Charles Schwab API

Documentation for the Schwab API

The Schwab client provides access to Schwab's API for accounts, trading, and market data operations. This client allows you to initialize a connection with Schwab, perform account-related actions, manage orders, and retrieve market data such as quotes, price history, and option chains.

Make sure you have a Schwab and Schwab developer account:

1. Set up your Schwab developer account here.

   • Create a new Schwab individual developer app with callback URL "https://127.0.0.1" (case sensitive)

   • Wait until the status is "Ready for use", note that "Approved - Pending" will not work.

   • Enable TOS (Thinkorswim) for your Schwab account, it is needed for orders and other API calls.

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Schwab Client Import Statement

pfrom marketquant.data_provider import schwab

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Usage Overview

To use the Schwab API client, you must initialize the client by loading environment variables that contain your Schwab API credentials (app_key, app_secret, callback_url). Once initialized, you can perform various actions related to accounts, orders, and market data.

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Class: SchwabInitializer

The SchwabInitializer class sets up the Schwab API client, loading the required credentials from environment variables.

Method: get_client

The get_client method returns the initialized Schwab API client to be used for further API calls.

SchwabInitializer.get_client()

Returns:

• An initialized Schwab API client with the required credentials.

Method: schwab

The schwab function is a utility method to instantiate and return the Schwab API client using the SchwabInitializer.

schwab()

Example Usage:

from marketquant.data_provider import schwab

# Initialize the Schwab API client
schwab_api = schwab()

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Example Usage

Here’s an example of how to use the Schwab client to fetch account details and quotes:

from marketquant.data_provider import schwab

# Initialize the Schwab API client
schwab_api = schwab()

# Get linked accounts
accounts = schwab_api.account_linked()

# Fetch account details for a specific account
account_hash = accounts.json()['linkedAccounts'][0]['accountHash']
account_details = schwab_api.account_details(accountHash=account_hash)

# Fetch price history for Apple stock
price_history = schwab_api.price_history(symbol="AAPL", periodType="day", period=5, frequencyType="minute", frequency=1)