Changelog

Latest updates and changes to the Aries API

Recent Updates

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July 17, 2026

Market Data WebSocket Fundamental Quote Fields

Documented fundamental and reference fields that the market data WebSocket accepts in quoteFields and returns from the symbol snapshot. These were already supported by the backend but previously undocumented.

Summary of changes by endpoint:

Endpoint	Section	Change (short & precise)
WSS /v1/market/ws	Streaming API	Documented additional quoteFields values: type, sicCode, hasOptions, sharesOutstanding, assets, liabilities, longTermDebt, EPSDiluted, EPSLatest12Month, EPS3YearGrowthRate, EPS5YearGrowthRate, avgVolume4Weeks, PE, high52WeekPrice, high52WeekDate, low52WeekPrice, low52WeekDate, dividend, and shortSaleRestricted. Values are delivered as strings (except hasOptions, a boolean); field names are case-sensitive.

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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:

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.

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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:

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.

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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:

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

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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:

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.

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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:

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.

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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:

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.

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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:

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

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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:

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

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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:

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.

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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:

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)

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May 12, 2026

API Response Documentation Fixes

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

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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:

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

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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:

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/	Options	Documented optional next_page pagination pointer in the response
GET /v1/options/snapshot/chain/ 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

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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:

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//positions	Accounts	200 response fields aligned to live payload naming and structure

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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:

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//balances	Accounts	200 response aligned to the flat top-level balance payload with all returned fields and decimal-string amounts
GET /v1/accounts//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/	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//	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

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Feb 16, 2026

API Documentation Updates

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/	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

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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:

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

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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

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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

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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

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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

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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