schwab-openclaw

name	schwab-openclaw
description	OpenClaw/operator extension for Schwab trading workflows. Canonical Schwab architecture contract is .cursor/skills/schwab-api/SKILL.md. This file documents OpenClaw-specific tool usage and guardrail behavior.
metadata	{"openclaw":{"requires":{"bins":["python3"],"env":["SCHWAB_MARKET_APP_KEY","SCHWAB_ACCOUNT_APP_KEY"]},"emoji":"📈"}}

Schwab API Skill

Canonical Skill Reference

This document extends the canonical TradingBot Schwab skill:

• Canonical: .cursor/skills/schwab-api/SKILL.md
• This file: OpenClaw/operator execution details and tool wrappers.

Critical: Guardrail Wrapper

All trade requests MUST go through the GuardrailWrapper. Never call Schwab's place-order API directly. The wrapper enforces:

• Maximum total account value: $500,000 (configurable via MAX_TOTAL_ACCOUNT_VALUE)
• Maximum position per ticker: $50,000 (configurable via MAX_POSITION_PER_TICKER)
• Maximum trades per day: 20 (configurable via MAX_TRADES_PER_DAY)

Exceeding any limit blocks the API call and returns an error string to the agent.

Setup

1. Copy .env.example to .env and add your Schwab app key and secret.
2. Run initial OAuth (one-time): python run_auth.py from the skill directory. Or programmatically:

   import sys; sys.path.insert(0, "{baseDir}")
   from client import get_client
   c = get_client()
   url = c.auth.get_authorization_url()
   # User opens url in browser, logs in, copies redirect URL
   c.auth.complete_initial_auth("https://127.0.0.1/?code=...")
   

Placing Trades

import sys; sys.path.insert(0, "{baseDir}")
from client import get_client

client = get_client()
result = client.place_order(
    ticker="AAPL",
    qty=10,
    side="BUY",
    order_type="MARKET",
    limit_price=None  # required for LIMIT orders only
)
# result is either success dict or error string
if isinstance(result, str):
    # Blocked by guardrail, sector filter, or API error
    print(result)

Or call execution directly:

from execution import place_order
result = place_order("AAPL", 10, "BUY", "MARKET")

Getting Accounts

import sys; sys.path.insert(0, "{baseDir}")
from client import get_client

client = get_client()
accounts = client.get_accounts()

TradingSkill Tools (OpenClaw)

Load TradingSkill.py for three agent-callable tools:

• analyze_ticker_trend(ticker, days=300) — Fetches OHLCV, runs Stage 2 and VCP volume checks.
• get_account_status() — Returns Schwab account details and IDs.
• execute_trade(ticker, qty, side, order_type, limit_price=None) — Places orders via GuardrailWrapper. On guardrail block, returns the exact plain-text error; the agent MUST pass this to the user and log the restriction.

Invoke via Python:

import sys; sys.path.insert(0, "{baseDir}")
from TradingSkill import analyze_ticker_trend, get_account_status, execute_trade
result = analyze_ticker_trend("AAPL", 300)

Or use TradingSkill.get_tools() for framework tool discovery.

File Layout

• TradingSkill.py - OpenClaw tools (analyze_ticker_trend, get_account_status, execute_trade)
• auth.py - OAuth2, token refresh (25 min), encrypted storage
• execution.py - GuardrailWrapper, place_order (single consolidated path; sector filter, trailing stop, fill monitor)
• guardrail.py - Re-exports GuardrailWrapper from execution (legacy)
• client.py - Entry point: get_client() -> ClientFacade