snaptrade-API

Execute trades and retrieve account data via the SnapTrade API using the snaptrade-python-sdk. Use this skill whenever OpenClaw needs to place a buy or sell order, check account balances, get current positions, retrieve order history, fetch symbol quotes, cancel an open order, or refresh account holdings through SnapTrade. Triggers on any trading action or account data request routed through SnapTrade — even if the user just says "buy X shares", "what's my balance", "check my positions", "cancel that order", or "did my trade go through". Always use this skill when brokerage account interaction of any kind is needed.

SnapTrade Trading Skill

SnapTrade connects OpenClaw to the user's brokerage (IBKR, Questrade, Alpaca, and more) through a unified API. This skill handles all account data retrieval and order execution. For market price data and OHLCV bars, use the massive-data-feed skill — SnapTrade does not provide chart data.

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Setup

Run once before first use:

bash

bash scripts/setup.sh
source .venv-snaptrade/bin/activate

See README.md for full onboarding — how to get credentials, register a user, and connect a brokerage account.

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SDK Initialization

Always run this first before any other call:

python

import os
from snaptrade_client import SnapTrade

snaptrade = SnapTrade(
    consumer_key=os.environ["SNAPTRADE_CONSUMER_KEY"],
    client_id=os.environ["SNAPTRADE_CLIENT_ID"],
)
user_id = os.environ["SNAPTRADE_USER_ID"]
user_secret = os.environ["SNAPTRADE_USER_SECRET"]

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What to do next — read the right reference file

Each reference file covers one domain. Read only what you need.

Task	Reference file
Get accounts, balances, positions, orders, historical value	references/account-data.md
Resolve a ticker to a symbol ID + get quotes	references/symbol-resolution.md
Place an equity trade (limit, market, bracket)	references/place-orders.md
Place an options order (single or multi-leg)	references/options-trading.md
Place a crypto order	references/crypto-trading.md
Cancel an order or refresh holdings	references/cancel-refresh.md
Get historical transactions / activity log	references/historical-data.md

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Key constraints to keep in mind

• trade_id from an impact check expires in 5 minutes — place the order immediately after getting it, don't do other work in between
• SnapTrade does not provide OHLCV or price history — use massive-data-feed for that
• Not all brokerages support trading — some are data-only connections
• Always resolve symbol IDs fresh — don't cache them long term, they can change
• After any order placement or cancellation, trigger a manual refresh so the account state stays current (see references/cancel-refresh.md)