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

0) Install dependencies

pip3 install -r requirements.txt

1) Configure credentials (one-time)

Store credentials in a local config file (not committed). user_id is generated automatically on first run:

/home/openclaw/.openclaw/workspace/secrets/snaptrade.json

Example:

{
  "client_id": "YOUR_CLIENT_ID",
  "consumer_key": "YOUR_CONSUMER_KEY",
  "user_id": "<auto-generated-uuid>"
}

2) Register user + generate connection portal link

Run:

python3 scripts/snaptrade_portal.py

This will:

• register the user if user_secret is missing
• store user_secret back into the config file
• print a connection portal URL the user must open to link accounts

2b) Reconnect a disabled connection

Run:

python3 scripts/snaptrade_reconnect.py [brokerage-name]

This will:

• list disabled connections
• generate a reconnect link (optionally match by brokerage name)
• print a reconnect URL for the user to re‑enable the connection

2c) List available brokerages (allowed connections)

Run:

python3 scripts/snaptrade_brokers.py

This calls /snaptrade/partners and returns the allowed_brokerages list (display names).

3) Pull total portfolio value

Run:

python3 scripts/snaptrade_total.py

Output is JSON like:

{"total_value": 123456.78, "currency": "CAD"}

Implementation notes: The script first lists brokerage authorizations to detect disabled connections. It skips refresh and sync-wait for disabled ones (but still reports their last-known balances), then waits for updated sync timestamps on enabled connections. It then enumerates all current non-closed accounts via list_user_accounts and uses get_user_holdings to read each account’s account.balance.total. Disabled connections are included in the output under disabled_connections for reporting.

4) Schedule daily report

Use cron to call snaptrade_total.py, format a concise WhatsApp message, then send it to the user. Only the total value is required.

Scripts

• scripts/snaptrade_common.py — config load/save + client creation
• scripts/snaptrade_portal.py — register user + generate connection portal link
• scripts/snaptrade_reconnect.py — generate reconnect link for disabled connections
• scripts/snaptrade_brokers.py — list allowed brokerages for this client
• scripts/snaptrade_total.py — compute total value across all accounts

Notes

• Request signing is handled by the SDK via request_after_hook using consumer_key.
• The total is computed by summing each account’s account.balance.total from holdings; this avoids errors when accounts are added or removed.
• If multiple currencies are present, the script uses the first currency encountered.
• Keep secrets in the local config file with chmod 600 permissions.