Overview

Details about how to obtain access tokens using OAuth 2.0

Fetch positions, balances and other account related details.

Place equity and complex option trades including advanced orders.

Fetch quotes, chains and historical data via REST and streaming APIs.

Stream market data events in real-time.

Create and update custom watchlists.

Examples, response types, property details and explanations.

Balances

Field Description
option_short_value Value of short option positions
total_equity Total account value
account_number Account number
account_type Type of the account
close_pl Gain/Loss of current session's closed positions
current_requirement Account's maintenance margin
equity Equity value
long_market_value Long market value
market_value Market value
open_pl Total gain/loss of current account's positions
option_long_value Value of long option positions
option_requirement Account's total option requirement
pending_orders_count Count of all pending/open orders
short_market_value Short market value
stock_long_value Value of long equity positions
total_cash Total cash in the account
uncleared_funds Cash unavailable for trading in the account
pending_cash Amount of cash being held for open orders
margin.fed_call Amount that the account is in deficit for trades that have occurred but not been paid for
margin.maintenance_call Amount that the account is under the minimum equity required to support the current positions
margin.option_buying_power Amount of funds available to purchase non-marginable securities
margin.stock_buying_power amount of funds available to purchase fully marginable securities
margin.stock_short_value Value of short stocks
margin.sweep
cash.cash_available
cash.sweep Sweep
cash.unsettled_funds Cash that is in the account from recent stock or option sales, but has not yet settled; cash from stock sales occurring during the last 3 trading days or from option sales occurring during the previous trading day
pdt.fed_call Amount that the account is in deficit for trades that have occurred but not been paid for
pdt.maintenance_call Amount that the account is under the minimum equity required in the account to support the current positions
pdt.option_buying_power Amount of funds available to purchase non-marginable securities
pdt.stock_buying_power Amount of funds available to purchase fully marginable securities
pdt.stock_short_value Value of short stocks