Schwab

Ruby SDK for the Charles Schwab API, providing easy access to trading, market data, and portfolio management endpoints.

Features

OAuth 2.0 authentication
Trading operations (orders, positions)
Real-time and historical market data
Account and portfolio management
Watchlist management
Options chains and trading

Installation

Add this line to your application's Gemfile:

gem 'schwab'

And then execute:

bundle install

Or install it yourself as:

gem install schwab

Usage

Authentication

require 'schwab'

client = Schwab::Client.new(
  client_id: 'YOUR_CLIENT_ID',
  client_secret: 'YOUR_CLIENT_SECRET',
  redirect_uri: 'YOUR_REDIRECT_URI'
)

# Get authorization URL
auth_url = client.authorization_url

# After user authorizes, exchange code for token
client.authorize(code: 'AUTHORIZATION_CODE')

Market Data

# Get quote for a symbol
quote = client.get_quote('AAPL')

# Get multiple quotes
quotes = client.get_quotes(['AAPL', 'GOOGL', 'MSFT'])

# Get price history
history = client.get_price_history('AAPL', 
  period_type: 'day',
  period: 10,
  frequency_type: 'minute',
  frequency: 5
)

Trading

# Get positions
positions = client.get_positions(account_id)

# Place an order
order = client.place_order(account_id, {
  orderType: 'LIMIT',
  symbol: 'AAPL',
  quantity: 100,
  price: 150.00,
  instruction: 'BUY'
})

# Get orders
orders = client.get_orders(account_id)

Account Management

# Get accounts
accounts = client.get_accounts

# Get specific account
account = client.get_account(account_id)

# Get transactions
transactions = client.get_transactions(account_id)

Configuration

You can configure the client globally:

Schwab.configure do |config|
  config.client_id = 'YOUR_CLIENT_ID'
  config.client_secret = 'YOUR_CLIENT_SECRET'
  config.redirect_uri = 'YOUR_REDIRECT_URI'
  config.sandbox = true # Use sandbox environment
end

Development

After checking out the repo, run bin/setup to install dependencies. Then, run rake spec to run the tests. You can also run bin/console for an interactive prompt that will allow you to experiment.

To install this gem onto your local machine, run bundle exec rake install. To release a new version, update the version number in version.rb, and then run bundle exec rake release, which will create a git tag for the version, push git commits and the created tag, and push the .gem file to rubygems.org.

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/ryanhamamura/schwab.

License

The gem is available as open source under the terms of the MIT License.

Disclaimer

This gem is not affiliated with, endorsed by, or sponsored by Charles Schwab & Co., Inc. Use at your own risk. Trading securities involves risk, and past performance is not indicative of future results.