Library for working with bank_scrapers drivers.

Project description

pip installation

bank_scrapers

Quick Start
Introduction
Getting Started
- Installation
- Usage
Drivers
- BECU
- Chase
- Fidelity NetBenefits
- RoundPoint
- SMBC Prestia
- UHFCU
- Vanguard
- Zillow
API Wrappers
- Kraken
Crypto
- Bitcoin (BTC)
- Ethereum (ETH)
Disclaimer

Quick Start

pip install bank_scrapers

bank-scrape {subcommand} $LOGIN_USER $LOGIN_PASS

Introduction

bank_scrapers is a library containing drivers for scraping account information from various financial websites.

Since most traditional financial institutions don't provide an API for accessing one's account data, most of these drivers utilize Selenium to impersonate the user using the provided credentials.

Getting Started

Installation

`stable`

pip install bank_scrapers

`experimental`

pip install git+https://github.com/eebette/bank_scrapers.git

Usage

💡 Usage examples for each driver are listed in that driver's documentation

CLI

For general info and complete usage documentation

bank-scrape -h

General usage pattern

bank-scrape {subcommand} $LOGIN_USER $LOGIN_PASS

API

API results are returned as a Python list of pandas dataframes, containing relevant data scraped from the site. See each driver's section for info on what is in that driver's return tables.

from bank_scrapers.scrapers.becu.driver import get_accounts_info

tables = get_accounts_info(username="{username}", password="{password}")
for t in tables:
    print(t.to_string())

Drivers that need a tmp directory

Some drivers download the accounts data and process the downloaded file. This requires the use of a temp directory to use as Chromium's downloads folder, and the location of this folder must be specified in get_accounts_info().

❗️Selenium often has issues writing to /tmp/ in Linux distributions, hence this requirement in the code.

❗️tmp_dir MUST be empty for this function to work

from bank_scrapers.scrapers.fidelity_netbenefits.driver import get_accounts_info

tables = get_accounts_info(
    username="{username}", password="{password}", tmp_dir="/tmp"
)
for t in tables:
    print(t.to_string())

`get_accounts_info()` for general use

As of version 1.1, there is a single get_accounts_info() function available in the module bank_scrapers.get_accounts_info that takes the institution name as the first argument and the rest of the institution's required arguments after that.

Example

from bank_scrapers.get_accounts_info import get_accounts_info

accounts_info = get_accounts_info("chase", "{username}", "{password}")

for table in accounts_info:
    print(table)

Prometheus-friendly Exposition Format

As of version 1.1, it is possible to get output the metrics in the form of [labels] metric by passing the prometheus=True parameter to get_accounts_info.

Passing this parameter will cause the API to return the following format: Tuple(List, List)

The first list in the tuple will return a list of labels (one per symbol per account) and their Quantity (i.e. number of shares/units).
The second list in the tuple will return a list of labels (one per symbol per account) and the symbol's USD value (i.e. #.# if it's a US-based bank account, such as Chase, or the share value of a stock, such as in Vanguard accounts).

The metric comes back in the following format:

(['<institution_name>', <account_number>, '<account_type>', '<symbol>'], <metric>)

Example

This functionality is meant to make these metrics easily ingest-able into a Prometheus server.

from bank_scrapers.scrapers.vanguard.driver import get_accounts_info

prometheus_output = get_accounts_info(
    "{username}", "{password}", "/tmp/directory", prometheus=True
)

print((prometheus_output[0][0], prometheus_output[1][0]))

> ((['Vanguard', ########, 'deposit', 'TTWO'], ##.#), (['Vanguard', ########, 'deposit', 'TTWO'], ###.##))

LABELS = [
    "institution",
    "account",
    "account_type",
    "symbol",
]

metrics = Gauge(
    name,
    documentation,
    LABELS,
    registry=registry,
)

for metric in prometheus_output[0]:
    labels: List[str] = metric[0]
    value: float = metric[1]
    metrics.labels(*labels).set(value)

General

MFA Automation

As of version 1.1, it is possible to automate the Multi-Factor Authentication workflows in both the API and the CLI by providing a Python dict (or JSON file in the case of the CLI) with the following:

#. otp_contact_option: The list option which you would like to use for MFA Authentication (e.g. when a site asks if you'd like to be contacted via # Phone or # SMS) #. otp_code_location: The file directory location to look for a file containing the One-Time Password (OTP). See OTP File Requirements below

Example

from bank_scrapers.scrapers.roundpoint.driver import get_accounts_info

prometheus_output = get_accounts_info(
    "{username}",
    "{password}",
    mfa_auth={"otp_contact_option": 1, "otp_code_location": "/tmp/otp_codes"},
)

bank-scrape roundpoint $LOGIN_USER $LOGIN_PASS --json_file ~/roundpoint_mfa.json

OTP File Requirements

The scraper will begin searching the text in files in the otp_code_location ## seconds after the OTP request is submitted on the site.
The scraper will look at each file in the otp_code_location in reverse alphabetical order. For this reason, if you are automatically moving your SMS to this folder through some automation system, it is recommended to prepend the file names with a timestamp.
Each scraper has a string term that it searches for in each file (to ensure that the OTP was sent from/belongs to the correct institution). These values for can be found in each scraper's documentation below.
The scraper will NOT delete the file once it is done. Maintaining this directory is up to you.

While automating getting SMS messages with OTP codes from your phone to .txt files on your PC is outside the scope of this project, SMS to URL Forwarder and webhook is a good place to start.

Drivers

These are all written in Python using the Selenium driver and, for the most part, try to simulate the real user experience/workflow as seen in the eyes of the website provider.

BECU

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Boeing Enterprises Credit Union

About

This is a Selenium driver that logs in using provided credentials and reads account info from the landing page.

❗️Driver does NOT currently support MFA

Example Usage

CLI

bank-scrape becu $LOGIN_USER $LOGIN_PASS

API

from bank_scrapers.scrapers.becu.driver import get_accounts_info

tables = get_accounts_info(username="{username}", password="{password}")
for t in tables:
    print(t.to_markdown(index=False))

Example Result

Account	YTD Interest	Current Balance	Available Balance	account_type	symbol	usd_value
##########	###.##	#####.##	#####.##	deposit	USD	1
##########	###.##	#####.##	#####.##	deposit	USD	1
##########	###.##	#####.##	#####.##	deposit	USD	1

Account	Current Balance	Available Credit	account_type	symbol	usd_value
####	####.##	#####	credit	USD	1

Chase

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Chase Banking

About

This is a Selenium driver that logs in using provided credentials, navigates MFA, navigates to the detail account info from the landing page, and reads the account info from the page.

✔️ Driver supports handling of MFA

❗️This driver is designed to crawl and pull data for Chase credit card services only. Chase shared bank accounts are currently not in the scope of this project

Example Usage

CLI

bank-scrape chase $LOGIN_USER $LOGIN_PASS

API

from bank_scrapers.scrapers.chase.driver import get_accounts_info

tables = get_accounts_info(username="{username}", password="{password}")
for t in tables:
    print(t.to_markdown(index=False))

MFA

Example Workflow

>>> # Example MFA workflow
>>> tables = get_accounts_info(username="{username}", password="{password}")
1: Get a text
2: Get a call
Please select one: {user_choose_mfa_option}
Enter OTP Code: {user_enters_otp_code}

Example Automation JSON

Note that Chase has # MFA workflows. otp_contact_option_alternate refers to the (now) more common one with a binary Call Me/Text Me choice. otp_contact_option refers to the traditional workflow with a list of numbers and contact options in a dropdown list.

{
  "otp_contact_option": 2,
  "otp_contact_option_alternate": 2,
  "otp_code_location": "/tmp/otp_codes"
}

OTP Code File Keyword

Chase

Example Result

Current balance	Pending charges	Available credit	Total credit limit	Next closing date	Balance on last statement	Remaining statement balance	Payments are due on the	account	account_type	symbol	usd_value
####.##	##.##	#####.#	#####	#####	####.##	####.##	#	####	credit	USD	1

Last payment	Minimum payment	Automatic Payments	account	account_type	symbol
####.##	##.####		####	credit	USD

Points available	account	account_type	symbol
######	####	credit	USD

Cash advance balance	Available for cash advance	Cash advance limit	account	account_type	symbol
#	####	####	####	credit	USD

Purchase APR	Cash advance APR	account	account_type	symbol
##.##	##.##	####	credit	USD

Program details	account	account_type	symbol
	####	credit	USD

Return Schema

Provides int-ified values for each of the columns.

❗️Dates will be converted to their spreadsheet friendly int-representation

❗️Any text values are dropped. Most notably this affects Automatic Payments and Program details columns, which are currently out of the scope of this project

Fidelity NetBenefits

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Fidelity NetBenefits

❗️This driver is designed to work on the webpage for Fidelity NetBenefits, which is Fidelity's net interface for 401(k) holders and stock plan participants for various companies. It is not designed to work for general brokerage account holders, though I suspect it would work with minimal effort

️✔️ This driver will pull holdings info for all Fidelity accounts for the account holder, including general brokerage accounts

About

This is a Selenium driver that logs in using provided credentials, navigates #FA, navigates to the detail account info from the landing page for Fidelity NetBenefits.

Instead of scraping the user's account info from the page, this driver will navigate to the user's positions summary and download the accounts info provided by Fidelity using a folder of the user's choice

✔️ Driver supports handling of #FA

Example Usage

CLI

bank-scrape fidelity-nb $LOGIN_USER $LOGIN_PASS

💡 The CLI backend handles the creation of a tmp directory in the user's home directory by default. The API doesn't have this functionality

API

from bank_scrapers.scrapers.fidelity_netbenefits.driver import get_accounts_info

tables = get_accounts_info(
    username="{username}", password="{password}", tmp_dir="/tmp"
)
for t in tables:
    print(t.to_markdown(index=False))

❗️NOTE tmp_dir MUST be empty for this function to work

MFA

Example Workflow

>>> # Example MFA workflow
>>> tables = get_accounts_info(username="{username}", password="{password}", tmp_dir="{tmp_dir})
Enter OTP Code: {user_enters_otp_code}

Example Automation JSON

Note that Fidelity doesn't have any otp_contact_option.

{
  "otp_code_location": "/tmp/otp_codes"
}

OTP Code File Keyword

NetBenefits

Example Result

Account Number	Account Name	Symbol	Description	Quantity	Last Price	Last Price Change	Current Value	Today's Gain/Loss Dollar	Today's Gain/Loss Percent	Total Gain/Loss Dollar	Total Gain/Loss Percent	Percent Of Account	Cost Basis Total	Average Cost Basis	Type	account_type
Z########	Individual - TOD	USD	HELD IN FCASH	##.##	#	nan	$##.##	nan	nan	nan	nan	#.##%	nan	nan	Cash	deposit
Z########	Individual - TOD	AMZN	AMAZON.COM INC	###	###.#	+$#.##	$#####.##	+$###.##	+#.##%	+$####.##	+##.##%	##.##%	$#####.##	$###.##	Cash	deposit
#####	AMAZON ###(K) PLAN	SSGA LG CAP GROWTH	SSGA LG CAP GROWTH	####.##	##.##	-$#.##	$#####.##	-$###.##	-#.##%	+$#####.##	+##.##%	##.##%	$#####.##	$##.##	nan	retirement
#####	AMAZON ###(K) PLAN	#####N###	VANGUARD TARGET ####	###.###	###.##	-$#.##	$#####.##	-$##.##	-#.##%	+$####.##	+##.##%	#.##%	$#####.##	$###.##	nan	retirement
#####	AMAZON ###(K) PLAN	AMZN	AMAZON.COM STOCK	##.###	###.#	+$#.##	$#####.##	+$###.##	+#.##%	+$####.##	+##.##%	#.##%	$#####.##	$###.##	nan	retirement
#####	AMAZON ###(K) PLAN	VFTNX	VANG FTSE SOC IDX IS	####.##	##.##	-$#.##	$#####.##	-$###.##	-#.##%	+$#####.##	+##.##%	##.##%	$#####.##	$##.##	nan	retirement

RoundPoint

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RoundPoint Mortgage

About

This is a Selenium driver that logs in using provided credentials, navigates #FA, navigates to the detail account info from the landing page for a mortgage serviced by RoundPoint Mortgage.

✔️ Driver supports handling of #FA

Example Usage

CLI

bank-scrape roundpoint $LOGIN_USER $LOGIN_PASS

API

from bank_scrapers.scrapers.roundpoint.driver import get_accounts_info

tables = get_accounts_info(username="{username}", password="{password}")
for t in tables:
    print(t.to_markdown(index=False))

MFA

Example Workflow

>>> # Example MFA workflow
>>> tables = get_accounts_info(username="{username}", password="{password}")
1: Email (**********@##.##)
2: Text (***-***-####)
Please select one: {user_choose_mfa_option}
Enter OTP Code: {user_enters_otp_code}

Example Automation JSON

1 is email.

2 is SMS.

{
  "otp_contact_option": 2,
  "otp_code_location": "/tmp/otp_codes"
}

OTP Code File Keyword

Servicing Digital

Example Result

Balance	Monthly Payment Amount	Actual Due Date	Next Draft Date	Payment Method	account_number	account_type	usd_value	symbol
#####.#	###.##	July ##, ####	July ##, ####	Checking Account (####)	##########	loan	1	USD

SMBC Prestia

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Sumitomo Mitsui Banking Corporation PRESTIA

About

This is a Selenium driver that logs in using provided credentials, navigates to the detail account info and scrapes account info for a member account of SMBC Prestia.

❗️Driver does NOT currently support MFA

Example Usage

CLI

bank-scrape smbc-prestia $LOGIN_USER $LOGIN_PASS

API

from bank_scrapers.scrapers.smbc_prestia.driver import get_accounts_info

tables = get_accounts_info(username="{username}", password="{password}")
for t in tables:
    print(t.to_markdown(index=False))

Example Result

Account Number	Available Amount	symbol	account_type	usd_value
#######	#######	JPY	deposit	#.########
########	#	JPY	deposit	#.########

UHFCU

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University of Hawaii Federal Credit Union

About

This is a Selenium driver that logs in using provided credentials, navigates MFA, navigates to the detail account info from the landing page for UHFCU account. It will also navigate to the credit card management system used by UHFCU and pull info for each credit card on the dashboard

✔️ Driver supports handling of #FA

Example Usage

CLI

bank-scrape uhfcu $LOGIN_USER $LOGIN_PASS

API

from bank_scrapers.scrapers.uhfcu.driver import get_accounts_info

tables = get_accounts_info(username="{username}", password="{password}")
for t in tables:
    print(t.to_markdown(index=False))

MFA

Example Workflow

>>> # Example MFA workflow
>>> tables = get_accounts_info(username="{username}", password="{password}")
1: #********#@##.##
2: ###-***-**##
Please select one: {user_choose_mfa_option}
Enter OTP Code: {user_enters_otp_code}

Example Automation JSON

1 is email.

2 is SMS.

{
  "otp_contact_option": 2,
  "otp_code_location": "/tmp/otp_codes"
}

OTP Code File Keyword

University of Hawaii Federal Credit Union

Example Result

Account Type	Account Desc	Available	Current Balance	symbol	account_type	usd_value
Savings	XXX ##-S####	$#.##	#.##	USD	deposit	1
Checking	XXX ##-S####	$#,###.##	####.##	USD	deposit	1

Current Balance	Pending Balance	Statement Balance	Available Credit	Last Payment	Total Minimum Due	Payment Due Date	Last Login	Account Desc	symbol	account_type	usd_value
#	$#.##	$#.##	$##,###.##	$##.##	$#.##	Not Available	Jun ##, ####, #:##:## PM	####	USD	credit	1

Vanguard

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The Vanguard Group

️✔️ This driver will pull holdings info for all Vanguard accounts for the account holder, including general brokerage accounts

About

This is a Selenium driver that logs in using provided credentials, navigates #FA, navigates to the detail account info in the Downloads Center from the landing page.

Instead of scraping the user's account info from the page, this driver will navigate to the user's positions summary and download the accounts info provided by Vanguard using a folder of the user's choice

➖️ Driver has limited support for #FA (only supports mobile app touch authentication)

Example Usage

CLI

bank-scrape vanguard $LOGIN_USER $LOGIN_PASS

💡 The CLI backend handles the creation of a tmp directory in the user's home directory by default. The API doesn't have this functionality

API

from bank_scrapers.scrapers.vanguard.driver import get_accounts_info

tables = get_accounts_info(
    username="{username}", password="{password}", tmp_dir="/tmp/"
)
for t in tables:
    print(t.to_markdown(index=False))

❗️NOTE tmp_dir MUST be empty for this function to work

MFA

Example Workflow

>>> # Example MFA workflow
>>> tables = get_accounts_info(username="{username}", password="{password}")
1: New
Verify with the app Click to verify with the Vanguard App
(Recommended)
2: Verify with a code Click to verify with security code
Please select one: {user_choose_mfa_option}
Enter OTP Code: {user_enters_otp_code}

Example Automation JSON

1 is app verification.

2 is SMS.

{
  "otp_contact_option": 2,
  "otp_code_location": "/tmp/otp_codes"
}

OTP Code File Keyword

Vanguard

Example Result

Account Number	account_type	Investment Name	Symbol	Shares	Share Price	Total Value
########	deposit	TAKE-TWO INTERACTIVE SOFTWARE INC	TTWO	##	###.##	####.##
########	deposit	PAYCOM SOFTWARE INC	PAYC	#	###.##	###.##

Zillow

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Zillow

About

This is a Selenium driver that finds a property's Zestimate from a user-provided url suffix (the part after https://www.zillow.com/homedetails/).

Example Usage

CLI

bank-scrape zillow $URL_SUFFIX_FOR_PROPERTY

💡 The suffix of the Zillow URL (the part after 'homedetails'). Note that you only need to provide the part that ends with "zpid"

💡 For example, this is a valid suffix argument (provided # was replaced by actual digits): ########_zpid

API

from bank_scrapers.scrapers.zillow.driver import get_accounts_info

tables = get_accounts_info(suffix="########_zpid")
for t in tables:
    print(t.to_markdown(index=False))

Example Result

address	zestimate	symbol	account_type	usd_value
123 Apple Lane	######	USD	real_estate	1

API Wrappers

These are wrappers written around API endpoints provided by providers and are generally purposed around making these processes of getting accounts info cohesive across this library.

Kraken

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Kraken

About

This is an API wrapper for pulling Kraken account holdings based on Kraken's documentation.

The main purpose of this wrapper is to provide an even simpler interface for pulling account holdings and to align the data provided by Kraken with the rest of the financial data pulled by this package.

Example Usage

CLI

bank-scrape kraken $API_KEY $SECRET_KEY

API

from bank_scrapers.api_wrappers.kraken.driver import get_accounts_info

tables = get_accounts_info(
    api_key="*****************/**************************************",
    api_sec="********+*************************+****+********//******************/**************+**==",
)
for t in tables:
    print(t.to_markdown(index=False))

Example Result

symbol	quantity	account_id	account_type	usd_value
ETHW	#.#####	#################/######################################	cryptocurrency	#.#####
XETH	#.##e-##	#################/######################################	cryptocurrency	#

Crypto

This library also contains a few handy functions for pulling the value of a given crypto wallet for some popular tokens.

Bitcoin (BTC)

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Bitcoin

About

This is an API wrapper for pulling a Bitcoin wallet's holdings using the Bitcoin wallet's xpub or zpub.

Under the hood, this is just another Selenium-based scraper that uses Blockpath to do the dirty work of getting the wallet balance. Unfortunately, there isn't a publicly available, non-registration API available for doing this programmatically.

If your xpub changes after each transaction, and you want to pull the full wallet's BTC balance, convert the xpub used in the latest transaction to a zpub here and use that.

Example Usage

CLI

bank-scrape bitcoin $BITCOIN_ZPUB

API

from bank_scrapers.crypto.bitcoin.driver import get_accounts_info

tables = get_accounts_info(
    zpub="*****************/**************************************",
)
for t in tables:
    print(t.to_markdown(index=False))

Example Result

zpub	balance	symbol	account_type	usd_value
zpub###########################################################################################################	#.######	BTC	cryptocurrency	#####.#

Ethereum (ETH)

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Ethereum

About

This is an API wrapper for pulling an Ethereum wallet's holdings using the Ethereum wallet's address.

Example Usage

CLI

bank-scrape ethereum $ETHEREUM_ADDRESS

API

from bank_scrapers.crypto.ethereum.driver import get_accounts_info

tables = get_accounts_info(
  address="0x########################################",
)
for t in tables:
  print(t.to_markdown(index=False))

Example Result

address	balance	symbol	account_type	usd_value
#x########################################	#.#####	ETH	cryptocurrency	####.##

Disclaimer

The intended purpose of this code is purely academic in nature, and it IS NOT intended to be used for any real life production use, nefarious or otherwise.

Usage of this code is potentially against your bank's terms of service and could result in you or your IP getting flagged, listed, or blocked as bad actors. I don't take any responsibility for any effects this code may have on your bank accounts or your relationships with your banking institutions.

Please don't try to learn anything about me or my life based on the banks that I've arbitrarily decided to write drivers for.

Project details

Release history Release notifications | RSS feed

1.2.21

Oct 30, 2024

1.2.20

Oct 30, 2024

1.2.19

Sep 9, 2024

1.2.18

Aug 31, 2024

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Aug 31, 2024

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Aug 30, 2024

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Aug 16, 2024

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Aug 13, 2024

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Aug 13, 2024

1.2.12

Jul 28, 2024

1.2.11

Jul 27, 2024

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Jul 27, 2024

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Jul 26, 2024

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Jul 26, 2024

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Jul 20, 2024

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Jul 20, 2024

This version

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Jun 27, 2024

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Jun 27, 2024

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Jun 27, 2024

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Jun 27, 2024

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May 19, 2024

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May 19, 2024

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May 18, 2024

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May 18, 2024

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Jun 20, 2023

1.0.3

Jun 18, 2023

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Jun 18, 2023

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bank-scrapers 1.1.3

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Project description

bank_scrapers

Quick Start

Introduction

Getting Started

Installation

stable

experimental

Usage

CLI

For general info and complete usage documentation

General usage pattern

API

Drivers that need a tmp directory

get_accounts_info() for general use

Prometheus-friendly Exposition Format

General

MFA Automation

OTP File Requirements

Drivers

BECU

About

Example Usage

CLI

API

Example Result

Chase

About

Example Usage

CLI

API

MFA

Example Workflow

Example Automation JSON

OTP Code File Keyword

Example Result

Return Schema

Fidelity NetBenefits

About

Example Usage

CLI

API

MFA

Example Workflow

Example Automation JSON

OTP Code File Keyword

Example Result

RoundPoint

About

Example Usage

CLI

API

MFA

Example Workflow

Example Automation JSON

OTP Code File Keyword

Example Result

SMBC Prestia

About

Example Usage

CLI

API

Example Result

UHFCU

About

Example Usage

CLI

API

MFA

Example Workflow

Example Automation JSON

OTP Code File Keyword

Example Result

`stable`

`experimental`

`get_accounts_info()` for general use