snaptrade-portfolio

# 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 confi...