SnapTrade Portfolio

Overview

Connect brokerage accounts through SnapTrade and generate a daily total-value report. This skill uses the official SnapTrade Python SDK (snaptrade_client) with request signing handled automatically.

Workflow

2d) Place buy/sell orders (stocks/ETFs)

Run:

python3 scripts/snaptrade_order.py buy|sell TICKER UNITS --account-id <ACCOUNT_ID> [--order-type market|limit] [--limit-price <PRICE>] [--tif Day|GTC|IOC|FOK]

Defaults:

• order type: market
• time in force: Day
• limit price: only required for limit orders

Optional monitoring (poll recent orders):

python3 scripts/snaptrade_order.py buy|sell TICKER UNITS --account-id <ACCOUNT_ID> --watch

• polls every 10s for up to 120s by default
• adjust with --watch-interval and --watch-seconds

Watch an existing order by ID:

python3 scripts/snaptrade_watch_order.py --account-id <ACCOUNT_ID> --order-id <BROKERAGE_ORDER_ID>

• same 10s/120s defaults, adjustable with --watch-interval and --watch-seconds

Use account orders endpoint to confirm fills and report open orders to the user when asked.

0) Create a SnapTrade account + API keys

You need a SnapTrade account to connect brokerages. Create a free account at https://snaptrade.com, generate your Client ID and Consumer Key, then add them to the skill config.

1) Install dependencies

pip3 install -r requirements.txt

2) Configure credentials (one-time)

Store credentials in a local config file (not committed). user_id is generated automatically on first run:

/home/openclaw/.openclaw/workspace/secrets/snaptrade.json

Example:

{
  "client_id": "YOUR_CLIENT_ID",
  "consumer_key": "YOUR_CONSUMER_KEY",
  "user_id": "<auto-generated-uuid>"
}

2) Register user + generate connection portal link

Run:

python3 scripts/snaptrade_portal.py

This will:

• register the user if user_secret is missing
• store user_secret back into the config file
• print a connection portal URL the user must open to link accounts

2b) Reconnect a disabled connection

Run:

python3 scripts/snaptrade_reconnect.py [brokerage-name]

This will:

• list disabled connections
• generate a reconnect link (optionally match by brokerage name)
• print a reconnect URL for the user to re‑enable the connection

2c) List available brokerages (allowed connections)

Run:

python3 scripts/snaptrade_brokers.py

This calls /snaptrade/partners and returns the allowed_brokerages list (display names).

3) Pull total portfolio value

Run:

python3 scripts/snaptrade_total.py

Output is JSON like:

{"total_value": 123456.78, "currency": "CAD"}