Changelog

• N, X, L, A, F, E, U, have been documented as acceptable values in /v1/api/iserver/account/trades for the side field.

New long-form documentation for Crypto contracts has been added to the Trading API documentation.

• Long-form Trading documentation received updates for code snippets to better format json content.
• The New Order Example long-form documentation has received updates for Alternative Response Details.
• A new Order Server Prompt workflow has been added to clarify order approval and submission.

• Model management endpoints documented, including additional /fa endpoints, for rebalancing, order placement, and model portfolio retrieval.
• New long-form documentation for Model Portfolios has been added to the Trading API documentation.

• Pacing limitations for the /iserver/marketdata/history endpoint have been modified. Requests are now capped at 10 requests per second or 50 requests per minute.
• The /hmds/scanner endpoint is now considered deprecated and has been removed from the documentation.
• The secType parameter has been removed from the /iserver/secdef/search endpoint as the value has been deprecated.

Websocket market data requests using the SMD topic will terminate after 10 minutes. To continue retrieving data for the instrument, a new smd request for the instrument/fields must be delivered.

In addition to Crypto and Forex, Stocks now support cashQty to submit a cash value to indicate shares to purchase.

The WebAPI now supports model management through a series of new /fa endpoints.

The description of the various Order Status Values have been updated to precisely mirror those of other Interactive Brokers platforms.

New market data fields have been added for identifying the Stock Type and Option Right of the requesting instrument.

OAuth 2.0 clients must establish websockets by setting the sessionToken query parameter to the bearer token.

Morningstar Ratings are no longer supported for trading via API.

The /unsubscribe and /unsubscribeall endpoints are now documented for insights into managing market data subscriptions for the API backend.

The /md/regsnapshot endpoint is no longer supported for users to query a regulatory snapshot via API.

Advisors may now submit in-line allocation orders in place of modifying an allocation group in /iserver/account/allocation/group then placing orders through the jsonPayload field in an order body.

The source parameter has been added for the /iserver/marketdata/history endpoint, allowing users to declare the type of historical data to retrieve through the endpoint.

Fundamental Data tags, including Dividend Amount, Dividend Yield %, Ex-Date, P/E, Market Capitalization, EPS, and Beta are deprecated and no longer available via API.

The /iserver/marketdata/snapshot conids parameter is now limited to 100 conids per query with 50 maximum fields at any given time.

The /hmds/history endpoint has been removed from the documentation as it is now considered deprecated. Users interested in retrieving historical data from the WebAPI should instead use the /iserver/marketdata/history endpoint.

The sor websocket topic now includes the “filters” argument, which can take any one order status to filter orders by.