easy-equities-client 0.1.0

Unofficial Easy Equities and Satrix Python Client

Easy Equities and Satrix Python Client

Unofficial Python client for Easy Equities and Satrix. Intended for personal use.

Installation

pip install easy-equities-client

Usage

from easy_equities_client.clients import EasyEquitiesClient # or SatrixClient

client = EasyEquitiesClient()
client.login(username='your username', password='your password')

# List accounts
accounts = client.accounts.list()
"""
[
    Account(id='12345', name='EasyEquities ZAR', trading_currency_id='2'),
    Account(id='12346', name='TFSA', trading_currency_id='3'),
    ...
]
"""

# Get account holdings
holdings = client.accounts.holdings(accounts[0].id)
"""
[
    {
        "name": "CoreShares Global DivTrax ETF",
        "contract_code": "EQU.ZA.GLODIV",
        "purchase_value": "R2 000.00",
        "current_value": "R3 000.00",
        "current_price": "R15.50",
        "img": "https://resources.easyequities.co.za/logos/EQU.ZA.GLODIV.png",
        "view_url": "/AccountOverview/GetInstrumentDetailAction/?IsinCode=ZAE000254249",
        "isin": "ZAE000254249"
    },
    ...
]
"""

# Get account valuations
valuations = client.accounts.valuations(accounts[0].id)
"""
{
    "NetInterestOnCashItems": [
        {
            "Label": "Total Interest on Free Cash",
            "Value": "R10.55"
        },
        ...
    ],
    "AccrualSummaryItems": [
        {
            "Label": "Net Accrual",
            "Value": "R2.00"
        },
        ...
    ],
    "TopSummary": {
        "AccountValue": 300000.50,
        "AccountCurrency": "ZAR",
        "AccountNumber": "EE123456-111111",
        "AccountName": "EasyEquities ZAR",
        "PeriodMovements": [
            {
                "ValueMoveLabel": "Profit & Loss Value",
                "ValueMove": "R5 000.00",
                "PercentageMoveLabel": "Profit & Loss",
                "PercentageMove": "15.00%",
                "PeriodMoveHeader": "Movement on Current Holdings:"
            }
        ]
    },
    "InvestmentTypesAndManagers": {
        "InvestmentTypes": [
            {
                "Key": "ETFs",
                "Value": "R25 000.90",
                "Percentage": 85.00
            },
            ...
        ]
    },
    "InvestmentSummaryItems": [
        {
            "Label": "Total Profit / Loss on Current Holdings",
            "Value": "R4 000.50 / 15.00%",
            "IsPositive": true
        },
        ...
    ]
    "CostsSummaryItems": [
        {
            "Label": "Total Brokerage and Statutory Costs",
            "Value": "R300.00"
        },
        ...
    ]
    ...
}
"""

# Get account transactions
transactions = client.accounts.transactions(accounts[0].id)
"""
[
    {
        "TransactionId": 0,
        "DebitCredit": 200.00,
        "Comment": "Account Balance Carried Forward",
        "TransactionDate": "2020-07-21T01:00:00",
        "LogId": 123456789,
        "ActionId": 0,
        "Action": "Account Balance Carried Forward",
        "ContractCode": ""
    },
        {
        "TransactionId": 0,
        "DebitCredit": 50.00,
        "Comment": "CoreShares Global DivTrax ETF-Foreign Dividends @15.00",
        "TransactionDate": "2020-11-19T14:30:00",
        "LogId": 123456790,
        "ActionId": 122,
        "Action": "Foreign Dividend",
        "ContractCode": "EQU.ZA.GLODIV"
    },
    ...
]

Contributing

See Contributing