snaptrade-python-sdk 10.31.0

Client for SnapTrade

snaptrade-python-sdk@10.31.0

Connect brokerage accounts to your app for live positions and trading

Requirements

Python >=3.7

Installing

pip install snaptrade-python-sdk==10.31.0

Getting Started

import os
import uuid
from pprint import pprint
from snaptrade_client import SnapTrade

# 1) Initialize a client with your clientID and consumerKey.
snaptrade = SnapTrade(
    consumer_key=os.environ["SNAPTRADE_CONSUMER_KEY"],
    client_id=os.environ["SNAPTRADE_CLIENT_ID"],
)

# 2) Check that the client is able to make a request to the API server.
api_response = snaptrade.api_status.check()
pprint(api_response.body)

# 3) Create a new user on SnapTrade
user_id = str(uuid.uuid4())
register_response = snaptrade.authentication.register_snap_trade_user(
    body={"userId": user_id}
)
pprint(register_response.body)

# Note: A user secret is only generated once. It's required to access
# resources for certain endpoints.
user_secret = register_response.body["userSecret"]

# 4) Get a redirect URI. Users will need this to connect
# their brokerage to the SnapTrade server.
redirect_uri = snaptrade.authentication.login_snap_trade_user(
    query_params={"userId": user_id, "userSecret": user_secret}
)
print(redirect_uri.body)


snaptrade.portfolio_management.create(
    query_params={"userId": user_id, "userSecret": user_secret},
    body={"id": str(uuid.uuid4()), "name": "MyPortfolio"},
)
res = snaptrade.portfolio_management.list(
    query_params={"userId": user_id, "userSecret": user_secret}
)
pprint(res.body)

# 5) Obtaining account holdings data
holdings = snaptrade.account_information.get_all_user_holdings(
    query_params={"userId": user_id, "userSecret": user_secret}
)
pprint(holdings.body)

# 6) Deleting a user
deleted_response = snaptrade.authentication.delete_snap_trade_user(
    query_params={"userId": user_id}
)
pprint(deleted_response.body)

Async

async support is available by prepending a to any method.

import asyncio
from pprint import pprint
from snaptrade_client import SnapTrade, ApiException

snaptrade = SnapTrade(
    # Defining the host is optional and defaults to https://api.snaptrade.com/api/v1
    # See configuration.py for a list of all supported configuration parameters.
    host="https://api.snaptrade.com/api/v1",
    consumer_key="YOUR_CONSUMER_KEY",
    client_id="YOUR_CLIENT_ID",
)


async def main():
    try:
        # List all accounts for the user, plus balances, positions, and orders for each account.
        get_all_user_holdings_response = await snaptrade.account_information.aget_all_user_holdings(
            user_id="[e-mail]",  # required
            user_secret="USERSECRET123",  # required
            brokerage_authorizations="917c8734-8470-4a3e-a18f-57c3f2ee6631",  # optional
        )
        pprint(get_all_user_holdings_response.body)
        pprint(get_all_user_holdings_response.body["account"])
        pprint(get_all_user_holdings_response.body["balances"])
        pprint(get_all_user_holdings_response.body["positions"])
        pprint(get_all_user_holdings_response.body["total_value"])
        pprint(get_all_user_holdings_response.headers)
        pprint(get_all_user_holdings_response.status)
        pprint(get_all_user_holdings_response.round_trip_time)
    except ApiException as e:
        print(
            "Exception when calling AccountInformationApi.get_all_user_holdings: %s\n"
            % e
        )
        pprint(e.body)
        pprint(e.headers)
        pprint(e.status)
        pprint(e.reason)
        pprint(e.round_trip_time)


asyncio.run(main())

Documentation for API Endpoints

All URIs are relative to https://api.snaptrade.com/api/v1

Tag	Method	HTTP request	Description
Account Information	get_all_user_holdings	GET /holdings	List all accounts for the user, plus balances, positions, and orders for each account.
Account Information	get_user_account_balance	GET /accounts/{accountId}/balances	List account balances
Account Information	get_user_account_details	GET /accounts/{accountId}	Return details of a specific investment account
Account Information	get_user_account_orders	GET /accounts/{accountId}/orders	Get all history of orders placed in account
Account Information	get_user_account_positions	GET /accounts/{accountId}/positions	List account positions
Account Information	get_user_holdings	GET /accounts/{accountId}/holdings	List balances, positions and orders for the specified account.
Account Information	list_user_accounts	GET /accounts	List accounts
Account Information	update_user_account	PUT /accounts/{accountId}	Update details of an investment account
API Status	check	GET /	Get API Status
Authentication	delete_snap_trade_user	DELETE /snapTrade/deleteUser	Delete SnapTrade user
Authentication	get_user_jwt	GET /snapTrade/encryptedJWT	Generate encrypted JWT token
Authentication	list_snap_trade_users	GET /snapTrade/listUsers	List SnapTrade users
Authentication	login_snap_trade_user	POST /snapTrade/login	Login user & generate connection link
Authentication	register_snap_trade_user	POST /snapTrade/registerUser	Create SnapTrade user
Connections	detail_brokerage_authorization	GET /authorizations/{authorizationId}	Get detail of a specific brokerage authorizations for the user
Connections	list_brokerage_authorizations	GET /authorizations	List all brokerage authorizations for the user
Connections	remove_brokerage_authorization	DELETE /authorizations/{authorizationId}	Remove a brokerage authorization.
Connections	session_events	GET /sessionEvents	List all session events for the partner
Error Logs	list_user_errors	GET /snapTrade/listUserErrors	Retrieve error logs on behalf of your SnapTrade users
Options	get_option_strategy	POST /accounts/{accountId}/optionStrategy	Creates an option strategy object that will be used to place an option strategy order
Options	get_options_chain	GET /accounts/{accountId}/optionsChain	Get the options chain
Options	get_options_strategy_quote	GET /accounts/{accountId}/optionStrategy/{optionStrategyId}	Get latest market data of option strategy
Options	list_option_holdings	GET /accounts/{accountId}/options	Get the options holdings in the account
Options	place_option_strategy	POST /accounts/{accountId}/optionStrategy/{optionStrategyId}/execute	Place an option strategy order on the brokerage
Reference Data	get_currency_exchange_rate_pair	GET /currencies/rates/{currencyPair}	Return the exchange rate of a currency pair
Reference Data	get_partner_info	GET /snapTrade/partners	Get metadata related to Snaptrade partner
Reference Data	get_security_types	GET /securityTypes	List of all security types.
Reference Data	get_stock_exchanges	GET /exchanges	List exchanges
Reference Data	get_symbols	POST /symbols	Search for symbols
Reference Data	get_symbols_by_ticker	GET /symbols/{ticker}	Get details of a symbol by the ticker
Reference Data	list_all_brokerage_authorization_type	GET /brokerageAuthorizationTypes	List of all brokerage authorization types
Reference Data	list_all_brokerages	GET /brokerages	List brokerages
Reference Data	list_all_currencies	GET /currencies	List currencies
Reference Data	list_all_currencies_rates	GET /currencies/rates	List currency exchange rates
Reference Data	symbol_search_user_account	POST /accounts/{accountId}/symbols	Search for symbols available in an account
Trading	cancel_user_account_order	POST /accounts/{accountId}/orders/cancel	Cancel open order in account
Trading	get_order_impact	POST /trade/impact	Check impact of trades on account.
Trading	get_user_account_quotes	GET /accounts/{accountId}/quotes	Get symbol quotes
Trading	place_force_order	POST /trade/place	Place a trade with NO validation.
Trading	place_oco_order	POST /trade/oco	Place a OCO (One Cancels Other) order
Trading	place_order	POST /trade/{tradeId}	Place order
Transactions And Reporting	get_activities	GET /activities	Get transaction history for a user
Transactions And Reporting	get_reporting_custom_range	GET /performance/custom	Get performance information for a specific timeframe

Documentation For Models

• Account
• AccountHoldings
• AccountHoldingsAccount
• AccountIDs
• AccountMeta
• AccountOrderRecord
• AccountOrderRecordStatus
• AccountSimple
• AccountSyncStatus
• Action
• Balance
• Brokerage
• BrokerageAuthIDs
• BrokerageAuthorization
• BrokerageAuthorizationMeta
• BrokerageAuthorizationType
• BrokerageAuthorizationTypeReadOnly
• BrokerageAuthorizationTypeReadOnlyBrokerage
• BrokerageExchanges
• BrokerageSymbol
• BrokerageType
• CalculatedTrade
• CancelledUnits
• Cash
• CashRestriction
• ClientID
• ConsumerKey
• Currency
• DeleteUserResponse
• DividendAtDate
• Email
• EncryptedResponse
• EncryptedResponseEncryptedMessageData
• Exchange
• ExchangeRatePairs
• ExcludedAsset
• FilledUnits
• Id
• JWT
• LoginRedirectURI
• ManualTrade
• ManualTradeAndImpact
• ManualTradeBalance
• ManualTradeForm
• ManualTradeSymbol
• Model400FailedRequestResponse
• Model401FailedRequestResponse
• Model403FailedRequestResponse
• Model404FailedRequestResponse
• ModelAssetClass
• ModelAssetClassDetails
• ModelAssetClassTarget
• ModelPortfolio
• ModelPortfolioAssetClass
• ModelPortfolioDetails
• ModelPortfolioSecurity
• MonthlyDividends
• NetContributions
• NetDividend
• OpenUnits
• OptionChain
• OptionChainItem
• OptionChainItemChainPerRoot
• OptionChainItemChainPerRootItem
• OptionChainItemChainPerRootItemChainPerStrikePrice
• OptionChainItemChainPerRootItemChainPerStrikePriceItem
• OptionLeg
• OptionStrategy
• OptionStrategyLegs
• OptionsHoldings
• OptionsPosition
• OptionsSymbol
• OrderType
• PartnerData
• PastValue
• Percent
• PerformanceCustom
• PerformanceCustomBadTickers
• PortfolioGroup
• PortfolioGroupInfo
• PortfolioGroupPosition
• PortfolioGroupSettings
• Position
• PositionSymbol
• Price
• RedirectTokenandPin
• ReportingDate
• ReportingFrequency
• RsaPublicKey
• SecurityType
• SessionEvent
• Signature
• SignedContent
• SnapTradeAPIDisclaimerAcceptStatus
• SnapTradeHoldingsAccount
• SnapTradeHoldingsAccountAccountId
• SnapTradeHoldingsAccountAccountIdMeta
• SnapTradeHoldingsAccountMeta
• SnapTradeHoldingsTotalValue
• SnapTradeLoginUserRequestBody
• SnapTradeRegisterUserRequestBody
• SnapTradeUserID
• SnapTradeUserSecret
• Status
• StopPrice
• StrategyImpact
• StrategyImpactLegs
• StrategyImpactLegsItem
• StrategyOrderPlace
• StrategyOrderPlaceOrders
• StrategyOrderPlaceOrdersItem
• StrategyOrderPlaceOrdersItemLegs
• StrategyOrderPlaceOrdersItemLegsItem
• StrategyOrderQuotes
• StrategyOrderRecord
• StrategyQuotes
• StrategyQuotesGreek
• SubPeriodReturnRate
• Symbol
• SymbolQuery
• SymbolsQuotes
• SyncStatusDate
• TargetAsset
• TargetAssetList
• TargetAssetMeta
• Time
• TimeInForce
• Timestamp
• Trade
• TradeExecutionStatus
• TradeExecutionStatusMeta
• TradeImpact
• TransactionsStatus
• USExchange
• UnderlyingSymbol
• Units
• UniversalActivity
• UniversalSymbol
• UniversalSymbolTicker
• UserErrorLog
• UserID
• UserIDandSecret
• UserList
• UserSecret
• UserSettings

Author

This Python package is automatically generated by Konfig