brokerage-connect 0.5.0

Unified Python interface for brokerage APIs — Schwab, SnapTrade, IBKR, Plaid

brokerage-connect

Unified Python interface for brokerage APIs. One abstract adapter, multiple brokers.

Supported Brokers

Broker	Extra	Status
Schwab	pip install brokerage-connect[schwab]	Token-based auth via schwab-py
SnapTrade	pip install brokerage-connect[snaptrade]	OAuth connection flow
IBKR	pip install brokerage-connect[ibkr]	Monorepo-only — adapter requires risk_module monorepo (app_platform, options, providers.routing_config). [ibkr] extra installs the SDK but the adapter is not standalone-importable.
Plaid	pip install brokerage-connect[plaid]	Investments + account APIs via plaid-python

Install

pip install brokerage-connect

# With broker-specific dependencies:
pip install brokerage-connect[schwab]
pip install brokerage-connect[schwab,plaid]
pip install brokerage-connect[plaid]

Quick Start

from brokerage import BrokerAdapter

# Every broker adapter implements the same interface:
class MyBroker(BrokerAdapter):
    provider_name = "my_broker"

    def owns_account(self, account_id: str) -> bool: ...
    def list_accounts(self): ...
    def search_symbol(self, account_id, ticker): ...
    def preview_order(self, account_id, ticker, side, quantity, order_type, time_in_force, **kw): ...
    def place_order(self, account_id, order_params): ...
    def get_orders(self, account_id, state="all", days=30): ...
    def cancel_order(self, account_id, order_id): ...
    def get_account_balance(self, account_id): ...
    def refresh_after_trade(self, account_id): ...

Architecture

• BrokerAdapter — abstract base class defining the trade interface
• trade_objects — shared dataclasses (OrderResult, OrderPreview, OrderStatus, etc.)
• schwab/, snaptrade/, ibkr/, plaid/ — broker/provider integrations
• config.py — broker configuration and credential loading via environment variables

License

PolyForm-Noncommercial-1.0.0