(Unofficial) Charles Schwab Stock and Option Trade API Client

Overview

This is a Python client library for accessing the Charles Schwab stock and option trade API. It provides a convenient way to interact with the Charles Schwab trading platform programmatically.

Features

• Authenticate with your Charles Schwab account
• Automated refreshing of access token
• Download option chain data
• Get account information
• Place stock and option trades
• Retrieve trade history [Work in Progress]
• Monitor real-time market data [TODO]

Installation

To install the Charles Schwab API client, you can use pip:

pip install CSchwabPy

Usage Example

• Authentication & Get Access Token & Refresh Token

# save these lines in a file named like cschwab.py
# NOTE: should use SchwabClient to get tokens manually after version 0.1.3
from cschwabpy.SchwabClient import SchwabClient

app_client_key = "---your-app-client-key-here-"
app_secret = "app-secret"

schwab_client = SchwabClient(app_client_id=app_client_key, app_secret=app_secret)
schwab_client.get_tokens_manually()

# run in your Terminal, follow the prompt to complete authentication:
> python cschwab.py


# now you should have access token & refresh token downloaded to your device

#----------------
ticker = '$SPX'
# get option expirations:
expiration_list = schwab_client.get_option_expirations(underlying_symbol = ticker)

# download SPX option chains
from_date = 2024-07-01
to_date = 2024-07-01

opt_chain_result = schwab_client.download_option_chain(ticker, from_date, to_date)

# get call-put dataframe pairs by expiration
opt_df_pairs = opt_chain_result.to_dataframe_pairs_by_expiration()

for df in opt_df_pairs:
    print(df.expiration)
    print(f"call dataframe size: {df.call_df.shape}. expiration: {df.expiration}")
    print(f"put dataframe size: {df.put_df.shape}. expiration: {df.expiration}")
    print(df.call_df.head(5))
    print(df.put_df.head(5))

Build & Release

git tag v0.1.3.9 git push origin tag v0.1.3.9