def get_quote(ticker, jsonify=None):
""" Gets quote information for a single stock.
:param ticker: The ticker of the stock.
:type ticker: str
:param jsonify: If set to false, will return the raw response object. \
If set to True, will return a dictionary parsed using the JSON format.
:type jsonify: Optional[str]
:returns: Returns a tuple where the first entry in the tuple is a requests reponse object \
or a dictionary parsed using the JSON format and the second entry is an error string or \
None if there was not an error.
"""
url = URLS.quote(ticker)
data, error = request_get(url, None, jsonify)
return data, error
def get_instrument(cusip, jsonify=None):
""" Gets instrument data for a specific stock.
:param cusip: The CUSIP for a stock.
:type cusip: str
:param jsonify: If set to false, will return the raw response object. \
If set to True, will return a dictionary parsed using the JSON format.
:type jsonify: Optional[str]
:returns: Returns a tuple where the first entry in the tuple is a requests reponse object \
or a dictionary parsed using the JSON format and the second entry is an error string or \
None if there was not an error.
"""
url = URLS.instrument(cusip)
data, error = request_get(url, None, jsonify)
return data, error
def get_quotes(tickers, jsonify=None):
""" Gets quote information for multiple stocks. The stock string should be comma separated with no spaces.
:param ticker: The string list of stock tickers.
:type ticker: str
:param jsonify: If set to false, will return the raw response object. \
If set to True, will return a dictionary parsed using the JSON format.
:type jsonify: Optional[str]
:returns: Returns a tuple where the first entry in the tuple is a requests reponse object \
or a dictionary parsed using the JSON format and the second entry is an error string or \
None if there was not an error.
"""
url = URLS.quotes()
payload = {"symbol": tickers}
data, error = request_get(url, payload, jsonify)
return data, error
def get_transaction(account_id, transaction_id, jsonify=None):
""" Get account information for a specific account.
:param account_id: The account id.
:type account_id: str
:param transaction_id: The transaction id.
:type transaction_id: str
:param jsonify: If set to false, will return the raw response object. \
If set to True, will return a dictionary parsed using the JSON format.
:type jsonify: Optional[str]
:returns: Returns a tuple where the first entry in the tuple is a requests reponse object \
or a dictionary parsed using the JSON format and the second entry is an error string or \
None if there was not an error.
"""
url = URLS.transaction(account_id, transaction_id)
data, error = request_get(url, None, jsonify)
return data, error
def get_orders_for_account(account_id,
max_results=None,
from_time=None,
to_time=None,
status=None,
jsonify=None):
""" Gets all the orders for a given account.
:param account_id: The account id.
:type account_id: Optional[str]
:param max_results: The max number of orders to retrieve.
:type max_results: Optional[str]
:param from_time: Specifies that no orders entered before this time should be returned. Valid ISO-8601 formats are : \
yyyy-MM-dd. Date must be within 60 days from today's date. 'toEnteredTime' must also be set.
:type from_time: Optional[str]
:param to_time: Specifies that no orders entered after this time should be returned.Valid ISO-8601 formats are : \
yyyy-MM-dd. 'fromEnteredTime' must also be set.
:type to_time: Optional[str]
:param status: Specifies that only orders of this status should be returned. Possible values are \
AWAITING_PARENT_ORDER, AWAITING_CONDITION, AWAITING_MANUAL_REVIEW, ACCEPTED, AWAITING_UR_OUT, PENDING_ACTIVATION, QUEUED \
WORKING, REJECTED, PENDING_CANCEL, CANCELED, PENDING_REPLACE, REPLACED, FILLED, EXPIRED
:type status: Optional[str]
:param jsonify: If set to false, will return the raw response object. \
If set to True, will return a dictionary parsed using the JSON format.
:type jsonify: Optional[str]
:returns: Returns a tuple where the first entry in the tuple is a requests reponse object \
or a dictionary parsed using the JSON format and the second entry is an error string or \
None if there was not an error.
"""
url = URLS.orders(account_id)
payload = {}
if max_results:
payload["maxResults"] = max_results
if from_time:
payload["fromEnteredTime"] = from_time
if to_time:
payload["toEnteredTime"] = to_time
if status:
payload["status"] = status
data, error = request_get(url, payload, jsonify)
return data, error
def get_accounts(options=None, jsonify=None):
""" Gets all accounts associated with your API keys.
:param options: Balances displayed by default, additional fields can be added here by adding positions or orders\
As a comma separated list. Example:"positions,orders"
:type options: str
:param jsonify: If set to false, will return the raw response object. \
If set to True, will return a dictionary parsed using the JSON format.
:type jsonify: Optional[str]
:returns: Returns a tuple where the first entry in the tuple is a requests reponse object \
or a dictionary parsed using the JSON format and the second entry is an error string or \
None if there was not an error.
"""
url = URLS.accounts()
if options:
payload = {"fields": options}
else:
payload = None
data, error = request_get(url, payload, jsonify)
return data, error
def get_hours_for_markets(markets, date, jsonify=None):
""" Gets market hours for various markets.
:param markets: The markets for which you're requesting market hours, comma-separated. \
Valid markets are EQUITY, OPTION, FUTURE, BOND, or FOREX.
:type markets: str
:param date: The date for which market hours information is requested. Valid ISO-8601 formats are : \
yyyy-MM-dd and yyyy-MM-dd'T'HH:mm:ssz.
:type date: str
:param jsonify: If set to false, will return the raw response object. \
If set to True, will return a dictionary parsed using the JSON format.
:type jsonify: Optional[str]
:returns: Returns a tuple where the first entry in the tuple is a requests reponse object \
or a dictionary parsed using the JSON format and the second entry is an error string or \
None if there was not an error.
"""
url = URLS.markets()
payload = {"markets": markets, "date": date}
data, error = request_get(url, payload, jsonify)
return data, error
def get_transactions(id,
type_value=None,
symbol=None,
start_date=None,
end_date=None,
jsonify=None):
""" Get account information for a specific account.
:param id: The account id.
:type id: str
:param type_value: Only transactions with the specified type will be returned. ALL, TRADE, \
BUY_ONLY, SELL_ONLY, CASH_IN_OR_CASH_OUT, CHECKING, DIVIDEND, INTEREST, OTHER, ADVISOR_FEES
:type type_value: Optional[str]
param symbol: Only transactions with the specified symbol will be returned.
:type symbol: Optional[str]
param start_date: Only transactions after the Start Date will be returned. \
Note: The maximum date range is one year. Valid ISO-8601 formats are :yyyy-MM-dd.
:type start_date: Optional[str]
param end_date: Only transactions before the End Date will be returned. \
Note: The maximum date range is one year. Valid ISO-8601 formats are :yyyy-MM-dd.
:type end_date: Optional[str]
:param jsonify: If set to false, will return the raw response object. \
If set to True, will return a dictionary parsed using the JSON format.
:type jsonify: Optional[str]
:returns: Returns a tuple where the first entry in the tuple is a requests reponse object \
or a dictionary parsed using the JSON format and the second entry is an error string or \
None if there was not an error.
"""
url = URLS.transactions(id)
payload = {}
if type_value:
payload["type"] = type_value
if symbol:
payload["symbol"] = symbol
if start_date:
payload["startDate"] = start_date
if end_date:
payload["endDate"] = end_date
data, error = request_get(url, payload, jsonify)
return data, error
def get_movers(market, direction, change, jsonify=None):
""" Gets market hours for a specific market.
:param market: The market for which you're requesting market hours, comma-separated. \
Valid markets are $DJI, $COMPX, or $SPX.X.
:type market: str
:param direction: To return movers with the specified directions of "up" or "down".
:type direction: str
:param change: To return movers with the specified change types of "percent" or "value".
:type change: str
:param jsonify: If set to false, will return the raw response object. \
If set to True, will return a dictionary parsed using the JSON format.
:type jsonify: Optional[str]
:returns: Returns a tuple where the first entry in the tuple is a requests reponse object \
or a dictionary parsed using the JSON format and the second entry is an error string or \
None if there was not an error.
"""
url = URLS.movers(market)
payload = {"direction": direction, "change": change}
data, error = request_get(url, payload, jsonify)
return data, error
def search_instruments(ticker_string, projection, jsonify=None):
""" Gets a list of all the instruments data for tickers that match a search string.
:param ticker_string: Value to pass to the search. See projection description for more information.
:type ticker_string: str
:param projection: The type of request:\n
* symbol-search: Retrieve instrument data of a specific symbol or cusip
* symbol-regex: Retrieve instrument data for all symbols matching regex. Example: symbol=XYZ.* will return all symbols beginning with XYZ
* desc-search: Retrieve instrument data for instruments whose description contains the word supplied. Example: symbol=FakeCompany will return all instruments with FakeCompany in the description.
* desc-regex: Search description with full regex support. Example: symbol=XYZ.[A-C] returns all instruments whose descriptions contain a word beginning with XYZ followed by a character A through C.
* fundamental: Returns fundamental data for a single instrument specified by exact symbol.
:type projection: str
:param jsonify: If set to false, will return the raw response object. \
If set to True, will return a dictionary parsed using the JSON format.
:type jsonify: Optional[str]
:returns: Returns a tuple where the first entry in the tuple is a requests reponse object \
or a dictionary parsed using the JSON format and the second entry is an error string or \
None if there was not an error.
"""
url = URLS.instruments()
payload = {"symbol": ticker_string, "projection": projection}
data, error = request_get(url, payload, jsonify)
return data, error
def get_price_history(ticker,
period_type,
frequency_type,
frequency,
period=None,
start_date=None,
end_date=None,
needExtendedHoursData=True,
jsonify=None):
""" Gets the price history of a stock.
:param ticker: The stock ticker.
:type ticker: str
:param period_type: The type of period to show. Valid values are day, month, year, or ytd (year to date). Default is day.
:type period_type: str
:param frequency_type: The type of frequency with which a new candle is formed. \
Valid frequencyTypes by period_type (defaults marked with an asterisk):\n
* day: minute*
* month: daily, weekly*
* year: daily, weekly, monthly*
* ytd: daily, weekly*
:type frequency_type: str
:param frequency: The number of the frequencyType to be included in each candle. \
Valid frequencies by frequencyType (defaults marked with an asterisk):\n
* minute: 1*, 5, 10, 15, 30
* daily: 1*
* weekly: 1*
* monthly: 1*
:type frequency: str
:param period: The number of periods to show. Valid periods by periodType (defaults marked with an asterisk):\n
* day: 1, 2, 3, 4, 5, 10*
* month: 1*, 2, 3, 6
* year: 1*, 2, 3, 5, 10, 15, 20
* ytd: 1*
:type period: Optional[str]
:param start_date: Start date as milliseconds since epoch. If startDate and endDate are provided, period should not be provided.
:type start_date: Optional[str]
:param end_date: End date as milliseconds since epoch. If startDate and endDate are provided, period should not be provided. Default is previous trading day.
:type end_date: Optional[str]
:param needExtendedHoursData: true to return extended hours data, false for regular market hours only. Default is true.
:type needExtendedHoursData: Optional[str]
:param jsonify: If set to false, will return the raw response object. \
If set to True, will return a dictionary parsed using the JSON format.
:type jsonify: Optional[str]
:returns: Returns a tuple where the first entry in the tuple is a requests reponse object \
or a dictionary parsed using the JSON format and the second entry is an error string or \
None if there was not an error.
"""
if (start_date or end_date) and period:
raise ValueError(
"If start_date and end_date are provided, period should not be provided."
)
url = URLS.price_history(ticker)
payload = {
"periodType": period_type,
"frequencyType": frequency_type,
"frequency": frequency,
"needExtendedHoursData": needExtendedHoursData
}
if period:
payload["period"] = period
if start_date:
payload["startDate"] = start_date
if end_date:
payload["endDate"] = end_date
data, error = request_get(url, payload, jsonify)
return data, error
def get_option_chains(ticker,
contract_type="ALL",
strike_count="10",
include_quotes="FALSE",
strategy="SINGLE",
interval=None,
strike_price=None,
range_value="ALL",
from_date=None,
to_date=None,
volatility=None,
underlying_price=None,
interest_rate=None,
days_to_expiration=None,
exp_month="ALL",
option_type="ALL",
jsonify=None):
""" Gets instrument data for a specific stock.
:param ticker: The stock ticker.
:type ticker: str
:param contract_type: Type of contracts to return in the chain. Can be CALL, PUT, or ALL. Default is ALL.
:type contract_type: Optional[str]
:param strike_count: The number of strikes to return above and below the at-the-money price.
:type strike_count: Optional[str]
:param include_quotes: Include quotes for options in the option chain. Can be TRUE or FALSE. Default is FALSE.
:type include_quotes: Optional[str]
:param strategy: Passing a value returns a Strategy Chain. Possible values are SINGLE, ANALYTICAL (allows use of the volatility, \
underlyingPrice, interestRate, and daysToExpiration params to calculate theoretical values), COVERED, VERTICAL, CALENDAR, \
STRANGLE, STRADDLE, BUTTERFLY, CONDOR, DIAGONAL, COLLAR, or ROLL. Default is SINGLE.
:type strategy: Optional[str]
:param interval: Strike interval for spread strategy chains (see strategy param).
:type interval: Optional[str]
:param strike_price: Provide a strike price to return options only at that strike price.
:type strike_price: Optional[str]
:param range_value: Returns options for the given range. Default is ALL. Possible values are:\n
* ITM: In-the-money
* NTM: Near-the-money
* OTM: Out-of-the-money
* SAK: Strikes Above Market
* SBK: Strikes Below Market
* SNK: Strikes Near Market
* ALL: All Strikes
:type range_value: Optional[str]
:param from_date: Only return expirations after this date. For strategies, expiration refers to the \
nearest term expiration in the strategy. Valid ISO-8601 formats are: yyyy-MM-dd and yyyy-MM-dd'T'HH:mm:ssz.
:type from_date: Optional[str]
:param to_date: Only return expirations before this date. For strategies, expiration refers to the \
nearest term expiration in the strategy. Valid ISO-8601 formats are: yyyy-MM-dd and yyyy-MM-dd'T'HH:mm:ssz.
:type to_date: Optional[str]
:param volatility: Volatility to use in calculations. Applies only to ANALYTICAL strategy chains (see strategy param).
:type volatility: Optional[str]
:param underlying_price: Underlying price to use in calculations. Applies only to ANALYTICAL strategy chains (see strategy param).
:type underlying_price: Optional[str]
:param interest_rate: Interest rate to use in calculations. Applies only to ANALYTICAL strategy chains (see strategy param).
:type interest_rate: Optional[str]
:param days_to_expiration: Days to expiration to use in calculations. Applies only to ANALYTICAL strategy chains (see strategy param).
:type days_to_expiration: Optional[str]
:param exp_month: Return only options expiring in the specified month. Month is given in the three character format. Example: JAN. Default is ALL.
:type exp_month: Optional[str]
:param option_type: Type of contracts to return. Default is ALL. Possible values are:\n
* S: Standard contracts
* NS: Non-standard contracts
* ALL: All contracts
:type option_type: Optional[str]
:param jsonify: If set to false, will return the raw response object. \
If set to True, will return a dictionary parsed using the JSON format.
:type jsonify: Optional[str]
:returns: Returns a tuple where the first entry in the tuple is a requests reponse object \
or a dictionary parsed using the JSON format and the second entry is an error string or \
None if there was not an error.
"""
url = URLS.option_chains()
payload = {
"symbol": ticker,
"contractType": contract_type,
"strikeCount": strike_count,
"includeQuotes": include_quotes,
"strategy": strategy,
"range": range_value,
"expMonth": exp_month,
"optionType": option_type
}
if interval:
payload["interval"] = interval
if strike_price:
payload["strike"] = strike_price
if from_date:
payload["fromDate"] = from_date
if to_date:
payload["toDate"] = to_date
if volatility:
payload["volatility"] = volatility
if underlying_price:
payload["underlyingPrice"] = underlying_price
if interest_rate:
payload["interestRate"] = interest_rate
if days_to_expiration:
payload["daysToExpiration"] = days_to_expiration
data, error = request_get(url, payload, jsonify)
return data, error