Class: SnapTrade::AccountInformationApi

Inherits:
Object
  • Object
show all
Defined in:
lib/snaptrade/api/account_information_api.rb

Instance Attribute Summary collapse

Instance Method Summary collapse

Constructor Details

#initialize(api_client = ApiClient.default) ⇒ AccountInformationApi

Returns a new instance of AccountInformationApi.



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# File 'lib/snaptrade/api/account_information_api.rb', line 16

def initialize(api_client = ApiClient.default)
  @api_client = api_client
end

Instance Attribute Details

#api_client ⇒ Object

Returns the value of attribute api_client.



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# File 'lib/snaptrade/api/account_information_api.rb', line 14

def api_client
  @api_client
end

Instance Method Details

#get_account_activities(account_id:, user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, offset: SENTINEL, limit: SENTINEL, type: SENTINEL, extra: {}) ⇒ Object

List account activities

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.

Parameters:

  • account_id (String)
  • user_id (String)
  • user_secret (String)
  • start_date (Date) (defaults to: SENTINEL) —

    The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on ‘trade_date`.

  • end_date (Date) (defaults to: SENTINEL) —

    The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on ‘trade_date`.

  • offset (Integer) (defaults to: SENTINEL) —

    An integer that specifies the starting point of the paginated results. Default is 0.

  • limit (Integer) (defaults to: SENTINEL) —

    An integer that specifies the maximum number of transactions to return. Default of 1000.

  • type (String) (defaults to: SENTINEL) —

    Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - ‘BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another. - `SPLIT` - A stock share split.

  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 41

def (account_id:, user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, offset: SENTINEL, limit: SENTINEL, type: SENTINEL, extra: {})
  extra[:start_date] = start_date if start_date != SENTINEL
  extra[:end_date] = end_date if end_date != SENTINEL
  extra[:offset] = offset if offset != SENTINEL
  extra[:limit] = limit if limit != SENTINEL
  extra[:type] = type if type != SENTINEL
  data, _status_code, _headers = (, user_id, user_secret, extra)
  data
end

#get_account_activities_with_http_info(account_id:, user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, offset: SENTINEL, limit: SENTINEL, type: SENTINEL, extra: {}) ⇒ Object

List account activities

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.

Parameters:

  • account_id (String)
  • user_id (String)
  • user_secret (String)
  • start_date (Date) (defaults to: SENTINEL) —

    The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on ‘trade_date`.

  • end_date (Date) (defaults to: SENTINEL) —

    The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on ‘trade_date`.

  • offset (Integer) (defaults to: SENTINEL) —

    An integer that specifies the starting point of the paginated results. Default is 0.

  • limit (Integer) (defaults to: SENTINEL) —

    An integer that specifies the maximum number of transactions to return. Default of 1000.

  • type (String) (defaults to: SENTINEL) —

    Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - ‘BUY` - Asset bought. - `SELL` - Asset sold. - `DIVIDEND` - Dividend payout. - `CONTRIBUTION` - Cash contribution. - `WITHDRAWAL` - Cash withdrawal. - `REI` - Dividend reinvestment. - `STOCK_DIVIDEND` - A type of dividend where a company distributes shares instead of cash - `INTEREST` - Interest deposited into the account. - `FEE` - Fee withdrawn from the account. - `TAX` - A tax related fee. - `OPTIONEXPIRATION` - Option expiration event. - `OPTIONASSIGNMENT` - Option assignment event. - `OPTIONEXERCISE` - Option exercise event. - `TRANSFER` - Transfer of assets from one account to another. - `SPLIT` - A stock share split.

  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 72

def (account_id:, user_id:, user_secret:, start_date: SENTINEL, end_date: SENTINEL, offset: SENTINEL, limit: SENTINEL, type: SENTINEL, extra: {})
  extra[:start_date] = start_date if start_date != SENTINEL
  extra[:end_date] = end_date if end_date != SENTINEL
  extra[:offset] = offset if offset != SENTINEL
  extra[:limit] = limit if limit != SENTINEL
  extra[:type] = type if type != SENTINEL
  (, user_id, user_secret, extra)
end

#get_account_balance_history(user_id:, user_secret:, account_id:, extra: {}) ⇒ Object

List historical account total value

An experimental endpoint that returns estimated historical total account value for the specified account. Total account value is the sum of the market value of all positions and cash in the account at a given time. This endpoint is experimental, disabled by default, and has a maximum lookback of 1 year.

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String)
  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 190

def (user_id:, user_secret:, account_id:, extra: {})
  data, _status_code, _headers = (user_id, user_secret, , extra)
  data
end

#get_account_balance_history_with_http_info(user_id:, user_secret:, account_id:, extra: {}) ⇒ Object

List historical account total value

An experimental endpoint that returns estimated historical total account value for the specified account. Total account value is the sum of the market value of all positions and cash in the account at a given time. This endpoint is experimental, disabled by default, and has a maximum lookback of 1 year.

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String)
  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 203

def (user_id:, user_secret:, account_id:, extra: {})
  (user_id, user_secret, , extra)
end

#get_all_account_positions(user_id:, user_secret:, account_id:, extra: {}) ⇒ Object

List all account positions

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.

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String)
  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 299

def (user_id:, user_secret:, account_id:, extra: {})
  data, _status_code, _headers = (user_id, user_secret, , extra)
  data
end

#get_all_account_positions_with_http_info(user_id:, user_secret:, account_id:, extra: {}) ⇒ Object

List all account positions

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.

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String)
  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 318

def (user_id:, user_secret:, account_id:, extra: {})
  (user_id, user_secret, , extra)
end

#get_all_user_holdings(user_id:, user_secret:, brokerage_authorizations: SENTINEL, extra: {}) ⇒ Object

List all accounts for the user, plus balances, positions, and orders for each account.

**Deprecated, please use the account-specific holdings endpoint instead.**

List all accounts for the user, plus balances, positions, and orders for each account.

Note: This endpoint will return HTTP 410 Gone for all customers that sign up after April 25, 2026.

Parameters:

  • user_id (String)
  • user_secret (String)
  • brokerage_authorizations (String) (defaults to: SENTINEL) —

    Optional. Comma separated list of authorization IDs (only use if filtering is needed on one or more authorizations).

  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 413

def get_all_user_holdings(user_id:, user_secret:, brokerage_authorizations: SENTINEL, extra: {})
  extra[:brokerage_authorizations] = brokerage_authorizations if brokerage_authorizations != SENTINEL
  data, _status_code, _headers = get_all_user_holdings_with_http_info_impl(user_id, user_secret, extra)
  data
end

#get_all_user_holdings_with_http_info(user_id:, user_secret:, brokerage_authorizations: SENTINEL, extra: {}) ⇒ Object

List all accounts for the user, plus balances, positions, and orders for each account.

**Deprecated, please use the account-specific holdings endpoint instead.**

List all accounts for the user, plus balances, positions, and orders for each account.

Note: This endpoint will return HTTP 410 Gone for all customers that sign up after April 25, 2026.

Parameters:

  • user_id (String)
  • user_secret (String)
  • brokerage_authorizations (String) (defaults to: SENTINEL) —

    Optional. Comma separated list of authorization IDs (only use if filtering is needed on one or more authorizations).

  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 432

def get_all_user_holdings_with_http_info(user_id:, user_secret:, brokerage_authorizations: SENTINEL, extra: {})
  extra[:brokerage_authorizations] = brokerage_authorizations if brokerage_authorizations != SENTINEL
  get_all_user_holdings_with_http_info_impl(user_id, user_secret, extra)
end

#get_user_account_balance(user_id:, user_secret:, account_id:, extra: {}) ⇒ Object

List account balances

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](www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).

Check your API key on the [Customer Dashboard billing page](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.

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String)
  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 526

def (user_id:, user_secret:, account_id:, extra: {})
  data, _status_code, _headers = (user_id, user_secret, , extra)
  data
end

#get_user_account_balance_with_http_info(user_id:, user_secret:, account_id:, extra: {}) ⇒ Object

List account balances

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](www.questrade.com/learning/questrade-basics/balances-and-reports/understanding-your-account-balances).

Check your API key on the [Customer Dashboard billing page](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.

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String)
  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 545

def (user_id:, user_secret:, account_id:, extra: {})
  (user_id, user_secret, , extra)
end

#get_user_account_details(user_id:, user_secret:, account_id:, extra: {}) ⇒ Object

Get account detail

Returns account detail known to SnapTrade for the specified account.

Check your API key on the [Customer Dashboard billing page](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.

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String)
  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 641

def (user_id:, user_secret:, account_id:, extra: {})
  data, _status_code, _headers = (user_id, user_secret, , extra)
  data
end

#get_user_account_details_with_http_info(user_id:, user_secret:, account_id:, extra: {}) ⇒ Object

Get account detail

Returns account detail known to SnapTrade for the specified account.

Check your API key on the [Customer Dashboard billing page](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.

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String)
  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 660

def (user_id:, user_secret:, account_id:, extra: {})
  (user_id, user_secret, , extra)
end

#get_user_account_order_detail(brokerage_order_id:, account_id:, user_id:, user_secret:, extra: {}) ⇒ Object

Get account order detail

Returns the detail of a single order using the external order ID provided in the request body.

This endpoint only works for single-leg orders at this time. Support for multi-leg orders will be added in the future.

This endpoint is always realtime and does not rely on cached data.

This endpoint only returns orders placed through SnapTrade. In other words, orders placed outside of the SnapTrade network are not returned by this endpoint.

Parameters:

  • brokerage_order_id (String) —

    Order ID returned by brokerage. This is the unique identifier for the order in the brokerage system.

  • account_id (String)
  • user_id (String)
  • user_secret (String)
  • body (AccountInformationGetUserAccountOrderDetailRequest)
  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 758

def (brokerage_order_id:, account_id:, user_id:, user_secret:, extra: {})
  _body = {}
  _body[:brokerage_order_id] = brokerage_order_id if brokerage_order_id != SENTINEL
   = _body
  data, _status_code, _headers = (, user_id, user_secret, , extra)
  data
end

#get_user_account_order_detail_with_http_info(brokerage_order_id:, account_id:, user_id:, user_secret:, extra: {}) ⇒ Object

Get account order detail

Returns the detail of a single order using the external order ID provided in the request body.

This endpoint only works for single-leg orders at this time. Support for multi-leg orders will be added in the future.

This endpoint is always realtime and does not rely on cached data.

This endpoint only returns orders placed through SnapTrade. In other words, orders placed outside of the SnapTrade network are not returned by this endpoint.

Parameters:

  • brokerage_order_id (String) —

    Order ID returned by brokerage. This is the unique identifier for the order in the brokerage system.

  • account_id (String)
  • user_id (String)
  • user_secret (String)
  • body (AccountInformationGetUserAccountOrderDetailRequest)
  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 782

def (brokerage_order_id:, account_id:, user_id:, user_secret:, extra: {})
  _body = {}
  _body[:brokerage_order_id] = brokerage_order_id if brokerage_order_id != SENTINEL
   = _body
  (, user_id, user_secret, , extra)
end

#get_user_account_orders(user_id:, user_secret:, account_id:, state: SENTINEL, days: SENTINEL, extra: {}) ⇒ Object

List account orders

Returns a list of recent orders in the specified account.

Check your API key on the [Customer Dashboard billing page](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.

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String)
  • state (String) (defaults to: SENTINEL) —

    defaults value is set to "all"

  • days (Integer) (defaults to: SENTINEL) —

    Number of days in the past to fetch the most recent orders. Defaults to the last 30 days if no value is passed in. Values greater than 90 will be capped at 90.

  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 894

def (user_id:, user_secret:, account_id:, state: SENTINEL, days: SENTINEL, extra: {})
  extra[:state] = state if state != SENTINEL
  extra[:days] = days if days != SENTINEL
  data, _status_code, _headers = (user_id, user_secret, , extra)
  data
end

#get_user_account_orders_with_http_info(user_id:, user_secret:, account_id:, state: SENTINEL, days: SENTINEL, extra: {}) ⇒ Object

List account orders

Returns a list of recent orders in the specified account.

Check your API key on the [Customer Dashboard billing page](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.

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String)
  • state (String) (defaults to: SENTINEL) —

    defaults value is set to "all"

  • days (Integer) (defaults to: SENTINEL) —

    Number of days in the past to fetch the most recent orders. Defaults to the last 30 days if no value is passed in. Values greater than 90 will be capped at 90.

  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 917

def (user_id:, user_secret:, account_id:, state: SENTINEL, days: SENTINEL, extra: {})
  extra[:state] = state if state != SENTINEL
  extra[:days] = days if days != SENTINEL
  (user_id, user_secret, , extra)
end

#get_user_account_positions(user_id:, user_secret:, account_id:, extra: {}) ⇒ Object

List account positions

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](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.

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String)
  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 1035

def (user_id:, user_secret:, account_id:, extra: {})
  data, _status_code, _headers = (user_id, user_secret, , extra)
  data
end

#get_user_account_positions_with_http_info(user_id:, user_secret:, account_id:, extra: {}) ⇒ Object

List account positions

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](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.

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String)
  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 1056

def (user_id:, user_secret:, account_id:, extra: {})
  (user_id, user_secret, , extra)
end

#get_user_account_recent_orders(user_id:, user_secret:, account_id:, only_executed: SENTINEL, extra: {}) ⇒ Object

List account recent orders (last 24 hours only)

A lightweight endpoint that returns the latest page of orders placed in the last 24 hours in the specified account. For most brokerages, the default page size is 100 meaning the endpoint will return a max of 100 orders. This endpoint is realtime and can be used to quickly check if account state has recently changed due to an execution, or check status of recently placed orders Differs from /orders in that it is always realtime, and only checks the last 24 hours By default only returns executed orders, but that can be changed by setting only_executed to false

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String)
  • only_executed (Boolean) (defaults to: SENTINEL) —

    Defaults to true. Indicates if request should fetch only executed orders. Set to false to retrieve non executed orders as well

  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 1150

def (user_id:, user_secret:, account_id:, only_executed: SENTINEL, extra: {})
  extra[:only_executed] = only_executed if only_executed != SENTINEL
  data, _status_code, _headers = (user_id, user_secret, , extra)
  data
end

#get_user_account_recent_orders_with_http_info(user_id:, user_secret:, account_id:, only_executed: SENTINEL, extra: {}) ⇒ Object

List account recent orders (last 24 hours only)

A lightweight endpoint that returns the latest page of orders placed in the last 24 hours in the specified account. For most brokerages, the default page size is 100 meaning the endpoint will return a max of 100 orders. This endpoint is realtime and can be used to quickly check if account state has recently changed due to an execution, or check status of recently placed orders Differs from /orders in that it is always realtime, and only checks the last 24 hours By default only returns executed orders, but that can be changed by setting only_executed to false

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String)
  • only_executed (Boolean) (defaults to: SENTINEL) —

    Defaults to true. Indicates if request should fetch only executed orders. Set to false to retrieve non executed orders as well

  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 1168

def (user_id:, user_secret:, account_id:, only_executed: SENTINEL, extra: {})
  extra[:only_executed] = only_executed if only_executed != SENTINEL
  (user_id, user_secret, , extra)
end

#get_user_account_return_rates(user_id:, user_secret:, account_id:, timeframes: SENTINEL, extra: {}) ⇒ Object

List account rate of returns

Returns a list of rate of return percents for a given account.

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String)
  • timeframes (String) (defaults to: SENTINEL) —

    Optional comma separated list of rate-of-return timeframes to return. Supported values are ‘ALL`, `1Y`, `YTD`, `1M`, `1W`, and `1D`. If omitted, SnapTrade returns all six supported timeframes.

  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 1263

def (user_id:, user_secret:, account_id:, timeframes: SENTINEL, extra: {})
  extra[:timeframes] = timeframes if timeframes != SENTINEL
  data, _status_code, _headers = (user_id, user_secret, , extra)
  data
end

#get_user_account_return_rates_with_http_info(user_id:, user_secret:, account_id:, timeframes: SENTINEL, extra: {}) ⇒ Object

List account rate of returns

Returns a list of rate of return percents for a given account.

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String)
  • timeframes (String) (defaults to: SENTINEL) —

    Optional comma separated list of rate-of-return timeframes to return. Supported values are ‘ALL`, `1Y`, `YTD`, `1M`, `1W`, and `1D`. If omitted, SnapTrade returns all six supported timeframes.

  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 1278

def (user_id:, user_secret:, account_id:, timeframes: SENTINEL, extra: {})
  extra[:timeframes] = timeframes if timeframes != SENTINEL
  (user_id, user_secret, , extra)
end

#get_user_holdings(account_id:, user_id:, user_secret:, extra: {}) ⇒ Object

List account holdings

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](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.

Parameters:

  • account_id (String)
  • user_id (String)
  • user_secret (String)
  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 1378

def get_user_holdings(account_id:, user_id:, user_secret:, extra: {})
  data, _status_code, _headers = get_user_holdings_with_http_info_impl(, user_id, user_secret, extra)
  data
end

#get_user_holdings_with_http_info(account_id:, user_id:, user_secret:, extra: {}) ⇒ Object

List account holdings

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](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.

Parameters:

  • account_id (String)
  • user_id (String)
  • user_secret (String)
  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 1397

def get_user_holdings_with_http_info(account_id:, user_id:, user_secret:, extra: {})
  get_user_holdings_with_http_info_impl(, user_id, user_secret, extra)
end

#list_user_accounts(user_id:, user_secret:, extra: {}) ⇒ Object

List accounts

**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).

Parameters:

  • user_id (String)
  • user_secret (String)
  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 1490

def list_user_accounts(user_id:, user_secret:, extra: {})
  data, _status_code, _headers = list_user_accounts_with_http_info_impl(user_id, user_secret, extra)
  data
end

#list_user_accounts_with_http_info(user_id:, user_secret:, extra: {}) ⇒ Object

List accounts

**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).

Parameters:

  • user_id (String)
  • user_secret (String)
  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 1506

def list_user_accounts_with_http_info(user_id:, user_secret:, extra: {})
  list_user_accounts_with_http_info_impl(user_id, user_secret, extra)
end

#update_user_account(user_id:, user_secret:, account_id:, extra: {}) ⇒ Object

Update details of an investment account

Updates various properties of a specified account.

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String) —

    The ID of the account to update.

  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 1590

def (user_id:, user_secret:, account_id:, extra: {})
  data, _status_code, _headers = (user_id, user_secret, , extra)
  data
end

#update_user_account_with_http_info(user_id:, user_secret:, account_id:, extra: {}) ⇒ Object

Update details of an investment account

Updates various properties of a specified account.

Parameters:

  • user_id (String)
  • user_secret (String)
  • account_id (String) —

    The ID of the account to update.

  • extra (Hash) (defaults to: {}) —

    additional parameters to pass along through :header_params, :query_params, or parameter name



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# File 'lib/snaptrade/api/account_information_api.rb', line 1603

def (user_id:, user_secret:, account_id:, extra: {})
  (user_id, user_secret, , extra)
end