SnapTrade Management API

openapi: 3.2.0
info:
  description: 'Connect brokerage accounts to your app for live positions and trading.


    ## Rate limiting


    Two limits apply to requests signed with your `clientId`. The stricter one

    wins, and exceeding either returns `429 Too Many Requests`.


    - **Customer-level** — 250 requests/minute by default, scoped to your

    `clientId` and applied across all endpoints. Reported in

    `X-RateLimit-Limit`, `X-RateLimit-Remaining` and `X-RateLimit-Reset`.

    - **Account-level** — 10 requests/minute per account, scoped to

    (`clientId`, `accountId`). All covered operations for one account draw on

    the same bucket — reading balances and reading positions share it — and

    enforcement does not depend on the HTTP method, so updating an account

    consumes the same bucket as reading it. Only enforced for Personal users,

    and only for integrations it has been rolled out to — it is not yet in

    force for every Personal integration. It also does not apply on every

    operation that documents a 429 below. Where it applies it is reported in

    `X-RateLimit-Account-Limit`, `X-RateLimit-Account-Remaining` and

    `X-RateLimit-Account-Reset`. Do not read the absence of those headers as

    proof the limit is off — some configurations omit the rate limit headers

    while still enforcing the limit, so header absence tells you nothing

    about your allowance.


    On a 429, `X-RateLimit-Remaining: 0` means you hit the customer-level limit

    and `X-RateLimit-Account-Remaining: 0` means the account-level one. Wait for

    the corresponding `*-Reset` value (seconds) before retrying, or fall back to

    exponential backoff with jitter.


    Not every 429 is explained by those headers. A separate

    per-authenticated-user limit, reported in no `X-RateLimit-*` header, covers

    OAuth-authenticated requests and signed requests in configurations where the

    customer-level limit is not in effect — on the operations that use the

    default throttles. A few operations override those and are governed by the

    customer-level limit alone. The two do not stack: a signed request

    governed by the customer-level limit above is not additionally subject to the

    per-user one. If a 429 arrives with no header at zero — or with no

    `X-RateLimit-*` headers at all — honour `Retry-After` and back off. Treat the

    remaining counts as a hint, not a guarantee that the next request will

    succeed.


    Because the customer-level limit applies everywhere, any signed request can

    return 429.


    **OAuth-authenticated requests are an exception.** They are not subject to

    the customer-level limit and do not receive `X-RateLimit-Limit`,

    `X-RateLimit-Remaining` or `X-RateLimit-Reset` — do not wait on those headers

    or design around a customer-level allowance on this path. The account-level

    limit still applies to them on the account-data endpoints above, reported in

    the `X-RateLimit-Account-*` headers. On operations using the default

    throttles the per-user limit above applies to them as well, so an OAuth

    request can be rejected while the account headers still show capacity; on

    the few operations that override those throttles, OAuth callers have no

    per-user ceiling at all. Drive retries from `Retry-After` and exponential

    backoff with jitter rather than from the headers.


    See https://docs.snaptrade.com/docs/ratelimiting.'
  version: 1.0.0
  title: SnapTrade Management API
  termsOfService: N/A
  contact:
    email: api@snaptrade.com
  x-konfig-ignore:
    potential-incorrect-type: true
  x-readme:
    explorer-enabled: false
servers:
- description: SnapTrade Production API
  url: https://api.snaptrade.com
security:
- PartnerSignature: []
  PartnerClientId: []
  PartnerTimestamp: []
tags:
- name: Management
  description: Retrieve usage information about your SnapTrade Client ID.
paths:
  /management/stats:
    get:
      tags:
      - Management
      summary: Get usage stats (beta)
      description: '**Beta.** This endpoint and its response schema may change.


        Returns user, connection, and connected asset totals for your SnapTrade Client ID. These are the same numbers shown on the Users & Connections page of the SnapTrade Dashboard.


        User and connection counts are cached for up to 5 minutes. Connected asset values come from a snapshot calculated once a day; `connected_assets_calculated_at` indicates when it was last calculated.'
      operationId: Management_getStats
      parameters:
      - in: query
        required: false
        name: currency
        description: ISO 4217 currency code to express connected asset values in. Defaults to `USD`.
        schema:
          type: string
          example: USD
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/ConnectedAssetPartnerStats'
        '400':
          description: Unsupported currency
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/400FailedRequestResponse'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/401FailedRequestResponse'
        '429':
          description: Rate limit exceeded
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/429TooManyRequestsResponse'
        '500':
          description: Unexpected Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/500UnexpectedExceptionResponse'
        '503':
          description: Exchange rates for the requested currency are temporarily unavailable
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/503CurrencyConversionUnavailableResponse'
  /snapTrade/stats:
    get:
      tags:
      - Management
      summary: Get usage stats (deprecated)
      deprecated: true
      description: '**Deprecated.** Use `GET /management/stats` for the beta response with connected asset field names.


        Returns user, connection, and connected asset totals for your SnapTrade Client ID. These are the same numbers shown on the Users & Connections page of the SnapTrade Dashboard.


        User and connection counts are cached for up to 5 minutes. Connected asset values come from a snapshot calculated once a day; `assets_under_management_calculated_at` indicates when it was last calculated.'
      operationId: Management_getStatsLegacy
      parameters:
      - in: query
        required: false
        name: currency
        description: ISO 4217 currency code to express connected asset values in. Defaults to `USD`.
        schema:
          type: string
          example: USD
      responses:
        '200':
          description: OK
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PartnerStats'
        '400':
          description: Unsupported currency
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/400FailedRequestResponse'
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/401FailedRequestResponse'
        '429':
          description: Rate limit exceeded
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/429TooManyRequestsResponse'
        '500':
          description: Unexpected Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/500UnexpectedExceptionResponse'
        '503':
          description: Exchange rates for the requested currency are temporarily unavailable
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/503CurrencyConversionUnavailableResponse'
components:
  schemas:
    503CurrencyConversionUnavailableResponse:
      description: Example for a response that failed because exchange rates for the requested currency are unavailable
      type: object
      properties:
        detail:
          example: Exchange rates for the requested currency are temporarily unavailable. Please try again later.
        status_code:
          example: 503
        code:
          example: 1167
    ConnectedAssetPartnerStats:
      description: User, connection, and connected asset totals for your SnapTrade Client ID.
      type: object
      required:
      - total_users
      - total_connected_users
      - total_active_connections
      - total_disabled_connections
      - oauth_total_users
      - oauth_total_connected_users
      - oauth_total_active_connections
      - oauth_total_disabled_connections
      - connected_assets
      - disabled_connected_assets
      - oauth_connected_assets
      - oauth_disabled_connected_assets
      - connected_assets_currency
      - connected_assets_calculated_at
      properties:
        total_users:
          type: integer
          description: Number of users registered with your Client ID.
          example: 19528
        total_connected_users:
          type: integer
          description: Number of users registered with your Client ID that have at least one connection, active or disabled.
          example: 2681
        total_active_connections:
          type: integer
          description: Number of active connections across users registered with your Client ID.
          example: 2265
        total_disabled_connections:
          type: integer
          description: Number of disabled connections across users registered with your Client ID.
          example: 708
        oauth_total_users:
          type:
          - integer
          - 'null'
          description: Number of users who have authorized your OAuth application. `null` if your Client ID has no OAuth application.
          example: null
        oauth_total_connected_users:
          type:
          - integer
          - 'null'
          description: Number of users who have authorized your OAuth application and have at least one connection, active or disabled. `null` if your Client ID has no OAuth application.
          example: null
        oauth_total_active_connections:
          type:
          - integer
          - 'null'
          description: Number of active connections across users who have authorized your OAuth application. `null` if your Client ID has no OAuth application.
          example: null
        oauth_total_disabled_connections:
          type:
          - integer
          - 'null'
          description: Number of disabled connections across users who have authorized your OAuth application. `null` if your Client ID has no OAuth application.
          example: null
        connected_assets:
          type:
          - number
          - 'null'
          format: double
          description: Total latest account value across active connections of users registered with your Client ID, in `connected_assets_currency`. `null` until the first daily snapshot has been calculated.
          example: 104900000
        disabled_connected_assets:
          type:
          - number
          - 'null'
          format: double
          description: Total account value across disabled connections of users registered with your Client ID, as of each connection's last sync, in `connected_assets_currency`. `null` until the first daily snapshot has been calculated.
          example: 159300000
        oauth_connected_assets:
          type:
          - number
          - 'null'
          format: double
          description: Total latest account value across active connections of users who have authorized your OAuth application, in `connected_assets_currency`. `null` if your Client ID has no OAuth application, or until the first daily snapshot after it was added.
          example: null
        oauth_disabled_connected_assets:
          type:
          - number
          - 'null'
          format: double
          description: Total account value across disabled connections of users who have authorized your OAuth application, as of each connection's last sync, in `connected_assets_currency`. `null` if your Client ID has no OAuth application, or until the first daily snapshot after it was added.
          example: null
        connected_assets_currency:
          type: string
          description: ISO 4217 currency code the asset values are expressed in.
          example: USD
        connected_assets_calculated_at:
          type:
          - string
          - 'null'
          format: date-time
          description: Timestamp in [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) format indicating when the connected asset values were last calculated. `null` until the first daily snapshot has been calculated.
          example: '2026-10-08T02:47:00.000Z'
    400FailedRequestResponse:
      description: Example for failed request response
      type: object
      properties:
        default_detail:
          example: Unable to verify data sent
        default_code:
          example: 1076
    401FailedRequestResponse:
      description: Example for failed request response
      type: object
      properties:
        default_detail:
          example: Unable to verify signature sent
        default_code:
          example: 1076
    PartnerStats:
      description: User, connection, and connected asset totals for your SnapTrade Client ID.
      type: object
      required:
      - total_users
      - total_connected_users
      - total_active_connections
      - total_disabled_connections
      - oauth_total_users
      - oauth_total_connected_users
      - oauth_total_active_connections
      - oauth_total_disabled_connections
      - assets_under_management
      - disabled_assets_under_management
      - oauth_assets_under_management
      - oauth_disabled_assets_under_management
      - assets_under_management_currency
      - assets_under_management_calculated_at
      properties:
        total_users:
          type: integer
          description: Number of users registered with your Client ID.
          example: 19528
        total_connected_users:
          type: integer
          description: Number of users registered with your Client ID that have at least one connection, active or disabled.
          example: 2681
        total_active_connections:
          type: integer
          description: Number of active connections across users registered with your Client ID.
          example: 2265
        total_disabled_connections:
          type: integer
          description: Number of disabled connections across users registered with your Client ID.
          example: 708
        oauth_total_users:
          type:
          - integer
          - 'null'
          description: Number of users who have authorized your OAuth application. `null` if your Client ID has no OAuth application.
          example: null
        oauth_total_connected_users:
          type:
          - integer
          - 'null'
          description: Number of users who have authorized your OAuth application and have at least one connection, active or disabled. `null` if your Client ID has no OAuth application.
          example: null
        oauth_total_active_connections:
          type:
          - integer
          - 'null'
          description: Number of active connections across users who have authorized your OAuth application. `null` if your Client ID has no OAuth application.
          example: null
        oauth_total_disabled_connections:
          type:
          - integer
          - 'null'
          description: Number of disabled connections across users who have authorized your OAuth application. `null` if your Client ID has no OAuth application.
          example: null
        assets_under_management:
          type:
          - number
          - 'null'
          format: double
          description: Total latest account value across active connections of users registered with your Client ID, in `assets_under_management_currency`. `null` until the first daily snapshot has been calculated.
          example: 104900000
        disabled_assets_under_management:
          type:
          - number
          - 'null'
          format: double
          description: Total account value across disabled connections of users registered with your Client ID, as of each connection's last sync, in `assets_under_management_currency`. `null` until the first daily snapshot has been calculated.
          example: 159300000
        oauth_assets_under_management:
          type:
          - number
          - 'null'
          format: double
          description: Total latest account value across active connections of users who have authorized your OAuth application, in `assets_under_management_currency`. `null` if your Client ID has no OAuth application, or until the first daily snapshot after it was added.
          example: null
        oauth_disabled_assets_under_management:
          type:
          - number
          - 'null'
          format: double
          description: Total account value across disabled connections of users who have authorized your OAuth application, as of each connection's last sync, in `assets_under_management_currency`. `null` if your Client ID has no OAuth application, or until the first daily snapshot after it was added.
          example: null
        assets_under_management_currency:
          type: string
          description: ISO 4217 currency code the asset values are expressed in.
          example: USD
        assets_under_management_calculated_at:
          type:
          - string
          - 'null'
          format: date-time
          description: Timestamp in [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601) format indicating when the connected asset values were last calculated. `null` until the first daily snapshot has been calculated.
          example: '2026-10-08T02:47:00.000Z'
    429TooManyRequestsResponse:
      description: Example for a rate-limited request response
      type: object
      properties:
        detail:
          example: Connection refreshed too recently. Please try again later.
        status_code:
          example: 429
        code:
          example: throttled
    500UnexpectedExceptionResponse:
      description: Example for a response that failed for unexpected reasons
      type: object
      properties:
        detail:
          example: Encountered an unexpected exception.
        status_code:
          example: 500
        code:
          example: 1000
  securitySchemes:
    PartnerSignature:
      type: apiKey
      in: header
      name: Signature
    PartnerClientId:
      type: apiKey
      in: query
      name: clientId
    PartnerTimestamp:
      type: apiKey
      in: query
      name: timestamp