OpenClaw

snaptrade-portfolio

Connect to a user's investment accounts via SnapTrade SDK and generate portfolio reports (e.g., daily total value). Use when the user wants SnapTrade-based brokerage connectivity (Webull, E*TRADE, etc.), connection portal links, account registration, or automated portfolio summaries.

brendanwood0 来源安装数☆ 0 仓库 Stars

查看来源 ↗安装与使用 SKILL.md ↗

安装与使用

请根据来源仓库和你的 AI 工具说明安装此技能。先阅读技能文件和依赖要求，再添加到工作流。

SkillHub CLI

skillhub install brendanwood/portfolio-trader

打开来源仓库，查看说明和兼容环境后，按来源提供的命令或步骤安装。

将来源链接提供给你的 Agent，让它先读取说明、核对依赖，并向你说明将执行的安装步骤。

查看来源 ↗使用指南

技能说明

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...

来源信息

Source: github
Repository: openclaw/skills
Path: skills/brendanwood/portfolio-trader
Version: —
Commit: 97433537fda0427431e8edeac9964b2f7cb6f0b5
分类来源: rules
状态: active
可见性: public

这些信息来自收录时的来源分析，可能滞后；使用前请核对最新来源文件。

来源内容

SKILL.md

# 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...

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