Charls Schwab Quote recording bot

Expiry

• Access token expires in 30 Min.
• Refresh token expires in ?

File - Descriptions

appCredentials.dat

• Base64 encoded App Credentials - "{app key}:{secret}"
• Manually maintained

appKey.dat

• only the application's AppKey
• Manually maintained

allSymbols.json

• List of all Symbols to get Data for
• Manually maintained

access_token.dat

• Current Access Token
• written by getNewAccessToken.sh

accessTokenReqResp.json

• Full JSON response of the last Access Token request
• written by getNewAccessToken.sh

refresh_token.dat

• Current refresh token
• written by getNewRefreshToken.sh

refreshTokenReqResp.json

• Full JSON response of the last Refresh Token request
• written by getNewRefreshToken.sh

codeReceiveServer.py

• Python HTTPS web server to receive and output the Authentication code from the Schwab Website callback
• This web server only runs temporarily and ends after receiving a request

cert.pem

• self signed certificate for the temporary HTTPS server that receives the code.
• Manually maintained with:
  openssl req -new -x509 -keyout cert.pem -out cert.pem -days 365 -nodes Answer all questions hitting enter.

data/

• Folder containing date sub-folders for the output data
• Created and maintained by recordSingleSymbolSingleRun.sh

getNewAccessToken.sh

• Gets a new access Token and saves it to file access_token.dat

getNewRefreshToken.sh

• Gets a new refresh Token and saves it to file refresh_token.dat

recordAllSymbolsSingleRun.sh

• Runs recordSingleSymbolSingleRun.sh for every Symbol in file allSymbols.json

recordQuoteSingleSymbolSingleRun.sh

• requests stock quote data for a single symbol and writes output into the data/* Folder structure.

recordOptionChainSingleSymbolSingleRun.sh

• requests option chain data for a single symbol and writes output into the data/* Folder structure.

NEW CHANGES, NEED TO DOCUMENT

jq <<< '{ "numberOfContracts":'$(( $(jq '.numberOfContracts' < ITM.json) + $(jq '.numberOfContracts' < OTM.json) ))' }' > numberOfContracts.tmp jq '. | del(.numberOfContracts) | map_values(select(type!="object"))' < ITM.json > CommonDetail.tmp jq '. | map_values(select(type=="object"))' < ITM.json > ITMo.tmp jq '. | map_values(select(type=="object"))' < OTM.json > OTMo.tmp jq -s '.[0] * .[1] * .[2] * .[3]' numberOfContracts.tmp CommonDetail.tmp ITMo.tmp OTMo.tmp | less