snaptrade-typescript-sdk 9.0.195 → 9.0.197

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.
@@ -36,7 +36,7 @@ const requestBeforeHook_1 = require("../requestBeforeHook");
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  const AccountInformationApiAxiosParamCreator = function (configuration) {
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  return {
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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. The data returned here is always cached and refreshed once a day. 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 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} userId
@@ -170,7 +170,7 @@ const AccountInformationApiAxiosParamCreator = function (configuration) {
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  };
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  }),
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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, and option positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. Stock positions may also include `cash_equivalent`, and 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, and option 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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  * @summary List all account positions
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  * @param {string} userId
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  * @param {string} userSecret
@@ -281,7 +281,7 @@ const AccountInformationApiAxiosParamCreator = function (configuration) {
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  };
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  }),
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  /**
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- * Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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 balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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 balances
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  * @param {string} userId
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  * @param {string} userSecret
@@ -336,7 +336,7 @@ const AccountInformationApiAxiosParamCreator = function (configuration) {
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  };
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  }),
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  /**
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- * Returns account detail known to SnapTrade for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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 account detail known to SnapTrade for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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 Get account detail
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  * @param {string} userId
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  * @param {string} userSecret
@@ -452,7 +452,7 @@ const AccountInformationApiAxiosParamCreator = function (configuration) {
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  };
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  }),
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  /**
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- * Returns a list of recent orders in the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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 recent orders in the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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 orders
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  * @param {string} userId
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  * @param {string} userSecret
@@ -515,7 +515,7 @@ const AccountInformationApiAxiosParamCreator = function (configuration) {
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  };
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  }),
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  /**
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- * Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings). Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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 stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings). Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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 positions
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  * @param {string} userId
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  * @param {string} userSecret
@@ -688,12 +688,13 @@ const AccountInformationApiAxiosParamCreator = function (configuration) {
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  };
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  }),
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  /**
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- * Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__ Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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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+ * **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders). Returns a list of balances, positions, and recent orders for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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 holdings
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  * @param {string} accountId
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  * @param {string} userId
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  * @param {string} userSecret
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  * @param {*} [options] Override http request option.
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+ * @deprecated
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  * @throws {RequiredError}
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  */
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  getUserHoldings: (accountId, userId, userSecret, options = {}) => __awaiter(this, void 0, void 0, function* () {
@@ -743,7 +744,7 @@ const AccountInformationApiAxiosParamCreator = function (configuration) {
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  };
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  }),
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  /**
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- * **Deprecated, please use the [list accounts for a connection endpoint](/reference/Connections/Connections_listBrokerageAuthorizationAccounts) instead.** Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user. This data is cached and only refreshed once a day, regardless of the customer\'s plan. To get real-time data on a real-time plan, use the connection-scoped endpoint linked above. Customers on delayed plans can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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+ * **Deprecated, please use the [list accounts for a connection endpoint](/reference/Connections/Connections_listBrokerageAuthorizationAccounts) instead.** Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user. This endpoint returns Daily data regardless of the customer\'s plan. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. To get real-time data on Pay as you Go / Real-time, use the connection-scoped endpoint linked above. Customers on Pay as you Go / Daily can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
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  * @summary List accounts
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  * @param {string} userId
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  * @param {string} userSecret
@@ -860,7 +861,7 @@ const AccountInformationApiFp = function (configuration) {
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  const localVarAxiosParamCreator = (0, exports.AccountInformationApiAxiosParamCreator)(configuration);
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  return {
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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. The data returned here is always cached and refreshed once a day. 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 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} requestParameters Request parameters.
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  * @param {*} [options] Override http request option.
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  });
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  },
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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, and option positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. Stock positions may also include `cash_equivalent`, and 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, and option 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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  * @summary List all account positions
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  * @param {AccountInformationApiGetAllAccountPositionsRequest} requestParameters Request parameters.
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  * @param {*} [options] Override http request option.
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  });
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  },
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  /**
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- * Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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 balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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 balances
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  * @param {AccountInformationApiGetUserAccountBalanceRequest} requestParameters Request parameters.
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  * @param {*} [options] Override http request option.
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  });
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  },
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  /**
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- * Returns account detail known to SnapTrade for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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 account detail known to SnapTrade for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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 Get account detail
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  * @param {AccountInformationApiGetUserAccountDetailsRequest} requestParameters Request parameters.
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  * @param {*} [options] Override http request option.
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  });
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  },
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  /**
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- * Returns a list of recent orders in the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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 recent orders in the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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 orders
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  * @param {AccountInformationApiGetUserAccountOrdersRequest} requestParameters Request parameters.
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  * @param {*} [options] Override http request option.
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  });
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  },
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  /**
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- * Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings). Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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 stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings). Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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 positions
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  * @param {AccountInformationApiGetUserAccountPositionsRequest} requestParameters Request parameters.
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  * @param {*} [options] Override http request option.
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  });
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  },
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  /**
1010
- * Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__ Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1011
+ * **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders). Returns a list of balances, positions, and recent orders for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1011
1012
  * @summary List account holdings
1012
1013
  * @param {AccountInformationApiGetUserHoldingsRequest} requestParameters Request parameters.
1013
1014
  * @param {*} [options] Override http request option.
1015
+ * @deprecated
1014
1016
  * @throws {RequiredError}
1015
1017
  */
1016
1018
  getUserHoldings(requestParameters, options) {
@@ -1020,7 +1022,7 @@ const AccountInformationApiFp = function (configuration) {
1020
1022
  });
1021
1023
  },
1022
1024
  /**
1023
- * **Deprecated, please use the [list accounts for a connection endpoint](/reference/Connections/Connections_listBrokerageAuthorizationAccounts) instead.** Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user. This data is cached and only refreshed once a day, regardless of the customer\'s plan. To get real-time data on a real-time plan, use the connection-scoped endpoint linked above. Customers on delayed plans can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
1025
+ * **Deprecated, please use the [list accounts for a connection endpoint](/reference/Connections/Connections_listBrokerageAuthorizationAccounts) instead.** Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user. This endpoint returns Daily data regardless of the customer\'s plan. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. To get real-time data on Pay as you Go / Real-time, use the connection-scoped endpoint linked above. Customers on Pay as you Go / Daily can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
1024
1026
  * @summary List accounts
1025
1027
  * @param {AccountInformationApiListUserAccountsRequest} requestParameters Request parameters.
1026
1028
  * @param {*} [options] Override http request option.
@@ -1057,7 +1059,7 @@ const AccountInformationApiFactory = function (configuration, basePath, axios) {
1057
1059
  const localVarFp = (0, exports.AccountInformationApiFp)(configuration);
1058
1060
  return {
1059
1061
  /**
1060
- * 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. The data returned here is always cached and refreshed once a day. 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.
1062
+ * 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.
1061
1063
  * @summary List account activities
1062
1064
  * @param {AccountInformationApiGetAccountActivitiesRequest} requestParameters Request parameters.
1063
1065
  * @param {*} [options] Override http request option.
@@ -1077,7 +1079,7 @@ const AccountInformationApiFactory = function (configuration, basePath, axios) {
1077
1079
  return localVarFp.getAccountBalanceHistory(requestParameters, options).then((request) => request(axios, basePath));
1078
1080
  },
1079
1081
  /**
1080
- * 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, and option positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. Stock positions may also include `cash_equivalent`, and 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.
1082
+ * 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, and option 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.
1081
1083
  * @summary List all account positions
1082
1084
  * @param {AccountInformationApiGetAllAccountPositionsRequest} requestParameters Request parameters.
1083
1085
  * @param {*} [options] Override http request option.
@@ -1098,7 +1100,7 @@ const AccountInformationApiFactory = function (configuration, basePath, axios) {
1098
1100
  return localVarFp.getAllUserHoldings(requestParameters, options).then((request) => request(axios, basePath));
1099
1101
  },
1100
1102
  /**
1101
- * Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1103
+ * Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1102
1104
  * @summary List account balances
1103
1105
  * @param {AccountInformationApiGetUserAccountBalanceRequest} requestParameters Request parameters.
1104
1106
  * @param {*} [options] Override http request option.
@@ -1108,7 +1110,7 @@ const AccountInformationApiFactory = function (configuration, basePath, axios) {
1108
1110
  return localVarFp.getUserAccountBalance(requestParameters, options).then((request) => request(axios, basePath));
1109
1111
  },
1110
1112
  /**
1111
- * Returns account detail known to SnapTrade for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1113
+ * Returns account detail known to SnapTrade for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1112
1114
  * @summary Get account detail
1113
1115
  * @param {AccountInformationApiGetUserAccountDetailsRequest} requestParameters Request parameters.
1114
1116
  * @param {*} [options] Override http request option.
@@ -1128,7 +1130,7 @@ const AccountInformationApiFactory = function (configuration, basePath, axios) {
1128
1130
  return localVarFp.getUserAccountOrderDetail(requestParameters, options).then((request) => request(axios, basePath));
1129
1131
  },
1130
1132
  /**
1131
- * Returns a list of recent orders in the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1133
+ * Returns a list of recent orders in the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1132
1134
  * @summary List account orders
1133
1135
  * @param {AccountInformationApiGetUserAccountOrdersRequest} requestParameters Request parameters.
1134
1136
  * @param {*} [options] Override http request option.
@@ -1138,7 +1140,7 @@ const AccountInformationApiFactory = function (configuration, basePath, axios) {
1138
1140
  return localVarFp.getUserAccountOrders(requestParameters, options).then((request) => request(axios, basePath));
1139
1141
  },
1140
1142
  /**
1141
- * Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings). Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1143
+ * Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings). Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1142
1144
  * @summary List account positions
1143
1145
  * @param {AccountInformationApiGetUserAccountPositionsRequest} requestParameters Request parameters.
1144
1146
  * @param {*} [options] Override http request option.
@@ -1168,17 +1170,18 @@ const AccountInformationApiFactory = function (configuration, basePath, axios) {
1168
1170
  return localVarFp.getUserAccountReturnRates(requestParameters, options).then((request) => request(axios, basePath));
1169
1171
  },
1170
1172
  /**
1171
- * Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__ Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1173
+ * **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders). Returns a list of balances, positions, and recent orders for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1172
1174
  * @summary List account holdings
1173
1175
  * @param {AccountInformationApiGetUserHoldingsRequest} requestParameters Request parameters.
1174
1176
  * @param {*} [options] Override http request option.
1177
+ * @deprecated
1175
1178
  * @throws {RequiredError}
1176
1179
  */
1177
1180
  getUserHoldings(requestParameters, options) {
1178
1181
  return localVarFp.getUserHoldings(requestParameters, options).then((request) => request(axios, basePath));
1179
1182
  },
1180
1183
  /**
1181
- * **Deprecated, please use the [list accounts for a connection endpoint](/reference/Connections/Connections_listBrokerageAuthorizationAccounts) instead.** Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user. This data is cached and only refreshed once a day, regardless of the customer\'s plan. To get real-time data on a real-time plan, use the connection-scoped endpoint linked above. Customers on delayed plans can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
1184
+ * **Deprecated, please use the [list accounts for a connection endpoint](/reference/Connections/Connections_listBrokerageAuthorizationAccounts) instead.** Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user. This endpoint returns Daily data regardless of the customer\'s plan. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. To get real-time data on Pay as you Go / Real-time, use the connection-scoped endpoint linked above. Customers on Pay as you Go / Daily can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
1182
1185
  * @summary List accounts
1183
1186
  * @param {AccountInformationApiListUserAccountsRequest} requestParameters Request parameters.
1184
1187
  * @param {*} [options] Override http request option.
@@ -1209,7 +1212,7 @@ exports.AccountInformationApiFactory = AccountInformationApiFactory;
1209
1212
  */
1210
1213
  class AccountInformationApiGenerated extends base_1.BaseAPI {
1211
1214
  /**
1212
- * 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. The data returned here is always cached and refreshed once a day. 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.
1215
+ * 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.
1213
1216
  * @summary List account activities
1214
1217
  * @param {AccountInformationApiGetAccountActivitiesRequest} requestParameters Request parameters.
1215
1218
  * @param {*} [options] Override http request option.
@@ -1231,7 +1234,7 @@ class AccountInformationApiGenerated extends base_1.BaseAPI {
1231
1234
  return (0, exports.AccountInformationApiFp)(this.configuration).getAccountBalanceHistory(requestParameters, options).then((request) => request(this.axios, this.basePath));
1232
1235
  }
1233
1236
  /**
1234
- * 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, and option positions. Use the `instrument.kind` discriminator to determine the schema for each position\'s `instrument`. Stock positions may also include `cash_equivalent`, and 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.
1237
+ * 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, and option 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.
1235
1238
  * @summary List all account positions
1236
1239
  * @param {AccountInformationApiGetAllAccountPositionsRequest} requestParameters Request parameters.
1237
1240
  * @param {*} [options] Override http request option.
@@ -1254,7 +1257,7 @@ class AccountInformationApiGenerated extends base_1.BaseAPI {
1254
1257
  return (0, exports.AccountInformationApiFp)(this.configuration).getAllUserHoldings(requestParameters, options).then((request) => request(this.axios, this.basePath));
1255
1258
  }
1256
1259
  /**
1257
- * Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1260
+ * Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade [allows holding multiple currencies in the same account](https://www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances). Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1258
1261
  * @summary List account balances
1259
1262
  * @param {AccountInformationApiGetUserAccountBalanceRequest} requestParameters Request parameters.
1260
1263
  * @param {*} [options] Override http request option.
@@ -1265,7 +1268,7 @@ class AccountInformationApiGenerated extends base_1.BaseAPI {
1265
1268
  return (0, exports.AccountInformationApiFp)(this.configuration).getUserAccountBalance(requestParameters, options).then((request) => request(this.axios, this.basePath));
1266
1269
  }
1267
1270
  /**
1268
- * Returns account detail known to SnapTrade for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1271
+ * Returns account detail known to SnapTrade for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1269
1272
  * @summary Get account detail
1270
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  * @param {AccountInformationApiGetUserAccountDetailsRequest} requestParameters Request parameters.
1271
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  * @param {*} [options] Override http request option.
@@ -1287,7 +1290,7 @@ class AccountInformationApiGenerated extends base_1.BaseAPI {
1287
1290
  return (0, exports.AccountInformationApiFp)(this.configuration).getUserAccountOrderDetail(requestParameters, options).then((request) => request(this.axios, this.basePath));
1288
1291
  }
1289
1292
  /**
1290
- * Returns a list of recent orders in the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1293
+ * Returns a list of recent orders in the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1291
1294
  * @summary List account orders
1292
1295
  * @param {AccountInformationApiGetUserAccountOrdersRequest} requestParameters Request parameters.
1293
1296
  * @param {*} [options] Override http request option.
@@ -1298,7 +1301,7 @@ class AccountInformationApiGenerated extends base_1.BaseAPI {
1298
1301
  return (0, exports.AccountInformationApiFp)(this.configuration).getUserAccountOrders(requestParameters, options).then((request) => request(this.axios, this.basePath));
1299
1302
  }
1300
1303
  /**
1301
- * Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings). Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1304
+ * Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the [options endpoint](/reference/Options/Options_listOptionHoldings). Consider using the newer [unified positions endpoint](/reference/Account%20Information/AccountInformation_getAllAccountPositions). This will allow you to get both equity and option positions in a single call, as well as additional asset classes such as futures. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1302
1305
  * @summary List account positions
1303
1306
  * @param {AccountInformationApiGetUserAccountPositionsRequest} requestParameters Request parameters.
1304
1307
  * @param {*} [options] Override http request option.
@@ -1331,10 +1334,11 @@ class AccountInformationApiGenerated extends base_1.BaseAPI {
1331
1334
  return (0, exports.AccountInformationApiFp)(this.configuration).getUserAccountReturnRates(requestParameters, options).then((request) => request(this.axios, this.basePath));
1332
1335
  }
1333
1336
  /**
1334
- * Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getUserAccountPositions) and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders) endpoints. __The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.__ Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, the data is cached and refreshed once a day. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://support.snaptrade.com/brokerages-table?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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
+ * **Deprecated.** Use the finer-grained account data endpoints instead: [balances](/reference/Account%20Information/AccountInformation_getUserAccountBalance), [positions](/reference/Account%20Information/AccountInformation_getAllAccountPositions), and [orders](/reference/Account%20Information/AccountInformation_getUserAccountOrders). Returns a list of balances, positions, and recent orders for the specified account. Check your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing) to see if you have real-time data access: - If you do, this endpoint returns real-time data. - If you don\'t, Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. If you need real-time, use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint. 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.
1335
1338
  * @summary List account holdings
1336
1339
  * @param {AccountInformationApiGetUserHoldingsRequest} requestParameters Request parameters.
1337
1340
  * @param {*} [options] Override http request option.
1341
+ * @deprecated
1338
1342
  * @throws {RequiredError}
1339
1343
  * @memberof AccountInformationApiGenerated
1340
1344
  */
@@ -1342,7 +1346,7 @@ class AccountInformationApiGenerated extends base_1.BaseAPI {
1342
1346
  return (0, exports.AccountInformationApiFp)(this.configuration).getUserHoldings(requestParameters, options).then((request) => request(this.axios, this.basePath));
1343
1347
  }
1344
1348
  /**
1345
- * **Deprecated, please use the [list accounts for a connection endpoint](/reference/Connections/Connections_listBrokerageAuthorizationAccounts) instead.** Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user. This data is cached and only refreshed once a day, regardless of the customer\'s plan. To get real-time data on a real-time plan, use the connection-scoped endpoint linked above. Customers on delayed plans can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
1349
+ * **Deprecated, please use the [list accounts for a connection endpoint](/reference/Connections/Connections_listBrokerageAuthorizationAccounts) instead.** Returns all brokerage accounts across all connections known to SnapTrade for the authenticated user. This endpoint returns Daily data regardless of the customer\'s plan. Daily data is cached and refreshed once a day. Exact refresh timing may vary by brokerage. To get real-time data on Pay as you Go / Real-time, use the connection-scoped endpoint linked above. Customers on Pay as you Go / Daily can force a refresh with the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization).
1346
1350
  * @summary List accounts
1347
1351
  * @param {AccountInformationApiListUserAccountsRequest} requestParameters Request parameters.
1348
1352
  * @param {*} [options] Override http request option.
@@ -44,7 +44,7 @@ export declare const ConnectionsApiAxiosParamCreator: (configuration?: Configura
44
44
  */
45
45
  disableBrokerageAuthorization: (authorizationId: string, userId: string, userSecret: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
46
46
  /**
47
- * Returns all brokerage accounts that belong to the specified connection for the authenticated user. On real-time plans, this endpoint refreshes each account\'s opening date, funding date, and total value live from the brokerage on each call. On delayed plans, this endpoint returns cached data that is refreshed once a day. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 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.
47
+ * Returns all brokerage accounts that belong to the specified connection for the authenticated user. On Pay as you Go / Real-time, this endpoint refreshes each account\'s opening date, funding date, and total value live from the brokerage on each call. 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 brokerage. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 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.
48
48
  * @summary List accounts for a connection
49
49
  * @param {string} authorizationId
50
50
  * @param {string} userId
@@ -63,7 +63,7 @@ export declare const ConnectionsApiAxiosParamCreator: (configuration?: Configura
63
63
  */
64
64
  listBrokerageAuthorizations: (userId: string, userSecret: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
65
65
  /**
66
- * 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. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for real-time plans (ex: PayGo). Real-time plans do not benefit from this feature since data is refreshed when calls are made**
66
+ * 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. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for Pay as you Go / Real-time plans. Pay as you Go / Real-time plans do not benefit from this feature since data is refreshed when calls are made**
67
67
  * @summary Refresh holdings for a connection
68
68
  * @param {string} authorizationId
69
69
  * @param {string} userId
@@ -134,7 +134,7 @@ export declare const ConnectionsApiFp: (configuration?: Configuration) => {
134
134
  */
135
135
  disableBrokerageAuthorization(requestParameters: ConnectionsApiDisableBrokerageAuthorizationRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<BrokerageAuthorizationDisabledConfirmation>>;
136
136
  /**
137
- * Returns all brokerage accounts that belong to the specified connection for the authenticated user. On real-time plans, this endpoint refreshes each account\'s opening date, funding date, and total value live from the brokerage on each call. On delayed plans, this endpoint returns cached data that is refreshed once a day. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 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.
137
+ * Returns all brokerage accounts that belong to the specified connection for the authenticated user. On Pay as you Go / Real-time, this endpoint refreshes each account\'s opening date, funding date, and total value live from the brokerage on each call. 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 brokerage. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 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.
138
138
  * @summary List accounts for a connection
139
139
  * @param {ConnectionsApiListBrokerageAuthorizationAccountsRequest} requestParameters Request parameters.
140
140
  * @param {*} [options] Override http request option.
@@ -150,7 +150,7 @@ export declare const ConnectionsApiFp: (configuration?: Configuration) => {
150
150
  */
151
151
  listBrokerageAuthorizations(requestParameters: ConnectionsApiListBrokerageAuthorizationsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<BrokerageAuthorization>>>;
152
152
  /**
153
- * 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. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for real-time plans (ex: PayGo). Real-time plans do not benefit from this feature since data is refreshed when calls are made**
153
+ * 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. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for Pay as you Go / Real-time plans. Pay as you Go / Real-time plans do not benefit from this feature since data is refreshed when calls are made**
154
154
  * @summary Refresh holdings for a connection
155
155
  * @param {ConnectionsApiRefreshBrokerageAuthorizationRequest} requestParameters Request parameters.
156
156
  * @param {*} [options] Override http request option.
@@ -212,7 +212,7 @@ export declare const ConnectionsApiFactory: (configuration?: Configuration, base
212
212
  */
213
213
  disableBrokerageAuthorization(requestParameters: ConnectionsApiDisableBrokerageAuthorizationRequest, options?: AxiosRequestConfig): AxiosPromise<BrokerageAuthorizationDisabledConfirmation>;
214
214
  /**
215
- * Returns all brokerage accounts that belong to the specified connection for the authenticated user. On real-time plans, this endpoint refreshes each account\'s opening date, funding date, and total value live from the brokerage on each call. On delayed plans, this endpoint returns cached data that is refreshed once a day. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 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.
215
+ * Returns all brokerage accounts that belong to the specified connection for the authenticated user. On Pay as you Go / Real-time, this endpoint refreshes each account\'s opening date, funding date, and total value live from the brokerage on each call. 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 brokerage. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 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.
216
216
  * @summary List accounts for a connection
217
217
  * @param {ConnectionsApiListBrokerageAuthorizationAccountsRequest} requestParameters Request parameters.
218
218
  * @param {*} [options] Override http request option.
@@ -228,7 +228,7 @@ export declare const ConnectionsApiFactory: (configuration?: Configuration, base
228
228
  */
229
229
  listBrokerageAuthorizations(requestParameters: ConnectionsApiListBrokerageAuthorizationsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<BrokerageAuthorization>>;
230
230
  /**
231
- * 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. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for real-time plans (ex: PayGo). Real-time plans do not benefit from this feature since data is refreshed when calls are made**
231
+ * 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. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for Pay as you Go / Real-time plans. Pay as you Go / Real-time plans do not benefit from this feature since data is refreshed when calls are made**
232
232
  * @summary Refresh holdings for a connection
233
233
  * @param {ConnectionsApiRefreshBrokerageAuthorizationRequest} requestParameters Request parameters.
234
234
  * @param {*} [options] Override http request option.
@@ -520,7 +520,7 @@ export declare class ConnectionsApiGenerated extends BaseAPI {
520
520
  */
521
521
  disableBrokerageAuthorization(requestParameters: ConnectionsApiDisableBrokerageAuthorizationRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<BrokerageAuthorizationDisabledConfirmation, any, {}>>;
522
522
  /**
523
- * Returns all brokerage accounts that belong to the specified connection for the authenticated user. On real-time plans, this endpoint refreshes each account\'s opening date, funding date, and total value live from the brokerage on each call. On delayed plans, this endpoint returns cached data that is refreshed once a day. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 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.
523
+ * Returns all brokerage accounts that belong to the specified connection for the authenticated user. On Pay as you Go / Real-time, this endpoint refreshes each account\'s opening date, funding date, and total value live from the brokerage on each call. 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 brokerage. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 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.
524
524
  * @summary List accounts for a connection
525
525
  * @param {ConnectionsApiListBrokerageAuthorizationAccountsRequest} requestParameters Request parameters.
526
526
  * @param {*} [options] Override http request option.
@@ -538,7 +538,7 @@ export declare class ConnectionsApiGenerated extends BaseAPI {
538
538
  */
539
539
  listBrokerageAuthorizations(requestParameters: ConnectionsApiListBrokerageAuthorizationsRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<BrokerageAuthorization[], any, {}>>;
540
540
  /**
541
- * 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. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for real-time plans (ex: PayGo). Real-time plans do not benefit from this feature since data is refreshed when calls are made**
541
+ * 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. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for Pay as you Go / Real-time plans. Pay as you Go / Real-time plans do not benefit from this feature since data is refreshed when calls are made**
542
542
  * @summary Refresh holdings for a connection
543
543
  * @param {ConnectionsApiRefreshBrokerageAuthorizationRequest} requestParameters Request parameters.
544
544
  * @param {*} [options] Override http request option.
@@ -201,7 +201,7 @@ const ConnectionsApiAxiosParamCreator = function (configuration) {
201
201
  };
202
202
  }),
203
203
  /**
204
- * Returns all brokerage accounts that belong to the specified connection for the authenticated user. On real-time plans, this endpoint refreshes each account\'s opening date, funding date, and total value live from the brokerage on each call. On delayed plans, this endpoint returns cached data that is refreshed once a day. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 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.
204
+ * Returns all brokerage accounts that belong to the specified connection for the authenticated user. On Pay as you Go / Real-time, this endpoint refreshes each account\'s opening date, funding date, and total value live from the brokerage on each call. 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 brokerage. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 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.
205
205
  * @summary List accounts for a connection
206
206
  * @param {string} authorizationId
207
207
  * @param {string} userId
@@ -307,7 +307,7 @@ const ConnectionsApiAxiosParamCreator = function (configuration) {
307
307
  };
308
308
  }),
309
309
  /**
310
- * 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. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for real-time plans (ex: PayGo). Real-time plans do not benefit from this feature since data is refreshed when calls are made**
310
+ * 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. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for Pay as you Go / Real-time plans. Pay as you Go / Real-time plans do not benefit from this feature since data is refreshed when calls are made**
311
311
  * @summary Refresh holdings for a connection
312
312
  * @param {string} authorizationId
313
313
  * @param {string} userId
@@ -578,7 +578,7 @@ const ConnectionsApiFp = function (configuration) {
578
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  });
579
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  },
580
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  /**
581
- * Returns all brokerage accounts that belong to the specified connection for the authenticated user. On real-time plans, this endpoint refreshes each account\'s opening date, funding date, and total value live from the brokerage on each call. On delayed plans, this endpoint returns cached data that is refreshed once a day. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 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.
581
+ * Returns all brokerage accounts that belong to the specified connection for the authenticated user. On Pay as you Go / Real-time, this endpoint refreshes each account\'s opening date, funding date, and total value live from the brokerage on each call. 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 brokerage. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 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.
582
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  * @summary List accounts for a connection
583
583
  * @param {ConnectionsApiListBrokerageAuthorizationAccountsRequest} requestParameters Request parameters.
584
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  * @param {*} [options] Override http request option.
@@ -604,7 +604,7 @@ const ConnectionsApiFp = function (configuration) {
604
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  });
605
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  },
606
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  /**
607
- * 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. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for real-time plans (ex: PayGo). Real-time plans do not benefit from this feature since data is refreshed when calls are made**
607
+ * 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. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for Pay as you Go / Real-time plans. Pay as you Go / Real-time plans do not benefit from this feature since data is refreshed when calls are made**
608
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  * @summary Refresh holdings for a connection
609
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  * @param {ConnectionsApiRefreshBrokerageAuthorizationRequest} requestParameters Request parameters.
610
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  * @param {*} [options] Override http request option.
@@ -696,7 +696,7 @@ const ConnectionsApiFactory = function (configuration, basePath, axios) {
696
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  return localVarFp.disableBrokerageAuthorization(requestParameters, options).then((request) => request(axios, basePath));
697
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  },
698
698
  /**
699
- * Returns all brokerage accounts that belong to the specified connection for the authenticated user. On real-time plans, this endpoint refreshes each account\'s opening date, funding date, and total value live from the brokerage on each call. On delayed plans, this endpoint returns cached data that is refreshed once a day. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 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.
699
+ * Returns all brokerage accounts that belong to the specified connection for the authenticated user. On Pay as you Go / Real-time, this endpoint refreshes each account\'s opening date, funding date, and total value live from the brokerage on each call. 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 brokerage. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 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.
700
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  * @summary List accounts for a connection
701
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  * @param {ConnectionsApiListBrokerageAuthorizationAccountsRequest} requestParameters Request parameters.
702
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  * @param {*} [options] Override http request option.
@@ -716,7 +716,7 @@ const ConnectionsApiFactory = function (configuration, basePath, axios) {
716
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  return localVarFp.listBrokerageAuthorizations(requestParameters, options).then((request) => request(axios, basePath));
717
717
  },
718
718
  /**
719
- * 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. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for real-time plans (ex: PayGo). Real-time plans do not benefit from this feature since data is refreshed when calls are made**
719
+ * 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. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for Pay as you Go / Real-time plans. Pay as you Go / Real-time plans do not benefit from this feature since data is refreshed when calls are made**
720
720
  * @summary Refresh holdings for a connection
721
721
  * @param {ConnectionsApiRefreshBrokerageAuthorizationRequest} requestParameters Request parameters.
722
722
  * @param {*} [options] Override http request option.
@@ -799,7 +799,7 @@ class ConnectionsApiGenerated extends base_1.BaseAPI {
799
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  return (0, exports.ConnectionsApiFp)(this.configuration).disableBrokerageAuthorization(requestParameters, options).then((request) => request(this.axios, this.basePath));
800
800
  }
801
801
  /**
802
- * Returns all brokerage accounts that belong to the specified connection for the authenticated user. On real-time plans, this endpoint refreshes each account\'s opening date, funding date, and total value live from the brokerage on each call. On delayed plans, this endpoint returns cached data that is refreshed once a day. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 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.
802
+ * Returns all brokerage accounts that belong to the specified connection for the authenticated user. On Pay as you Go / Real-time, this endpoint refreshes each account\'s opening date, funding date, and total value live from the brokerage on each call. 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 brokerage. To force a refresh, use the [manual refresh endpoint](/reference/Connections/Connections_refreshBrokerageAuthorization). 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.
803
803
  * @summary List accounts for a connection
804
804
  * @param {ConnectionsApiListBrokerageAuthorizationAccountsRequest} requestParameters Request parameters.
805
805
  * @param {*} [options] Override http request option.
@@ -821,7 +821,7 @@ class ConnectionsApiGenerated extends base_1.BaseAPI {
821
821
  return (0, exports.ConnectionsApiFp)(this.configuration).listBrokerageAuthorizations(requestParameters, options).then((request) => request(this.axios, this.basePath));
822
822
  }
823
823
  /**
824
- * 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. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for real-time plans (ex: PayGo). Real-time plans do not benefit from this feature since data is refreshed when calls are made**
824
+ * 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. This endpoint will also trigger a transaction sync for the past day if one has not yet occurred. **Because of the cost of refreshing a connection, each call to this endpoint incurs an additional charge. You can find the exact cost for your API key on the [Customer Dashboard billing page](https://dashboard.snaptrade.com/settings/billing)** **Please note this endpoint is disabled for Pay as you Go / Real-time plans. Pay as you Go / Real-time plans do not benefit from this feature since data is refreshed when calls are made**
825
825
  * @summary Refresh holdings for a connection
826
826
  * @param {ConnectionsApiRefreshBrokerageAuthorizationRequest} requestParameters Request parameters.
827
827
  * @param {*} [options] Override http request option.