SnapTrade Portfolio

---

name: snaptrade-portfolio

description: 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.

---

# 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:

Optional monitoring (poll recent orders):

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

Watch an existing order by ID:

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

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:

2b) Reconnect a disabled connection

Run:

python3 scripts/snaptrade_reconnect.py [brokerage-name]

This will:

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"}

3b) Per-broker totals (converted currency)

Run:

python3 scripts/snaptrade_broker_totals.py --currency CAD

Output JSON includes per-broker totals in the chosen currency and the FX rates used.

**Implementation notes:** Avoid `get_user_holdings` when possible. Prefer `get_user_account_positions` (positions endpoint) for holdings/positions data. Only use balances/cash from holdings if explicitly required by the user; otherwise do not call holdings.

4) Schedule daily report

Use cron to call `snaptrade_total.py`, format a concise WhatsApp message, then send it to the user. Only the total value is required.

Scripts

Notes