snaptrade-typescript-sdk 12.2.6 → 12.2.8
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/README.md +64 -66
- package/dist/browser.umd.js +1 -1
- package/dist/index.cjs +122 -122
- package/dist/index.d.cts +73 -73
- package/dist/index.d.mts +73 -73
- package/dist/index.d.ts +73 -73
- package/dist/index.mjs +122 -122
- package/package.json +1 -1
package/README.md
CHANGED
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@@ -63,7 +63,7 @@ backoff with jitter rather than from the headers.
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See https://docs.snaptrade.com/docs/ratelimiting.
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[](https://www.npmjs.com/package/snaptrade-typescript-sdk/v/12.2.8)
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[](https://snaptrade.com/)
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</div>
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* [`snaptrade.connections.disableBrokerageAuthorization`](#snaptradeconnectionsdisablebrokerageauthorization)
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* [`snaptrade.connections.listBrokerageAuthorizationAccounts`](#snaptradeconnectionslistbrokerageauthorizationaccounts)
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* [`snaptrade.connections.listBrokerageAuthorizations`](#snaptradeconnectionslistbrokerageauthorizations)
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* [`snaptrade.connections.listConnectionAccounts`](#snaptradeconnectionslistconnectionaccounts)
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* [`snaptrade.connections.refreshBrokerageAuthorization`](#snaptradeconnectionsrefreshbrokerageauthorization)
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* [`snaptrade.connections.returnRates`](#snaptradeconnectionsreturnrates)
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* [`snaptrade.connections.syncBrokerageAuthorizationTransactions`](#snaptradeconnectionssyncbrokerageauthorizationtransactions)
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* [`snaptrade.experimentalEndpoints.getUserAccountOrderDetailV2`](#snaptradeexperimentalendpointsgetuseraccountorderdetailv2)
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* [`snaptrade.experimentalEndpoints.getUserAccountOrdersV2`](#snaptradeexperimentalendpointsgetuseraccountordersv2)
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* [`snaptrade.experimentalEndpoints.getUserAccountRecentOrdersV2`](#snaptradeexperimentalendpointsgetuseraccountrecentordersv2)
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* [`snaptrade.experimentalEndpoints.listConnectionAccounts`](#snaptradeexperimentalendpointslistconnectionaccounts)
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* [`snaptrade.experimentalEndpoints.listSubscriptions`](#snaptradeexperimentalendpointslistsubscriptions)
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* [`snaptrade.referenceData.getPartnerInfo`](#snaptradereferencedatagetpartnerinfo)
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* [`snaptrade.referenceData.getStockExchanges`](#snaptradereferencedatagetstockexchanges)
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---
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### `snaptrade.connections.listConnectionAccounts`<a id="snaptradeconnectionslistconnectionaccounts"></a>
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Returns the accounts that belong to the specified connection for the authenticated user, using the `kind`-discriminated account shape.
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Each item in the response carries a `kind` field (`investment`, `deposit`, and `line_of_credit` are implemented) that determines which additional fields are present -- see the `ConnectionAccount` schema.
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On Pay as you Go / Real-time, this endpoint refreshes each account's opening date and total net value (`net_value`) live from the institution on each call, along with funding date for `investment` accounts.
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On Pay as you Go / Daily, this endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by institution. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see whether your plan includes real-time data.
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#### 🛠️ Usage<a id="🛠️-usage"></a>
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##### Commercial API Key Auth<a id="commercial-api-key-auth"></a>
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```typescript
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const listConnectionAccountsResponse =
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await commercialApiKeyClient.connections.listConnectionAccounts({
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connectionId: "87b24961-b51e-4db8-9226-f198f6518a89",
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userId: "snaptrade-user-123",
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userSecret: "adf2aa34-8219-40f7-a6b3-60156985cc61",
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});
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```
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Required credentials for this mode:
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- `userId` (string, required): SnapTrade User ID. This is chosen by the API partner and can be any string that is a) unique to the user, and b) immutable for the user. It is recommended to NOT use email addresses for this property because they are usually not immutable.
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- `userSecret` (string, required): SnapTrade User Secret. This is a randomly generated string and should be stored securely. If compromised, please rotate it via the [rotate user secret endpoint](/reference/Authentication/Authentication_resetSnapTradeUserSecret).
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##### Personal API Key Auth<a id="personal-api-key-auth"></a>
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```typescript
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const listConnectionAccountsResponse =
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await personalApiKeyClient.connections.listConnectionAccounts({
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connectionId: "87b24961-b51e-4db8-9226-f198f6518a89",
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});
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```
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The client identifies the user in this mode. Do not pass `userId` `userSecret` to this method.
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#### ⚙️ Parameters<a id="⚙️-parameters"></a>
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##### connectionId: `string`<a id="connectionid-string"></a>
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#### 🔄 Return<a id="🔄-return"></a>
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[ConnectionAccount](./models/connection-account.ts)
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#### 🌐 Endpoint<a id="🌐-endpoint"></a>
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`/connections/{connectionId}/accounts` `GET`
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[🔙 **Back to Table of Contents**](#table-of-contents)
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---
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### `snaptrade.connections.refreshBrokerageAuthorization`<a id="snaptradeconnectionsrefreshbrokerageauthorization"></a>
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Trigger a holdings update for all accounts under this connection. Updates will be queued asynchronously. [`ACCOUNT_HOLDINGS_UPDATED` webhook](/docs/webhooks#webhooks-account_holdings_updated) will be sent once the sync completes for each account under the connection.
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### `snaptrade.experimentalEndpoints.listConnectionAccounts`<a id="snaptradeexperimentalendpointslistconnectionaccounts"></a>
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Experimental and subject to change without notice.
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On Pay as you Go / Daily, this endpoint returns Daily data. Daily data is cached and refreshed once a day. Exact refresh timing may vary by institution. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see whether your plan includes real-time data.
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#### 🛠️ Usage<a id="🛠️-usage"></a>
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##### Commercial API Key Auth<a id="commercial-api-key-auth"></a>
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```typescript
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const listConnectionAccountsResponse =
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await commercialApiKeyClient.experimentalEndpoints.listConnectionAccounts({
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connectionId: "87b24961-b51e-4db8-9226-f198f6518a89",
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userId: "snaptrade-user-123",
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});
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```
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- `userSecret` (string, required): SnapTrade User Secret. This is a randomly generated string and should be stored securely. If compromised, please rotate it via the [rotate user secret endpoint](/reference/Authentication/Authentication_resetSnapTradeUserSecret).
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##### Personal API Key Auth<a id="personal-api-key-auth"></a>
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```typescript
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});
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```
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#### ⚙️ Parameters<a id="⚙️-parameters"></a>
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##### connectionId: `string`<a id="connectionid-string"></a>
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#### 🔄 Return<a id="🔄-return"></a>
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[ConnectionAccount](./models/connection-account.ts)
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#### 🌐 Endpoint<a id="🌐-endpoint"></a>
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[🔙 **Back to Table of Contents**](#table-of-contents)
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### `snaptrade.experimentalEndpoints.listSubscriptions`<a id="snaptradeexperimentalendpointslistsubscriptions"></a>
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Returns active Trade Detection subscriptions for your Client ID. Cancelled subscriptions are not returned.
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### `snaptrade.referenceData.getSymbolsByTicker`<a id="snaptradereferencedatagetsymbolsbyticker"></a>
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Returns the Universal Symbol object specified by the ticker or the Universal Symbol ID. When a ticker is specified, the first matching result is returned. We largely follow the [Yahoo Finance ticker format](https://help.yahoo.com/kb/SLN2310.html)(click on "Yahoo Finance Market Coverage and Data Delays"). For example, for securities traded on the Toronto Stock Exchange, the symbol has a '.TO' suffix. For securities traded on NASDAQ or NYSE, the symbol does not have a suffix. Please use the ticker with the proper suffix for the best results.
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Returns the Universal Symbol object specified by the ticker or the Universal Symbol ID. When a ticker is specified, the first matching result is returned. We largely follow the [Yahoo Finance ticker format](https://help.yahoo.com/kb/SLN2310.html)(click on "Yahoo Finance Market Coverage and Data Delays"). For example, for securities traded on the Toronto Stock Exchange, the symbol has a '.TO' suffix. For securities traded on NASDAQ or NYSE, the symbol does not have a suffix. Share classes and preferred series use SnapTrade's canonical dotted form: use `HBND.U.TO` (not Yahoo's `HBND-U.TO`), `FTN.PR.A.TO` (not `FTN-PA.TO`), and `ECF.PRA` (not `ECF-P-A`). Please use the ticker with the proper suffix and canonical share-class notation for the best results.
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#### 🛠️ Usage<a id="🛠️-usage"></a>
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