etrade

class etrade.etrade.ETrade(consumer_key, consumer_secret, web_username, web_password, account_id, etrade_cookie, sandbox_key=None, sandbox_secret=None, dev=False, headless=True, browser='chrome', retries=3, sleep=30)

Bases: object

Description:

ETrade class

Parameters:
  • consumer_key (str, required) – Consumer key

  • consumer_secret (str, required) – Consumer secret

  • web_username (str, required) – Etrade web username

  • web_password (str, required) – Etrade web password

  • account_id (str, required) – Etrade account ID

  • etrade_cookie (dict, required) – Etrade cookie

  • sandbox_key (str, required) – Etrade sandbox consumer key

  • sandbox_secret (str, required) – Etrade sandbox consumer secret

  • dev (bool, optional) – Run in sandbox mode, defaults to False

  • headless (bool, optional) – Run browser in headless mode, defaults to True

  • browser (str, optional) – Browser to use, defaults to ‘chrome’ or use ‘edge’

  • retries (int, optional) – Number of retries for failed requests, defaults to 3

  • sleep (int, optional) – Sleep time between retries, defaults to 30

EtradeRef:

https://apisb.etrade.com/docs/api/authorization/request_token.html

static compute_portfolio_performance(portfolio_data)
Description:

Compute portfolio performance

Parameters:

portfolio_data (pandas.DataFrame) – Portfolio data

Returns:

Tuple of two pandas.Series (unformatted and formatted portfolio performance)

Return type:

tuple

static format_portfolio_data(portfolio_data)
Description:

Format portfolio data

Parameters:

portfolio_data (pandas.DataFrame) – Portfolio data

Returns:

Formatted portfolio data

Return type:

pandas.DataFrame

get_account_balance(account_id_key, prints=False)
Description:

Get balance

Parameters:
  • account_id_key (str, required) – Account ID key

  • prints (bool, optional) – Print balance response, defaults to False

Returns:

Balance response

Return type:

pandas.core.series.Series

get_account_list(prints=False)
Description:

Get a list of all accounts

Parameters:

prints (bool) – Print the accounts

Returns:

DataFrame of accounts

Return type:

pandas.DataFrame

get_buying_power(account_id_key, resp_format='json', prints=False)
Description:

Extract buying power

Parameters:
  • account_id_key (str, required) – Account ID key

  • resp_format (str, optional) – Response format

  • prints (bool, optional) – Print output, default is False

Returns:

Buying power

Return type:

float

static get_current_portfolio(portfolio_data)
Description:

Get current portfolio

Parameters:

portfolio_data (pandas.DataFrame) – Portfolio data

Returns:

Current portfolio

Return type:

pandas.DataFrame

get_market_quote(symbols, prints=False)
Description:

Get market quote for a list of symbols

Parameters:
  • symbols (list) – List of symbols

  • prints (bool) – Print the quote

Returns:

DataFrame of quote

Return type:

pandas.DataFrame

get_orders_list(account_id_key, prints=False)
Description:

Get a list of all orders for a given account

Parameters:
  • account_id_key (str) – Account ID

  • prints (bool) – Print the orders

Returns:

DataFrame of orders

Return type:

pandas.DataFrame

get_portfolio_data(account_id_key, sort_by='totalGainPct', ascending=False)
Description:

Get portfolio data

Parameters:
  • account_id_key (str) – Account ID key

  • sort_by (str) – Sort by column

  • ascending (bool) – Sort ascending

Returns:

Portfolio data

Return type:

pandas.DataFrame