> ## Documentation Index
> Fetch the complete documentation index at: https://finance.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Changelog

> Latest updates and changes to the Aries API

# Recent Updates

<Update label="July 1, 2026" description="Account Balance v2 and Positions Fields" badge="Updated">
  Documented additional response fields now returned by the Account Balance (v2) and Account Positions endpoints.

  Summary of changes by endpoint:

  | Endpoint                         | Section  | Change (short & precise)                                                                                                                                                                              |
  | -------------------------------- | -------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
  | GET /v2/accounts/\{id}/balance   | Accounts | Added response fields `openPnl`, `dayOpenPnl`, `dayRealizedPnl`, `dayTotalPnl`, `costOfPositions`, `cashBalance`, `amountAvailableToWithdraw`, and `sodTtlEquityUpdatedAt`. Example updated to match. |
  | GET /v1/accounts/\{id}/positions | Accounts | Added response fields `positions.price`, `positions.marketValue`, and `positions.costBasis` (omitted for closed positions). Example updated to match.                                                 |
</Update>

<Update label="June 24, 2026" description="Account Positions and Balance v2" badge="Updated">
  Removed the `availability` block from the Account Positions response and added a v2 Account Balance endpoint.

  Summary of changes by endpoint:

  | Endpoint                         | Section  | Change (short & precise)                                                                                                                                                                          |
  | -------------------------------- | -------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
  | GET /v1/accounts/\{id}/positions | Accounts | Removed the `availability` object (`available`, `source`) from the response; positions are now returned without data-availability metadata.                                                       |
  | GET /v2/accounts/\{id}/balance   | Accounts | Added v2 account balance endpoint returning a flat balance object. Same fields as v1 balances plus `balance` and `smaCreditRemaining`; does not include `totalEquity` or `sodTtlEquityUpdatedAt`. |
</Update>

<Update label="June 23, 2026" description="Streaming API Watchlist Merge Alignment" badge="Updated">
  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:

  | Endpoint              | Section       | Change (short & precise)                                                                                                     |
  | --------------------- | ------------- | ---------------------------------------------------------------------------------------------------------------------------- |
  | WSS `/v1/accounts/ws` | Streaming API | Watchlist documentation moved under Account Updates WebSocket; removed the separate Watchlist WebSocket page from navigation |
  | WSS `/v1/accounts/ws` | Streaming API | `watchlist` subscribe response now documents the current watchlist array returned immediately after subscribe                |
  | WSS `/v1/accounts/ws` | Streaming API | `watchlist` event payload now documents the full watchlist array returned on each update                                     |
  | WSS `/v1/accounts/ws` | Streaming API | News subscription docs now document symbol filtering only                                                                    |
</Update>

<Update label="June 15, 2026" description="Account Positions P&L Fields" badge="Updated">
  Aligned the Account Positions response P\&L fields with the live API.

  Summary of changes by endpoint:

  | Endpoint                         | Section  | Change (short & precise)                                                                                                  |
  | -------------------------------- | -------- | ------------------------------------------------------------------------------------------------------------------------- |
  | GET /v1/accounts/\{id}/positions | Accounts | Added response field `positions.todayPl`; removed `positions.dailyPl` (no longer returned). Examples updated accordingly. |
</Update>

<Update label="June 12, 2026" description="Single-Ticker Query Parameter Rename" badge="Updated">
  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:

  | Endpoint                              | Section           | Change (short & precise)                                                                                                                                                                                                                                                     |
  | ------------------------------------- | ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
  | GET `/v1/financials/short-volume`     | Financials        | Query parameter `tickers` renamed to `ticker` (single symbol only); `tickersAnyOf` unchanged                                                                                                                                                                                 |
  | GET `/v1/financials/ratios`           | Financials        | Query parameter `tickers` renamed to `ticker` (single symbol only); `tickersAnyOf` unchanged                                                                                                                                                                                 |
  | GET `/v1/financials/short-interest`   | Financials        | Query parameter `tickers` renamed to `ticker` (single symbol only); `tickersAnyOf` unchanged                                                                                                                                                                                 |
  | GET `/v1/corporate-actions/dividends` | Corporate Actions | Query parameter `tickers` renamed to `ticker` (single symbol only); `tickersAnyOf` unchanged                                                                                                                                                                                 |
  | GET `/v1/stock/split`                 | Corporate Actions | Query parameter `tickers` renamed to `ticker` (single symbol only); `tickersAnyOf` unchanged                                                                                                                                                                                 |
  | GET `/v1/stocks/unified-snapshot`     | Stocks            | Query parameter `tickers` renamed to `ticker` (single symbol only); `tickersAnyOf` unchanged                                                                                                                                                                                 |
  | GET /v1/accounts/\{id}/positions      | Accounts          | Response `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/symbols                 | Chart             | Documented 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. |
</Update>

<Update label="June 9, 2026" description="Account Positions Availability Source" badge="Updated">
  Corrected the `availability.source` response field for the Account Positions endpoint to match the live API.

  Summary of changes by endpoint:

  | Endpoint                         | Section  | Change (short & precise)                                                                                                                                                                           |
  | -------------------------------- | -------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
  | GET /v1/accounts/\{id}/positions | Accounts | Response `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. |
</Update>

<Update label="June 4, 2026" description="Calendar and Options Request Contract Updates" badge="Updated">
  Documentation updated for current public request-contract changes reflected in the backend.

  Summary of changes by endpoint:

  | Endpoint                                | Section  | Change (short & precise)                                                                                                          |
  | --------------------------------------- | -------- | --------------------------------------------------------------------------------------------------------------------------------- |
  | GET `/v1/calendars/historical/{symbol}` | Calendar | Blank, whitespace-only, and placeholder path values such as `{symbol}` are rejected with `400 Bad Request`                        |
  | GET `/v1/stocks/unified-snapshot`       | Stocks   | Added docs guidance explaining that in the playground, entering `tickers` and then selecting `type` can clear the `tickers` field |
</Update>

<Update label="June 2, 2026" description="Sort Parameter Input Alignment" badge="Updated">
  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:

  | Endpoint                                                                                                       | Section           | Change (short & precise)                                                                                                        |
  | -------------------------------------------------------------------------------------------------------------- | ----------------- | ------------------------------------------------------------------------------------------------------------------------------- |
  | GET `/v1/stock/split` and `/v1/corporate-actions/dividends`                                                    | Corporate Actions | `sort` 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-yields`                                     | Economy           | `sort` now renders as a text input instead of an enum/default selector                                                          |
  | GET `/v1/financials/short-volume`, `/ratios`, `/short-interest`, `/cash-flow-statements`, `/income-statements` | Financials        | `sort` now renders as a text input instead of an enum/default selector                                                          |
  | GET `/v1/stocks/aggs`, `/unified-snapshot`, `/trades`, `/quotes`                                               | Stocks            | `sort` now renders as a text input instead of an enum/default selector                                                          |
  | GET `/v1/options/snapshot/chain/{underlyingAsset}`, `/trades`, `/quotes`                                       | Options           | `sort` now renders as a text input instead of an enum/default selector                                                          |
</Update>

<Update label="May 27, 2026" description="Orders, Watchlist, Indices, and Options Changes" badge="Updated">
  Request and response field changes across Orders, Watchlist, Indices, and Options endpoints.

  Summary of changes by endpoint:

  | Endpoint                                                        | Section   | Change (short & precise)                                                                                                                                            |
  | --------------------------------------------------------------- | --------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
  | POST /v1/orders, `/orders/cancel`, `/orders/replace`            | Orders    | Request `symbol` maxLength increased from `20` to `21`. Same change on `OrdLeg.symbol`.                                                                             |
  | POST /v1/orders/cancel                                          | Orders    | Request `side` is now **required** (previously optional).                                                                                                           |
  | POST /v1/orders/replace                                         | Orders    | Added request fields: `currency` (3-letter ISO code) and `legs` (array of `OrdLeg`, max 4).                                                                         |
  | DELETE /v1/config/watchlist/\{watchlist\_id}                    | Watchlist | Added; 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/bars                                            | Indices   | `precision` enum value `Days` removed (now `[Minutes, Hours]`).                                                                                                     |
  | GET /v1/indices/bar, `/bars`, `/chart-bars`, `/realtime/values` | Indices   | `identifierType` now accepts an additional value `CIK` (8 values total: `Symbol`, `CIK`, `CUSIP`, `ISIN`, `Valoren`, `SEDOL`, `FIGI`, `CompositeFIGI`).             |
  | GET /v1/options/previous-day                                    | Options   | Response schema now declares `required: [ticker, open, high, low, close, volume]`; `volumeWeighted`, `timestamp`, `transactionCount` remain optional.               |
  | GET /v1/equity/sector-wise-change                               | Analytics | `limit` parameter type changed from `integer` to `string` so the literal value `all` can be sent alongside numeric values.                                          |
</Update>

<Update label="May 22, 2026" description="Market Exchange Codes and v2 Orders Schema Alignment" badge="Updated">
  Documented supported market `exchange` query values and aligned v2 orders schemas and companion pages with the trading API.

  Summary of changes by endpoint:

  | Endpoint                              | Section  | Change (short & precise)                                                                                                                          |
  | ------------------------------------- | -------- | ------------------------------------------------------------------------------------------------------------------------------------------------- |
  | GET /v1/market/status                 | Market   | `exchange` query uses the `ExchangeCode` enum (79 codes); default `US`; supported list on reference page                                          |
  | GET /v1/market/holiday                | Market   | Same `exchange` enum and supported exchange documentation as market status                                                                        |
  | GET /v2/accounts/\{id}/orders         | Accounts | Documented `GetOrdersV2Response` required fields; `TradeOrderV2` required properties and FIX enums; flat `ErrorResponse` 400 for invalid `source` |
  | GET /v2/accounts/\{id}/orders/history | Accounts | Same response schema alignment; documented flat 400 examples (`from is required`, invalid timestamps, `order_by`, 90-day cap)                     |
</Update>

<Update label="May 12, 2026" description="API Response Documentation Fixes" badge="Updated">
  Corrected documented response schemas and examples to match current API payloads.

  Summary of changes by endpoint:

  | Endpoint                       | Section           | Change (short & precise)                                                                                                                                        |
  | ------------------------------ | ----------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- |
  | GET /v1/etf/sector             | ETF               | 200 response examples now document `industry` on each `sectorExposure` entry instead of stale `sector`                                                          |
  | GET /v1/stock/split            | Corporate Actions | 200 response now documents `{ results, status }`; each split event uses `ticker`, `executionDate`, `splitFrom`, and `splitTo` with optional pagination metadata |
  | GET /v1/stock/transcripts/list | Stock Alternative | 200 response now documents `{ symbol, transcripts }`; each transcript entry includes `id`, `quarter`, `time`, `title`, and `year`                               |
  | GET /v1/indices/list           | Indices           | 200 response entries now document `indexName`, `symbol`, `indexGroup`, and `currency`; removed stale `name`, `description`, `exchange`, and `valoren` fields    |
  | GET /v1/indices/by-group       | Indices           | 200 response now documents `valoren` on each `indices` entry                                                                                                    |
</Update>

<Update label="May 7, 2026" description="v2 Orders API Documentation Updates" badge="Updated">
  Added v2 account orders endpoint documentation and clarified request/response contracts for active and historical order retrieval.

  Summary of changes by endpoint:

  | Endpoint                               | Section  | Change (short & precise)                                                                                                                                                                      |
  | -------------------------------------- | -------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
  | `GET /v2/accounts/{id}/orders`         | Accounts | Added endpoint documentation for paginated active orders; response documented as v2 domain order objects with `{ orders, nextCursor }`                                                        |
  | `GET /v2/accounts/{id}/orders/history` | Accounts | Added 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 |
</Update>

<Update label="Apr 29, 2026" description="API Request/Response Documentation Fixes" badge="Updated">
  Documentation was updated to match current backend query validation, public endpoint auth behavior, and response shapes.

  Summary of changes by endpoint:

  | Endpoint                                                                                            | Section           | Change (short & precise)                                                                                                                                               |
  | --------------------------------------------------------------------------------------------------- | ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
  | wss\://api.aries.com/v1/market/ws                                                                   | Streaming API     | Moved WebSocket authentication to the first-class auth message and operation position in the AsyncAPI spec                                                             |
  | GET /v1/analytics/market-breadth                                                                    | Analytics         | 200 response now documents `{ success, data }`; timestamp wording allows fractional seconds                                                                            |
  | GET /v1/analytics/net-inflow                                                                        | Analytics         | 200 response now documents `{ success, data }`; timestamp wording allows fractional seconds                                                                            |
  | GET /v1/chart/history                                                                               | Chart             | Removed 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-tickers`                    | Analytics         | `SymbolDetails` examples and schema no longer document `description` or `tag`                                                                                          |
  | GET /v1/options/stocks/top-gainers, `/stocks/top-volume`, `/etfs/top-volume`                        | Options           | Documented option `type` response codes as `c` for Call and `P` for Put                                                                                                |
  | GET /v1/options/unusual\_activity/{symbol}                                                          | Options           | Documented optional `next_page` pagination pointer in the response                                                                                                     |
  | GET /v1/options/snapshot/chain/{underlyingAsset} and `/snapshot/{underlyingAsset}/{optionContract}` | Options           | Removed provider-specific response wording from request/status/Greeks descriptions                                                                                     |
  | GET /v1/financials/ratios                                                                           | Financials        | Added `tickersAnyOf`; `tickers` now documented as single-symbol only; documented 400 rules for multi-value `tickers` and `tickers`+`tickersAnyOf` conflict             |
  | GET /v1/financials/short-interest                                                                   | Financials        | Added `tickersAnyOf`; `tickers` now documented as single-symbol only; documented same two 400 validation rules                                                         |
  | GET /v1/financials/short-volume                                                                     | Financials        | Added `tickersAnyOf`; `tickers` now documented as single-symbol only; documented same two 400 validation rules                                                         |
  | GET /v1/financials/cash-flow-statements                                                             | Financials        | Removed provider-specific wording from `tickers`, `sort`, and `next` parameter descriptions                                                                            |
  | GET /v1/financials/income-statements                                                                | Financials        | Removed provider-specific wording from `tickers`, `sort`, and `next` parameter descriptions                                                                            |
  | GET /v1/corporate-actions/dividends                                                                 | Corporate Actions | Query contract aligned: removed legacy `ticker`, documented `tickers` (single symbol) + `tickersAnyOf` (multi-symbol) and 400 conflict rules                           |
  | GET /v1/stock/split                                                                                 | Corporate Actions | Query contract aligned: removed legacy `ticker`, documented `tickers` (single symbol) + `tickersAnyOf` (multi-symbol) and 400 conflict rules                           |
  | GET /v1/stocks/unified-snapshot                                                                     | Stocks            | Added `tickersAnyOf`; `tickers` documented as single-symbol only; documented 400 conflict rules; options payload field descriptions aligned to backend optional fields |
  | GET /v1/financials/reported                                                                         | Financials        | Corrected request contract: at least one of `symbol`, `cik`, or `accessNumber` is required; `freq`, `from`, `to` remain optional                                       |
  | GET /v1/financials/revenue-breakdown                                                                | Financials        | Corrected request contract: at least one of `symbol` or `cik` is required (both are no longer documented as required together)                                         |
  | GET /v1/filings/similarity-index                                                                    | Filings           | Clarified that either `symbol` or `cik` must be provided, while `freq` remains optional                                                                                |
  | GET /v1/calendars/mergers-acquisitions                                                              | Calendar          | Updated the response example to include current acquisition fields such as `dateExpected`, acquirer details, and `notes`                                               |
  | `DataAvailability` schema                                                                           | Accounts          | `available` and `source` are no longer documented as required fields                                                                                                   |
</Update>

<Update label="Apr 28, 2026" description="API Request/Response Documentation Updates" badge="Updated">
  Request and response docs were updated to align endpoint contracts with live API behavior.

  Summary of changes by endpoint:

  | Endpoint                            | Section     | Change (short & precise)                                                                                                        |
  | ----------------------------------- | ----------- | ------------------------------------------------------------------------------------------------------------------------------- |
  | GET /v1/company/metrics             | Company     | Query `metric` documentation now supports `all` only; removed other documented enum values                                      |
  | GET /v1/company/executive           | Company     | 200 response schema updated to `executives[]` with fields `age`, `compensation`, `currency`, `name`, `position`, `sex`, `since` |
  | GET /v1/company/profile             | Company     | Request docs clarified that at least one of `symbol`, `isin`, or `cusip` is required; omitting all returns 400                  |
  | GET /v1/marketdata/equities/details | Market Data | 200 response docs aligned to current live payload shape (`data` + `errors` and field mapping)                                   |
  | GET /v1/accounts/{id}/positions     | Accounts    | 200 response fields aligned to live payload naming and structure                                                                |
</Update>

<Update label="Apr 13, 2026" description="API Request/Response Updates" badge="Updated">
  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:

  | Endpoint                                                    | Section     | Change (short & precise)                                                                                                                                        |
  | ----------------------------------------------------------- | ----------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- |
  | GET /v1/users/me/accounts                                   | Users       | 200 response now documents `account_type` and `account_class` on account objects                                                                                |
  | GET /v1/accounts/{id}/balances                              | Accounts    | 200 response aligned to the flat top-level balance payload with all returned fields and decimal-string amounts                                                  |
  | GET /v1/accounts/{id}/positions                             | Accounts    | 200 response aligned to `{ positions, availability }` with decimal-string numeric fields                                                                        |
  | GET /v1/marketdata/equities/details                         | Market Data | Response wrapper clarified as `data` plus `errors`; field names now reflect service JSON output                                                                 |
  | GET /v1/marketdata/search                                   | Market Data | 200 response clarified as a top-level JSON array, not a `results` wrapper                                                                                       |
  | POST /v1/orders/preview                                     | Orders      | Preview response now includes `warnRuleId` in the documented equity and option preview payloads                                                                 |
  | GET /v1/options/snapshot/chain/{underlyingAsset}            | Options     | New endpoint added; request supports option chain filters and the response returns paginated snapshot data with `requestId`, `status`, `results`, and `nextUrl` |
  | GET /v1/options/snapshot/{underlyingAsset}/{optionContract} | Options     | New endpoint added; response returns contract metadata, day bar, last quote, last trade, Greeks, and underlying snapshot data                                   |
  | Multiple endpoints                                          | Cross-API   | Added and standardized missing `400`, `401`, `403`, `404`, and `500` error responses to better match live API behavior                                          |

  Updated on: April 13, 2026
</Update>

<Update label="Feb 16, 2026" description="API Documentation Updates" badge="Released">
  Critical endpoint corrections and response schema updates to align documentation with the API.

  Summary of changes by endpoint:

  | Endpoint                   | Section           | Change (short & precise)                                                                                   |
  | -------------------------- | ----------------- | ---------------------------------------------------------------------------------------------------------- |
  | GET /v1/analytics/insights | Analytics         | Fixed endpoint path typo: `/v1/analyst/insights` → `/v1/analytics/insights` (breaking)                     |
  | GET /v1/stock/dividend2    | Corporate Actions | **Deprecated** - Endpoint removed completely from API and documentation                                    |
  | GET /v1/news               | News              | Request params changed to `symbols`, `topics`; response changed from `articles` to `news` array (breaking) |
  | GET /v1/news/{id}          | News              | Added new endpoint to retrieve single news item by ID with `newsType` query param                          |
  | GET /v1/company/profile    | Company           | Added 404/500 error responses; updated response example with all fields including masked logo URL          |
  | GET /v1/users/me           | Users             | Added 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: `articles` → `news` array

  Release date: February 16, 2026
</Update>

<Update label="Feb 6, 2025" description="API & Documentation" badge="Released">
  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:

  | Endpoint                             | Section             | Change (short & precise)                                                               |
  | ------------------------------------ | ------------------- | -------------------------------------------------------------------------------------- |
  | GET /v1/stock/revenue-estimate       | Stock Estimates     | Response root key renamed: `data` → `revenueEstimates` (breaking)                      |
  | GET /v1/stock/ebitda-estimate        | Stock Estimates     | Response root key renamed: `data` → `ebitdaEstimates` (breaking)                       |
  | GET /v1/stock/ebit-estimate          | Stock Estimates     | Response root key renamed: `data` → `ebitEstimates` (breaking)                         |
  | GET /v1/stock/eps-estimate           | Stock Estimates     | Response root key renamed: `data` → `epsEstimates` (breaking)                          |
  | GET /v1/stock/earnings               | Earnings            | Response root key renamed: `data` → `earningSurprises` (breaking)                      |
  | GET /v1/financials/reported          | Fundamentals        | Added `accessNumber`, `freq`; `from`/`to` now use `date` format                        |
  | GET /v1/financials/revenue-breakdown | Fundamentals        | Removed `from` and `to`; only `symbol` and `cik` remain                                |
  | GET /v1/financials/statements        | Fundamentals        | Required: `symbol`, `statement`, `freq`; optional: `preliminary`; removed `from`, `to` |
  | POST /v1/watchlist                   | Watchlist           | `account_id` replaced by `user_id` (integer)                                           |
  | PUT /v1/watchlist                    | Watchlist           | Request/response updated to use `user_id`                                              |
  | GET /v1/watchlist                    | Watchlist           | Response requires `user_id` and `watchlist`; symbols minItems removed                  |
  | GET /v1/analytics/ratings            | Analytics – Ratings | Added query params: `action`, `analystId`, `firmId`                                    |
  | GET /v1/analytics/ratings            | Analytics – Ratings | Pagination defaults/max removed; `importance` min/max removed                          |
  | GET /v1/analytics/ratings            | Analytics – Ratings | Schemas switched to `snake_case`; new Rating & Accuracy fields added                   |
  | GET /v1/analytics/ratings            | Analytics – Ratings | `GetRatingsResponse` now requires `ratings`                                            |
  | GET /v1/marketdata/equities/details  | Market Data         | Response now requires `data` and `errors`; equity fields expanded                      |
  | GET /v1/marketdata/search            | Market Data         | Added futures search example (`query: "/ES"`)                                          |
  | POST /v1/orders                      | Orders              | `timeInForce` enum extended                                                            |
  | POST /v1/orders                      | Orders              | `exDestination` removed from request schema                                            |
  | POST /v1/orders/preview              | Orders              | `cost` renamed to `estimatedCost`; added `estimatedMargin`                             |
  | POST /v1/orders/preview              | Orders              | Removed reject/warn fields; added `warnings` and `errors` arrays                       |
  | POST /v1/oauth2/authorize            | OAuth2              | OAuth paths standardized under `/v1/oauth2/`                                           |
  | POST /v1/oauth2/authorize            | OAuth2              | New encrypted password example; `response_type` enum = `code`                          |
  | POST /v1/oauth2/authorize/confirm    | OAuth2              | Examples include `is_mfa` and `consent_required`                                       |
  | POST /v1/oauth2/authorize/mfa        | OAuth2              | `is_mfa` appears only on MFA authorize responses                                       |
  | wss\://api.aries.com/v1/market/ws    | WebSockets          | Market Data WebSocket endpoint renamed                                                 |
  | wss\://api.aries.com/v1/charts/ws    | WebSockets          | New Charting WebSocket endpoint                                                        |
  | /v1/charts/ws                        | WebSockets          | Docs 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
</Update>

<Update label="Dec 16, 2025" description="Documentation" badge="Released">
  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
</Update>

<Update label="Dec 12, 2025" description="Documentation" badge="Released">
  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
</Update>

<Update label="Dec 11, 2025" description="API Feature Releases" badge="Released">
  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
</Update>

<Update label="Oct 27, 2025" description="New Feature" badge="Released">
  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
</Update>

<Update label="Aug 5, 2025" description="New Feature" badge="Released">
  Initial release of Aries API with OAuth2 authentication, order execution, and account management capabilities for building trading applications.

  Release date: August 5, 2025
</Update>
