snaptrade-portfolio

What This Skill Does

The snaptrade-portfolio skill provides a powerful interface for OpenClaw to interact with your personal investment accounts. By leveraging the official SnapTrade SDK, this skill enables secure connectivity to hundreds of brokerages like Webull, E*TRADE, and many more. It facilitates the entire lifecycle of brokerage management: from initial account registration and authentication via a secure portal to advanced portfolio monitoring and trade execution. Users can pull real-time portfolio snapshots, check individual account totals, and place buy or sell orders for stocks and ETFs directly through their CLI or agent interface, making it an essential tool for automated financial management.

Installation

To get started, first ensure your system has the necessary environment. Install the dependencies using the provided command: pip3 install -r requirements.txt. Next, initialize your security configuration by creating the file at /home/openclaw/.openclaw/workspace/secrets/snaptrade.json. Input your client_id and consumer_key obtained from your SnapTrade developer dashboard. Once the configuration is set, run python3 scripts/snaptrade_portal.py to register your user profile and generate your unique connection portal URL. Open this link in your browser to authorize your specific brokerage accounts securely.

Use Cases

This skill is perfect for traders who need a centralized view of their distributed assets. It is ideal for users who manage multiple brokerage accounts and want to automate the process of checking their total net worth. Furthermore, it is designed for users who wish to perform algorithmic trading or execute manual trades via scripts without logging into individual brokerage web portals. It also serves as an excellent recovery tool for managing API connection health, specifically for re-enabling brokerage connections that may have expired.

Example Prompts

1. "Check my total portfolio value across all connected accounts and show me the currency breakdown."
2. "Place a market buy order for 10 shares of AAPL on my E*TRADE account ID 12345."
3. "Can you confirm if my recent limit order for TSLA has been filled and list all my currently open orders?"

Tips & Limitations

Always ensure your API keys are kept secure and never committed to version control. The portfolio totals are calculated based on the data returned by the SnapTrade API; note that some markets may have slight delays in reporting. When placing orders, ensure you verify the account-id correctly, as this is a permanent setting per execution. If a connection becomes disabled, the snaptrade_reconnect.py utility is your first point of action to resolve authentication issues without needing to re-register your entire profile.