JUMP TOGuidesGetting StartedRecommended endpoints to get startedDisplay the Connection Portal in an iFrameClient-side Direct API UsageFix Broken ConnectionsRecommended functionalitySnapTrade Connection Messaging: Handling Connection Messages on the Client-sideTrading with SnaptradeSnapTradeAPI StatusGet API StatusgetAuthenticationGet a list of all SnapTrade users you've registered on our platformgetRegister user with SnapTrade in order to create secure brokerage authorizationspostDelete user from SnapTrade, disabling all brokerage authorizations and permanently deleting all data associated with the userdeleteGenerate a redirect URI to securely login a user to the SnapTrade Connection PortalpostObtains an encrypted JWT tokens that should be decrypted on a user's local devicegetReference DataGet metadata related to Snaptrade partnergetSearch for symbols that are supported by a brokerage account using a substringpostList of all brokerages.getList of all brokerage authorization typesgetList of all supported currenciesgetReturn the exchange rates of all supported currenciesgetReturn the exchange rate of a currency pairgetReturn list of stock exchanges on Passiv and their suffixesgetList of all security types.getSearch for symbolspostGet details of a symbol by the tickergetAccount InformationList all accounts for the user, plus balances and positions for each account.getList balances, positions and orders for the specified account.getList all investment accounts for the usergetReturn details of a specific investment accountgetUpdate details of an investment accountputGet all cash balances of an investment accountgetGet all positions of an investment accountgetGet all history of orders placed in accountgetTradingGet symbol quotesgetCancel open order in accountpostReturn the impact of placing a series of trades on the portfoliogetReturn details of a specific trade before it's placedgetModify units of a trade before it is placedpatchPlace orders for the CalculatedTrades in seriespostPlace a trade with NO validation.postCheck impact of trades on account.postPlace orderpostPlace a OCO (One Cancels Other) orderpostOptionsGet the options holdings in the accountgetGet the options chaingetCreates an option strategy object that will be used to place an option strategy orderpostGet latest market data of option strategygetPlace an option strategy order on the brokeragepostConnectionsList all brokerage authorizations for the usergetGet detail of a specific brokerage authorizations for the usergetRemove a brokerage authorization.deleteList all session events for the partnergetError LogsRetrieve error logs on behalf of your SnapTrade usersgetPortfolio ManagementList of model asset classgetCreate a new model asset classpostGet details of a model asset classgetUpdates model asset class objectspostDeletes a model asset classdeleteList of model portfoliogetCreates a new model portfoliopostGet details of a model portfoliogetUpdates model portfolio objectpostDeletes a model portfoliodeleteList all portfolio groupsgetCreate new portfolio grouppostGet details of a target portfoliogetUpdate an existing target portfolio.patchRemove a target portfolio.deleteGet all accounts associated with a portfolio groupgetGet sum of cash balances in portfolio groupgetList of trades to make to rebalance portfolio groupgetReturn an individual tradegetGet an array of excluded assets associated with a portfolio group\getAdds an asset to exclude to a portfolio grouppostUnexclude an asset from a portfolio groupdeleteImport target allocation based on portfolio grouppostReturn a whole bunch of relevant information relating to a portfolio group.getGet portfolio group settingsgetUpdates portfolio group settingspatchSearch for symbols limited to brokerages under the specified portfolio grouppostGet all target assets under the specified PortfolioGroup.getSet a new list of target assets under the specified PortfolioGroup. All existing target assets under this portfolio group will be replaced with the new list.postGet a specific target from a portfolio groupgetUpdate a TargetAsset under the specified PortfolioGroup.patchRemove a TargetAsset.deleteTransactions And ReportingGet transaction history for a usergetGet performance information for a specific timeframegetWebhooksPowered by Get an array of excluded assets associated with a portfolio group\get https://api.snaptrade.com/api/v1/portfolioGroups/{portfolioGroupId}/excludedassets
