snaptrade-typescript-sdk 11.0.1 → 11.0.3

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
package/dist/index.d.ts CHANGED
@@ -182,6 +182,12 @@ interface HoldingsStatus {
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  * @memberof HoldingsStatus
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  */
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  'last_successful_sync'?: string | null;
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+ /**
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+ * Indicates that the brokerage does not expose this account\'s holdings to SnapTrade, so the empty positions and balances reported for it do not mean the account is empty. This is set for accounts served by a separate brokerage system that we cannot read, such as Vanguard employer-sponsored retirement plans. When this is `true`, prefer the account\'s total value over the sum of its positions and cash, and note that `initial_sync_completed` and `last_successful_sync` may still reflect an earlier sync.
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+ * @type {boolean}
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+ * @memberof HoldingsStatus
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+ */
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+ 'holdings_unavailable'?: boolean;
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  }
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  //#endregion
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  //#region models/transactions-status.d.ts
@@ -3247,7 +3253,7 @@ interface AccountUniversalActivity {
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  */
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  'currency'?: AccountUniversalActivityCurrency | null;
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  /**
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- * A string representing the type of transaction. SnapTrade does a best effort to categorize the brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of asset(s) from one account to another. - `EXTERNAL_ASSET_TRANSFER_IN` - Incoming transfer of an asset from an external account to this account. - `EXTERNAL_ASSET_TRANSFER_OUT` - Outgoing transfer of an asset from this account to an external account. - `SPLIT` - A stock share split. - `ADJUSTMENT` - A one time adjustment of the account\'s cash balance or shares of an asset
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+ * A string representing the type of transaction. SnapTrade does a best effort to categorize the brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of asset(s) from one account to another. - `EXTERNAL_ASSET_TRANSFER_IN` - Incoming transfer of an asset from an external account to this account. - `EXTERNAL_ASSET_TRANSFER_OUT` - Outgoing transfer of an asset from this account to an external account. - `SPLIT` - A stock share split. - `ADJUSTMENT` - A one time adjustment of the account\'s cash balance or shares of an asset
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  * @type {string}
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  * @memberof AccountUniversalActivity
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  */
@@ -6885,7 +6891,7 @@ interface UniversalActivity {
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  */
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  'currency'?: AccountUniversalActivityCurrency | null;
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  /**
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- * A string representing the type of transaction. SnapTrade does a best effort to categorize the brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `OPTIONEXPIRATION` - Option expiration event. `option_symbol` contains the related option contract info. - `OPTIONASSIGNMENT` - Option assignment event. `option_symbol` contains the related option contract info. - `OPTIONEXERCISE` - Option exercise event. `option_symbol` contains the related option contract info.
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+ * A string representing the type of transaction. SnapTrade does a best effort to categorize the brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `OPTIONEXPIRATION` - Option expiration event. `option_symbol` contains the related option contract info. - `OPTIONASSIGNMENT` - Option assignment event. `option_symbol` contains the related option contract info. - `OPTIONEXERCISE` - Option exercise event. `option_symbol` contains the related option contract info.
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  * @type {string}
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  * @memberof UniversalActivity
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  */
@@ -6983,14 +6989,14 @@ interface ValidatedTradeBody {
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  */
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  declare const AccountInformationApiAxiosParamCreator: (configuration?: Configuration<AuthMode>) => {
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  /**
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- * Returns all historical transactions for the specified account. This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options. Transaction are returned in reverse chronological order, using the `trade_date` field. This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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+ * This endpoint is not deprecated and has no planned sunset. Responses to requests using the legacy `/api/v1` path prefix include `Deprecation: @1781222400` (June 12, 2026); that header applies only to the path prefix. Use the canonical root path `/accounts/{accountId}/activities`. Returns all historical transactions for the specified account. This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options. Transaction are returned in reverse chronological order, using the `trade_date` field. This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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  * @summary List account activities
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  * @param {string} accountId
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  * @param {string | Date} [startDate] The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on &#x60;trade_date&#x60;.
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  * @param {string | Date} [endDate] The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on &#x60;trade_date&#x60;.
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  * @param {number} [offset] An integer that specifies the starting point of the paginated results. Default is 0.
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  * @param {number} [limit] An integer that specifies the maximum number of transactions to return. Default of 1000.
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- * @param {string} [type] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - &#x60;BUY&#x60; - Asset bought. - &#x60;SELL&#x60; - Asset sold. - &#x60;DIVIDEND&#x60; - Dividend payout. - &#x60;CONTRIBUTION&#x60; - Cash contribution. - &#x60;WITHDRAWAL&#x60; - Cash withdrawal. - &#x60;REI&#x60; - Dividend reinvestment. - &#x60;STOCK_DIVIDEND&#x60; - A type of dividend where a company distributes shares instead of cash - &#x60;INTEREST&#x60; - Interest deposited into the account. - &#x60;FEE&#x60; - Fee withdrawn from the account. - &#x60;TAX&#x60; - A tax related fee. - &#x60;OPTIONEXPIRATION&#x60; - Option expiration event. - &#x60;OPTIONASSIGNMENT&#x60; - Option assignment event. - &#x60;OPTIONEXERCISE&#x60; - Option exercise event. - &#x60;TRANSFER&#x60; - Transfer of assets from one account to another. - &#x60;SPLIT&#x60; - A stock share split.
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+ * @param {string} [type] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - &#x60;BUY&#x60; - Asset bought. - &#x60;SELL&#x60; - Asset sold. - &#x60;DIVIDEND&#x60; - Dividend payout. - &#x60;SUBSTITUTE_DIVIDEND&#x60; - Payment in lieu of a dividend. - &#x60;CONTRIBUTION&#x60; - Cash contribution. - &#x60;WITHDRAWAL&#x60; - Cash withdrawal. - &#x60;REI&#x60; - Dividend reinvestment. - &#x60;STOCK_DIVIDEND&#x60; - A type of dividend where a company distributes shares instead of cash - &#x60;INTEREST&#x60; - Interest deposited into the account. - &#x60;FEE&#x60; - Fee withdrawn from the account. - &#x60;TAX&#x60; - A tax related fee. - &#x60;OPTIONEXPIRATION&#x60; - Option expiration event. - &#x60;OPTIONASSIGNMENT&#x60; - Option assignment event. - &#x60;OPTIONEXERCISE&#x60; - Option exercise event. - &#x60;TRANSFER&#x60; - Transfer of assets from one account to another. - &#x60;SPLIT&#x60; - A stock share split.
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  * @param {string} [userId]
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  * @param {string} [userSecret]
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  * @param {*} [options] Override http request option.
@@ -7008,7 +7014,7 @@ declare const AccountInformationApiAxiosParamCreator: (configuration?: Configura
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  */
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  getAccountBalanceHistory: (accountId: string, userId?: string, userSecret?: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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  /**
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- * Returns a list of all positions in the specified account. The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. `mutualfund` positions may also include `cash_equivalent`. `stock` positions may include `tax_lots` when tax lot data is enabled for the account. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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+ * Returns a list of all positions in the specified account. The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. `mutualfund` positions may also include `cash_equivalent`. `stock`, `etf`, and `mutualfund` positions may include `tax_lots` when tax lot data is enabled for the account. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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  * @summary List all account positions
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  * @param {string} accountId
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  * @param {string} [userId]
@@ -7141,7 +7147,7 @@ declare const AccountInformationApiAxiosParamCreator: (configuration?: Configura
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  */
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  declare const AccountInformationApiFp: <TAuth extends AuthMode>(configuration?: Configuration<TAuth>) => {
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  /**
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- * Returns all historical transactions for the specified account. This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options. Transaction are returned in reverse chronological order, using the `trade_date` field. This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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+ * This endpoint is not deprecated and has no planned sunset. Responses to requests using the legacy `/api/v1` path prefix include `Deprecation: @1781222400` (June 12, 2026); that header applies only to the path prefix. Use the canonical root path `/accounts/{accountId}/activities`. Returns all historical transactions for the specified account. This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options. Transaction are returned in reverse chronological order, using the `trade_date` field. This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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  * @summary List account activities
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  * @param {AccountInformationApiGetAccountActivitiesRequest<TAuth>} requestParameters Request parameters.
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  * @param {*} [options] Override http request option.
@@ -7157,7 +7163,7 @@ declare const AccountInformationApiFp: <TAuth extends AuthMode>(configuration?:
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  */
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  getAccountBalanceHistory(requestParameters: AccountInformationApiGetAccountBalanceHistoryRequest<TAuth>, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<AccountValueHistoryResponse>>;
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  /**
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- * Returns a list of all positions in the specified account. The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. `mutualfund` positions may also include `cash_equivalent`. `stock` positions may include `tax_lots` when tax lot data is enabled for the account. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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+ * Returns a list of all positions in the specified account. The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. `mutualfund` positions may also include `cash_equivalent`. `stock`, `etf`, and `mutualfund` positions may include `tax_lots` when tax lot data is enabled for the account. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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  * @summary List all account positions
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  * @param {AccountInformationApiGetAllAccountPositionsRequest<TAuth>} requestParameters Request parameters.
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  * @param {*} [options] Override http request option.
@@ -7262,7 +7268,7 @@ declare const AccountInformationApiFp: <TAuth extends AuthMode>(configuration?:
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  */
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  declare const AccountInformationApiFactory: <TAuth extends AuthMode>(configuration?: Configuration<TAuth>, basePath?: string, axios?: AxiosInstance) => {
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  /**
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- * Returns all historical transactions for the specified account. This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options. Transaction are returned in reverse chronological order, using the `trade_date` field. This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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+ * This endpoint is not deprecated and has no planned sunset. Responses to requests using the legacy `/api/v1` path prefix include `Deprecation: @1781222400` (June 12, 2026); that header applies only to the path prefix. Use the canonical root path `/accounts/{accountId}/activities`. Returns all historical transactions for the specified account. This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options. Transaction are returned in reverse chronological order, using the `trade_date` field. This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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  * @summary List account activities
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  * @param {AccountInformationApiGetAccountActivitiesRequest<TAuth>} requestParameters Request parameters.
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  * @param {*} [options] Override http request option.
@@ -7278,7 +7284,7 @@ declare const AccountInformationApiFactory: <TAuth extends AuthMode>(configurati
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  */
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  getAccountBalanceHistory(requestParameters: AccountInformationApiGetAccountBalanceHistoryRequest<TAuth>, options?: AxiosRequestConfig): AxiosPromise<AccountValueHistoryResponse>;
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  /**
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- * Returns a list of all positions in the specified account. The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. `mutualfund` positions may also include `cash_equivalent`. `stock` positions may include `tax_lots` when tax lot data is enabled for the account. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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+ * Returns a list of all positions in the specified account. The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. `mutualfund` positions may also include `cash_equivalent`. `stock`, `etf`, and `mutualfund` positions may include `tax_lots` when tax lot data is enabled for the account. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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  * @summary List all account positions
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  * @param {AccountInformationApiGetAllAccountPositionsRequest<TAuth>} requestParameters Request parameters.
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  * @param {*} [options] Override http request option.
@@ -7413,7 +7419,7 @@ type AccountInformationApiGetAccountActivitiesBaseRequest = {
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  */
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  readonly limit?: number;
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  /**
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- * Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another. - `SPLIT` - A stock share split.
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+ * Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another. - `SPLIT` - A stock share split.
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  * @type {string}
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  * @memberof AccountInformationApiGetAccountActivities
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  */
@@ -7782,7 +7788,7 @@ type AccountInformationApiUpdateUserAccountRequest<TAuth extends AuthMode> = Acc
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  */
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  declare class AccountInformationApiGenerated<TAuth extends AuthMode> extends BaseAPI<TAuth> {
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  /**
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- * Returns all historical transactions for the specified account. This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options. Transaction are returned in reverse chronological order, using the `trade_date` field. This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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+ * This endpoint is not deprecated and has no planned sunset. Responses to requests using the legacy `/api/v1` path prefix include `Deprecation: @1781222400` (June 12, 2026); that header applies only to the path prefix. Use the canonical root path `/accounts/{accountId}/activities`. Returns all historical transactions for the specified account. This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options. Transaction are returned in reverse chronological order, using the `trade_date` field. This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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  * @summary List account activities
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  * @param {AccountInformationApiGetAccountActivitiesRequest<TAuth>} requestParameters Request parameters.
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  * @param {*} [options] Override http request option.
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  */
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  getAccountBalanceHistory(requestParameters: AccountInformationApiGetAccountBalanceHistoryRequest<TAuth>, options?: AxiosRequestConfig): Promise<_$axios.AxiosResponse<AccountValueHistoryResponse, any, {}>>;
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  /**
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- * Returns a list of all positions in the specified account. The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. `mutualfund` positions may also include `cash_equivalent`. `stock` positions may include `tax_lots` when tax lot data is enabled for the account. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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+ * Returns a list of all positions in the specified account. The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. `mutualfund` positions may also include `cash_equivalent`. `stock`, `etf`, and `mutualfund` positions may include `tax_lots` when tax lot data is enabled for the account. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
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  * @summary List all account positions
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  * @param {AccountInformationApiGetAllAccountPositionsRequest<TAuth>} requestParameters Request parameters.
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  * @param {*} [options] Override http request option.
@@ -10883,7 +10889,7 @@ declare const TransactionsAndReportingApiAxiosParamCreator: (configuration?: Con
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  * @param {string | Date} [endDate] The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on &#x60;trade_date&#x60;.
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  * @param {string} [accounts] Optional comma separated list of SnapTrade Account IDs used to filter the request to specific accounts. If not provided, the default is all known brokerage accounts for the user. The &#x60;brokerageAuthorizations&#x60; parameter takes precedence over this parameter.
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  * @param {string} [brokerageAuthorizations] Optional comma separated list of SnapTrade Connection (Brokerage Authorization) IDs used to filter the request to only accounts that belong to those connections. If not provided, the default is all connections for the user. This parameter takes precedence over the &#x60;accounts&#x60; parameter.
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- * @param {string} [type] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - &#x60;BUY&#x60; - Asset bought. - &#x60;SELL&#x60; - Asset sold. - &#x60;DIVIDEND&#x60; - Dividend payout. - &#x60;CONTRIBUTION&#x60; - Cash contribution. - &#x60;WITHDRAWAL&#x60; - Cash withdrawal. - &#x60;REI&#x60; - Dividend reinvestment. - &#x60;INTEREST&#x60; - Interest deposited into the account. - &#x60;FEE&#x60; - Fee withdrawn from the account. - &#x60;OPTIONEXPIRATION&#x60; - Option expiration event. - &#x60;OPTIONASSIGNMENT&#x60; - Option assignment event. - &#x60;OPTIONEXERCISE&#x60; - Option exercise event. - &#x60;TRANSFER&#x60; - Transfer of assets from one account to another
10892
+ * @param {string} [type] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - &#x60;BUY&#x60; - Asset bought. - &#x60;SELL&#x60; - Asset sold. - &#x60;DIVIDEND&#x60; - Dividend payout. - &#x60;SUBSTITUTE_DIVIDEND&#x60; - Payment in lieu of a dividend. - &#x60;CONTRIBUTION&#x60; - Cash contribution. - &#x60;WITHDRAWAL&#x60; - Cash withdrawal. - &#x60;REI&#x60; - Dividend reinvestment. - &#x60;INTEREST&#x60; - Interest deposited into the account. - &#x60;FEE&#x60; - Fee withdrawn from the account. - &#x60;OPTIONEXPIRATION&#x60; - Option expiration event. - &#x60;OPTIONASSIGNMENT&#x60; - Option assignment event. - &#x60;OPTIONEXERCISE&#x60; - Option exercise event. - &#x60;TRANSFER&#x60; - Transfer of assets from one account to another
10887
10893
  * @param {string} [userId]
10888
10894
  * @param {string} [userSecret]
10889
10895
  * @param {*} [options] Override http request option.
@@ -10985,7 +10991,7 @@ type TransactionsAndReportingApiGetActivitiesBaseRequest = {
10985
10991
  */
10986
10992
  readonly brokerageAuthorizations?: string;
10987
10993
  /**
10988
- * Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another
10994
+ * Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - `BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `SUBSTITUTE_DIVIDEND` - Payment in lieu of a dividend. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another
10989
10995
  * @type {string}
10990
10996
  * @memberof TransactionsAndReportingApiGetActivities
10991
10997
  */
package/dist/index.mjs CHANGED
@@ -279,14 +279,14 @@ function requestBeforeHook(request) {
279
279
  const AccountInformationApiAxiosParamCreator = function(configuration) {
280
280
  return {
281
281
  /**
282
- * Returns all historical transactions for the specified account. This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options. Transaction are returned in reverse chronological order, using the `trade_date` field. This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
282
+ * This endpoint is not deprecated and has no planned sunset. Responses to requests using the legacy `/api/v1` path prefix include `Deprecation: @1781222400` (June 12, 2026); that header applies only to the path prefix. Use the canonical root path `/accounts/{accountId}/activities`. Returns all historical transactions for the specified account. This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options. Transaction are returned in reverse chronological order, using the `trade_date` field. This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
283
283
  * @summary List account activities
284
284
  * @param {string} accountId
285
285
  * @param {string | Date} [startDate] The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on &#x60;trade_date&#x60;.
286
286
  * @param {string | Date} [endDate] The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on &#x60;trade_date&#x60;.
287
287
  * @param {number} [offset] An integer that specifies the starting point of the paginated results. Default is 0.
288
288
  * @param {number} [limit] An integer that specifies the maximum number of transactions to return. Default of 1000.
289
- * @param {string} [type] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - &#x60;BUY&#x60; - Asset bought. - &#x60;SELL&#x60; - Asset sold. - &#x60;DIVIDEND&#x60; - Dividend payout. - &#x60;CONTRIBUTION&#x60; - Cash contribution. - &#x60;WITHDRAWAL&#x60; - Cash withdrawal. - &#x60;REI&#x60; - Dividend reinvestment. - &#x60;STOCK_DIVIDEND&#x60; - A type of dividend where a company distributes shares instead of cash - &#x60;INTEREST&#x60; - Interest deposited into the account. - &#x60;FEE&#x60; - Fee withdrawn from the account. - &#x60;TAX&#x60; - A tax related fee. - &#x60;OPTIONEXPIRATION&#x60; - Option expiration event. - &#x60;OPTIONASSIGNMENT&#x60; - Option assignment event. - &#x60;OPTIONEXERCISE&#x60; - Option exercise event. - &#x60;TRANSFER&#x60; - Transfer of assets from one account to another. - &#x60;SPLIT&#x60; - A stock share split.
289
+ * @param {string} [type] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - &#x60;BUY&#x60; - Asset bought. - &#x60;SELL&#x60; - Asset sold. - &#x60;DIVIDEND&#x60; - Dividend payout. - &#x60;SUBSTITUTE_DIVIDEND&#x60; - Payment in lieu of a dividend. - &#x60;CONTRIBUTION&#x60; - Cash contribution. - &#x60;WITHDRAWAL&#x60; - Cash withdrawal. - &#x60;REI&#x60; - Dividend reinvestment. - &#x60;STOCK_DIVIDEND&#x60; - A type of dividend where a company distributes shares instead of cash - &#x60;INTEREST&#x60; - Interest deposited into the account. - &#x60;FEE&#x60; - Fee withdrawn from the account. - &#x60;TAX&#x60; - A tax related fee. - &#x60;OPTIONEXPIRATION&#x60; - Option expiration event. - &#x60;OPTIONASSIGNMENT&#x60; - Option assignment event. - &#x60;OPTIONEXERCISE&#x60; - Option exercise event. - &#x60;TRANSFER&#x60; - Transfer of assets from one account to another. - &#x60;SPLIT&#x60; - A stock share split.
290
290
  * @param {string} [userId]
291
291
  * @param {string} [userSecret]
292
292
  * @param {*} [options] Override http request option.
@@ -435,7 +435,7 @@ const AccountInformationApiAxiosParamCreator = function(configuration) {
435
435
  };
436
436
  },
437
437
  /**
438
- * Returns a list of all positions in the specified account. The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. `mutualfund` positions may also include `cash_equivalent`. `stock` positions may include `tax_lots` when tax lot data is enabled for the account. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
438
+ * Returns a list of all positions in the specified account. The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. `mutualfund` positions may also include `cash_equivalent`. `stock`, `etf`, and `mutualfund` positions may include `tax_lots` when tax lot data is enabled for the account. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
439
439
  * @summary List all account positions
440
440
  * @param {string} accountId
441
441
  * @param {string} [userId]
@@ -1334,7 +1334,7 @@ const AccountInformationApiFp = function(configuration) {
1334
1334
  const localVarAxiosParamCreator = AccountInformationApiAxiosParamCreator(configuration);
1335
1335
  return {
1336
1336
  /**
1337
- * Returns all historical transactions for the specified account. This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options. Transaction are returned in reverse chronological order, using the `trade_date` field. This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
1337
+ * This endpoint is not deprecated and has no planned sunset. Responses to requests using the legacy `/api/v1` path prefix include `Deprecation: @1781222400` (June 12, 2026); that header applies only to the path prefix. Use the canonical root path `/accounts/{accountId}/activities`. Returns all historical transactions for the specified account. This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options. Transaction are returned in reverse chronological order, using the `trade_date` field. This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
1338
1338
  * @summary List account activities
1339
1339
  * @param {AccountInformationApiGetAccountActivitiesRequest<TAuth>} requestParameters Request parameters.
1340
1340
  * @param {*} [options] Override http request option.
@@ -1378,7 +1378,7 @@ const AccountInformationApiFp = function(configuration) {
1378
1378
  });
1379
1379
  },
1380
1380
  /**
1381
- * Returns a list of all positions in the specified account. The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. `mutualfund` positions may also include `cash_equivalent`. `stock` positions may include `tax_lots` when tax lot data is enabled for the account. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
1381
+ * Returns a list of all positions in the specified account. The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. `mutualfund` positions may also include `cash_equivalent`. `stock`, `etf`, and `mutualfund` positions may include `tax_lots` when tax lot data is enabled for the account. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
1382
1382
  * @summary List all account positions
1383
1383
  * @param {AccountInformationApiGetAllAccountPositionsRequest<TAuth>} requestParameters Request parameters.
1384
1384
  * @param {*} [options] Override http request option.
@@ -1655,7 +1655,7 @@ const AccountInformationApiFactory = function(configuration, basePath, axios) {
1655
1655
  const localVarFp = AccountInformationApiFp(configuration);
1656
1656
  return {
1657
1657
  /**
1658
- * Returns all historical transactions for the specified account. This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options. Transaction are returned in reverse chronological order, using the `trade_date` field. This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
1658
+ * This endpoint is not deprecated and has no planned sunset. Responses to requests using the legacy `/api/v1` path prefix include `Deprecation: @1781222400` (June 12, 2026); that header applies only to the path prefix. Use the canonical root path `/accounts/{accountId}/activities`. Returns all historical transactions for the specified account. This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options. Transaction are returned in reverse chronological order, using the `trade_date` field. This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
1659
1659
  * @summary List account activities
1660
1660
  * @param {AccountInformationApiGetAccountActivitiesRequest<TAuth>} requestParameters Request parameters.
1661
1661
  * @param {*} [options] Override http request option.
@@ -1675,7 +1675,7 @@ const AccountInformationApiFactory = function(configuration, basePath, axios) {
1675
1675
  return localVarFp.getAccountBalanceHistory(requestParameters, options).then((request) => request(axios, basePath));
1676
1676
  },
1677
1677
  /**
1678
- * Returns a list of all positions in the specified account. The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. `mutualfund` positions may also include `cash_equivalent`. `stock` positions may include `tax_lots` when tax lot data is enabled for the account. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
1678
+ * Returns a list of all positions in the specified account. The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. `mutualfund` positions may also include `cash_equivalent`. `stock`, `etf`, and `mutualfund` positions may include `tax_lots` when tax lot data is enabled for the account. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
1679
1679
  * @summary List all account positions
1680
1680
  * @param {AccountInformationApiGetAllAccountPositionsRequest<TAuth>} requestParameters Request parameters.
1681
1681
  * @param {*} [options] Override http request option.
@@ -1807,7 +1807,7 @@ const AccountInformationApiFactory = function(configuration, basePath, axios) {
1807
1807
  */
1808
1808
  var AccountInformationApiGenerated = class extends BaseAPI {
1809
1809
  /**
1810
- * Returns all historical transactions for the specified account. This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options. Transaction are returned in reverse chronological order, using the `trade_date` field. This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
1810
+ * This endpoint is not deprecated and has no planned sunset. Responses to requests using the legacy `/api/v1` path prefix include `Deprecation: @1781222400` (June 12, 2026); that header applies only to the path prefix. Use the canonical root path `/accounts/{accountId}/activities`. Returns all historical transactions for the specified account. This endpoint is paginated with a default page size of 1000. The endpoint will return a maximum of 1000 transactions per request. See the query parameters for pagination options. Transaction are returned in reverse chronological order, using the `trade_date` field. This endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
1811
1811
  * @summary List account activities
1812
1812
  * @param {AccountInformationApiGetAccountActivitiesRequest<TAuth>} requestParameters Request parameters.
1813
1813
  * @param {*} [options] Override http request option.
@@ -1829,7 +1829,7 @@ var AccountInformationApiGenerated = class extends BaseAPI {
1829
1829
  return AccountInformationApiFp(this.configuration).getAccountBalanceHistory(requestParameters, options).then((request) => request(this.axios, this.basePath));
1830
1830
  }
1831
1831
  /**
1832
- * Returns a list of all positions in the specified account. The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. `mutualfund` positions may also include `cash_equivalent`. `stock` positions may include `tax_lots` when tax lot data is enabled for the account. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
1832
+ * Returns a list of all positions in the specified account. The `results` list can contain multiple instrument types in the same response, including stocks, ADRs, ETFs, mutual funds, closed-end funds, crypto, futures, option positions, and CFD positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. `mutualfund` positions may also include `cash_equivalent`. `stock`, `etf`, and `mutualfund` positions may include `tax_lots` when tax lot data is enabled for the account. If the connection has become disabled, it can no longer access the latest data from the brokerage, but will continue to return the last available cached state. Please see [this guide](/docs/fix-broken-connections) on how to fix a disabled connection.
1833
1833
  * @summary List all account positions
1834
1834
  * @param {AccountInformationApiGetAllAccountPositionsRequest<TAuth>} requestParameters Request parameters.
1835
1835
  * @param {*} [options] Override http request option.
@@ -8139,7 +8139,7 @@ const TransactionsAndReportingApiAxiosParamCreator = function(configuration) {
8139
8139
  * @param {string | Date} [endDate] The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on &#x60;trade_date&#x60;.
8140
8140
  * @param {string} [accounts] Optional comma separated list of SnapTrade Account IDs used to filter the request to specific accounts. If not provided, the default is all known brokerage accounts for the user. The &#x60;brokerageAuthorizations&#x60; parameter takes precedence over this parameter.
8141
8141
  * @param {string} [brokerageAuthorizations] Optional comma separated list of SnapTrade Connection (Brokerage Authorization) IDs used to filter the request to only accounts that belong to those connections. If not provided, the default is all connections for the user. This parameter takes precedence over the &#x60;accounts&#x60; parameter.
8142
- * @param {string} [type] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - &#x60;BUY&#x60; - Asset bought. - &#x60;SELL&#x60; - Asset sold. - &#x60;DIVIDEND&#x60; - Dividend payout. - &#x60;CONTRIBUTION&#x60; - Cash contribution. - &#x60;WITHDRAWAL&#x60; - Cash withdrawal. - &#x60;REI&#x60; - Dividend reinvestment. - &#x60;INTEREST&#x60; - Interest deposited into the account. - &#x60;FEE&#x60; - Fee withdrawn from the account. - &#x60;OPTIONEXPIRATION&#x60; - Option expiration event. - &#x60;OPTIONASSIGNMENT&#x60; - Option assignment event. - &#x60;OPTIONEXERCISE&#x60; - Option exercise event. - &#x60;TRANSFER&#x60; - Transfer of assets from one account to another
8142
+ * @param {string} [type] Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - &#x60;BUY&#x60; - Asset bought. - &#x60;SELL&#x60; - Asset sold. - &#x60;DIVIDEND&#x60; - Dividend payout. - &#x60;SUBSTITUTE_DIVIDEND&#x60; - Payment in lieu of a dividend. - &#x60;CONTRIBUTION&#x60; - Cash contribution. - &#x60;WITHDRAWAL&#x60; - Cash withdrawal. - &#x60;REI&#x60; - Dividend reinvestment. - &#x60;INTEREST&#x60; - Interest deposited into the account. - &#x60;FEE&#x60; - Fee withdrawn from the account. - &#x60;OPTIONEXPIRATION&#x60; - Option expiration event. - &#x60;OPTIONASSIGNMENT&#x60; - Option assignment event. - &#x60;OPTIONEXERCISE&#x60; - Option exercise event. - &#x60;TRANSFER&#x60; - Transfer of assets from one account to another
8143
8143
  * @param {string} [userId]
8144
8144
  * @param {string} [userSecret]
8145
8145
  * @param {*} [options] Override http request option.
@@ -8468,7 +8468,7 @@ var Configuration = class {
8468
8468
  }
8469
8469
  this.basePath = param.basePath;
8470
8470
  this.baseOptions = param.baseOptions ?? {};
8471
- this.userAgent = param.userAgent === void 0 ? "Konfig/11.0.1/typescript" : param.userAgent;
8471
+ this.userAgent = param.userAgent === void 0 ? "Konfig/11.0.3/typescript" : param.userAgent;
8472
8472
  this.formDataCtor = param.formDataCtor;
8473
8473
  }
8474
8474
  /**
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "snaptrade-typescript-sdk",
3
- "version": "11.0.1",
3
+ "version": "11.0.3",
4
4
  "description": "Client for SnapTrade",
5
5
  "author": "Konfig",
6
6
  "engines": {