generated: '2026-08-02'
method: searched
source: https://docs.clearstreet.com/changelog/
api: Clear Street Trading API
scheme: dated entries labelled ADDED | IMPROVED | FIXED | BREAKING | DEPRECATED | RELEASE
current_version: '2025-10-31'
first_release: '2026-05-08'
window_captured: '2026-05-08 .. 2026-07-24'
counts:
  entries_captured: 41
  breaking: 11
  deprecated: 2
entries:
- {date: '2026-07-24', kind: IMPROVED, highlight: 'Plain-English rejection messages; machine-readable
    codes updated — SUB_PENNY renamed INVALID_TICK_SIZE, LIQUIDATION_ONLY split into two variants'}
- {date: '2026-07-23', kind: IMPROVED, highlight: 'Event date filtering defaults to the next
    trading day on weekends and holidays'}
- {date: '2026-07-23', kind: FIXED, highlight: 'Index option contracts now populate underlying_instrument_id'}
- {date: '2026-07-21', kind: ADDED, highlight: 'Account responses include holder details —
    mailing address, date of birth, phone, tax residency country (nullable)'}
- {date: '2026-07-20', kind: BREAKING, highlight: 'Removed deprecated instrument fields expiry
    and strike_price; time_in_force can no longer be modified on order replace'}
- {date: '2026-07-20', kind: ADDED, highlight: 'Omni AI prefill orders support a modify action'}
- {date: '2026-07-17', kind: BREAKING, highlight: 'instrument_id, symbol and instrument_type
    are now nullable on order and fill responses'}
- {date: '2026-07-17', kind: ADDED, highlight: 'security-type enum gains INDEX'}
- {date: '2026-07-16', kind: BREAKING, highlight: 'Omni entitlements: trading_account_id renamed
    account_id in requests and responses'}
- {date: '2026-07-15', kind: ADDED, highlight: 'Fundamentals gain ANNUAL fiscal periods; earnings
    events gain report timing (BMO/AMC)'}
- {date: '2026-07-14', kind: ADDED, highlight: 'Option contracts gain is_tradable'}
- {date: '2026-07-14', kind: IMPROVED, highlight: 'Symbols accepted alongside UUIDs; market-hours
    calendar date parameter now optional'}
- {date: '2026-07-07', kind: ADDED, highlight: 'Daily summaries gain a required not_applicable boolean'}
- {date: '2026-07-07', kind: IMPROVED, highlight: 'Index snapshots report current level as price
    with size always 0'}
- {date: '2026-07-06', kind: BREAKING, highlight: 'position_effect removed from order submission payloads'}
- {date: '2026-07-03', kind: BREAKING, highlight: 'Executions filter instrument_id renamed
    instrument_ids, now comma-separated'}
- {date: '2026-06-29', kind: BREAKING, highlight: 'Screener field_filter removed; option-specific
    position types (LONG_CALL, SHORT_CALL, …) removed'}
- {date: '2026-06-25', kind: IMPROVED, highlight: 'bid, ask and midpoint no longer required —
    may be null for one-sided quotes'}
- {date: '2026-06-23', kind: IMPROVED, highlight: 'Idle Omni threads return 200 with data: null
    instead of 404'}
- {date: '2026-06-22', kind: ADDED, highlight: 'Account listing supports account_id prefix match
    and account_name substring match'}
- {date: '2026-06-18', kind: ADDED, highlight: 'Orders endpoint accepts order_ids'}
- {date: '2026-06-17', kind: RELEASE, highlight: 'Screener launched with saved-screener management'}
- {date: '2026-06-17', kind: IMPROVED, highlight: 'instrument_ids filter accepts symbols as well
    as UUIDs'}
- {date: '2026-06-17', kind: DEPRECATED, highlight: 'Instrument expiry and strike_price deprecated
    (return null); screener field_filter deprecated'}
- {date: '2026-06-16', kind: ADDED, highlight: 'Real-time P&L — unrealized_pnl, daily_pnl,
    daily_change on balances; daily_realized_pnl on positions'}
- {date: '2026-06-10', kind: BREAKING, highlight: 'ENGINE_REJECTED removed from position-instruction
    statuses'}
- {date: '2026-06-08', kind: ADDED, highlight: 'Balances include per-session buying power via
    intraday_details and overnight_details'}
- {date: '2026-06-04', kind: DEPRECATED, highlight: 'day_trade_buying_power, day_trade_count and
    pattern_day_trader marked for future removal'}
- {date: '2026-06-04', kind: IMPROVED, highlight: 'Option search matches OSI prefixes and
    root-scoped phrases'}
- {date: '2026-06-03', kind: IMPROVED, highlight: 'Position instruction batch responses improved;
    delete endpoints return typed bodies; underlying_instrument_ids accepts arrays'}
- {date: '2026-05-28', kind: BREAKING, highlight: 'is_restricted removed; security types reduced
    to COMMON_STOCK, OPTION and CASH'}
- {date: '2026-05-28', kind: ADDED, highlight: 'Option snapshots include Greeks — delta, gamma,
    theta, vega, rho, IV, theoretical price'}
- {date: '2026-05-26', kind: ADDED, highlight: 'Instruments gain is_ptp for publicly-traded
    partnerships, plus related filters'}
- {date: '2026-05-22', kind: ADDED, highlight: 'New executions endpoint returns individual
    execution reports'}
- {date: '2026-05-21', kind: BREAKING, highlight: 'Omni AI format changes — ticker tags became
    markdown links, entitlement field names updated, symbolChart removed'}
- {date: '2026-05-21', kind: IMPROVED, highlight: 'Thread message queries return latest messages
    first by default'}
- {date: '2026-05-20', kind: ADDED, highlight: 'Instruments gain is_fractionable'}
- {date: '2026-05-19', kind: ADDED, highlight: 'Last-trade snapshots gain a required size field'}
- {date: '2026-05-19', kind: IMPROVED, highlight: 'instrument_type became optional on order
    submission — now inferred'}
- {date: '2026-05-18', kind: IMPROVED, highlight: 'Position-instruction lifecycle statuses fully
    documented with rejection causes'}
- {date: '2026-05-15', kind: ADDED, highlight: 'Batch position instruction semantics defined;
    reporting_currency added to events and fundamentals'}
- {date: '2026-05-15', kind: BREAKING, highlight: 'Top-level error field removed from
    position-instruction responses'}
- {date: '2026-05-13', kind: ADDED, highlight: 'Portfolio history can return 207 partial success'}
- {date: '2026-05-12', kind: IMPROVED, highlight: 'Pagination supports bidirectional navigation
    via page_token'}
- {date: '2026-05-08', kind: RELEASE, highlight: 'Initial API release — accounts, orders,
    positions, instruments, market data and Omni AI'}
other_changelogs:
- api: Clear Street Studio API
  published: false
  note: No dated changelog was found for the Studio API on docs.clearstreet.io.
x-evidence:
  fetched: '2026-08-02'
  url: https://docs.clearstreet.com/changelog/index.md
  http_status: 200
  note: Recent-window capture; the live changelog remains the source of truth.