Class: Schwab::Operations::GetAccounts

Inherits:
BaseOperation show all
Defined in:
lib/schwab/operations/get_accounts.rb

Constant Summary

Constants inherited from BaseOperation

BaseOperation::HTTP_DEBUG_OUTPUT

Instance Attribute Summary

Attributes inherited from BaseOperation

#client

Instance Method Summary collapse

Methods inherited from BaseOperation

#initialize

Methods included from Util

response_success?

Methods included from Error

raise_error

Constructor Details

This class inherits a constructor from Schwab::Operations::BaseOperation

Instance Method Details

#call(fields: 'positions') ⇒ Object

Example Response: [

{
  "securitiesAccount": {
    "type": "CASH",
    "accountNumber": "<account1>",
    "roundTrips": 0,
    "isDayTrader": false,
    "isClosingOnlyRestricted": false,
    "pfcbFlag": false,
    "positions": [
      {
        "shortQuantity": 0,
        "averagePrice": 13.4,
        "currentDayProfitLoss": -31.59,
        "currentDayProfitLossPercentage": -5.44,
        "longQuantity": 39,
        "settledLongQuantity": 39,
        "settledShortQuantity": 0,
        "instrument": {
          "assetType": "EQUITY",
          "cusip": "83406F102",
          "symbol": "SOFI",
          "netChange": -0.8
        },
        "marketValue": 549.51,
        "maintenanceRequirement": 0,
        "averageLongPrice": 13.4,
        "taxLotAverageLongPrice": 13.4,
        "longOpenProfitLoss": 26.91,
        "previousSessionLongQuantity": 39,
        "currentDayCost": 0
      },
    ],
    "initialBalances": {
      "accruedInterest": 0,
      "cashAvailableForTrading": 1561.98,
      "cashAvailableForWithdrawal": 1561.98,
      "cashBalance": 1561.98,
      "bondValue": 0,
      "cashReceipts": 0,
      "liquidationValue": 8566.46,
      "longOptionMarketValue": 0,
      "longStockValue": 7004.48,
      "moneyMarketFund": 0,
      "mutualFundValue": 1561.98,
      "shortOptionMarketValue": 0,
      "shortStockValue": 0,
      "isInCall": false,
      "unsettledCash": 0,
      "cashDebitCallValue": 0,
      "pendingDeposits": 0,
      "accountValue": 8566.46
    },
    "currentBalances": {
      "accruedInterest": 0,
      "cashBalance": 1561.98,
      "cashReceipts": 0,
      "longOptionMarketValue": 0,
      "liquidationValue": 8566.46,
      "longMarketValue": 7004.48,
      "moneyMarketFund": 0,
      "savings": 0,
      "shortMarketValue": 0,
      "pendingDeposits": 0,
      "mutualFundValue": 0,
      "bondValue": 0,
      "shortOptionMarketValue": 0,
      "cashAvailableForTrading": 1561.98,
      "cashAvailableForWithdrawal": 1561.98,
      "cashCall": 0,
      "longNonMarginableMarketValue": 1561.98,
      "totalCash": 1561.98,
      "cashDebitCallValue": 0,
      "unsettledCash": 0
    },
    "projectedBalances": {
      "cashAvailableForTrading": 1561.98,
      "cashAvailableForWithdrawal": 1561.98
    }
  },
  "aggregatedBalance": {
    "currentLiquidationValue": 8566.46,
    "liquidationValue": 8566.46
  }
},



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# File 'lib/schwab/operations/get_accounts.rb', line 92

def call(fields: 'positions')
  params = {
    fields:,
  }

  response = perform_api_get_request(
    url: 'https://api.schwabapi.com/trader/v1/accounts',
    query: params,
    )

  response
end