Client for SnapTrade

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Project description

SnapTrade

Connect brokerage accounts to your app for live positions and trading

Requirements
Installation
Getting Started
Async
Reference

Requirements

Python >=3.7

Installation

pip install snaptrade-python-sdk==11.0.36

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)

# 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(
    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="snaptrade-user-123",
                user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
                brokerage_authorizations="917c8734-8470-4a3e-a18f-57c3f2ee6631",
            )
        )
        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())

Reference

`snaptrade.account_information.get_all_user_holdings`

Deprecated

Deprecated, please use the account-specific holdings endpoint instead.

List all accounts for the user, plus balances, positions, and orders for each account.

🛠️ Usage

get_all_user_holdings_response = snaptrade.account_information.get_all_user_holdings(
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    brokerage_authorizations="917c8734-8470-4a3e-a18f-57c3f2ee6631",
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

brokerage_authorizations: `str`

Optional. Comma separated list of authorization IDs (only use if filtering is needed on one or more authorizations).

🔄 Return

AccountHoldings

🌐 Endpoint

/holdings get

🔙 Back to Table of Contents

`snaptrade.account_information.get_user_account_balance`

Returns a list of balances for the account. Each element of the list has a distinct currency. Some brokerages like Questrade allows holding multiple currencies in the same account.

The data returned here is cached. How long the data is cached for varies by brokerage. Check the brokerage integrations doc and look for "Cache Expiry Time" to see the exact value for a specific brokerage. If you need real-time data, please use the manual refresh endpoint.

🛠️ Usage

get_user_account_balance_response = (
    snaptrade.account_information.get_user_account_balance(
        user_id="snaptrade-user-123",
        user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
        account_id="917c8734-8470-4a3e-a18f-57c3f2ee6631",
    )
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

account_id: `str`

🔄 Return

Balance

🌐 Endpoint

/accounts/{accountId}/balances get

🔙 Back to Table of Contents

`snaptrade.account_information.get_user_account_details`

Returns account detail known to SnapTrade for the specified account.

The data returned here is always cached and refreshed once a day. If you need real-time data, please use the manual refresh endpoint.

🛠️ Usage

get_user_account_details_response = (
    snaptrade.account_information.get_user_account_details(
        user_id="snaptrade-user-123",
        user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
        account_id="917c8734-8470-4a3e-a18f-57c3f2ee6631",
    )
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

account_id: `str`

🔄 Return

Account

🌐 Endpoint

/accounts/{accountId} get

🔙 Back to Table of Contents

`snaptrade.account_information.get_user_account_orders`

Returns a list of recent orders in the specified account.

🛠️ Usage

get_user_account_orders_response = (
    snaptrade.account_information.get_user_account_orders(
        user_id="snaptrade-user-123",
        user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
        account_id="917c8734-8470-4a3e-a18f-57c3f2ee6631",
        state="all",
        days=30,
    )
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

account_id: `str`

state: `str`

defaults value is set to "all"

days: `int`

Number of days in the past to fetch the most recent orders. Defaults to the last 30 days if no value is passed in.

🔄 Return

AccountOrderRecord

🌐 Endpoint

/accounts/{accountId}/orders get

🔙 Back to Table of Contents

`snaptrade.account_information.get_user_account_positions`

Returns a list of stock/ETF/crypto/mutual fund positions in the specified account. For option positions, please use the options endpoint.

🛠️ Usage

get_user_account_positions_response = (
    snaptrade.account_information.get_user_account_positions(
        user_id="snaptrade-user-123",
        user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
        account_id="917c8734-8470-4a3e-a18f-57c3f2ee6631",
    )
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

account_id: `str`

🔄 Return

Position

🌐 Endpoint

/accounts/{accountId}/positions get

🔙 Back to Table of Contents

`snaptrade.account_information.get_user_holdings`

Returns a list of balances, positions, and recent orders for the specified account. The data returned is similar to the data returned over the more fine-grained balances, positions and orders endpoints. The finer-grained APIs are preferred. They are easier to work with, faster, and have better error handling than this coarse-grained API.

🛠️ Usage

get_user_holdings_response = snaptrade.account_information.get_user_holdings(
    account_id="917c8734-8470-4a3e-a18f-57c3f2ee6631",
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
)

⚙️ Parameters

account_id: `str`

user_id: `str`

user_secret: `str`

🔄 Return

AccountHoldingsAccount

🌐 Endpoint

/accounts/{accountId}/holdings get

🔙 Back to Table of Contents

`snaptrade.account_information.list_user_accounts`

Returns all brokerage accounts known to SnapTrade for the authenticated user.

The data returned here is always cached and refreshed once a day. If you need real-time data, please use the manual refresh endpoint.

🛠️ Usage

list_user_accounts_response = snaptrade.account_information.list_user_accounts(
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

🔄 Return

Account

🌐 Endpoint

/accounts get

🔙 Back to Table of Contents

`snaptrade.account_information.update_user_account`

Updates various properties of a specified account.

🛠️ Usage

update_user_account_response = snaptrade.account_information.update_user_account(
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    account_id="accountId_example",
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

account_id: `str`

The ID of the account to update.

🔄 Return

Account

🌐 Endpoint

/accounts/{accountId} put

🔙 Back to Table of Contents

`snaptrade.api_status.check`

Check whether the API is operational and verify timestamps.

🛠️ Usage

check_response = snaptrade.api_status.check()

🔄 Return

Status

🌐 Endpoint

/ get

🔙 Back to Table of Contents

`snaptrade.authentication.delete_snap_trade_user`

Deletes a registered user and all associated data. This action is irreversible. This API is asynchronous and will return a 200 status code if the request is accepted. The user and all associated data will be queued for deletion. Once deleted, a USER_DELETED webhook will be sent.

🛠️ Usage

delete_snap_trade_user_response = snaptrade.authentication.delete_snap_trade_user(
    user_id="snaptrade-user-123",
)

⚙️ Parameters

user_id: `str`

🔄 Return

DeleteUserResponse

🌐 Endpoint

/snapTrade/deleteUser delete

🔙 Back to Table of Contents

`snaptrade.authentication.list_snap_trade_users`

Returns a list of all registered user IDs.

🛠️ Usage

list_snap_trade_users_response = snaptrade.authentication.list_snap_trade_users()

🔄 Return

UserList

🌐 Endpoint

/snapTrade/listUsers get

🔙 Back to Table of Contents

`snaptrade.authentication.login_snap_trade_user`

Logs in a SnapTrade user and returns an authenticated connection portal URL for them to use to connect a brokerage account.

🛠️ Usage

login_snap_trade_user_response = snaptrade.authentication.login_snap_trade_user(
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    broker="ALPACA",
    immediate_redirect=True,
    custom_redirect="https://snaptrade.com",
    reconnect="8b5f262d-4bb9-365d-888a-202bd3b15fa1",
    connection_type="read",
    connection_portal_version="v3",
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

broker: `str`

Slug of the brokerage to connect the user to. See the integrations page for a list of supported brokerages and their slugs.

immediate_redirect: `bool`

When set to true, user will be redirected back to the partner's site instead of the connection portal. This parameter is ignored if the connection portal is loaded inside an iframe. See the guide on ways to integrate the connection portal for more information.

custom_redirect: `str`

URL to redirect the user to after the user connects their brokerage account. This parameter is ignored if the connection portal is loaded inside an iframe. See the guide on ways to integrate the connection portal for more information.

reconnect: `str`

The UUID of the brokerage connection to be reconnected. This parameter should be left empty unless you are reconnecting a disabled connection. See the guide on fixing broken connections for more information.

connection_type: `str`

Sets whether the connection should be read-only or trade-enabled.

connection_portal_version: `str`

Sets the version of the connection portal to render.

⚙️ Request Body

SnapTradeLoginUserRequestBody

🌐 Endpoint

/snapTrade/login post

🔙 Back to Table of Contents

`snaptrade.authentication.register_snap_trade_user`

Registers a new SnapTrade user under your Client ID. A user secret will be automatically generated for you and must be properly stored in your system. Most SnapTrade operations require a user ID and user secret to be passed in as parameters.

🛠️ Usage

register_snap_trade_user_response = snaptrade.authentication.register_snap_trade_user(
    user_id="snaptrade-user-123",
)

⚙️ Parameters

user_id: `str`

SnapTrade User ID. This is chosen by the API partner and can be any string that is a) unique to the user, and b) immutable for the user. It is recommended to NOT use email addresses for this property because they are usually not immutable.

⚙️ Request Body

SnapTradeRegisterUserRequestBody

🔄 Return

UserIDandSecret

🌐 Endpoint

/snapTrade/registerUser post

🔙 Back to Table of Contents

`snaptrade.authentication.reset_snap_trade_user_secret`

Rotates the secret for a SnapTrade user. You might use this if userSecret is compromised. Please note that if you call this endpoint and fail to save the new secret, you'll no longer be able to access any data for this user, and your only option will be to delete and recreate the user, then ask them to reconnect.

🛠️ Usage

reset_snap_trade_user_secret_response = (
    snaptrade.authentication.reset_snap_trade_user_secret(
        user_id="snaptrade-user-123",
        user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    )
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

SnapTrade User Secret. This is a randomly generated string and should be stored securely. If compromised, please rotate it via the rotate user secret endpoint.

⚙️ Request Body

UserIDandSecret

🔄 Return

UserIDandSecret

🌐 Endpoint

/snapTrade/resetUserSecret post

🔙 Back to Table of Contents

`snaptrade.connections.detail_brokerage_authorization`

Returns a single brokerage authorization object for the specified ID.

🛠️ Usage

detail_brokerage_authorization_response = (
    snaptrade.connections.detail_brokerage_authorization(
        authorization_id="2bcd7cc3-e922-4976-bce1-9858296801c3",
        user_id="snaptrade-user-123",
        user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    )
)

⚙️ Parameters

authorization_id: `str`

The ID of a brokerage authorization object.

user_id: `str`

user_secret: `str`

🔄 Return

BrokerageAuthorization

🌐 Endpoint

/authorizations/{authorizationId} get

🔙 Back to Table of Contents

`snaptrade.connections.disable_brokerage_authorization`

Manually disable a connection. This should only be used for testing a reconnect flow, and never used on production connections. Will trigger a disconnect as if it happened naturally, and send a CONNECTION_BROKEN webhook for the connection. Please contact us in order to use this endpoint as it is disabled by default.

🛠️ Usage

disable_brokerage_authorization_response = (
    snaptrade.connections.disable_brokerage_authorization(
        authorization_id="2bcd7cc3-e922-4976-bce1-9858296801c3",
        user_id="snaptrade-user-123",
        user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    )
)

⚙️ Parameters

authorization_id: `str`

The ID of a brokerage authorization object.

user_id: `str`

user_secret: `str`

🔄 Return

BrokerageAuthorizationDisabledConfirmation

🌐 Endpoint

/authorizations/{authorizationId}/disable post

🔙 Back to Table of Contents

`snaptrade.connections.list_brokerage_authorizations`

Returns a list of Brokerage Authorization objects for the user

🛠️ Usage

list_brokerage_authorizations_response = (
    snaptrade.connections.list_brokerage_authorizations(
        user_id="snaptrade-user-123",
        user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    )
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

🔄 Return

BrokerageAuthorization

🌐 Endpoint

/authorizations get

🔙 Back to Table of Contents

`snaptrade.connections.refresh_brokerage_authorization`

Trigger a holdings update for all accounts under this authorization. Updates will be queued asynchronously. ACCOUNT_HOLDINGS_UPDATED webhook will be sent once the sync completes. Please contact support for access as this endpoint is not enabled by default

🛠️ Usage

refresh_brokerage_authorization_response = (
    snaptrade.connections.refresh_brokerage_authorization(
        authorization_id="2bcd7cc3-e922-4976-bce1-9858296801c3",
        user_id="snaptrade-user-123",
        user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    )
)

⚙️ Parameters

authorization_id: `str`

The ID of a brokerage authorization object.

user_id: `str`

user_secret: `str`

🔄 Return

BrokerageAuthorizationRefreshConfirmation

🌐 Endpoint

/authorizations/{authorizationId}/refresh post

🔙 Back to Table of Contents

`snaptrade.connections.remove_brokerage_authorization`

Deletes a specified brokerage authorization given by the ID.

🛠️ Usage

snaptrade.connections.remove_brokerage_authorization(
    authorization_id="2bcd7cc3-e922-4976-bce1-9858296801c3",
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
)

⚙️ Parameters

authorization_id: `str`

The ID of the Authorization to delete.

user_id: `str`

user_secret: `str`

🌐 Endpoint

/authorizations/{authorizationId} delete

🔙 Back to Table of Contents

`snaptrade.connections.session_events`

Returns a list of session events associated with a user.

🛠️ Usage

session_events_response = snaptrade.connections.session_events(
    partner_client_id="SNAPTRADETEST",
    user_id="917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2",
    session_id="917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2",
)

⚙️ Parameters

partner_client_id: `str`

user_id: `str`

Optional comma separated list of user IDs used to filter the request on specific users

session_id: `str`

Optional comma separated list of session IDs used to filter the request on specific users

🌐 Endpoint

/sessionEvents get

🔙 Back to Table of Contents

`snaptrade.options.get_option_strategy`

Creates an option strategy object that will be used to place an option strategy order.

🛠️ Usage

get_option_strategy_response = snaptrade.options.get_option_strategy(
    underlying_symbol_id="2bcd7cc3-e922-4976-bce1-9858296801c3",
    legs=[
        {
            "action": "BUY_TO_OPEN",
            "option_symbol_id": "SPY220819P00200000",
            "quantity": 1,
        }
    ],
    strategy_type="CUSTOM",
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    account_id="accountId_example",
)

⚙️ Parameters

underlying_symbol_id: `str`

legs: List[`OptionLeg`]

strategy_type: `str`

user_id: `str`

user_secret: `str`

account_id: `str`

The ID of the account to create the option strategy object in.

⚙️ Request Body

Any

🔄 Return

StrategyQuotes

🌐 Endpoint

/accounts/{accountId}/optionStrategy post

🔙 Back to Table of Contents

`snaptrade.options.get_options_chain`

Returns the option chain for the specified symbol in the specified account.

🛠️ Usage

get_options_chain_response = snaptrade.options.get_options_chain(
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    account_id="accountId_example",
    symbol="symbol_example",
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

account_id: `str`

The ID of the account to get the options chain from.

symbol: `str`

Universal symbol ID if symbol

🔄 Return

OptionChain

🌐 Endpoint

/accounts/{accountId}/optionsChain get

🔙 Back to Table of Contents

`snaptrade.options.get_options_strategy_quote`

Returns a Strategy Quotes object which has latest market data of the specified option strategy.

🛠️ Usage

get_options_strategy_quote_response = snaptrade.options.get_options_strategy_quote(
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    account_id="accountId_example",
    option_strategy_id="2bcd7cc3-e922-4976-bce1-9858296801c3",
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

account_id: `str`

The ID of the account the strategy will be placed in.

option_strategy_id: `str`

Option strategy id obtained from response when creating option strategy object

🔄 Return

StrategyQuotes

🌐 Endpoint

/accounts/{accountId}/optionStrategy/{optionStrategyId} get

🔙 Back to Table of Contents

`snaptrade.options.list_option_holdings`

Returns a list of option positions in the specified account. For stock/ETF/crypto/mutual fund positions, please use the positions endpoint.

🛠️ Usage

list_option_holdings_response = snaptrade.options.list_option_holdings(
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    account_id="917c8734-8470-4a3e-a18f-57c3f2ee6631",
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

account_id: `str`

🔄 Return

OptionsPosition

🌐 Endpoint

/accounts/{accountId}/options get

🔙 Back to Table of Contents

`snaptrade.options.place_option_strategy`

Places the option strategy order and returns the order record received from the brokerage.

🛠️ Usage

place_option_strategy_response = snaptrade.options.place_option_strategy(
    order_type="Limit",
    time_in_force="FOK",
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    account_id="2bcd7cc3-e922-4976-bce1-9858296801c3",
    option_strategy_id="2bcd7cc3-e922-4976-bce1-9858296801c3",
    price=31.33,
)

⚙️ Parameters

order_type: `OrderTypeStrict`

time_in_force: `TimeInForceStrict`

user_id: `str`

user_secret: `str`

account_id: `str`

The ID of the account to execute the strategy in.

option_strategy_id: `str`

Option strategy id obtained from response when creating option strategy object

price: `Price`

⚙️ Request Body

Any

🔄 Return

StrategyOrderRecord

🌐 Endpoint

/accounts/{accountId}/optionStrategy/{optionStrategyId}/execute post

🔙 Back to Table of Contents

`snaptrade.reference_data.get_currency_exchange_rate_pair`

Returns an Exchange Rate Pair object for the specified Currency Pair.

🛠️ Usage

get_currency_exchange_rate_pair_response = (
    snaptrade.reference_data.get_currency_exchange_rate_pair(
        currency_pair="currencyPair_example",
    )
)

⚙️ Parameters

currency_pair: `str`

A currency pair based on currency code for example, {CAD-USD}

🔄 Return

ExchangeRatePairs

🌐 Endpoint

/currencies/rates/{currencyPair} get

🔙 Back to Table of Contents

`snaptrade.reference_data.get_partner_info`

Returns useful data related to the specified ClientID, including allowed brokerages and data access.

🛠️ Usage

get_partner_info_response = snaptrade.reference_data.get_partner_info()

🔄 Return

PartnerData

🌐 Endpoint

/snapTrade/partners get

🔙 Back to Table of Contents

`snaptrade.reference_data.get_security_types`

List security types available on SnapTrade.

🛠️ Usage

get_security_types_response = snaptrade.reference_data.get_security_types()

🔄 Return

SecurityType

🌐 Endpoint

/securityTypes get

🔙 Back to Table of Contents

`snaptrade.reference_data.get_stock_exchanges`

Returns a list of all supported Exchanges.

🛠️ Usage

get_stock_exchanges_response = snaptrade.reference_data.get_stock_exchanges()

🔄 Return

Exchange

🌐 Endpoint

/exchanges get

🔙 Back to Table of Contents

`snaptrade.reference_data.get_symbols`

Returns a list of Universal Symbol objects that match a defined string.

Matches on ticker or name.

🛠️ Usage

get_symbols_response = snaptrade.reference_data.get_symbols(
    substring="apple",
)

⚙️ Parameters

substring: `str`

⚙️ Request Body

SymbolQuery

🔄 Return

UniversalSymbol

🌐 Endpoint

/symbols post

🔙 Back to Table of Contents

`snaptrade.reference_data.get_symbols_by_ticker`

Returns the Universal Symbol object specified by the ticker or the universal_symbol_id.

🛠️ Usage

get_symbols_by_ticker_response = snaptrade.reference_data.get_symbols_by_ticker(
    query="query_example",
)

⚙️ Parameters

query: `str`

The ticker or universal_symbol_id of the UniversalSymbol to get.

🔄 Return

UniversalSymbol

🌐 Endpoint

/symbols/{query} get

🔙 Back to Table of Contents

`snaptrade.reference_data.list_all_brokerage_authorization_type`

Returns a list of all defined Brokerage authorization Type objects.

🛠️ Usage

list_all_brokerage_authorization_type_response = (
    snaptrade.reference_data.list_all_brokerage_authorization_type(
        brokerage="QUESTRADE,ALPACA",
    )
)

⚙️ Parameters

brokerage: `str`

Comma separated value of brokerage slugs

🔄 Return

BrokerageAuthorizationTypeReadOnly

🌐 Endpoint

/brokerageAuthorizationTypes get

🔙 Back to Table of Contents

`snaptrade.reference_data.list_all_brokerages`

Returns a list of all defined Brokerage objects.

🛠️ Usage

list_all_brokerages_response = snaptrade.reference_data.list_all_brokerages()

🔄 Return

Brokerage

🌐 Endpoint

/brokerages get

🔙 Back to Table of Contents

`snaptrade.reference_data.list_all_currencies`

Returns a list of all defined Currency objects.

🛠️ Usage

list_all_currencies_response = snaptrade.reference_data.list_all_currencies()

🔄 Return

Currency

🌐 Endpoint

/currencies get

🔙 Back to Table of Contents

`snaptrade.reference_data.list_all_currencies_rates`

Returns a list of all Exchange Rate Pairs for all supported Currencies.

🛠️ Usage

list_all_currencies_rates_response = (
    snaptrade.reference_data.list_all_currencies_rates()
)

🔄 Return

ExchangeRatePairs

🌐 Endpoint

/currencies/rates get

🔙 Back to Table of Contents

`snaptrade.reference_data.symbol_search_user_account`

Returns a list of universal symbols that are supported by the specificied account. Returned symbols are based on the provided search string, matching on ticker and name.

🛠️ Usage

symbol_search_user_account_response = (
    snaptrade.reference_data.symbol_search_user_account(
        user_id="snaptrade-user-123",
        user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
        account_id="917c8734-8470-4a3e-a18f-57c3f2ee6631",
        substring="apple",
    )
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

account_id: `str`

The ID of the account to search for symbols within.

substring: `str`

⚙️ Request Body

SymbolQuery

🔄 Return

UniversalSymbol

🌐 Endpoint

/accounts/{accountId}/symbols post

🔙 Back to Table of Contents

`snaptrade.trading.cancel_user_account_order`

Sends a signal to the brokerage to cancel the specified order. This will only work if the order has not yet been executed.

🛠️ Usage

cancel_user_account_order_response = snaptrade.trading.cancel_user_account_order(
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    account_id="917c8734-8470-4a3e-a18f-57c3f2ee6631",
    brokerage_order_id="2bcd7cc3-e922-4976-bce1-9858296801c3",
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

account_id: `str`

The ID of the account to cancel the order in.

brokerage_order_id: `str`

⚙️ Request Body

Any The Order ID to be canceled

🔄 Return

AccountOrderRecord

🌐 Endpoint

/accounts/{accountId}/orders/cancel post

🔙 Back to Table of Contents

`snaptrade.trading.get_order_impact`

Return the trade object and it's impact on the account for the specified order.

🛠️ Usage

get_order_impact_response = snaptrade.trading.get_order_impact(
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    account_id="2bcd7cc3-e922-4976-bce1-9858296801c3",
    action="BUY",
    order_type="Limit",
    price=31.33,
    stop=31.33,
    time_in_force="FOK",
    units=3.14,
    universal_symbol_id="2bcd7cc3-e922-4976-bce1-9858296801c3",
    notional_value=None,
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

account_id: `str`

action: `ActionStrict`

order_type: `OrderTypeStrict`

price: `Price`

stop: `StopPrice`

time_in_force: `TimeInForceStrict`

units: `UnitsNullable`

universal_symbol_id: `str`

notional_value: `NotionalValueNullable`

⚙️ Request Body

ManualTradeForm

🔄 Return

ManualTradeAndImpact

🌐 Endpoint

/trade/impact post

🔙 Back to Table of Contents

`snaptrade.trading.get_user_account_quotes`

Returns quote(s) from the brokerage for the specified symbol(s).

🛠️ Usage

get_user_account_quotes_response = snaptrade.trading.get_user_account_quotes(
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    symbols="symbols_example",
    account_id="917c8734-8470-4a3e-a18f-57c3f2ee6631",
    use_ticker=True,
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

symbols: `str`

List of universal_symbol_id or tickers to get quotes for.

account_id: `str`

The ID of the account to get quotes.

use_ticker: `bool`

Should be set to True if providing tickers.

🔄 Return

SymbolsQuotes

🌐 Endpoint

/accounts/{accountId}/quotes get

🔙 Back to Table of Contents

`snaptrade.trading.place_force_order`

Places a specified trade in the specified account.

🛠️ Usage

place_force_order_response = snaptrade.trading.place_force_order(
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    account_id="2bcd7cc3-e922-4976-bce1-9858296801c3",
    action="BUY",
    order_type="Limit",
    price=31.33,
    stop=31.33,
    time_in_force="FOK",
    units=3.14,
    universal_symbol_id="2bcd7cc3-e922-4976-bce1-9858296801c3",
    notional_value=None,
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

account_id: `str`

action: `ActionStrict`

order_type: `OrderTypeStrict`

price: `Price`

stop: `StopPrice`

time_in_force: `TimeInForceStrict`

units: `UnitsNullable`

universal_symbol_id: `str`

notional_value: `NotionalValueNullable`

⚙️ Request Body

ManualTradeForm

🔄 Return

AccountOrderRecord

🌐 Endpoint

/trade/place post

🔙 Back to Table of Contents

`snaptrade.trading.place_order`

Places the specified trade object. This places the order in the account and returns the status of the order from the brokerage.

🛠️ Usage

place_order_response = snaptrade.trading.place_order(
    trade_id="tradeId_example",
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    wait_to_confirm=True,
)

⚙️ Parameters

trade_id: `str`

The ID of trade object obtained from trade/impact endpoint

user_id: `str`

user_secret: `str`

wait_to_confirm: `Optional[bool]`

Optional, defaults to true. Determines if a wait is performed to check on order status. If false, latency will be reduced but orders returned will be more likely to be of status PENDING as we will not wait to check on the status before responding to the request

⚙️ Request Body

ValidatedTradeBody

🔄 Return

AccountOrderRecord

🌐 Endpoint

/trade/{tradeId} post

🔙 Back to Table of Contents

`snaptrade.transactions_and_reporting.get_activities`

Returns all historical transactions for the specified user and filtering criteria. It's recommended to use startDate and endDate to paginate through the data, as the response may be very large for accounts with a long history and/or a lot of activity. There's a max number of 10000 transactions returned per request.

There is no guarantee to the ordering of the transactions returned. Please sort the transactions based on the trade_date field if you need them in a specific order.

The data returned here is always cached and refreshed once a day. If you need real-time data, please use the manual refresh endpoint.

🛠️ Usage

get_activities_response = snaptrade.transactions_and_reporting.get_activities(
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    start_date="2022-01-24",
    end_date="2022-01-24",
    accounts="917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2",
    brokerage_authorizations="917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2",
    type="BUY,SELL,DIVIDEND",
)

⚙️ Parameters

user_id: `str`

user_secret: `str`

start_date: `date`

The start date (inclusive) of the transaction history to retrieve. If not provided, the default is the first transaction known to SnapTrade based on trade_date.

end_date: `date`

The end date (inclusive) of the transaction history to retrieve. If not provided, the default is the last transaction known to SnapTrade based on trade_date.

accounts: `str`

Optional comma separated list of SnapTrade Account IDs used to filter the request to specific accounts. If not provided, the default is all known brokerage accounts for the user. The brokerageAuthorizations parameter takes precedence over this parameter.

brokerage_authorizations: `str`

Optional comma separated list of SnapTrade Connection (Brokerage Authorization) IDs used to filter the request to only accounts that belong to those connections. If not provided, the default is all connections for the user. This parameter takes precedence over the accounts parameter.

type: `str`

Optional comma separated list of transaction types to filter by. SnapTrade does a best effort to categorize brokerage transaction types into a common set of values. Here are some of the most popular values: - BUY - SELL - DIVIDEND - CONTRIBUTION - WITHDRAWAL - REI - INTEREST - FEE

🔄 Return

UniversalActivity

🌐 Endpoint

/activities get

🔙 Back to Table of Contents

`snaptrade.transactions_and_reporting.get_reporting_custom_range`

Deprecated

Returns performance information (contributions, dividends, rate of return, etc) for a specific timeframe. Please note that Total Equity Timeframe and Rate of Returns are experimental features. Please contact support@snaptrade.com if you notice any inconsistencies.

🛠️ Usage

get_reporting_custom_range_response = snaptrade.transactions_and_reporting.get_reporting_custom_range(
    start_date="2022-01-24",
    end_date="2022-01-24",
    user_id="snaptrade-user-123",
    user_secret="adf2aa34-8219-40f7-a6b3-60156985cc61",
    accounts="917c8734-8470-4a3e-a18f-57c3f2ee6631,65e839a3-9103-4cfb-9b72-2071ef80c5f2",
    detailed=True,
    frequency="monthly",
)

⚙️ Parameters

start_date: `date`

end_date: `date`

user_id: `str`

user_secret: `str`

accounts: `str`

Optional comma separated list of account IDs used to filter the request on specific accounts

detailed: `bool`

Optional, increases frequency of data points for the total value and contribution charts if set to true

frequency: `str`

Optional frequency for the rate of return chart (defaults to monthly). Possible values are daily, weekly, monthly, quarterly, yearly.

🔄 Return

PerformanceCustom

🌐 Endpoint

/performance/custom get

🔙 Back to Table of Contents

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snaptrade-python-sdk 11.0.36

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Unverified details

Meta

Classifiers

Project description

SnapTrade

Table of Contents

Requirements

Installation

Getting Started

Async

Reference

snaptrade.account_information.get_all_user_holdings

🛠️ Usage

⚙️ Parameters

user_id: str

user_secret: str

brokerage_authorizations: str

🔄 Return

🌐 Endpoint

snaptrade.account_information.get_user_account_balance

🛠️ Usage

⚙️ Parameters

user_id: str

user_secret: str

account_id: str

🔄 Return

🌐 Endpoint

snaptrade.account_information.get_user_account_details

🛠️ Usage

⚙️ Parameters

user_id: str

user_secret: str

account_id: str

🔄 Return

🌐 Endpoint

snaptrade.account_information.get_user_account_orders

🛠️ Usage

⚙️ Parameters

user_id: str

user_secret: str

account_id: str

state: str

days: int

🔄 Return

🌐 Endpoint

snaptrade.account_information.get_user_account_positions

🛠️ Usage

⚙️ Parameters

user_id: str

user_secret: str

account_id: str

🔄 Return

🌐 Endpoint

snaptrade.account_information.get_user_holdings

🛠️ Usage

⚙️ Parameters

account_id: str

user_id: str

user_secret: str

🔄 Return

🌐 Endpoint

snaptrade.account_information.list_user_accounts

🛠️ Usage

⚙️ Parameters

user_id: str

user_secret: str

🔄 Return

🌐 Endpoint

snaptrade.account_information.update_user_account

🛠️ Usage

⚙️ Parameters

user_id: str

user_secret: str

account_id: str

🔄 Return

🌐 Endpoint

`snaptrade.account_information.get_all_user_holdings`

user_id: `str`

user_secret: `str`

brokerage_authorizations: `str`

`snaptrade.account_information.get_user_account_balance`

user_id: `str`

user_secret: `str`

account_id: `str`

`snaptrade.account_information.get_user_account_details`

user_id: `str`

user_secret: `str`

account_id: `str`

`snaptrade.account_information.get_user_account_orders`

user_id: `str`

user_secret: `str`

account_id: `str`

state: `str`

days: `int`

`snaptrade.account_information.get_user_account_positions`

user_id: `str`

user_secret: `str`

account_id: `str`

`snaptrade.account_information.get_user_holdings`

account_id: `str`

user_id: `str`

user_secret: `str`

`snaptrade.account_information.list_user_accounts`

user_id: `str`

user_secret: `str`

`snaptrade.account_information.update_user_account`

user_id: `str`

user_secret: `str`

account_id: `str`

`snaptrade.api_status.check`

`snaptrade.authentication.delete_snap_trade_user`

user_id: `str`

`snaptrade.authentication.list_snap_trade_users`

`snaptrade.authentication.login_snap_trade_user`

user_id: `str`

user_secret: `str`

broker: `str`

immediate_redirect: `bool`

custom_redirect: `str`

reconnect: `str`

connection_type: `str`

connection_portal_version: `str`

`snaptrade.authentication.register_snap_trade_user`

user_id: `str`

`snaptrade.authentication.reset_snap_trade_user_secret`

user_id: `str`

user_secret: `str`

`snaptrade.connections.detail_brokerage_authorization`

authorization_id: `str`

user_id: `str`

user_secret: `str`

`snaptrade.connections.disable_brokerage_authorization`

authorization_id: `str`

user_id: `str`

user_secret: `str`

`snaptrade.connections.list_brokerage_authorizations`

user_id: `str`

user_secret: `str`

`snaptrade.connections.refresh_brokerage_authorization`

authorization_id: `str`

user_id: `str`