snaptrade-python-sdk 13.0.8__tar.gz → 13.0.9__tar.gz

snaptrade_python_sdk-13.0.8/README.md → snaptrade_python_sdk-13.0.9/PKG-INFO

@@ -1,3 +1,26 @@
+Metadata-Version: 2.1
+Name: snaptrade-python-sdk
+Version: 13.0.9
+Summary: Client for SnapTrade
+License: MIT
+Author: SnapTrade
+Author-email: api@snaptrade.com
+Requires-Python: >=3.8,<4.0
+Classifier: License :: OSI Approved :: MIT License
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.8
+Classifier: Programming Language :: Python :: 3.9
+Classifier: Programming Language :: Python :: 3.10
+Classifier: Programming Language :: Python :: 3.11
+Requires-Dist: aiohttp (>=3.10.11,<4.0.0)
+Requires-Dist: certifi (>=2023.7.22)
+Requires-Dist: cryptography (>=43.0.3)
+Requires-Dist: frozendict (>=2.3.4,<3.0.0)
+Requires-Dist: python-dateutil (>=2.8.2,<3.0.0)
+Requires-Dist: typing_extensions (>=4.13.2,<5)
+Requires-Dist: urllib3 (>=1.26.18,<3.0.0)
+Description-Content-Type: text/markdown
+
 <div align="center">
 
 [![Visit SnapTrade](https://raw.githubusercontent.com/passiv/snaptrade-sdks/HEAD/sdks/python/header.png)](https://snaptrade.com)
@@ -7,7 +30,7 @@
 Connect brokerage accounts to your app for live positions and trading
 
 
-[![PyPI](https://img.shields.io/badge/PyPI-v13.0.8-blue)](https://pypi.org/project/snaptrade-python-sdk/13.0.8)
+[![PyPI](https://img.shields.io/badge/PyPI-v13.0.9-blue)](https://pypi.org/project/snaptrade-python-sdk/13.0.9)
 [![README.md](https://img.shields.io/badge/README-Click%20Here-green)](https://github.com/passiv/snaptrade-sdks/tree/master/sdks/python#readme)
 [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
 
@@ -31,7 +54,6 @@ Connect brokerage accounts to your app for live positions and trading
   * [`snaptrade.account_information.get_user_account_orders`](#snaptradeaccount_informationget_user_account_orders)
   * [`snaptrade.account_information.get_user_account_recent_orders`](#snaptradeaccount_informationget_user_account_recent_orders)
   * [`snaptrade.account_information.get_user_account_return_rates`](#snaptradeaccount_informationget_user_account_return_rates)
-  * [`snaptrade.account_information.get_user_aum_percentile`](#snaptradeaccount_informationget_user_aum_percentile)
   * [`snaptrade.account_information.get_user_holdings`](#snaptradeaccount_informationget_user_holdings)
   * [`snaptrade.account_information.list_user_accounts`](#snaptradeaccount_informationlist_user_accounts)
   * [`snaptrade.account_information.update_user_account`](#snaptradeaccount_informationupdate_user_account)
@@ -88,7 +110,7 @@ Python >=3.8
 ## Installation<a id="installation"></a>
 
 ```sh
-pip install snaptrade-python-sdk==13.0.8
+pip install snaptrade-python-sdk==13.0.9
 ```
 
 ## Getting Started<a id="getting-started"></a>
@@ -582,35 +604,6 @@ Optional comma separated list of rate-of-return timeframes to return. Supported
 
 ---
 
-### `snaptrade.account_information.get_user_aum_percentile`<a id="snaptradeaccount_informationget_user_aum_percentile"></a>
-
-Returns where the user's total assets sit within the distribution of a cohort of comparable users, as a coarse bucket plus an integer percentile.
-
-The cohort is scoped to your own book: a user is only ever compared against your other users, never across SnapTrade customers. (Users on personal-use keys are the exception — they are compared against all other personal-use users, since a personal key has a single user and cannot form a distribution of its own.) The distribution is recomputed monthly, and `as_of` reports which month's distribution the placement came from.
-
-`data` is `null` — a 200, not an error — when SnapTrade declines to place the user. That happens when the cohort is too small to publish a distribution, or when the user's own holdings are incomplete or stale (for example they hold a disabled connection). A placement computed from a partial view of a user's assets would understate them, so none is returned.
-
-
-#### 🛠️ Usage<a id="🛠️-usage"></a>
-
-```python
-get_user_aum_percentile_response = (
-    snaptrade.account_information.get_user_aum_percentile()
-)
-```
-
-#### 🔄 Return<a id="🔄-return"></a>
-
-[`UserAumPercentileResponse`](./snaptrade_client/type/user_aum_percentile_response.py)
-
-#### 🌐 Endpoint<a id="🌐-endpoint"></a>
-
-`/aumPercentile` `get`
-
-[🔙 **Back to Table of Contents**](#table-of-contents)
-
----
-
 ### `snaptrade.account_information.get_user_holdings`<a id="snaptradeaccount_informationget_user_holdings"></a>
 ![Deprecated](https://img.shields.io/badge/deprecated-yellow)
 
@@ -1385,7 +1378,7 @@ Experimental and subject to change without notice.
 
 Returns the accounts that belong to the specified connection for the authenticated user, using the `kind`-discriminated account shape.
 
-Each item in the response carries a `kind` field (currently `investment` and `deposit` are implemented) that determines which additional fields are present -- see the `ConnectionAccount` schema.
+Each item in the response carries a `kind` field (`investment`, `deposit`, and `line_of_credit` are implemented) that determines which additional fields are present -- see the `ConnectionAccount` schema.
 
 On Pay as you Go / Real-time, this endpoint refreshes each account's opening date and total net value (`net_value`) live from the institution on each call, along with funding date for `investment` accounts.
 
@@ -2477,3 +2470,4 @@ search_cryptocurrency_pair_instruments_response = (
 
 ## Author<a id="author"></a>
 This Python package is automatically generated by [Konfig](https://konfigthis.com)
+

snaptrade_python_sdk-13.0.8/PKG-INFO → snaptrade_python_sdk-13.0.9/README.md

@@ -1,26 +1,3 @@
-Metadata-Version: 2.1
-Name: snaptrade-python-sdk
-Version: 13.0.8
-Summary: Client for SnapTrade
-License: MIT
-Author: SnapTrade
-Author-email: api@snaptrade.com
-Requires-Python: >=3.8,<4.0
-Classifier: License :: OSI Approved :: MIT License
-Classifier: Programming Language :: Python :: 3
-Classifier: Programming Language :: Python :: 3.8
-Classifier: Programming Language :: Python :: 3.9
-Classifier: Programming Language :: Python :: 3.10
-Classifier: Programming Language :: Python :: 3.11
-Requires-Dist: aiohttp (>=3.10.11,<4.0.0)
-Requires-Dist: certifi (>=2023.7.22)
-Requires-Dist: cryptography (>=43.0.3)
-Requires-Dist: frozendict (>=2.3.4,<3.0.0)
-Requires-Dist: python-dateutil (>=2.8.2,<3.0.0)
-Requires-Dist: typing_extensions (>=4.13.2,<5)
-Requires-Dist: urllib3 (>=1.26.18,<3.0.0)
-Description-Content-Type: text/markdown
-
 <div align="center">
 
 [![Visit SnapTrade](https://raw.githubusercontent.com/passiv/snaptrade-sdks/HEAD/sdks/python/header.png)](https://snaptrade.com)
@@ -30,7 +7,7 @@ Description-Content-Type: text/markdown
 Connect brokerage accounts to your app for live positions and trading
 
 
-[![PyPI](https://img.shields.io/badge/PyPI-v13.0.8-blue)](https://pypi.org/project/snaptrade-python-sdk/13.0.8)
+[![PyPI](https://img.shields.io/badge/PyPI-v13.0.9-blue)](https://pypi.org/project/snaptrade-python-sdk/13.0.9)
 [![README.md](https://img.shields.io/badge/README-Click%20Here-green)](https://github.com/passiv/snaptrade-sdks/tree/master/sdks/python#readme)
 [![More Info](https://img.shields.io/badge/More%20Info-Click%20Here-orange)](https://snaptrade.com/)
 
@@ -54,7 +31,6 @@ Connect brokerage accounts to your app for live positions and trading
   * [`snaptrade.account_information.get_user_account_orders`](#snaptradeaccount_informationget_user_account_orders)
   * [`snaptrade.account_information.get_user_account_recent_orders`](#snaptradeaccount_informationget_user_account_recent_orders)
   * [`snaptrade.account_information.get_user_account_return_rates`](#snaptradeaccount_informationget_user_account_return_rates)
-  * [`snaptrade.account_information.get_user_aum_percentile`](#snaptradeaccount_informationget_user_aum_percentile)
   * [`snaptrade.account_information.get_user_holdings`](#snaptradeaccount_informationget_user_holdings)
   * [`snaptrade.account_information.list_user_accounts`](#snaptradeaccount_informationlist_user_accounts)
   * [`snaptrade.account_information.update_user_account`](#snaptradeaccount_informationupdate_user_account)
@@ -111,7 +87,7 @@ Python >=3.8
 ## Installation<a id="installation"></a>
 
 ```sh
-pip install snaptrade-python-sdk==13.0.8
+pip install snaptrade-python-sdk==13.0.9
 ```
 
 ## Getting Started<a id="getting-started"></a>
@@ -605,35 +581,6 @@ Optional comma separated list of rate-of-return timeframes to return. Supported
 
 ---
 
-### `snaptrade.account_information.get_user_aum_percentile`<a id="snaptradeaccount_informationget_user_aum_percentile"></a>
-
-Returns where the user's total assets sit within the distribution of a cohort of comparable users, as a coarse bucket plus an integer percentile.
-
-The cohort is scoped to your own book: a user is only ever compared against your other users, never across SnapTrade customers. (Users on personal-use keys are the exception — they are compared against all other personal-use users, since a personal key has a single user and cannot form a distribution of its own.) The distribution is recomputed monthly, and `as_of` reports which month's distribution the placement came from.
-
-`data` is `null` — a 200, not an error — when SnapTrade declines to place the user. That happens when the cohort is too small to publish a distribution, or when the user's own holdings are incomplete or stale (for example they hold a disabled connection). A placement computed from a partial view of a user's assets would understate them, so none is returned.
-
-
-#### 🛠️ Usage<a id="🛠️-usage"></a>
-
-```python
-get_user_aum_percentile_response = (
-    snaptrade.account_information.get_user_aum_percentile()
-)
-```
-
-#### 🔄 Return<a id="🔄-return"></a>
-
-[`UserAumPercentileResponse`](./snaptrade_client/type/user_aum_percentile_response.py)
-
-#### 🌐 Endpoint<a id="🌐-endpoint"></a>
-
-`/aumPercentile` `get`
-
-[🔙 **Back to Table of Contents**](#table-of-contents)
-
----
-
 ### `snaptrade.account_information.get_user_holdings`<a id="snaptradeaccount_informationget_user_holdings"></a>
 ![Deprecated](https://img.shields.io/badge/deprecated-yellow)
 
@@ -1408,7 +1355,7 @@ Experimental and subject to change without notice.
 
 Returns the accounts that belong to the specified connection for the authenticated user, using the `kind`-discriminated account shape.
 
-Each item in the response carries a `kind` field (currently `investment` and `deposit` are implemented) that determines which additional fields are present -- see the `ConnectionAccount` schema.
+Each item in the response carries a `kind` field (`investment`, `deposit`, and `line_of_credit` are implemented) that determines which additional fields are present -- see the `ConnectionAccount` schema.
 
 On Pay as you Go / Real-time, this endpoint refreshes each account's opening date and total net value (`net_value`) live from the institution on each call, along with funding date for `investment` accounts.
 
@@ -2500,4 +2447,3 @@ search_cryptocurrency_pair_instruments_response = (
 
 ## Author<a id="author"></a>
 This Python package is automatically generated by [Konfig](https://konfigthis.com)
-

{snaptrade_python_sdk-13.0.8 → snaptrade_python_sdk-13.0.9}/pyproject.toml

@@ -1,6 +1,6 @@
 [tool.poetry]
 name = "snaptrade-python-sdk"
-version = "13.0.8"
+version = "13.0.9"
 description = "Client for SnapTrade"
 authors = ["SnapTrade <api@snaptrade.com>"]
 license = "MIT"

{snaptrade_python_sdk-13.0.8 → snaptrade_python_sdk-13.0.9}/snaptrade_client/__init__.py

@@ -12,7 +12,7 @@
     Created by: https://snaptrade.com/
 """
 
-__version__ = "13.0.8"
+__version__ = "13.0.9"
 
 # import ApiClient
 from snaptrade_client.api_client import ApiClient

{snaptrade_python_sdk-13.0.8 → snaptrade_python_sdk-13.0.9}/snaptrade_client/api_client.py

@@ -1159,7 +1159,7 @@ class ApiClient(typing.Generic[TAuth]):
             self.default_headers[header_name] = header_value
         self.cookie = cookie
         # Set default User-Agent.
-        self.user_agent = 'Konfig/13.0.8/python'
+        self.user_agent = 'Konfig/13.0.9/python'
 
     def __enter__(self):
         return self

{snaptrade_python_sdk-13.0.8 → snaptrade_python_sdk-13.0.9}/snaptrade_client/apis/path_to_api.py

@@ -23,7 +23,6 @@ from snaptrade_client.apis.paths.accounts_account_id_positions_all import Accoun
 from snaptrade_client.apis.paths.accounts_account_id_orders import AccountsAccountIdOrders
 from snaptrade_client.apis.paths.accounts_account_id_balance_history import AccountsAccountIdBalanceHistory
 from snaptrade_client.apis.paths.accounts_account_id_recent_orders import AccountsAccountIdRecentOrders
-from snaptrade_client.apis.paths.aum_percentile import AumPercentile
 from snaptrade_client.apis.paths.accounts_account_id_return_rates import AccountsAccountIdReturnRates
 from snaptrade_client.apis.paths.accounts_account_id_activities import AccountsAccountIdActivities
 from snaptrade_client.apis.paths.accounts_account_id_orders_details import AccountsAccountIdOrdersDetails
@@ -81,7 +80,6 @@ PathToApi = typing_extensions.TypedDict(
         PathValues.ACCOUNTS_ACCOUNT_ID_ORDERS: AccountsAccountIdOrders,
         PathValues.ACCOUNTS_ACCOUNT_ID_BALANCE_HISTORY: AccountsAccountIdBalanceHistory,
         PathValues.ACCOUNTS_ACCOUNT_ID_RECENT_ORDERS: AccountsAccountIdRecentOrders,
-        PathValues.AUM_PERCENTILE: AumPercentile,
         PathValues.ACCOUNTS_ACCOUNT_ID_RETURN_RATES: AccountsAccountIdReturnRates,
         PathValues.ACCOUNTS_ACCOUNT_ID_ACTIVITIES: AccountsAccountIdActivities,
         PathValues.ACCOUNTS_ACCOUNT_ID_ORDERS_DETAILS: AccountsAccountIdOrdersDetails,
@@ -140,7 +138,6 @@ path_to_api = PathToApi(
         PathValues.ACCOUNTS_ACCOUNT_ID_ORDERS: AccountsAccountIdOrders,
         PathValues.ACCOUNTS_ACCOUNT_ID_BALANCE_HISTORY: AccountsAccountIdBalanceHistory,
         PathValues.ACCOUNTS_ACCOUNT_ID_RECENT_ORDERS: AccountsAccountIdRecentOrders,
-        PathValues.AUM_PERCENTILE: AumPercentile,
         PathValues.ACCOUNTS_ACCOUNT_ID_RETURN_RATES: AccountsAccountIdReturnRates,
         PathValues.ACCOUNTS_ACCOUNT_ID_ACTIVITIES: AccountsAccountIdActivities,
         PathValues.ACCOUNTS_ACCOUNT_ID_ORDERS_DETAILS: AccountsAccountIdOrdersDetails,

{snaptrade_python_sdk-13.0.8 → snaptrade_python_sdk-13.0.9}/snaptrade_client/apis/tags/account_information_api_generated.py

@@ -18,7 +18,6 @@ from snaptrade_client.paths.accounts_account_id_orders_details.post import GetUs
 from snaptrade_client.paths.accounts_account_id_orders.get import GetUserAccountOrders
 from snaptrade_client.paths.accounts_account_id_recent_orders.get import GetUserAccountRecentOrders
 from snaptrade_client.paths.accounts_account_id_return_rates.get import GetUserAccountReturnRates
-from snaptrade_client.paths.aum_percentile.get import GetUserAumPercentile
 from snaptrade_client.paths.accounts_account_id_holdings.get import GetUserHoldings
 from snaptrade_client.paths.accounts.get import ListUserAccounts
 from snaptrade_client.paths.accounts_account_id.put import UpdateUserAccount
@@ -38,7 +37,6 @@ class AccountInformationApiGenerated(
     GetUserAccountOrders[TAuth],
     GetUserAccountRecentOrders[TAuth],
     GetUserAccountReturnRates[TAuth],
-    GetUserAumPercentile[TAuth],
     GetUserHoldings[TAuth],
     ListUserAccounts[TAuth],
     UpdateUserAccount[TAuth],

{snaptrade_python_sdk-13.0.8 → snaptrade_python_sdk-13.0.9}/snaptrade_client/configuration.py

@@ -519,7 +519,7 @@ conf = snaptrade_client.Configuration(
                "OS: {env}\n"\
                "Python Version: {pyversion}\n"\
                "Version of the API: 1.0.0\n"\
-               "SDK Package Version: 13.0.8".\
+               "SDK Package Version: 13.0.9".\
                format(env=sys.platform, pyversion=sys.version)
 
     def get_host_settings(self):

{snaptrade_python_sdk-13.0.8 → snaptrade_python_sdk-13.0.9}/snaptrade_client/model/connection_account.py

@@ -34,8 +34,7 @@ class ConnectionAccount(
 used by `Connections_listConnectionAccounts`. Use `kind` to determine
 which schema is present.
 
-`investment` and `deposit` are implemented today; `line_of_credit`
-will be added as an additional variant in a future release.
+`investment`, `deposit`, and `line_of_credit` are implemented today.
 
     """
 
@@ -48,8 +47,10 @@ will be added as an additional variant in a future release.
                 'kind': {
                     'DepositAccount': DepositAccount,
                     'InvestmentAccount': InvestmentAccount,
+                    'LineOfCreditAccount': LineOfCreditAccount,
                     'deposit': DepositAccount,
                     'investment': InvestmentAccount,
+                    'line_of_credit': LineOfCreditAccount,
                 }
             }
         
@@ -66,6 +67,7 @@ will be added as an additional variant in a future release.
             return [
                 InvestmentAccount,
                 DepositAccount,
+                LineOfCreditAccount,
             ]
 
 
@@ -84,3 +86,4 @@ will be added as an additional variant in a future release.
 
 from snaptrade_client.model.deposit_account import DepositAccount
 from snaptrade_client.model.investment_account import InvestmentAccount
+from snaptrade_client.model.line_of_credit_account import LineOfCreditAccount

{snaptrade_python_sdk-13.0.8 → snaptrade_python_sdk-13.0.9}/snaptrade_client/model/connection_account.pyi

@@ -34,8 +34,7 @@ class ConnectionAccount(
 used by `Connections_listConnectionAccounts`. Use `kind` to determine
 which schema is present.
 
-`investment` and `deposit` are implemented today; `line_of_credit`
-will be added as an additional variant in a future release.
+`investment`, `deposit`, and `line_of_credit` are implemented today.
 
     """
 
@@ -48,8 +47,10 @@ will be added as an additional variant in a future release.
                 'kind': {
                     'DepositAccount': DepositAccount,
                     'InvestmentAccount': InvestmentAccount,
+                    'LineOfCreditAccount': LineOfCreditAccount,
                     'deposit': DepositAccount,
                     'investment': InvestmentAccount,
+                    'line_of_credit': LineOfCreditAccount,
                 }
             }
         
@@ -66,6 +67,7 @@ will be added as an additional variant in a future release.
             return [
                 InvestmentAccount,
                 DepositAccount,
+                LineOfCreditAccount,
             ]
 
 
@@ -84,3 +86,4 @@ will be added as an additional variant in a future release.
 
 from snaptrade_client.model.deposit_account import DepositAccount
 from snaptrade_client.model.investment_account import InvestmentAccount
+from snaptrade_client.model.line_of_credit_account import LineOfCreditAccount

{snaptrade_python_sdk-13.0.8 → snaptrade_python_sdk-13.0.9}/snaptrade_client/model/connection_account_sync_status.py

@@ -34,8 +34,9 @@ class ConnectionAccountSyncStatus(
 used by `InvestmentAccount` in `Connections_listConnectionAccounts`. Each property is optional
 -- an institution may not report sync status for every data type. `orders`/`positions`/`balances`
 are the timestamp of the last successful sync of that data type (null if never synced). See
-`DepositAccountSyncStatus` for the deposit-account counterpart, which omits `orders`/`positions`
-since deposit accounts don't place orders or hold positions.
+`DepositAccountSyncStatus`/`LineOfCreditAccountSyncStatus` for the deposit/line-of-credit
+counterparts, which omit `orders`/`positions` since those account kinds don't place orders or
+hold positions.
 
     """
 

{snaptrade_python_sdk-13.0.8 → snaptrade_python_sdk-13.0.9}/snaptrade_client/model/connection_account_sync_status.pyi

@@ -34,8 +34,9 @@ class ConnectionAccountSyncStatus(
 used by `InvestmentAccount` in `Connections_listConnectionAccounts`. Each property is optional
 -- an institution may not report sync status for every data type. `orders`/`positions`/`balances`
 are the timestamp of the last successful sync of that data type (null if never synced). See
-`DepositAccountSyncStatus` for the deposit-account counterpart, which omits `orders`/`positions`
-since deposit accounts don't place orders or hold positions.
+`DepositAccountSyncStatus`/`LineOfCreditAccountSyncStatus` for the deposit/line-of-credit
+counterparts, which omit `orders`/`positions` since those account kinds don't place orders or
+hold positions.
 
     """
 

{snaptrade_python_sdk-13.0.8 → snaptrade_python_sdk-13.0.9}/snaptrade_client/model/deposit_account_net_value.py

@@ -33,7 +33,7 @@ class DepositAccountNetValue(
     """
     This class is auto generated by Konfig (https://konfigthis.com)
 
-    Net value of the account -- cash balance for deposit accounts. Shared across all account kinds so that, e.g., a future `line_of_credit` account can report a negative net value here. Null when unknown (e.g. a real-time fetch failed and no cached value exists).
+    Net value of the account -- cash balance for deposit accounts. Shared across all account kinds -- negative for `line_of_credit` accounts, representing money owed. Null when unknown (e.g. a real-time fetch failed and no cached value exists).
     """
 
 

{snaptrade_python_sdk-13.0.8 → snaptrade_python_sdk-13.0.9}/snaptrade_client/model/deposit_account_net_value.pyi

@@ -33,7 +33,7 @@ class DepositAccountNetValue(
     """
     This class is auto generated by Konfig (https://konfigthis.com)
 
-    Net value of the account -- cash balance for deposit accounts. Shared across all account kinds so that, e.g., a future `line_of_credit` account can report a negative net value here. Null when unknown (e.g. a real-time fetch failed and no cached value exists).
+    Net value of the account -- cash balance for deposit accounts. Shared across all account kinds -- negative for `line_of_credit` accounts, representing money owed. Null when unknown (e.g. a real-time fetch failed and no cached value exists).
     """
 
 

{snaptrade_python_sdk-13.0.8 → snaptrade_python_sdk-13.0.9}/snaptrade_client/model/investment_account_net_value.py

@@ -33,7 +33,7 @@ class InvestmentAccountNetValue(
     """
     This class is auto generated by Konfig (https://konfigthis.com)
 
-    Net value of the account -- total market value for investment accounts. Shared across all account kinds so that, e.g., a future `line_of_credit` account can report a negative net value here. Null when unknown (e.g. a real-time fetch failed and no cached value exists).
+    Net value of the account -- total market value for investment accounts. Shared across all account kinds -- negative for `line_of_credit` accounts, representing money owed. Null when unknown (e.g. a real-time fetch failed and no cached value exists).
     """
 
 

{snaptrade_python_sdk-13.0.8 → snaptrade_python_sdk-13.0.9}/snaptrade_client/model/investment_account_net_value.pyi

@@ -33,7 +33,7 @@ class InvestmentAccountNetValue(
     """
     This class is auto generated by Konfig (https://konfigthis.com)
 
-    Net value of the account -- total market value for investment accounts. Shared across all account kinds so that, e.g., a future `line_of_credit` account can report a negative net value here. Null when unknown (e.g. a real-time fetch failed and no cached value exists).
+    Net value of the account -- total market value for investment accounts. Shared across all account kinds -- negative for `line_of_credit` accounts, representing money owed. Null when unknown (e.g. a real-time fetch failed and no cached value exists).
     """