snaptrade-typescript-sdk 9.0.34 → 9.0.35

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
package/README.md CHANGED
@@ -6,7 +6,7 @@
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  Connect brokerage accounts to your app for live positions and trading
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- [![npm](https://img.shields.io/badge/npm-v9.0.34-blue)](https://www.npmjs.com/package/snaptrade-typescript-sdk/v/9.0.34)
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+ [![npm](https://img.shields.io/badge/npm-v9.0.35-blue)](https://www.npmjs.com/package/snaptrade-typescript-sdk/v/9.0.35)
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  [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
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  </div>
@@ -222,7 +222,10 @@ Optional. Comma seperated list of authorization IDs (only use if filtering is ne
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  ### `snaptrade.accountInformation.getUserAccountBalance`<a id="snaptradeaccountinformationgetuseraccountbalance"></a>
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- A list of account balances for the specified account (one per currency that the account holds).
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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).
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+
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+ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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  #### 🛠️ Usage<a id="🛠️-usage"></a>
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@@ -243,8 +246,6 @@ const getUserAccountBalanceResponse =
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  ##### accountId: `string`<a id="accountid-string"></a>
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- The ID of the account to get balances.
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-
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  #### 🔄 Return<a id="🔄-return"></a>
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  [Balance](./models/balance.ts)
@@ -260,8 +261,9 @@ The ID of the account to get balances.
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  ### `snaptrade.accountInformation.getUserAccountDetails`<a id="snaptradeaccountinformationgetuseraccountdetails"></a>
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- Returns an account object with details for the specified account,
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- including the total account market value.
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+ Returns account detail known to SnapTrade for the specified account.
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+ The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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  #### 🛠️ Usage<a id="🛠️-usage"></a>
@@ -283,8 +285,6 @@ const getUserAccountDetailsResponse =
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  ##### accountId: `string`<a id="accountid-string"></a>
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- The ID of the account to get detail of.
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-
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  #### 🔄 Return<a id="🔄-return"></a>
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  [Account](./models/account.ts)
@@ -300,7 +300,10 @@ The ID of the account to get detail of.
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  ### `snaptrade.accountInformation.getUserAccountOrders`<a id="snaptradeaccountinformationgetuseraccountorders"></a>
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- Fetch all recent orders from a user's account.
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+ Returns a list of recent orders in the specified account.
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+
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+ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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+
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  #### 🛠️ Usage<a id="🛠️-usage"></a>
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@@ -323,8 +326,6 @@ const getUserAccountOrdersResponse =
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  ##### accountId: `string`<a id="accountid-string"></a>
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- The ID of the account to get orders.
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-
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  ##### state: `'all' | 'open' | 'executed'`<a id="state-all--open--executed"></a>
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  defaults value is set to \"all\"
@@ -348,7 +349,10 @@ Number of days in the past to fetch the most recent orders. Defaults to the last
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  ### `snaptrade.accountInformation.getUserAccountPositions`<a id="snaptradeaccountinformationgetuseraccountpositions"></a>
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- Returns a list of positions in the specified account.
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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).
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+
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+ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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+
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  #### 🛠️ Usage<a id="🛠️-usage"></a>
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@@ -369,8 +373,6 @@ const getUserAccountPositionsResponse =
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  ##### accountId: `string`<a id="accountid-string"></a>
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- The ID of the account to get positions.
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-
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  #### 🔄 Return<a id="🔄-return"></a>
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  [Position](./models/position.ts)
@@ -386,7 +388,7 @@ The ID of the account to get positions.
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  ### `snaptrade.accountInformation.getUserHoldings`<a id="snaptradeaccountinformationgetuserholdings"></a>
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- Lists balances, positions, option 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.__
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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.__
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  The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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@@ -425,7 +427,10 @@ const getUserHoldingsResponse =
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  ### `snaptrade.accountInformation.listUserAccounts`<a id="snaptradeaccountinformationlistuseraccounts"></a>
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- Get a list of all Account objects for the authenticated SnapTrade user.
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+ Returns all brokerage accounts known to SnapTrade for the authenticated user.
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+ The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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  #### 🛠️ Usage<a id="🛠️-usage"></a>
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@@ -1066,7 +1071,9 @@ Option strategy id obtained from response when creating option strategy object
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  ### `snaptrade.options.listOptionHoldings`<a id="snaptradeoptionslistoptionholdings"></a>
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- Returns a list of Options Positions.
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+ Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the [positions endpoint](/reference/Account%20Information/AccountInformation_getUserAccountPositions).
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+ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for "Cache Expiry Time" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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  #### 🛠️ Usage<a id="🛠️-usage"></a>
@@ -1075,7 +1082,7 @@ Returns a list of Options Positions.
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  const listOptionHoldingsResponse = await snaptrade.options.listOptionHoldings({
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  userId: "snaptrade-user-123",
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  userSecret: "USERSECRET123",
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- accountId: "accountId_example",
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+ accountId: "917c8734-8470-4a3e-a18f-57c3f2ee6631",
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  });
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  ```
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@@ -1087,8 +1094,6 @@ const listOptionHoldingsResponse = await snaptrade.options.listOptionHoldings({
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  ##### accountId: `string`<a id="accountid-string"></a>
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- The ID of the account to fetch options holdings for.
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-
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  #### 🔄 Return<a id="🔄-return"></a>
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  [OptionsPosition](./models/options-position.ts)
@@ -24,31 +24,31 @@ export declare const AccountInformationApiAxiosParamCreator: (configuration?: Co
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  */
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  getAllUserHoldings: (userId: string, userSecret: string, brokerageAuthorizations?: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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  /**
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- * A list of account balances for the specified account (one per currency that the account holds).
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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). The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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  * @summary List account balances
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  * @param {string} userId
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  * @param {string} userSecret
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- * @param {string} accountId The ID of the account to get balances.
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+ * @param {string} accountId
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  * @param {*} [options] Override http request option.
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  * @throws {RequiredError}
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  */
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  getUserAccountBalance: (userId: string, userSecret: string, accountId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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  /**
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- * Returns an account object with details for the specified account, including the total account market value.
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- * @summary Return details of a specific investment account
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+ * Returns account detail known to SnapTrade for the specified account. The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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+ * @summary Get account detail
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  * @param {string} userId
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  * @param {string} userSecret
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- * @param {string} accountId The ID of the account to get detail of.
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+ * @param {string} accountId
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  * @param {*} [options] Override http request option.
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  * @throws {RequiredError}
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  */
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  getUserAccountDetails: (userId: string, userSecret: string, accountId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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  /**
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- * Fetch all recent orders from a user\'s account.
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- * @summary List account orders
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+ * Returns a list of recent orders in the specified account. The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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+ * @summary List account recent orders
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  * @param {string} userId
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  * @param {string} userSecret
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- * @param {string} accountId The ID of the account to get orders.
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+ * @param {string} accountId
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  * @param {'all' | 'open' | 'executed'} [state] defaults value is set to \&quot;all\&quot;
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  * @param {number} [days] Number of days in the past to fetch the most recent orders. Defaults to the last 30 days if no value is passed in.
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  * @param {*} [options] Override http request option.
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  */
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  getUserAccountOrders: (userId: string, userSecret: string, accountId: string, state?: 'all' | 'open' | 'executed', days?: number, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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  /**
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- * Returns a list of positions in the specified account.
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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). The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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  * @summary List account positions
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  * @param {string} userId
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  * @param {string} userSecret
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- * @param {string} accountId The ID of the account to get positions.
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+ * @param {string} accountId
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  * @param {*} [options] Override http request option.
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  * @throws {RequiredError}
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  */
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  getUserAccountPositions: (userId: string, userSecret: string, accountId: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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  /**
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- * Lists balances, positions, option 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.__ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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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.__ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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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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  */
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  getUserHoldings: (accountId: string, userId: string, userSecret: string, options?: AxiosRequestConfig) => Promise<RequestArgs>;
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  /**
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- * Get a list of all Account objects for the authenticated SnapTrade user.
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+ * Returns all brokerage accounts known to SnapTrade for the authenticated user. The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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  * @summary List accounts
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  * @param {string} userId
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  * @param {string} userSecret
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  */
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  getAllUserHoldings(requestParameters: AccountInformationApiGetAllUserHoldingsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<AccountHoldings>>>;
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  /**
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- * A list of account balances for the specified account (one per currency that the account holds).
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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). The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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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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  getUserAccountBalance(requestParameters: AccountInformationApiGetUserAccountBalanceRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<Balance>>>;
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  /**
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- * Returns an account object with details for the specified account, including the total account market value.
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- * @summary Return details of a specific investment account
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+ * Returns account detail known to SnapTrade for the specified account. The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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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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  * @throws {RequiredError}
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  */
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  getUserAccountDetails(requestParameters: AccountInformationApiGetUserAccountDetailsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Account>>;
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  /**
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- * Fetch all recent orders from a user\'s account.
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- * @summary List account orders
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+ * Returns a list of recent orders in the specified account. The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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+ * @summary List account recent orders
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  * @param {AccountInformationApiGetUserAccountOrdersRequest} requestParameters Request parameters.
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  * @param {*} [options] Override http request option.
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  * @throws {RequiredError}
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  */
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  getUserAccountOrders(requestParameters: AccountInformationApiGetUserAccountOrdersRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<AccountOrderRecord>>>;
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  /**
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- * Returns a list of positions in the specified account.
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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). The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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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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  getUserAccountPositions(requestParameters: AccountInformationApiGetUserAccountPositionsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<Array<Position>>>;
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  /**
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- * Lists balances, positions, option 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.__ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
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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.__ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
146
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  * @summary List account holdings
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  * @param {AccountInformationApiGetUserHoldingsRequest} requestParameters Request parameters.
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  * @param {*} [options] Override http request option.
@@ -150,7 +150,7 @@ export declare const AccountInformationApiFp: (configuration?: Configuration) =>
150
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  */
151
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  getUserHoldings(requestParameters: AccountInformationApiGetUserHoldingsRequest, options?: AxiosRequestConfig): Promise<(axios?: AxiosInstance, basePath?: string) => AxiosPromise<AccountHoldingsAccount>>;
152
152
  /**
153
- * Get a list of all Account objects for the authenticated SnapTrade user.
153
+ * Returns all brokerage accounts known to SnapTrade for the authenticated user. The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
154
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  * @summary List accounts
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  * @param {AccountInformationApiListUserAccountsRequest} requestParameters Request parameters.
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  * @param {*} [options] Override http request option.
@@ -181,7 +181,7 @@ export declare const AccountInformationApiFactory: (configuration?: Configuratio
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  */
182
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  getAllUserHoldings(requestParameters: AccountInformationApiGetAllUserHoldingsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<AccountHoldings>>;
183
183
  /**
184
- * A list of account balances for the specified account (one per currency that the account holds).
184
+ * 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). The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
185
185
  * @summary List account balances
186
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  * @param {AccountInformationApiGetUserAccountBalanceRequest} requestParameters Request parameters.
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  * @param {*} [options] Override http request option.
@@ -189,23 +189,23 @@ export declare const AccountInformationApiFactory: (configuration?: Configuratio
189
189
  */
190
190
  getUserAccountBalance(requestParameters: AccountInformationApiGetUserAccountBalanceRequest, options?: AxiosRequestConfig): AxiosPromise<Array<Balance>>;
191
191
  /**
192
- * Returns an account object with details for the specified account, including the total account market value.
193
- * @summary Return details of a specific investment account
192
+ * Returns account detail known to SnapTrade for the specified account. The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
193
+ * @summary Get account detail
194
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  * @param {AccountInformationApiGetUserAccountDetailsRequest} requestParameters Request parameters.
195
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  * @param {*} [options] Override http request option.
196
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  * @throws {RequiredError}
197
197
  */
198
198
  getUserAccountDetails(requestParameters: AccountInformationApiGetUserAccountDetailsRequest, options?: AxiosRequestConfig): AxiosPromise<Account>;
199
199
  /**
200
- * Fetch all recent orders from a user\'s account.
201
- * @summary List account orders
200
+ * Returns a list of recent orders in the specified account. The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
201
+ * @summary List account recent orders
202
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  * @param {AccountInformationApiGetUserAccountOrdersRequest} requestParameters Request parameters.
203
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  * @param {*} [options] Override http request option.
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  * @throws {RequiredError}
205
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  */
206
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  getUserAccountOrders(requestParameters: AccountInformationApiGetUserAccountOrdersRequest, options?: AxiosRequestConfig): AxiosPromise<Array<AccountOrderRecord>>;
207
207
  /**
208
- * Returns a list of positions in the specified account.
208
+ * 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). The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
209
209
  * @summary List account positions
210
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  * @param {AccountInformationApiGetUserAccountPositionsRequest} requestParameters Request parameters.
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  * @param {*} [options] Override http request option.
@@ -213,7 +213,7 @@ export declare const AccountInformationApiFactory: (configuration?: Configuratio
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  */
214
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  getUserAccountPositions(requestParameters: AccountInformationApiGetUserAccountPositionsRequest, options?: AxiosRequestConfig): AxiosPromise<Array<Position>>;
215
215
  /**
216
- * Lists balances, positions, option 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.__ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
216
+ * 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.__ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
217
217
  * @summary List account holdings
218
218
  * @param {AccountInformationApiGetUserHoldingsRequest} requestParameters Request parameters.
219
219
  * @param {*} [options] Override http request option.
@@ -221,7 +221,7 @@ export declare const AccountInformationApiFactory: (configuration?: Configuratio
221
221
  */
222
222
  getUserHoldings(requestParameters: AccountInformationApiGetUserHoldingsRequest, options?: AxiosRequestConfig): AxiosPromise<AccountHoldingsAccount>;
223
223
  /**
224
- * Get a list of all Account objects for the authenticated SnapTrade user.
224
+ * Returns all brokerage accounts known to SnapTrade for the authenticated user. The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
225
225
  * @summary List accounts
226
226
  * @param {AccountInformationApiListUserAccountsRequest} requestParameters Request parameters.
227
227
  * @param {*} [options] Override http request option.
@@ -281,7 +281,7 @@ export type AccountInformationApiGetUserAccountBalanceRequest = {
281
281
  */
282
282
  readonly userSecret: string;
283
283
  /**
284
- * The ID of the account to get balances.
284
+ *
285
285
  * @type {string}
286
286
  * @memberof AccountInformationApiGetUserAccountBalance
287
287
  */
@@ -306,7 +306,7 @@ export type AccountInformationApiGetUserAccountDetailsRequest = {
306
306
  */
307
307
  readonly userSecret: string;
308
308
  /**
309
- * The ID of the account to get detail of.
309
+ *
310
310
  * @type {string}
311
311
  * @memberof AccountInformationApiGetUserAccountDetails
312
312
  */
@@ -331,7 +331,7 @@ export type AccountInformationApiGetUserAccountOrdersRequest = {
331
331
  */
332
332
  readonly userSecret: string;
333
333
  /**
334
- * The ID of the account to get orders.
334
+ *
335
335
  * @type {string}
336
336
  * @memberof AccountInformationApiGetUserAccountOrders
337
337
  */
@@ -368,7 +368,7 @@ export type AccountInformationApiGetUserAccountPositionsRequest = {
368
368
  */
369
369
  readonly userSecret: string;
370
370
  /**
371
- * The ID of the account to get positions.
371
+ *
372
372
  * @type {string}
373
373
  * @memberof AccountInformationApiGetUserAccountPositions
374
374
  */
@@ -461,7 +461,7 @@ export declare class AccountInformationApiGenerated extends BaseAPI {
461
461
  */
462
462
  getAllUserHoldings(requestParameters: AccountInformationApiGetAllUserHoldingsRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<AccountHoldings[], any>>;
463
463
  /**
464
- * A list of account balances for the specified account (one per currency that the account holds).
464
+ * 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). The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
465
465
  * @summary List account balances
466
466
  * @param {AccountInformationApiGetUserAccountBalanceRequest} requestParameters Request parameters.
467
467
  * @param {*} [options] Override http request option.
@@ -470,8 +470,8 @@ export declare class AccountInformationApiGenerated extends BaseAPI {
470
470
  */
471
471
  getUserAccountBalance(requestParameters: AccountInformationApiGetUserAccountBalanceRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<Balance[], any>>;
472
472
  /**
473
- * Returns an account object with details for the specified account, including the total account market value.
474
- * @summary Return details of a specific investment account
473
+ * Returns account detail known to SnapTrade for the specified account. The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
474
+ * @summary Get account detail
475
475
  * @param {AccountInformationApiGetUserAccountDetailsRequest} requestParameters Request parameters.
476
476
  * @param {*} [options] Override http request option.
477
477
  * @throws {RequiredError}
@@ -479,8 +479,8 @@ export declare class AccountInformationApiGenerated extends BaseAPI {
479
479
  */
480
480
  getUserAccountDetails(requestParameters: AccountInformationApiGetUserAccountDetailsRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<Account, any>>;
481
481
  /**
482
- * Fetch all recent orders from a user\'s account.
483
- * @summary List account orders
482
+ * Returns a list of recent orders in the specified account. The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
483
+ * @summary List account recent orders
484
484
  * @param {AccountInformationApiGetUserAccountOrdersRequest} requestParameters Request parameters.
485
485
  * @param {*} [options] Override http request option.
486
486
  * @throws {RequiredError}
@@ -488,7 +488,7 @@ export declare class AccountInformationApiGenerated extends BaseAPI {
488
488
  */
489
489
  getUserAccountOrders(requestParameters: AccountInformationApiGetUserAccountOrdersRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<AccountOrderRecord[], any>>;
490
490
  /**
491
- * Returns a list of positions in the specified account.
491
+ * 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). The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
492
492
  * @summary List account positions
493
493
  * @param {AccountInformationApiGetUserAccountPositionsRequest} requestParameters Request parameters.
494
494
  * @param {*} [options] Override http request option.
@@ -497,7 +497,7 @@ export declare class AccountInformationApiGenerated extends BaseAPI {
497
497
  */
498
498
  getUserAccountPositions(requestParameters: AccountInformationApiGetUserAccountPositionsRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<Position[], any>>;
499
499
  /**
500
- * Lists balances, positions, option 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.__ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
500
+ * 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.__ The data returned here is cached. How long the data is cached for varies by brokerage. Check the [brokerage integrations doc](https://snaptrade.notion.site/66793431ad0b416489eaabaf248d0afb?v=d16c4c97b8d5438bbb2d8581ac53b11e) and look for \"Cache Expiry Time\" to see the exact value for a specific brokerage. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
501
501
  * @summary List account holdings
502
502
  * @param {AccountInformationApiGetUserHoldingsRequest} requestParameters Request parameters.
503
503
  * @param {*} [options] Override http request option.
@@ -506,7 +506,7 @@ export declare class AccountInformationApiGenerated extends BaseAPI {
506
506
  */
507
507
  getUserHoldings(requestParameters: AccountInformationApiGetUserHoldingsRequest, options?: AxiosRequestConfig): Promise<import("axios").AxiosResponse<AccountHoldingsAccount, any>>;
508
508
  /**
509
- * Get a list of all Account objects for the authenticated SnapTrade user.
509
+ * Returns all brokerage accounts known to SnapTrade for the authenticated user. The data returned here is always cached and refreshed once a day. **If you need real-time data, please use the [manual refresh](/reference/Connections/Connections_refreshBrokerageAuthorization) endpoint**.
510
510
  * @summary List accounts
511
511
  * @param {AccountInformationApiListUserAccountsRequest} requestParameters Request parameters.
512
512
  * @param {*} [options] Override http request option.