An easy and lightweight wrapper for using the Charles Schwab API.


Keywords
python, schwab, api, client, finance, trading, stocks, equities, options, forex, futures, finance-api, financial, python3, schwab-api, schwab-python, stock-data, stock-market, tda, tdameritrade, tdameritrade-api
License
MIT
Install
pip install schwabdev==2.2.5

Documentation

Schwab-API-Python

PyPI - Version Discord PyPI - Downloads Donate YouTube Video Views
This is an unofficial python program to access the Schwab api.
Discord, PyPI, Youtube, Github.

Installation

pip install schwabdev
You may need to use pip3 instead of pip

Quick setup

  1. Setup your Schwab developer account here.
    • Create a new Schwab individual developer app with callback url "https://127.0.0.1" (case sensitive)
    • Add both API products to your app: "Accounts and Trading Production" and "Market Data Production".
    • 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.
  2. Install packages
    • Install schwabdev and requirements pip install schwabdev
    • You may need to use pip3 instead of pip
  3. Examples on how to use the client are in the examples/ folder (add your keys in the .env file)
    • The first time you run you will have to sign in to your Schwab account using the generated link in the terminal.
    • After signing in, agree to the terms, and select account(s). Then you will have to copy the link in the address bar and paste it into the terminal.
    • Questions? - join the Discord group or consult the /docs folder.
import schwabdev #import the package

client = schwabdev.Client('Your app key', 'Your app secret')  #create a client

print(client.account_linked().json()) #make api calls

What can this program do?

  • Authenticate and access the api
  • Auto "access token" updates.
  • Functions for all api functions (examples in examples/api_demo.py)
  • Stream real-time data with a customizable response handler (examples in examples/stream_demo.py)

TBD

  • Paper trading client
  • Automatic refresh token updates. (Waiting for Schwab implementation)

Notes

The schwabdev folder contains code for main operations:

  • api.py contains functions relating to api calls, requests, and automatic token checker threads.
  • stream.py contains functions for streaming data from websockets.

Youtube Tutorials

  1. Authentication and Requests Github code has significantly changed since this video
  2. Streaming Real-time Data

MIT License

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.