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[ui] Add semantic primitive ownership Build a layered Zenbu token and sizing system, make authored controls use native-underneath primitives, migrate mrjunejune without imposing visual surfaces, and document/enforce HTML ownership in the catalog and wiki. Co-authored-by: Copilot <[email protected]>
author MrJuneJune <me@mrjunejune.com>
date Wed, 05 Aug 2026 05:25:40 -0700
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1 # Schwab Trader
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2
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3 Small Bazel-built helper for the Schwab Trader API. This project is only plumbing: it helps authenticate, inspect accounts, build explicit user-specified stock orders, and submit them only when a live-trade confirmation flag is present.
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4
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5 It does not recommend trades, choose symbols, allocate portfolio risk, or automate a strategy.
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6
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7 ## Can Schwab accounts be traded by API?
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8
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9 Yes. Schwab provides the Trader API through the Schwab Developer Portal. The flow is OAuth 2.0:
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10
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11 1. Create an app in the Schwab Developer Portal.
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12 2. Get an app key and app secret.
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13 3. Register a redirect URI.
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14 4. Open the OAuth authorization URL and log in through Schwab.
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15 5. Exchange the returned `code` for an access token and refresh token.
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16 6. Use the access token against `https://api.schwabapi.com/trader/v1`.
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17
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18 Do not use username/password scraping or browser automation. The supported path is OAuth tokens.
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19
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20 Useful endpoints this project targets:
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21
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22 - `GET https://api.schwabapi.com/trader/v1/accounts/accountNumbers`
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23 - `GET https://api.schwabapi.com/trader/v1/accounts`
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24 - `GET https://api.schwabapi.com/trader/v1/accounts/{accountHash}`
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25 - `POST https://api.schwabapi.com/trader/v1/accounts/{accountHash}/orders`
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26
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27 Schwab uses account hashes for trading API calls. Fetch them with `account-numbers` before placing any order.
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28
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29 ## Build and test
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30
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31 From the repo root:
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32
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33 ```bash
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34 bazel build //schwab_trader:schwab_cli
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35 bazel test //schwab_trader:schwab_client_test
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36 bazel build //schwab_trader:schwab_dashboard
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37 bazel test //schwab_trader:dashboard_test
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38 ```
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39
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40 ## Configuration
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41
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42 Set these environment variables:
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43
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44 ```bash
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45 export SCHWAB_APP_KEY="your-schwab-app-key"
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46 export SCHWAB_APP_SECRET="your-schwab-app-secret"
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47 export SCHWAB_REDIRECT_URI="https://127.0.0.1"
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48 export SCHWAB_TOKEN_FILE="$HOME/.config/zenbu/schwab_tokens.json"
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49 ```
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50
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51 `SCHWAB_TOKEN_FILE` is optional and defaults to `~/.config/zenbu/schwab_tokens.json`. Token files are written with `0600` permissions.
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52
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53 ## OAuth bootstrap
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54
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55 Print the Schwab login URL:
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56
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57 ```bash
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58 bazel run //schwab_trader:schwab_cli -- auth-url
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59 ```
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60
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61 Open it, log in through Schwab, authorize the app, then copy the full callback URL or just its `code` parameter:
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62
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63 ```bash
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64 bazel run //schwab_trader:schwab_cli -- token --code 'https://127.0.0.1/?code=...'
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65 ```
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66
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67 Refresh later:
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68
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69 ```bash
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70 bazel run //schwab_trader:schwab_cli -- refresh
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71 ```
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72
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73 ## Account discovery
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74
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75 ```bash
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76 bazel run //schwab_trader:schwab_cli -- account-numbers
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77 bazel run //schwab_trader:schwab_cli -- accounts --positions
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78 ```
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79
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80 ## Order dry run
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81
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82 Build a stock order payload without sending it:
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83
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84 ```bash
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85 bazel run //schwab_trader:schwab_cli -- build-equity-order \
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86 --action BUY \
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87 --symbol AAPL \
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88 --quantity 1 \
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89 --order-type MARKET
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90 ```
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91
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92 `place-equity-order` is also dry-run by default:
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93
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94 ```bash
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95 bazel run //schwab_trader:schwab_cli -- place-equity-order \
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96 --account-hash "$SCHWAB_ACCOUNT_HASH" \
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97 --action SELL \
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98 --symbol AAPL \
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99 --quantity 1 \
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100 --order-type LIMIT \
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101 --price 250.00
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102 ```
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103
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104 To actually submit an order, both safety flags are required:
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105
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106 ```bash
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107 bazel run //schwab_trader:schwab_cli -- place-equity-order \
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108 --account-hash "$SCHWAB_ACCOUNT_HASH" \
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109 --action BUY \
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110 --symbol AAPL \
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111 --quantity 1 \
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112 --order-type MARKET \
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113 --live \
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114 --confirm-live-trade
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115 ```
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116
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117 Use live trading only after checking the generated JSON, account hash, symbol, quantity, order type, and Schwab API permissions.
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118
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119 ## Local sentiment dashboard
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120
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121 Run the local dashboard:
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122
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123 ```bash
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124 bazel run //schwab_trader:schwab_dashboard
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125 ```
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126
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127 Then open:
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128
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129 ```text
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130 http://127.0.0.1:8765
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131 ```
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132
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133 The dashboard is intentionally local-first and read/paper-trade oriented. It has no live-trade endpoint. It shows:
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134
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135 - Schwab environment/token status without exposing token values
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136 - risk settings such as profit target, stop loss, confidence threshold, and max paper-trade dollars
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137 - manually added social evidence from Reddit/X/news/etc.
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138 - deterministic sentiment signals and confidence
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139 - paper trades with simple risk rejection
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140 - audit events
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141
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142 The dashboard stores state in:
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143
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144 ```text
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145 ~/.local/share/zenbu/schwab_trader/dashboard.db
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146 ```
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147
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148 Override it when testing:
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149
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150 ```bash
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151 bazel run //schwab_trader:schwab_dashboard -- --db /tmp/schwab_dashboard.db
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152 ```
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153
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154 Social evidence can be added through the page or API:
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155
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156 ```bash
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157 curl -X POST http://127.0.0.1:8765/api/evidence \
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158 -H 'Content-Type: application/json' \
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159 -d '{"source":"reddit","symbol":"AAPL","text":"$AAPL bullish strong growth","engagement":42}'
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160 ```