secure
      */
-    updateFixedIncomePreset(input: InsightCreateOrUpdateFixedIncomePresetRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightFixedIncomePreset, HandleError>>;
+    updateFixedIncomePreset(input: InsightCreateOrUpdateFixedIncomePresetRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightScreenerPreset, HandleError>>;
     /**
      * @description create fixed-income preset
      * @tags FixedIncome
-     * @name CreateOrFixedIncomePreset
+     * @name CreateFixedIncomePreset
      * @summary create fixed-income preset
      * @request POST:/fixed-income/presets
      * @secure
      */
-    createOrFixedIncomePreset(input: InsightCreateOrUpdateFixedIncomePresetRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightFixedIncomePreset, HandleError>>;
+    createFixedIncomePreset(input: InsightCreateOrUpdateFixedIncomePresetRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightScreenerPreset, HandleError>>;
     /**
      * @description remove fixed-income preset
      * @tags FixedIncome
@@ -4653,19 +4757,6 @@ export class FixedIncome<HandleError extends boolean = boolean> {
      */
     getSingleFixedIncomeEntry(id: string, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightFixedIncome, HandleError>>;
 }
-export class Fundamentals<HandleError extends boolean = boolean> {
-    protected readonly apiClient: JwtClient<HandleError>;
-    constructor(apiClient: JwtClient<HandleError>);
-    /**
-     * @description get fundamentals by symbol data
-     * @tags Fundamentals
-     * @name GetFundamentalsBySymbolData
-     * @summary get fundamentals by symbol data
-     * @request POST:/fundamentals
-     * @secure
-     */
-    getFundamentalsBySymbolData(filter: InsightGetSymbolFundamentalsRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetSymbolFundamentalsAnnualResponse, HandleError>>;
-}
 export class Funds<HandleError extends boolean = boolean> {
     protected readonly apiClient: JwtClient<HandleError>;
     constructor(apiClient: JwtClient<HandleError>);
@@ -4714,6 +4805,47 @@ export class Funds<HandleError extends boolean = boolean> {
      * @secure
      */
     getScreenerFilters(config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetFundScreenerFiltersResponse, HandleError>>;
+    /**
+     * @description get fund screener presets
+     * @tags Funds
+     * @name GetFundScreenerPresets
+     * @summary get fund screener presets
+     * @request GET:/funds/screener/presets
+     * @secure
+     */
+    getFundScreenerPresets(query: {
+        /** how many records to return */
+        limit: number;
+        /** how many records to skip */
+        offset: number;
+    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetScreenerPresetsResponse, HandleError>>;
+    /**
+     * @description update fund screener preset
+     * @tags Funds
+     * @name UpdateFundScreenerPreset
+     * @summary update fund screener preset
+     * @request PUT:/funds/screener/presets
+     * @secure
+     */
+    updateFundScreenerPreset(input: InsightCreateOrUpdateFundScreenerPresetRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightScreenerPreset, HandleError>>;
+    /**
+     * @description create fund screener preset
+     * @tags Funds
+     * @name CreateFundScreenerPreset
+     * @summary create fund screener preset
+     * @request POST:/funds/screener/presets
+     * @secure
+     */
+    createFundScreenerPreset(input: InsightCreateOrUpdateFundScreenerPresetRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightScreenerPreset, HandleError>>;
+    /**
+     * @description remove fund screener preset
+     * @tags Funds
+     * @name RemoveFundScreenerPreset
+     * @summary remove fund screener preset
+     * @request DELETE:/funds/screener/presets
+     * @secure
+     */
+    removeFundScreenerPreset(input: InsightRemoveScreenerPresetRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<void, HandleError>>;
     /**
      * @description filter funds by params
      * @tags Funds
@@ -4887,6 +5019,33 @@ export class Intraday<HandleError extends boolean = boolean> {
      */
     intradayQuotes(filter: InsightIntradayRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightIntradayResponse[], HandleError>>;
 }
+export class Ipos<HandleError extends boolean = boolean> {
+    protected readonly apiClient: JwtClient<HandleError>;
+    constructor(apiClient: JwtClient<HandleError>);
+    /**
+     * @description get recent ipos info
+     * @tags Ipos
+     * @name PostRecent
+     * @summary get recent ipos info
+     * @request POST:/ipos/recent
+     * @secure
+     */
+    postRecent(recentIPODto: InsightRecentIPOListRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightIPOListResponse, HandleError>>;
+    /**
+     * @description get upcoming ipos info
+     * @tags Ipos
+     * @name GetUpcoming
+     * @summary get upcoming ipos info
+     * @request GET:/ipos/upcoming
+     * @secure
+     */
+    getUpcoming(query: {
+        /** how many records to return. Max value is 50 */
+        limit: number;
+        /** how many records to skip */
+        offset: number;
+    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightIPOListResponse, HandleError>>;
+}
 export class PreIpoCompanies<HandleError extends boolean = boolean> {
     protected readonly apiClient: JwtClient<HandleError>;
     constructor(apiClient: JwtClient<HandleError>);
@@ -4909,14 +5068,43 @@ export class PreIpoCompanies<HandleError extends boolean = boolean> {
     /**
      * @description get pre ipo company by id
      * @tags PreIPOCompanies
-     * @name GetPreIpoCompanies2
+     * @name GetPreIpoCompaniesById
      * @summary get pre ipo company by id
      * @request GET:/ipos/pre-ipo-companies/{id}
      * @originalName getPreIpoCompanies
      * @duplicate
      * @secure
      */
-    getPreIpoCompanies2(id: string, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightPreIPOCompany, HandleError>>;
+    getPreIpoCompaniesById(id: string, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightPreIPOCompany, HandleError>>;
+    /**
+     * @description get pre ipo company funding rounds
+     * @tags PreIPOCompanies
+     * @name GetPreIpoCompanyFundingRounds
+     * @summary get pre ipo company funding rounds
+     * @request GET:/ipos/pre-ipo-company-funding-rounds
+     * @secure
+     */
+    getPreIpoCompanyFundingRounds(query: {
+        /** company id */
+        pre_ipo_company_id?: string;
+        /** search by round name */
+        round_name?: string;
+        /** how many records to return. Max value is 50 */
+        limit: number;
+        /** how many records to skip */
+        offset: number;
+    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetPreIPOCompanyFundingRoundsResponse, HandleError>>;
+    /**
+     * @description get pre ipo company funding round by id
+     * @tags PreIPOCompanies
+     * @name GetPreIpoCompanyFundingRoundsById
+     * @summary get pre ipo company funding round by id
+     * @request GET:/ipos/pre-ipo-company-funding-rounds/{id}
+     * @originalName getPreIpoCompanyFundingRounds
+     * @duplicate
+     * @secure
+     */
+    getPreIpoCompanyFundingRoundsById(id: string, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightPreIPOCompanyFundingRound, HandleError>>;
     /**
      * @description get pre ipo company investments
      * @tags PreIPOCompanies
@@ -4938,14 +5126,14 @@ export class PreIpoCompanies<HandleError extends boolean = boolean> {
     /**
      * @description get pre ipo company investment by id
      * @tags PreIPOCompanies
-     * @name GetPreIpoCompanyInvestments2
+     * @name GetPreIpoCompanyInvestmentsById
      * @summary get pre ipo company investment by id
      * @request GET:/ipos/pre-ipo-company-investments/{id}
      * @originalName getPreIpoCompanyInvestments
      * @duplicate
      * @secure
      */
-    getPreIpoCompanyInvestments2(id: string, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightPreIPOCompanyInvestment, HandleError>>;
+    getPreIpoCompanyInvestmentsById(id: string, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightPreIPOCompanyInvestment, HandleError>>;
     /**
      * @description get pre ipo company news
      * @tags PreIPOCompanies
@@ -4967,14 +5155,14 @@ export class PreIpoCompanies<HandleError extends boolean = boolean> {
     /**
      * @description get pre ipo company news by id
      * @tags PreIPOCompanies
-     * @name GetPreIpoCompanyNews2
+     * @name GetPreIpoCompanyNewsById
      * @summary get pre ipo company news by id
      * @request GET:/ipos/pre-ipo-company-news/{id}
      * @originalName getPreIpoCompanyNews
      * @duplicate
      * @secure
      */
-    getPreIpoCompanyNews2(id: string, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightPreIPOCompanyNews, HandleError>>;
+    getPreIpoCompanyNewsById(id: string, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightPreIPOCompanyNews, HandleError>>;
     /**
      * @description get pre ipo company research documents
      * @tags PreIPOCompanies
@@ -4996,41 +5184,51 @@ export class PreIpoCompanies<HandleError extends boolean = boolean> {
     /**
      * @description get pre ipo company research document by id
      * @tags PreIPOCompanies
-     * @name GetPreIpoCompanyResearchDocuments2
+     * @name GetPreIpoCompanyResearchDocumentsById
      * @summary get pre ipo company research document by id
      * @request GET:/ipos/pre-ipo-company-research-documents/{id}
      * @originalName getPreIpoCompanyResearchDocuments
      * @duplicate
      * @secure
      */
-    getPreIpoCompanyResearchDocuments2(id: string, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightPreIPOCompanyResearchDocument, HandleError>>;
-}
-export class Ipos<HandleError extends boolean = boolean> {
-    protected readonly apiClient: JwtClient<HandleError>;
-    constructor(apiClient: JwtClient<HandleError>);
-    /**
-     * @description get recent ipos info
-     * @tags Ipos
-     * @name PostRecent
-     * @summary get recent ipos info
-     * @request POST:/ipos/recent
-     * @secure
-     */
-    postRecent(recentIPODto: InsightRecentIPOListRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightIPOListResponse, HandleError>>;
+    getPreIpoCompanyResearchDocumentsById(id: string, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightPreIPOCompanyResearchDocument, HandleError>>;
     /**
-     * @description get upcoming ipos info
-     * @tags Ipos
-     * @name GetUpcoming
-     * @summary get upcoming ipos info
-     * @request GET:/ipos/upcoming
+     * @description get pre ipo company spvs
+     * @tags PreIPOCompanies
+     * @name GetPreIpoCompanySpvs
+     * @summary get pre ipo company spvs
+     * @request GET:/ipos/pre-ipo-company-spvs
      * @secure
      */
-    getUpcoming(query: {
+    getPreIpoCompanySpvs(query: {
+        /** company id */
+        pre_ipo_company_id?: string;
+        /** investment id */
+        investment_id?: string;
+        /** search by name */
+        name?: string;
+        /** search by company name */
+        company_name?: string;
         /** how many records to return. Max value is 50 */
         limit: number;
         /** how many records to skip */
         offset: number;
-    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightIPOListResponse, HandleError>>;
+        /** sort direction */
+        direction?: InsightGetPreIpoCompanySpvsParamsDirectionEnum;
+        /** sort field */
+        field?: InsightGetPreIpoCompanySpvsParamsFieldEnum;
+    }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetPreIPOCompanySPVsResponse, HandleError>>;
+    /**
+     * @description get pre ipo company spv by id
+     * @tags PreIPOCompanies
+     * @name GetPreIpoCompanySpvsById
+     * @summary get pre ipo company spv by id
+     * @request GET:/ipos/pre-ipo-company-spvs/{id}
+     * @originalName getPreIpoCompanySpvs
+     * @duplicate
+     * @secure
+     */
+    getPreIpoCompanySpvsById(id: string, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightPreIPOCompanySPV, HandleError>>;
 }
 export class Logos<HandleError extends boolean = boolean> {
     protected readonly apiClient: JwtClient<HandleError>;
@@ -5157,28 +5355,6 @@ export class MarketDates<HandleError extends boolean = boolean> {
         market: string;
     }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetMarketHoursResponse, HandleError>>;
 }
-export class OptionGreeks<HandleError extends boolean = boolean> {
-    protected readonly apiClient: JwtClient<HandleError>;
-    constructor(apiClient: JwtClient<HandleError>);
-    /**
-     * @description Returns calculated matrix
-     * @tags OptionGreeks
-     * @name OgCalculateMatrix
-     * @summary Calculate matrix
-     * @request POST:/og/calculate-matrix
-     * @secure
-     */
-    ogCalculateMatrix(filter: InsightCalculateMatrixParamsRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightCalculateMatrixResponse, HandleError>>;
-    /**
-     * @description Returns calculated params
-     * @tags OptionGreeks
-     * @name OgCalculateParams
-     * @summary Calculate params
-     * @request POST:/og/calculate-params
-     * @secure
-     */
-    ogCalculateParams(filter: InsightCalculateParamsRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightCalculateParamsResponse, HandleError>>;
-}
 export class News<HandleError extends boolean = boolean> {
     protected readonly apiClient: JwtClient<HandleError>;
     constructor(apiClient: JwtClient<HandleError>);
@@ -5320,28 +5496,6 @@ export class News<HandleError extends boolean = boolean> {
      */
     newsAvailableTags(filter: InsightHelpRequestWithSymbol, config?: RequestConfig<HandleError>): Promise<ClientResponse<string[], HandleError>>;
 }
-export class Ownerships<HandleError extends boolean = boolean> {
-    protected readonly apiClient: JwtClient<HandleError>;
-    constructor(apiClient: JwtClient<HandleError>);
-    /**
-     * @description get ownerships by id datadata
-     * @tags Ownerships
-     * @name GetOwnershipsByIdData
-     * @summary get ownerships by id data
-     * @request POST:/ownerships
-     * @secure
-     */
-    getOwnershipsByIdData(filter: InsightGetOwnershipsByIDRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetOwnershipsBySymbolResponse, HandleError>>;
-    /**
-     * @description get ownerships by symbol data
-     * @tags Ownerships
-     * @name GetOwnershipsBySymbolData
-     * @summary get ownerships by symbol data
-     * @request POST:/symbol-ownerships
-     * @secure
-     */
-    getOwnershipsBySymbolData(filter: InsightGetOwnershipsBySymbolWithoutSearchQueryRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetOwnershipsBySymbolResponse, HandleError>>;
-}
 export class Public<HandleError extends boolean = boolean> {
     protected readonly apiClient: JwtClient<HandleError>;
     constructor(apiClient: JwtClient<HandleError>);
@@ -5468,76 +5622,49 @@ export class Public<HandleError extends boolean = boolean> {
         offset: number;
     }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightTopStocksResponse, HandleError>>;
 }
-export class UsageTracking<HandleError extends boolean = boolean> {
-    protected readonly apiClient: JwtClient<HandleError>;
-    constructor(apiClient: JwtClient<HandleError>);
-    /**
-     * @description get usage date per branch for a period
-     * @tags UsageTracking
-     * @name GetUsageData
-     * @summary get insight usage data
-     * @request POST:/tracking/usage
-     * @secure
-     */
-    getUsageData(filter: InsightGetUsageDataRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightUsageDataEntry[], HandleError>>;
-}
-export class Passport<HandleError extends boolean = boolean> {
+export class OptionGreeks<HandleError extends boolean = boolean> {
     protected readonly apiClient: JwtClient<HandleError>;
     constructor(apiClient: JwtClient<HandleError>);
     /**
-     * @description Returns article by id
-     * @tags Passport
-     * @name PassportArticleById
-     * @summary Get article by id
-     * @request POST:/passport/article-by-id
-     * @secure
-     */
-    passportArticleById(filter: InsightArticleByIDRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightArticle, HandleError>>;
-    /**
-     * @description Returns articles
-     * @tags Passport
-     * @name PassportArticles
-     * @summary Get articles
-     * @request POST:/passport/articles
-     * @secure
-     */
-    passportArticles(filter: InsightArticlesRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightArticle[], HandleError>>;
-    /**
-     * @description Returns author profile
-     * @tags Passport
-     * @name PassportAuthorProfile
-     * @summary Get author profile
-     * @request POST:/passport/author-profile
+     * @description Returns calculated matrix
+     * @tags OptionGreeks
+     * @name OgCalculateMatrix
+     * @summary Calculate matrix
+     * @request POST:/og/calculate-matrix
      * @secure
      */
-    passportAuthorProfile(filter: InsightAuthorProfileRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightAuthorProfileResponse[], HandleError>>;
+    ogCalculateMatrix(filter: InsightCalculateMatrixParamsRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightCalculateMatrixResponse, HandleError>>;
     /**
-     * @description Returns most popular tags
-     * @tags Passport
-     * @name PassportMostPopularTags
-     * @summary Get most popular tags
-     * @request POST:/passport/most-popular-tags
+     * @description Returns calculated params
+     * @tags OptionGreeks
+     * @name OgCalculateParams
+     * @summary Calculate params
+     * @request POST:/og/calculate-params
      * @secure
      */
-    passportMostPopularTags(filter: InsightMostPopularTagsRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightTagShortInfo[][], HandleError>>;
+    ogCalculateParams(filter: InsightCalculateParamsRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightCalculateParamsResponse, HandleError>>;
+}
+export class AlphaTools<HandleError extends boolean = boolean> {
+    protected readonly apiClient: JwtClient<HandleError>;
+    constructor(apiClient: JwtClient<HandleError>);
     /**
-     * @description Returns news feed
-     * @tags Passport
-     * @name PassportNewsFeed
-     * @summary Get news feed
-     * @request POST:/passport/newsfeed
+     * @description get seasonlity data with comparison to benchmark
+     * @tags AlphaTools
+     * @name GetMomentumRatioGraph
+     * @summary get seasonlity data
+     * @request POST:/rst
      * @secure
      */
-    passportNewsFeed(filter: InsightNewsfeedRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightNewsfeed[][], HandleError>>;
+    getMomentumRatioGraph(filter: InsightMomentumRatioGraphRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightMomentumRatioGraphResponse, HandleError>>;
     /**
-     * @description Returns article by parameters
-     * @tags Passport
-     * @name PassportSearchArticle
-     * @summary Search article by parameters
-     * @request POST:/passport/search-article
+     * @description get seasonlity data with comparison to benchmark
+     * @tags AlphaTools
+     * @name GetSeasonality
+     * @summary get seasonlity data
+     * @request POST:/seasonality
      * @secure
      */
-    passportSearchArticle(filter: InsightSearchArticleRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightArticle[], HandleError>>;
+    getSeasonality(filter: InsightSeasonalityRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightSeasonalityResponse, HandleError>>;
 }
 export class TipRank<HandleError extends boolean = boolean> {
     protected readonly apiClient: JwtClient<HandleError>;
@@ -5905,27 +6032,98 @@ export class TipRank<HandleError extends boolean = boolean> {
         Authorization?: string;
     }, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightTrendingStocksResponse[], HandleError>>;
 }
-export class AlphaTools<HandleError extends boolean = boolean> {
+export class UsageTracking<HandleError extends boolean = boolean> {
     protected readonly apiClient: JwtClient<HandleError>;
     constructor(apiClient: JwtClient<HandleError>);
     /**
-     * @description get seasonlity data with comparison to benchmark
-     * @tags AlphaTools
-     * @name GetMomentumRatioGraph
-     * @summary get seasonlity data
-     * @request POST:/rst
+     * @description get usage date per branch for a period
+     * @tags UsageTracking
+     * @name GetUsageData
+     * @summary get insight usage data
+     * @request POST:/tracking/usage
      * @secure
      */
-    getMomentumRatioGraph(filter: InsightMomentumRatioGraphRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightMomentumRatioGraphResponse, HandleError>>;
+    getUsageData(filter: InsightGetUsageDataRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightUsageDataEntry[], HandleError>>;
+}
+export class Ownerships<HandleError extends boolean = boolean> {
+    protected readonly apiClient: JwtClient<HandleError>;
+    constructor(apiClient: JwtClient<HandleError>);
     /**
-     * @description get seasonlity data with comparison to benchmark
-     * @tags AlphaTools
-     * @name GetSeasonality
-     * @summary get seasonlity data
-     * @request POST:/seasonality
+     * @description get ownerships by id datadata
+     * @tags Ownerships
+     * @name GetOwnershipsByIdData
+     * @summary get ownerships by id data
+     * @request POST:/ownerships
      * @secure
      */
-    getSeasonality(filter: InsightSeasonalityRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightSeasonalityResponse, HandleError>>;
+    getOwnershipsByIdData(filter: InsightGetOwnershipsByIDRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetOwnershipsBySymbolResponse, HandleError>>;
+    /**
+     * @description get ownerships by symbol data
+     * @tags Ownerships
+     * @name GetOwnershipsBySymbolData
+     * @summary get ownerships by symbol data
+     * @request POST:/symbol-ownerships
+     * @secure
+     */
+    getOwnershipsBySymbolData(filter: InsightGetOwnershipsBySymbolWithoutSearchQueryRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightGetOwnershipsBySymbolResponse, HandleError>>;
+}
+export class Passport<HandleError extends boolean = boolean> {
+    protected readonly apiClient: JwtClient<HandleError>;
+    constructor(apiClient: JwtClient<HandleError>);
+    /**
+     * @description Returns article by id
+     * @tags Passport
+     * @name PassportArticleById
+     * @summary Get article by id
+     * @request POST:/passport/article-by-id
+     * @secure
+     */
+    passportArticleById(filter: InsightArticleByIDRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightArticle, HandleError>>;
+    /**
+     * @description Returns articles
+     * @tags Passport
+     * @name PassportArticles
+     * @summary Get articles
+     * @request POST:/passport/articles
+     * @secure
+     */
+    passportArticles(filter: InsightArticlesRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightArticle[], HandleError>>;
+    /**
+     * @description Returns author profile
+     * @tags Passport
+     * @name PassportAuthorProfile
+     * @summary Get author profile
+     * @request POST:/passport/author-profile
+     * @secure
+     */
+    passportAuthorProfile(filter: InsightAuthorProfileRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightAuthorProfileResponse[], HandleError>>;
+    /**
+     * @description Returns most popular tags
+     * @tags Passport
+     * @name PassportMostPopularTags
+     * @summary Get most popular tags
+     * @request POST:/passport/most-popular-tags
+     * @secure
+     */
+    passportMostPopularTags(filter: InsightMostPopularTagsRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightTagShortInfo[][], HandleError>>;
+    /**
+     * @description Returns news feed
+     * @tags Passport
+     * @name PassportNewsFeed
+     * @summary Get news feed
+     * @request POST:/passport/newsfeed
+     * @secure
+     */
+    passportNewsFeed(filter: InsightNewsfeedRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightNewsfeed[][], HandleError>>;
+    /**
+     * @description Returns article by parameters
+     * @tags Passport
+     * @name PassportSearchArticle
+     * @summary Search article by parameters
+     * @request POST:/passport/search-article
+     * @secure
+     */
+    passportSearchArticle(filter: InsightSearchArticleRequest, config?: RequestConfig<HandleError>): Promise<ClientResponse<InsightArticle[], HandleError>>;
 }
 export interface InsightBeforeAndAfterV2 {
     after?: string;