| 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:
- 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 , generate your and , then add them to the skill config.
