py-schwab-wrapper 0.2.0

A Python wrapper for Schwab API

py-schwab-wrapper

py-schwab-wrapper is a Python wrapper for Schwab's API, designed to handle authentication, token management, and data retrieval from Schwab's market data services. The initial version provides functionality to get price history for a symbol, with OAuth2-based authentication flow.

Features

Be sure to check out our CHANGELOG for full details on functionality

• OAuth2 authentication and token refresh.
• Fetch historical price data for a symbol.
• Get account information
• Get orders for a specific account
• Place orders with user friendly abstractions.

Installation

You can install the py-schwab-wrapper package via pip:

pip install py-schwab-wrapper

Usage

Initial Setup

1. Obtain OAuth Credentials: You need to get your client_id and client_secret from Schwab's developer portal.
2. Set Environment Variables: You can store these credentials in a .env file in your project root.

Example .env file:

SCHWAB_CLIENT_ID=<your_client_id>
SCHWAB_CLIENT_SECRET=<your_client_secret>

3. Authenticate and Generate token.json: The first time you use the API, you need to authenticate using Schwab’s OAuth2 flow to generate a token.json file. You can use the included authenticate.py to handle this process.

OAuth2 Authentication Flow

Before making API requests, you need to authenticate via Schwab's OAuth2 flow and store the access/refresh tokens in a token.json file. Here's how you can do it using the included authenticate.py script:

1. Run authenticate.py to start the OAuth2 flow:

   python authenticate.py
   

2. Follow the instructions in the browser to authorize the application and obtain the tokens.

A note on authentication

Be mindful if you configure your application's callback URL to be secure https://127.0.0.1:5000/callback, you'll need to set up HTTPS for your local Flask server. Here's how you can achieve this:

    openssl req -x509 -newkey rsa:4096 -keyout key.pem -out cert.pem -days 365 -nodes

Follow the prompts to provide the necessary information. This will create key.pem (private key) and cert.pem (certificate) files. And be sure to include them in your .gitignore file!

Additional .gitignore recommendations

# ...your boilerplate .gitignore file for python...

# Ignore .pem files
cert.pem
key.pem
.pem

# Ignore token.json file if you decide to do local storage of the token
token.json

Example API Usage

Once authenticated, you can use the wrapper to get historical market data, get account information, or place an order. Be sure to check out our examples/ folder.

from py_schwab_wrapper.schwab_api import SchwabAPI
from datetime import datetime, timedelta

# Initialize the API wrapper with your credentials
schwab_api = SchwabAPI(client_id="<your_client_id>", client_secret="<your_client_secret>")

# Define the time range
now = datetime.now()
start_of_day = now.replace(hour=9, minute=30, second=0, microsecond=0)
end_of_day = now.replace(hour=16, minute=0, second=0, microsecond=0)
start_date = int(start_of_day.timestamp() * 1000)
end_date = int(end_of_day.timestamp() * 1000)

# Fetch price history
price_history = schwab_api.get_price_history(
    symbol='QQQ', 
    period_type='day', 
    period=1, 
    frequency_type='minute', 
    frequency=5, 
    need_extended_hours_data=False, 
    need_previous_close=True, 
    start_date=start_date, 
    end_date=end_date
)

print(price_history)

Contributing

Feel free to contribute by submitting issues or pull requests on the GitHub repository.

License

This project is licensed under the MIT License - see the LICENSE file for details.

Acknowledgements

This project was developed with assistance from ChatGPT by OpenAI. Also special thanks to rderik for the motivation to pursue this project.