snaptrade-typescript-sdk 5.0.0 → 6.1.0
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/.konfig/generate-id.txt +1 -1
- package/README.md +3 -5
- package/api/account-information-api.ts +136 -120
- package/api/api-disclaimer-api.ts +14 -19
- package/api/authentication-api.ts +37 -43
- package/api/connections-api.ts +46 -40
- package/api/error-logs-api.ts +12 -10
- package/api/options-api.ts +104 -108
- package/api/portfolio-management-api.ts +259 -253
- package/api/reference-data-api.ts +49 -53
- package/api/trading-api.ts +172 -185
- package/api/transactions-and-reporting-api.ts +64 -60
- package/client.ts +2 -0
- package/configuration.ts +1 -1
- package/dist/api/account-information-api.d.ts +112 -112
- package/dist/api/api-disclaimer-api.d.ts +10 -16
- package/dist/api/api-disclaimer-api.js +1 -1
- package/dist/api/authentication-api.d.ts +27 -40
- package/dist/api/authentication-api.js +2 -2
- package/dist/api/connections-api.d.ts +38 -38
- package/dist/api/error-logs-api.d.ts +10 -10
- package/dist/api/options-api.d.ts +82 -94
- package/dist/api/options-api.js +2 -2
- package/dist/api/portfolio-management-api.d.ts +214 -256
- package/dist/api/portfolio-management-api.js +7 -7
- package/dist/api/reference-data-api.d.ts +37 -50
- package/dist/api/reference-data-api.js +2 -2
- package/dist/api/trading-api.d.ts +131 -160
- package/dist/api/trading-api.js +10 -10
- package/dist/api/transactions-and-reporting-api.d.ts +52 -52
- package/dist/configuration.js +1 -1
- package/dist/models/index.d.ts +1 -0
- package/dist/models/index.js +1 -0
- package/dist/models/target-asset.d.ts +4 -2
- package/dist/models/trading-cancel-user-account-order-request.d.ts +24 -0
- package/dist/models/trading-cancel-user-account-order-request.js +15 -0
- package/docs/AccountInformationApi.md +72 -88
- package/docs/ApiDisclaimerApi.md +8 -12
- package/docs/ApiStatusApi.md +6 -7
- package/docs/AuthenticationApi.md +34 -48
- package/docs/ConnectionsApi.md +26 -32
- package/docs/ErrorLogsApi.md +8 -10
- package/docs/OptionsApi.md +55 -62
- package/docs/PortfolioManagementApi.md +229 -309
- package/docs/ReferenceDataApi.md +66 -93
- package/docs/TradingApi.md +88 -117
- package/docs/TransactionsAndReportingApi.md +26 -28
- package/index.test.ts +2 -4
- package/models/index.ts +1 -0
- package/models/target-asset.ts +2 -2
- package/models/trading-cancel-user-account-order-request.ts +29 -0
- package/package.json +1 -1
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@@ -849,478 +849,436 @@ export declare const PortfolioManagementApiFactory: (configuration?: Configurati
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* @export
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* @interface PortfolioManagementApiAddPortfolioExcludedAssetRequest
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export type PortfolioManagementApiAddPortfolioExcludedAssetRequest = {
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* The ID of the PortfolioGroup under which to exclude an asset.
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* @type {string}
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* @memberof PortfolioManagementApiAddPortfolioExcludedAsset
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*/
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readonly portfolioGroupId: string;
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*
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* @type {UniversalSymbol}
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readonly requestBody?: UniversalSymbol;
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}
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} & UniversalSymbol;
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/**
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* Request parameters for create operation in PortfolioManagementApi.
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* @interface PortfolioManagementApiCreateRequest
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export type PortfolioManagementApiCreateRequest = {
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* @memberof PortfolioManagementApiCreate
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readonly userId: string;
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* @type {string}
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* @memberof PortfolioManagementApiCreate
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readonly userSecret: string;
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readonly requestBody: {
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[key: string]: any;
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} & {
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[key: string]: any;
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};
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/**
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* Request parameters for deleteAssetClass operation in PortfolioManagementApi.
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* @interface PortfolioManagementApiDeleteAssetClassRequest
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export type PortfolioManagementApiDeleteAssetClassRequest = {
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* The ID of the model asset class to delete.
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* @type {string}
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* @memberof PortfolioManagementApiDeleteAssetClass
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readonly modelAssetClassId: string;
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}
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};
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/**
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* Request parameters for deleteExcludedAsset operation in PortfolioManagementApi.
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* @export
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* @interface PortfolioManagementApiDeleteExcludedAssetRequest
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export type PortfolioManagementApiDeleteExcludedAssetRequest = {
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* The ID of the PortfolioGroup under which to unexclude an asset.
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* @type {string}
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readonly portfolioGroupId: string;
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* The ID of the excluded asset Symbol to delete.
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readonly symbolId: string;
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}
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};
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* Request parameters for deleteModelPortfolioById operation in PortfolioManagementApi.
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export type PortfolioManagementApiDeleteModelPortfolioByIdRequest = {
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readonly modelPortfolioId: string;
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};
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export type PortfolioManagementApiDeletePortfoliRequest = {
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export type PortfolioManagementApiDeletePortfolioTargetByIdRequest = {
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-
}
|
|
1060
|
+
};
|
|
1073
1061
|
/**
|
|
1074
1062
|
* Request parameters for getPortfolioSettings operation in PortfolioManagementApi.
|
|
1075
1063
|
* @export
|
|
1076
1064
|
* @interface PortfolioManagementApiGetPortfolioSettingsRequest
|
|
1077
1065
|
*/
|
|
1078
|
-
export
|
|
1066
|
+
export type PortfolioManagementApiGetPortfolioSettingsRequest = {
|
|
1079
1067
|
/**
|
|
1080
|
-
|
|
1081
|
-
|
|
1082
|
-
|
|
1083
|
-
|
|
1068
|
+
* The ID of the PortfolioGroup under which to get the settings.
|
|
1069
|
+
* @type {string}
|
|
1070
|
+
* @memberof PortfolioManagementApiGetPortfolioSettings
|
|
1071
|
+
*/
|
|
1084
1072
|
readonly portfolioGroupId: string;
|
|
1085
|
-
}
|
|
1073
|
+
};
|
|
1086
1074
|
/**
|
|
1087
1075
|
* Request parameters for getPortfolioTargetById operation in PortfolioManagementApi.
|
|
1088
1076
|
* @export
|
|
1089
1077
|
* @interface PortfolioManagementApiGetPortfolioTargetByIdRequest
|
|
1090
1078
|
*/
|
|
1091
|
-
export
|
|
1079
|
+
export type PortfolioManagementApiGetPortfolioTargetByIdRequest = {
|
|
1092
1080
|
/**
|
|
1093
|
-
|
|
1094
|
-
|
|
1095
|
-
|
|
1096
|
-
|
|
1081
|
+
* The ID of the PortfolioGroup under which to get the target asset.
|
|
1082
|
+
* @type {string}
|
|
1083
|
+
* @memberof PortfolioManagementApiGetPortfolioTargetById
|
|
1084
|
+
*/
|
|
1097
1085
|
readonly portfolioGroupId: string;
|
|
1098
1086
|
/**
|
|
1099
|
-
|
|
1100
|
-
|
|
1101
|
-
|
|
1102
|
-
|
|
1087
|
+
* The ID of the TargetAsset to get.
|
|
1088
|
+
* @type {string}
|
|
1089
|
+
* @memberof PortfolioManagementApiGetPortfolioTargetById
|
|
1090
|
+
*/
|
|
1103
1091
|
readonly targetAssetId: string;
|
|
1104
|
-
}
|
|
1092
|
+
};
|
|
1105
1093
|
/**
|
|
1106
1094
|
* Request parameters for getPortfolioTargets operation in PortfolioManagementApi.
|
|
1107
1095
|
* @export
|
|
1108
1096
|
* @interface PortfolioManagementApiGetPortfolioTargetsRequest
|
|
1109
1097
|
*/
|
|
1110
|
-
export
|
|
1098
|
+
export type PortfolioManagementApiGetPortfolioTargetsRequest = {
|
|
1111
1099
|
/**
|
|
1112
|
-
|
|
1113
|
-
|
|
1114
|
-
|
|
1115
|
-
|
|
1100
|
+
* The ID of the PortfolioGroup under which to create the target asset.
|
|
1101
|
+
* @type {string}
|
|
1102
|
+
* @memberof PortfolioManagementApiGetPortfolioTargets
|
|
1103
|
+
*/
|
|
1116
1104
|
readonly portfolioGroupId: string;
|
|
1117
|
-
}
|
|
1105
|
+
};
|
|
1118
1106
|
/**
|
|
1119
1107
|
* Request parameters for getPortoflioExcludedAssets operation in PortfolioManagementApi.
|
|
1120
1108
|
* @export
|
|
1121
1109
|
* @interface PortfolioManagementApiGetPortoflioExcludedAssetsRequest
|
|
1122
1110
|
*/
|
|
1123
|
-
export
|
|
1111
|
+
export type PortfolioManagementApiGetPortoflioExcludedAssetsRequest = {
|
|
1124
1112
|
/**
|
|
1125
|
-
|
|
1126
|
-
|
|
1127
|
-
|
|
1128
|
-
|
|
1113
|
+
* The ID of the PortfolioGroup under which the excluded assets are linked.
|
|
1114
|
+
* @type {string}
|
|
1115
|
+
* @memberof PortfolioManagementApiGetPortoflioExcludedAssets
|
|
1116
|
+
*/
|
|
1129
1117
|
readonly portfolioGroupId: string;
|
|
1130
|
-
}
|
|
1118
|
+
};
|
|
1131
1119
|
/**
|
|
1132
1120
|
* Request parameters for importModelPortfolio operation in PortfolioManagementApi.
|
|
1133
1121
|
* @export
|
|
1134
1122
|
* @interface PortfolioManagementApiImportModelPortfolioRequest
|
|
1135
1123
|
*/
|
|
1136
|
-
export
|
|
1124
|
+
export type PortfolioManagementApiImportModelPortfolioRequest = {
|
|
1137
1125
|
/**
|
|
1138
|
-
|
|
1139
|
-
|
|
1140
|
-
|
|
1141
|
-
|
|
1126
|
+
* The ID of the PortfolioGroup under which to create the target asset.
|
|
1127
|
+
* @type {string}
|
|
1128
|
+
* @memberof PortfolioManagementApiImportModelPortfolio
|
|
1129
|
+
*/
|
|
1142
1130
|
readonly portfolioGroupId: string;
|
|
1143
|
-
}
|
|
1131
|
+
};
|
|
1144
1132
|
/**
|
|
1145
1133
|
* Request parameters for list operation in PortfolioManagementApi.
|
|
1146
1134
|
* @export
|
|
1147
1135
|
* @interface PortfolioManagementApiListRequest
|
|
1148
1136
|
*/
|
|
1149
|
-
export
|
|
1137
|
+
export type PortfolioManagementApiListRequest = {
|
|
1150
1138
|
/**
|
|
1151
|
-
|
|
1152
|
-
|
|
1153
|
-
|
|
1154
|
-
|
|
1139
|
+
*
|
|
1140
|
+
* @type {string}
|
|
1141
|
+
* @memberof PortfolioManagementApiList
|
|
1142
|
+
*/
|
|
1155
1143
|
readonly userId: string;
|
|
1156
1144
|
/**
|
|
1157
|
-
|
|
1158
|
-
|
|
1159
|
-
|
|
1160
|
-
|
|
1145
|
+
*
|
|
1146
|
+
* @type {string}
|
|
1147
|
+
* @memberof PortfolioManagementApiList
|
|
1148
|
+
*/
|
|
1161
1149
|
readonly userSecret: string;
|
|
1162
|
-
}
|
|
1150
|
+
};
|
|
1163
1151
|
/**
|
|
1164
1152
|
* Request parameters for listCalculatedTrades operation in PortfolioManagementApi.
|
|
1165
1153
|
* @export
|
|
1166
1154
|
* @interface PortfolioManagementApiListCalculatedTradesRequest
|
|
1167
1155
|
*/
|
|
1168
|
-
export
|
|
1156
|
+
export type PortfolioManagementApiListCalculatedTradesRequest = {
|
|
1169
1157
|
/**
|
|
1170
|
-
|
|
1171
|
-
|
|
1172
|
-
|
|
1173
|
-
|
|
1158
|
+
* The ID of the PortfolioGroup to perform rebalancing calculations
|
|
1159
|
+
* @type {string}
|
|
1160
|
+
* @memberof PortfolioManagementApiListCalculatedTrades
|
|
1161
|
+
*/
|
|
1174
1162
|
readonly portfolioGroupId: string;
|
|
1175
|
-
}
|
|
1163
|
+
};
|
|
1176
1164
|
/**
|
|
1177
1165
|
* Request parameters for listPortfolioAccounts operation in PortfolioManagementApi.
|
|
1178
1166
|
* @export
|
|
1179
1167
|
* @interface PortfolioManagementApiListPortfolioAccountsRequest
|
|
1180
1168
|
*/
|
|
1181
|
-
export
|
|
1169
|
+
export type PortfolioManagementApiListPortfolioAccountsRequest = {
|
|
1182
1170
|
/**
|
|
1183
|
-
|
|
1184
|
-
|
|
1185
|
-
|
|
1186
|
-
|
|
1171
|
+
* The ID of the PortfolioGroup under which the accounts are linked.
|
|
1172
|
+
* @type {string}
|
|
1173
|
+
* @memberof PortfolioManagementApiListPortfolioAccounts
|
|
1174
|
+
*/
|
|
1187
1175
|
readonly portfolioGroupId: string;
|
|
1188
|
-
}
|
|
1176
|
+
};
|
|
1189
1177
|
/**
|
|
1190
1178
|
* Request parameters for modifyModelPortfolioById operation in PortfolioManagementApi.
|
|
1191
1179
|
* @export
|
|
1192
1180
|
* @interface PortfolioManagementApiModifyModelPortfolioByIdRequest
|
|
1193
1181
|
*/
|
|
1194
|
-
export
|
|
1182
|
+
export type PortfolioManagementApiModifyModelPortfolioByIdRequest = {
|
|
1195
1183
|
/**
|
|
1196
|
-
|
|
1197
|
-
|
|
1198
|
-
|
|
1199
|
-
|
|
1184
|
+
* The ID of the model portfolio to update.
|
|
1185
|
+
* @type {string}
|
|
1186
|
+
* @memberof PortfolioManagementApiModifyModelPortfolioById
|
|
1187
|
+
*/
|
|
1200
1188
|
readonly modelPortfolioId: string;
|
|
1201
|
-
|
|
1202
|
-
* Use this endpoint change model asset class name and to add or remove a model portfolio security/model portfolio asset class. <br /><br /> * The model portfolio name and model portfolio model type is required. <br /> * The model portfolio model type must be either 0 or 1. [0 -> Securities based, 1 -> Asset Class based] <br /><br /> * If the model portfolio type is 0, the model portfolio asset class must be an empty array. <br /> * If the model portfolio type is 1, the model portfolio security must be an empty array. <br /><br /> * When updating the model portfolio security, the percent is required. Only the symbol id is required for the symbol object <br /> * When updating the model portfolio asset classes, the percent is required. Only the model asset class id is required for the model asset class object <br /><br /> * To remove all model portfolio securities or model portfolio asset class, set then to an empty array
|
|
1203
|
-
* @type {ModelPortfolioDetails}
|
|
1204
|
-
* @memberof PortfolioManagementApiModifyModelPortfolioById
|
|
1205
|
-
*/
|
|
1206
|
-
readonly requestBody: ModelPortfolioDetails;
|
|
1207
|
-
}
|
|
1189
|
+
} & ModelPortfolioDetails;
|
|
1208
1190
|
/**
|
|
1209
1191
|
* Request parameters for savePortfolio operation in PortfolioManagementApi.
|
|
1210
1192
|
* @export
|
|
1211
1193
|
* @interface PortfolioManagementApiSavePortfolioRequest
|
|
1212
1194
|
*/
|
|
1213
|
-
export
|
|
1195
|
+
export type PortfolioManagementApiSavePortfolioRequest = {
|
|
1214
1196
|
/**
|
|
1215
|
-
|
|
1216
|
-
|
|
1217
|
-
|
|
1218
|
-
|
|
1197
|
+
* The ID of the PortfolioGroup to update.
|
|
1198
|
+
* @type {string}
|
|
1199
|
+
* @memberof PortfolioManagementApiSavePortfolio
|
|
1200
|
+
*/
|
|
1219
1201
|
readonly portfolioGroupId: string;
|
|
1220
|
-
|
|
1221
|
-
|
|
1222
|
-
|
|
1223
|
-
* @memberof PortfolioManagementApiSavePortfolio
|
|
1224
|
-
*/
|
|
1225
|
-
readonly requestBody: {
|
|
1226
|
-
[key: string]: any;
|
|
1227
|
-
};
|
|
1228
|
-
}
|
|
1202
|
+
} & {
|
|
1203
|
+
[key: string]: any;
|
|
1204
|
+
};
|
|
1229
1205
|
/**
|
|
1230
1206
|
* Request parameters for searchPortfolioSymbols operation in PortfolioManagementApi.
|
|
1231
1207
|
* @export
|
|
1232
1208
|
* @interface PortfolioManagementApiSearchPortfolioSymbolsRequest
|
|
1233
1209
|
*/
|
|
1234
|
-
export
|
|
1210
|
+
export type PortfolioManagementApiSearchPortfolioSymbolsRequest = {
|
|
1235
1211
|
/**
|
|
1236
|
-
|
|
1237
|
-
|
|
1238
|
-
|
|
1239
|
-
|
|
1212
|
+
* The ID of the PortfolioGroup to search under
|
|
1213
|
+
* @type {string}
|
|
1214
|
+
* @memberof PortfolioManagementApiSearchPortfolioSymbols
|
|
1215
|
+
*/
|
|
1240
1216
|
readonly portfolioGroupId: string;
|
|
1241
|
-
|
|
1242
|
-
*
|
|
1243
|
-
* @type {SymbolQuery}
|
|
1244
|
-
* @memberof PortfolioManagementApiSearchPortfolioSymbols
|
|
1245
|
-
*/
|
|
1246
|
-
readonly requestBody?: SymbolQuery;
|
|
1247
|
-
}
|
|
1217
|
+
} & SymbolQuery;
|
|
1248
1218
|
/**
|
|
1249
1219
|
* Request parameters for setPortfolioTargets operation in PortfolioManagementApi.
|
|
1250
1220
|
* @export
|
|
1251
1221
|
* @interface PortfolioManagementApiSetPortfolioTargetsRequest
|
|
1252
1222
|
*/
|
|
1253
|
-
export
|
|
1223
|
+
export type PortfolioManagementApiSetPortfolioTargetsRequest = {
|
|
1254
1224
|
/**
|
|
1255
|
-
|
|
1256
|
-
|
|
1257
|
-
|
|
1258
|
-
|
|
1225
|
+
* The ID of the PortfolioGroup under which to create the target asset.
|
|
1226
|
+
* @type {string}
|
|
1227
|
+
* @memberof PortfolioManagementApiSetPortfolioTargets
|
|
1228
|
+
*/
|
|
1259
1229
|
readonly portfolioGroupId: string;
|
|
1260
1230
|
/**
|
|
1261
|
-
|
|
1262
|
-
|
|
1263
|
-
|
|
1264
|
-
|
|
1231
|
+
*
|
|
1232
|
+
* @type {Array<TargetAsset>}
|
|
1233
|
+
* @memberof PortfolioManagementApiSetPortfolioTargets
|
|
1234
|
+
*/
|
|
1265
1235
|
readonly requestBody?: Array<TargetAsset>;
|
|
1266
|
-
}
|
|
1236
|
+
};
|
|
1267
1237
|
/**
|
|
1268
1238
|
* Request parameters for updateAssetClass operation in PortfolioManagementApi.
|
|
1269
1239
|
* @export
|
|
1270
1240
|
* @interface PortfolioManagementApiUpdateAssetClassRequest
|
|
1271
1241
|
*/
|
|
1272
|
-
export
|
|
1242
|
+
export type PortfolioManagementApiUpdateAssetClassRequest = {
|
|
1273
1243
|
/**
|
|
1274
|
-
|
|
1275
|
-
|
|
1276
|
-
|
|
1277
|
-
|
|
1244
|
+
* The ID of the model asset class to update.
|
|
1245
|
+
* @type {string}
|
|
1246
|
+
* @memberof PortfolioManagementApiUpdateAssetClass
|
|
1247
|
+
*/
|
|
1278
1248
|
readonly modelAssetClassId: string;
|
|
1279
|
-
|
|
1280
|
-
* Use this endpoint change model asset class name and to add or remove a model asset class target. <br /><br /> * Only the model asset class name is required for the model asset class object. <br /> * Only the symbol id is required for the symbol object in the model asset class target object. <br /> * To remove all model asset class targets, set the model asset class target as an empty array
|
|
1281
|
-
* @type {ModelAssetClassDetails}
|
|
1282
|
-
* @memberof PortfolioManagementApiUpdateAssetClass
|
|
1283
|
-
*/
|
|
1284
|
-
readonly requestBody: ModelAssetClassDetails;
|
|
1285
|
-
}
|
|
1249
|
+
} & ModelAssetClassDetails;
|
|
1286
1250
|
/**
|
|
1287
1251
|
* Request parameters for updatePortfolioSettings operation in PortfolioManagementApi.
|
|
1288
1252
|
* @export
|
|
1289
1253
|
* @interface PortfolioManagementApiUpdatePortfolioSettingsRequest
|
|
1290
1254
|
*/
|
|
1291
|
-
export
|
|
1255
|
+
export type PortfolioManagementApiUpdatePortfolioSettingsRequest = {
|
|
1292
1256
|
/**
|
|
1293
|
-
|
|
1294
|
-
|
|
1295
|
-
|
|
1296
|
-
|
|
1257
|
+
* The ID of the PortfolioGroup under which to patch the settings.
|
|
1258
|
+
* @type {string}
|
|
1259
|
+
* @memberof PortfolioManagementApiUpdatePortfolioSettings
|
|
1260
|
+
*/
|
|
1297
1261
|
readonly portfolioGroupId: string;
|
|
1298
|
-
}
|
|
1262
|
+
};
|
|
1299
1263
|
/**
|
|
1300
1264
|
* Request parameters for updatePortfolioTargetById operation in PortfolioManagementApi.
|
|
1301
1265
|
* @export
|
|
1302
1266
|
* @interface PortfolioManagementApiUpdatePortfolioTargetByIdRequest
|
|
1303
1267
|
*/
|
|
1304
|
-
export
|
|
1268
|
+
export type PortfolioManagementApiUpdatePortfolioTargetByIdRequest = {
|
|
1305
1269
|
/**
|
|
1306
|
-
|
|
1307
|
-
|
|
1308
|
-
|
|
1309
|
-
|
|
1270
|
+
* The ID of the PortfolioGroup under which to patch the target asset.
|
|
1271
|
+
* @type {string}
|
|
1272
|
+
* @memberof PortfolioManagementApiUpdatePortfolioTargetById
|
|
1273
|
+
*/
|
|
1310
1274
|
readonly portfolioGroupId: string;
|
|
1311
1275
|
/**
|
|
1312
|
-
|
|
1313
|
-
|
|
1314
|
-
|
|
1315
|
-
|
|
1276
|
+
* The ID of the TargetAsset to patch.
|
|
1277
|
+
* @type {string}
|
|
1278
|
+
* @memberof PortfolioManagementApiUpdatePortfolioTargetById
|
|
1279
|
+
*/
|
|
1316
1280
|
readonly targetAssetId: string;
|
|
1317
|
-
|
|
1318
|
-
*
|
|
1319
|
-
* @type {TargetAsset}
|
|
1320
|
-
* @memberof PortfolioManagementApiUpdatePortfolioTargetById
|
|
1321
|
-
*/
|
|
1322
|
-
readonly requestBody: TargetAsset;
|
|
1323
|
-
}
|
|
1281
|
+
} & TargetAsset;
|
|
1324
1282
|
/**
|
|
1325
1283
|
* PortfolioManagementApi - object-oriented interface
|
|
1326
1284
|
* @export
|