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Recent Updates

July 1, 2026
Account Balance v2 and Positions Fields
Documented additional response fields now returned by the Account Balance (v2) and Account Positions endpoints.Summary of changes by endpoint:
EndpointSectionChange (short & precise)
GET /v2/accounts/{id}/balanceAccountsAdded response fields openPnl, dayOpenPnl, dayRealizedPnl, dayTotalPnl, costOfPositions, cashBalance, amountAvailableToWithdraw, and sodTtlEquityUpdatedAt. Example updated to match.
GET /v1/accounts/{id}/positionsAccountsAdded response fields positions.price, positions.marketValue, and positions.costBasis (omitted for closed positions). Example updated to match.
June 24, 2026
Account Positions and Balance v2
Removed the availability block from the Account Positions response and added a v2 Account Balance endpoint.Summary of changes by endpoint:
EndpointSectionChange (short & precise)
GET /v1/accounts/{id}/positionsAccountsRemoved the availability object (available, source) from the response; positions are now returned without data-availability metadata.
GET /v2/accounts/{id}/balanceAccountsAdded v2 account balance endpoint returning a flat balance object. Same fields as v1 balances plus balance and smaCreditRemaining; does not include totalEquity or sodTtlEquityUpdatedAt.
June 23, 2026
Streaming API Watchlist Merge Alignment
Updated the Streaming API documentation to match the backend account WebSocket contract. Watchlist streaming is now documented only under the account WebSocket, and the watchlist request and response examples now reflect the backend’s full-watchlist snapshot and full-watchlist event payloads.Summary of changes by endpoint:
EndpointSectionChange (short & precise)
WSS /v1/accounts/wsStreaming APIWatchlist documentation moved under Account Updates WebSocket; removed the separate Watchlist WebSocket page from navigation
WSS /v1/accounts/wsStreaming APIwatchlist subscribe response now documents the current watchlist array returned immediately after subscribe
WSS /v1/accounts/wsStreaming APIwatchlist event payload now documents the full watchlist array returned on each update
WSS /v1/accounts/wsStreaming APINews subscription docs now document symbol filtering only
June 15, 2026
Account Positions P&L Fields
Aligned the Account Positions response P&L fields with the live API.Summary of changes by endpoint:
EndpointSectionChange (short & precise)
GET /v1/accounts/{id}/positionsAccountsAdded response field positions.todayPl; removed positions.dailyPl (no longer returned). Examples updated accordingly.
June 12, 2026
Single-Ticker Query Parameter Rename
Renamed the single-symbol query parameter from tickers to ticker on six endpoints. The multi-symbol parameter tickersAnyOf is unchanged. This is a breaking change for callers that sent ?tickers=AAPL — switch to ?ticker=AAPL.Summary of changes by endpoint:
EndpointSectionChange (short & precise)
GET /v1/financials/short-volumeFinancialsQuery parameter tickers renamed to ticker (single symbol only); tickersAnyOf unchanged
GET /v1/financials/ratiosFinancialsQuery parameter tickers renamed to ticker (single symbol only); tickersAnyOf unchanged
GET /v1/financials/short-interestFinancialsQuery parameter tickers renamed to ticker (single symbol only); tickersAnyOf unchanged
GET /v1/corporate-actions/dividendsCorporate ActionsQuery parameter tickers renamed to ticker (single symbol only); tickersAnyOf unchanged
GET /v1/stock/splitCorporate ActionsQuery parameter tickers renamed to ticker (single symbol only); tickersAnyOf unchanged
GET /v1/stocks/unified-snapshotStocksQuery parameter tickers renamed to ticker (single symbol only); tickersAnyOf unchanged
GET /v1/accounts/{id}/positionsAccountsResponse positions.securityType enum corrected from [CS, OPT] to [EQUITY, OPTION]; examples updated to EQUITY; description clarified. Orders endpoints (which use [CS, OPT]) are unchanged.
GET /v1/chart/symbolsChartDocumented seven previously-missing response fields on SymbolInfo: subsession_id, subsessions (nullable array), has_daily, has_ticks, daily_multipliers, weekly_multipliers, monthly_multipliers. Example payload updated to match the current API response.
June 9, 2026
Account Positions Availability Source
Corrected the availability.source response field for the Account Positions endpoint to match the live API.Summary of changes by endpoint:
EndpointSectionChange (short & precise)
GET /v1/accounts/{id}/positionsAccountsResponse availability.source enum value db corrected to database (now [cache, database]); description updated to “Where the positions data was read from”. Orders endpoints are unchanged.
June 4, 2026
Calendar and Options Request Contract Updates
Documentation updated for current public request-contract changes reflected in the backend.Summary of changes by endpoint:
EndpointSectionChange (short & precise)
GET /v1/calendars/historical/{symbol}CalendarBlank, whitespace-only, and placeholder path values such as {symbol} are rejected with 400 Bad Request
GET /v1/stocks/unified-snapshotStocksAdded docs guidance explaining that in the playground, entering tickers and then selecting type can clear the tickers field
June 2, 2026
Sort Parameter Input Alignment
Corrected sort parameter documentation across the API reference so Mintlify renders text inputs for sort instead of enum/default selectors.Summary of changes by endpoint:
EndpointSectionChange (short & precise)
GET /v1/stock/split and /v1/corporate-actions/dividendsCorporate Actionssort now renders as a text input and documents provider-style sort expressions such as execution_date.desc and ticker.asc
GET /v1/economy/inflation, /inflation-expectations, /treasury-yieldsEconomysort now renders as a text input instead of an enum/default selector
GET /v1/financials/short-volume, /ratios, /short-interest, /cash-flow-statements, /income-statementsFinancialssort now renders as a text input instead of an enum/default selector
GET /v1/stocks/aggs, /unified-snapshot, /trades, /quotesStockssort now renders as a text input instead of an enum/default selector
GET /v1/options/snapshot/chain/{underlyingAsset}, /trades, /quotesOptionssort now renders as a text input instead of an enum/default selector
May 27, 2026
Orders, Watchlist, Indices, and Options Changes
Request and response field changes across Orders, Watchlist, Indices, and Options endpoints.Summary of changes by endpoint:
EndpointSectionChange (short & precise)
POST /v1/orders, /orders/cancel, /orders/replaceOrdersRequest symbol maxLength increased from 20 to 21. Same change on OrdLeg.symbol.
POST /v1/orders/cancelOrdersRequest side is now required (previously optional).
POST /v1/orders/replaceOrdersAdded request fields: currency (3-letter ISO code) and legs (array of OrdLeg, max 4).
DELETE /v1/config/watchlist/{watchlist_id}WatchlistAdded; deletes the watchlist or, when it is the user’s last one, resets it to a Default empty watchlist. Returns the affected watchlist ({ id, name, symbols })
GET /v1/indices/barsIndicesprecision enum value Days removed (now [Minutes, Hours]).
GET /v1/indices/bar, /bars, /chart-bars, /realtime/valuesIndicesidentifierType now accepts an additional value CIK (8 values total: Symbol, CIK, CUSIP, ISIN, Valoren, SEDOL, FIGI, CompositeFIGI).
GET /v1/options/previous-dayOptionsResponse schema now declares required: [ticker, open, high, low, close, volume]; volumeWeighted, timestamp, transactionCount remain optional.
GET /v1/equity/sector-wise-changeAnalyticslimit parameter type changed from integer to string so the literal value all can be sent alongside numeric values.
May 22, 2026
Market Exchange Codes and v2 Orders Schema Alignment
Documented supported market exchange query values and aligned v2 orders schemas and companion pages with the trading API.Summary of changes by endpoint:
EndpointSectionChange (short & precise)
GET /v1/market/statusMarketexchange query uses the ExchangeCode enum (79 codes); default US; supported list on reference page
GET /v1/market/holidayMarketSame exchange enum and supported exchange documentation as market status
GET /v2/accounts/{id}/ordersAccountsDocumented GetOrdersV2Response required fields; TradeOrderV2 required properties and FIX enums; flat ErrorResponse 400 for invalid source
GET /v2/accounts/{id}/orders/historyAccountsSame response schema alignment; documented flat 400 examples (from is required, invalid timestamps, order_by, 90-day cap)
May 12, 2026
API Response Documentation Fixes
Corrected documented response schemas and examples to match current API payloads.Summary of changes by endpoint:
EndpointSectionChange (short & precise)
GET /v1/etf/sectorETF200 response examples now document industry on each sectorExposure entry instead of stale sector
GET /v1/stock/splitCorporate Actions200 response now documents { results, status }; each split event uses ticker, executionDate, splitFrom, and splitTo with optional pagination metadata
GET /v1/stock/transcripts/listStock Alternative200 response now documents { symbol, transcripts }; each transcript entry includes id, quarter, time, title, and year
GET /v1/indices/listIndices200 response entries now document indexName, symbol, indexGroup, and currency; removed stale name, description, exchange, and valoren fields
GET /v1/indices/by-groupIndices200 response now documents valoren on each indices entry
May 7, 2026
v2 Orders API Documentation Updates
Added v2 account orders endpoint documentation and clarified request/response contracts for active and historical order retrieval.Summary of changes by endpoint:
EndpointSectionChange (short & precise)
GET /v2/accounts/{id}/ordersAccountsAdded endpoint documentation for paginated active orders; response documented as v2 domain order objects with { orders, nextCursor }
GET /v2/accounts/{id}/orders/historyAccountsAdded endpoint documentation for date-range order history; documented required from, optional to, cursor pagination, order_by, and exclude_today behavior with same v2 response shape
Apr 29, 2026
API Request/Response Documentation Fixes
Documentation was updated to match current backend query validation, public endpoint auth behavior, and response shapes.Summary of changes by endpoint:
EndpointSectionChange (short & precise)
wss://api.aries.com/v1/market/wsStreaming APIMoved WebSocket authentication to the first-class auth message and operation position in the AsyncAPI spec
GET /v1/analytics/market-breadthAnalytics200 response now documents { success, data }; timestamp wording allows fractional seconds
GET /v1/analytics/net-inflowAnalytics200 response now documents { success, data }; timestamp wording allows fractional seconds
GET /v1/chart/historyChartRemoved lowercase resolution enum variants; documented uppercase D, W, M, 1D, 1W, 1M, 3M, 6M, and 12M values
GET /v1/equity/top-gainers, /top-losers, /top-most-active, /sector-tickersAnalyticsSymbolDetails examples and schema no longer document description or tag
GET /v1/options/stocks/top-gainers, /stocks/top-volume, /etfs/top-volumeOptionsDocumented option type response codes as c for Call and P for Put
GET /v1/options/unusual_activity/OptionsDocumented optional next_page pagination pointer in the response
GET /v1/options/snapshot/chain/ and /snapshot/{underlyingAsset}/{optionContract}OptionsRemoved provider-specific response wording from request/status/Greeks descriptions
GET /v1/financials/ratiosFinancialsAdded tickersAnyOf; tickers now documented as single-symbol only; documented 400 rules for multi-value tickers and tickers+tickersAnyOf conflict
GET /v1/financials/short-interestFinancialsAdded tickersAnyOf; tickers now documented as single-symbol only; documented same two 400 validation rules
GET /v1/financials/short-volumeFinancialsAdded tickersAnyOf; tickers now documented as single-symbol only; documented same two 400 validation rules
GET /v1/financials/cash-flow-statementsFinancialsRemoved provider-specific wording from tickers, sort, and next parameter descriptions
GET /v1/financials/income-statementsFinancialsRemoved provider-specific wording from tickers, sort, and next parameter descriptions
GET /v1/corporate-actions/dividendsCorporate ActionsQuery contract aligned: removed legacy ticker, documented tickers (single symbol) + tickersAnyOf (multi-symbol) and 400 conflict rules
GET /v1/stock/splitCorporate ActionsQuery contract aligned: removed legacy ticker, documented tickers (single symbol) + tickersAnyOf (multi-symbol) and 400 conflict rules
GET /v1/stocks/unified-snapshotStocksAdded tickersAnyOf; tickers documented as single-symbol only; documented 400 conflict rules; options payload field descriptions aligned to backend optional fields
GET /v1/financials/reportedFinancialsCorrected request contract: at least one of symbol, cik, or accessNumber is required; freq, from, to remain optional
GET /v1/financials/revenue-breakdownFinancialsCorrected request contract: at least one of symbol or cik is required (both are no longer documented as required together)
GET /v1/filings/similarity-indexFilingsClarified that either symbol or cik must be provided, while freq remains optional
GET /v1/calendars/mergers-acquisitionsCalendarUpdated the response example to include current acquisition fields such as dateExpected, acquirer details, and notes
DataAvailability schemaAccountsavailable and source are no longer documented as required fields
Apr 28, 2026
API Request/Response Documentation Updates
Request and response docs were updated to align endpoint contracts with live API behavior.Summary of changes by endpoint:
EndpointSectionChange (short & precise)
GET /v1/company/metricsCompanyQuery metric documentation now supports all only; removed other documented enum values
GET /v1/company/executiveCompany200 response schema updated to executives[] with fields age, compensation, currency, name, position, sex, since
GET /v1/company/profileCompanyRequest docs clarified that at least one of symbol, isin, or cusip is required; omitting all returns 400
GET /v1/marketdata/equities/detailsMarket Data200 response docs aligned to current live payload shape (data + errors and field mapping)
GET /v1/accounts//positionsAccounts200 response fields aligned to live payload naming and structure
Apr 13, 2026
API Request/Response Updates
Request and response docs were aligned to live API payloads across Accounts, Financials, Market Data, Orders, and Options. This update also adds the new option snapshot endpoints and broadens documented error response coverage.Summary of changes by endpoint:
EndpointSectionChange (short & precise)
GET /v1/users/me/accountsUsers200 response now documents account_type and account_class on account objects
GET /v1/accounts//balancesAccounts200 response aligned to the flat top-level balance payload with all returned fields and decimal-string amounts
GET /v1/accounts//positionsAccounts200 response aligned to { positions, availability } with decimal-string numeric fields
GET /v1/marketdata/equities/detailsMarket DataResponse wrapper clarified as data plus errors; field names now reflect service JSON output
GET /v1/marketdata/searchMarket Data200 response clarified as a top-level JSON array, not a results wrapper
POST /v1/orders/previewOrdersPreview response now includes warnRuleId in the documented equity and option preview payloads
GET /v1/options/snapshot/chain/OptionsNew endpoint added; request supports option chain filters and the response returns paginated snapshot data with requestId, status, results, and nextUrl
GET /v1/options/snapshot//OptionsNew endpoint added; response returns contract metadata, day bar, last quote, last trade, Greeks, and underlying snapshot data
Multiple endpointsCross-APIAdded and standardized missing 400, 401, 403, 404, and 500 error responses to better match live API behavior
Updated on: April 13, 2026
Feb 16, 2026
API Documentation Updates
Critical endpoint corrections and response schema updates to align documentation with the API.Summary of changes by endpoint:
EndpointSectionChange (short & precise)
GET /v1/analytics/insightsAnalyticsFixed endpoint path typo: /v1/analyst/insights/v1/analytics/insights (breaking)
GET /v1/stock/dividend2Corporate ActionsDeprecated - Endpoint removed completely from API and documentation
GET /v1/newsNewsRequest params changed to symbols, topics; response changed from articles to news array (breaking)
GET /v1/news/NewsAdded new endpoint to retrieve single news item by ID with newsType query param
GET /v1/company/profileCompanyAdded 404/500 error responses; updated response example with all fields including masked logo URL
GET /v1/users/meUsersAdded response fields: avatar_url, email_verified, primary_phone_number
Breaking Changes:
  • /v1/analyst/insights/v1/analytics/insights (path correction)
  • /v1/stock/dividend2 removed (use /v1/corporate-actions/dividends)
  • /v1/news response: articlesnews array
Release date: February 16, 2026
Feb 6, 2025
API & Documentation
API and documentation updates: response renames for stock estimates and earnings, Fundamentals and Watchlist schema changes, Analytics ratings and equity details, order and OAuth schema changes, and WebSocket docs and endpoints.Summary of changes by endpoint:
EndpointSectionChange (short & precise)
GET /v1/stock/revenue-estimateStock EstimatesResponse root key renamed: datarevenueEstimates (breaking)
GET /v1/stock/ebitda-estimateStock EstimatesResponse root key renamed: dataebitdaEstimates (breaking)
GET /v1/stock/ebit-estimateStock EstimatesResponse root key renamed: dataebitEstimates (breaking)
GET /v1/stock/eps-estimateStock EstimatesResponse root key renamed: dataepsEstimates (breaking)
GET /v1/stock/earningsEarningsResponse root key renamed: dataearningSurprises (breaking)
GET /v1/financials/reportedFundamentalsAdded accessNumber, freq; from/to now use date format
GET /v1/financials/revenue-breakdownFundamentalsRemoved from and to; only symbol and cik remain
GET /v1/financials/statementsFundamentalsRequired: symbol, statement, freq; optional: preliminary; removed from, to
POST /v1/watchlistWatchlistaccount_id replaced by user_id (integer)
PUT /v1/watchlistWatchlistRequest/response updated to use user_id
GET /v1/watchlistWatchlistResponse requires user_id and watchlist; symbols minItems removed
GET /v1/analytics/ratingsAnalytics – RatingsAdded query params: action, analystId, firmId
GET /v1/analytics/ratingsAnalytics – RatingsPagination defaults/max removed; importance min/max removed
GET /v1/analytics/ratingsAnalytics – RatingsSchemas switched to snake_case; new Rating & Accuracy fields added
GET /v1/analytics/ratingsAnalytics – RatingsGetRatingsResponse now requires ratings
GET /v1/marketdata/equities/detailsMarket DataResponse now requires data and errors; equity fields expanded
GET /v1/marketdata/searchMarket DataAdded futures search example (query: "/ES")
POST /v1/ordersOrderstimeInForce enum extended
POST /v1/ordersOrdersexDestination removed from request schema
POST /v1/orders/previewOrderscost renamed to estimatedCost; added estimatedMargin
POST /v1/orders/previewOrdersRemoved reject/warn fields; added warnings and errors arrays
POST /v1/oauth2/authorizeOAuth2OAuth paths standardized under /v1/oauth2/
POST /v1/oauth2/authorizeOAuth2New encrypted password example; response_type enum = code
POST /v1/oauth2/authorize/confirmOAuth2Examples include is_mfa and consent_required
POST /v1/oauth2/authorize/mfaOAuth2is_mfa appears only on MFA authorize responses
wss://api.aries.com/v1/market/wsWebSocketsMarket Data WebSocket endpoint renamed
wss://api.aries.com/v1/charts/wsWebSocketsNew Charting WebSocket endpoint
/v1/charts/wsWebSocketsDocs expanded; “Under Development” warning removed
For stock estimate endpoints, the array remains under *.data; symbol and freq stay in the same wrapper. For earnings, the root value is the array: { "earningSurprises": [ ... ] }. Docs and API use /v1/oauth2/... (not /oauth/...).Release date: February 6, 2025
Dec 16, 2025
Documentation
Added official SDK documentation for Python, Go, and JavaScript. Each SDK includes installation instructions, authentication setup, and complete API references.What’s included:
  • Quick Start Guides - Get started with code examples for placing orders, checking balances, and retrieving market data
  • Authentication - OAuth2 flows with PKCE, MFA support, and automatic token refresh
  • API References - Full documentation for 9 endpoints: Accounts, Orders, Users, Analytics, Market Data, Watchlist, Chart, News & Calendars, and Settings
  • Code Examples - 30+ examples covering market orders, limit orders, stop losses, bracket strategies, and portfolio management
  • Error Handling - Common error patterns and how to handle them in each language
  • TypeScript Support - Full type definitions for JavaScript/TypeScript users
All three SDKs provide the same functionality with language-specific conventions and idioms.Release date: December 16, 2025
Dec 12, 2025
Documentation
Complete documentation overhaul for Fundamentals API with enhanced schemas and real-world examples to streamline integration.Enhanced Documentation Coverage:
  • All 18 Fundamentals API endpoints now include comprehensive request/response examples
  • Added detailed field descriptions for company metrics, financials, and ownership data
  • Included common use cases and filtering patterns for faster implementation
This documentation update makes it significantly easier to integrate company data, financials, and ownership information into trading applications.Release date: December 12, 2025
Dec 11, 2025
API Feature Releases
Added WebSocket streaming APIs and supplemental REST endpoints.New WebSocket connections:
  • Market Data WebSocket for quotes, trades, and Level 2 orderbook data across equities, indices, and options
  • TradingView Chart WebSocket for real-time chart data
  • Account Updates WebSocket for order, position, balance, and P&L updates
  • Watchlist WebSocket for live watchlist synchronization
New supplemental endpoints:
  • Market movers: GET /v1/equity/top-gainers, GET /v1/equity/top-losers, GET /v1/equity/top-most-active
  • Sector analysis: GET /v1/equity/sector-tickers, GET /v1/equity/sector-wise-change
  • Options flow: GET /v1/options/stocks/top-volume, GET /v1/options/etfs/top-volume
  • Market indicators: GET /v1/analytics/market-breadth, GET /v1/analytics/net-inflow
  • Calendar, company, ownership, financials, filings, IPO, and dividend endpoints
Release date: December 11, 2025
Oct 27, 2025
New Feature
Enhanced market intelligence with calendar events, detailed equity information, and advanced analytics for systematic trading strategies.Calendar Integration:
  • GET /v1/calendars/economics - Track economic events that impact market volatility
  • GET /v1/calendars/earnings - Monitor upcoming earnings with symbol and date filtering
  • GET /v1/calendars/historical/{symbol} - Access historical indicator data for backtesting
Enhanced Market Data:
  • GET /v1/marketdata/equities/details - Batch retrieve detailed equity information for up to 50 symbols in a single request, reducing API calls and improving performance
Analytics Suite:
  • Analyst ratings with filtering by ticker, date range, and importance level
  • Real-time market breadth showing advancers vs. decliners across exchanges
  • Net inflow data for NASDAQ and NYSE to track institutional money flow
These endpoints provide the data foundation for building algorithmic trading strategies and market surveillance tools.Release date: October 27, 2025
Aug 5, 2025
New Feature
Initial release of Aries API with OAuth2 authentication, order execution, and account management capabilities for building trading applications.Release date: August 5, 2025