Portfolio Trader

---

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  [--order-type market|limit] [--limit-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  --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  --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": ""
}

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"}

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

scripts/snaptrade_common.py — config load/save + client creation

scripts/snaptrade_portal.py — register user + generate connection portal link

scripts/snaptrade_reconnect.py — generate reconnect link for disabled connections

scripts/snaptrade_brokers.py — list allowed brokerages for this client

scripts/snaptrade_order.py — place buy/sell orders (market/limit) with optional monitoring

scripts/snaptrade_watch_order.py — watch an existing order by ID for fills

scripts/snaptrade_total.py — compute total value across all accounts

scripts/snaptrade_broker_totals.py — per-broker totals with FX conversion

Notes

Request signing is handled by the SDK via request_after_hook using consumer_key.

The total is computed by summing each account’s account.balance.total from holdings; this avoids errors when accounts are added or removed.

If multiple currencies are present, the script uses the first currency encountered.

Keep secrets in the local config file with chmod 600 permissions.

Request signing is handled by the SDK via request_after_hook using consumer_key.

The total is computed by summing each account’s account.balance.total from holdings; this avoids errors when accounts are added or removed.

If multiple currencies are present, the script uses the first currency encountered.

Keep secrets in the local config file with chmod 600 permissions.