A comprehensive tool for connecting brokerage accounts through SnapTrade to monitor balances and execute stock trades automatically.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install snaptrade
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install snaptrade using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is SnapTrade Portfolio?
The SnapTrade Portfolio skill enables seamless integration with various investment platforms like Webull and E*TRADE through the official SnapTrade Python SDK. As part of the Openclaw Skills ecosystem, it provides developers with a robust framework to register users, manage connection portals, and aggregate financial data across multiple accounts into a single, actionable report.
This skill simplifies the complexity of financial API authentication by handling request signing automatically via the snaptrade_client library. It is designed to bridge the gap between various brokerage APIs and automated workflows, allowing for unified portfolio management and order execution through a standardized interface.
SnapTrade Portfolio Use Cases
- Monitoring total portfolio value across multiple brokerage accounts in a single view.
- Automating stock and ETF buy/sell orders (market or limit) via a command-line interface.
- Generating daily investment summaries and scheduling them for delivery to messaging platforms.
- Managing and reconnecting disabled brokerage authorizations through a streamlined portal interface.
- Tracking order fill status with automated polling and real-time monitoring.
How SnapTrade Portfolio Works
- The skill initializes by loading API credentials from a secure local JSON configuration file.
- It registers the user with the SnapTrade API and generates a unique connection portal URL for secure brokerage authentication.
- Upon successful connection, the skill fetches real-time account data and holdings using the snaptrade_client SDK.
- It calculates the total portfolio value by summing balances across all active, non-closed accounts while identifying any disabled connections.
- For trading, it submits order requests to the brokerage and optionally polls for fill updates at defined intervals until the order is completed.
SnapTrade Portfolio Setup
To get started with this addition to your Openclaw Skills library, follow these steps:
- Obtain a Client ID and Consumer Key from https://snaptrade.com.
- Install the required Python dependencies:
pip3 install -r requirements.txt
- Create a configuration file at
/home/openclaw/.openclaw/workspace/secrets/snaptrade.jsonwith the following structure:
{
"client_id": "YOUR_CLIENT_ID",
"consumer_key": "YOUR_CONSUMER_KEY"
}
- Run the portal registration script to link your accounts:
python3 scripts/snaptrade_portal.py
SnapTrade Portfolio Data Schema & Taxonomy
The skill manages data through localized JSON files and structured API responses to ensure transparency within Openclaw Skills:
| Component | Format | Description |
|---|---|---|
| Credentials | JSON | Stores client secrets, consumer keys, and auto-generated user UUIDs. |
| Total Value | JSON | Contains total_value (float) and currency (string) for reporting. |
| Order Data | CLI Arguments | Supports ticker, units, account-id, and order-type (market/limit). |
| Connection Status | Array | Lists enabled and disabled brokerage authorizations for error handling. |
SnapTrade Portfolio Advanced Features
- Automated request signing using internal SDK hooks to maintain secure, authenticated sessions without manual header management.
- Robust order monitoring with adjustable polling intervals and timeout settings for high-precision trade tracking.
- Support for multi-currency portfolios with automatic detection and reporting based on primary account holdings.
- Built-in reconnection logic to identify and fix expired or disabled brokerage authorizations via the SnapTrade portal.
- Extensible script architecture that allows for easy integration into cron jobs for automated daily reporting.
SKILL.md
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