Schwab Trader API
by Charles Schwab
The Schwab Trader API gives authorized users access to account balances, positions, orders, transactions such as dividends and transfers, and price history. Keeping that history in the Lake creates one ledger of activity per account for performance, tax lot and cash reporting, alongside data from other brokers and the accounting system.
- Category
- Public & Market Data
- Type
- Brokerage API
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Accounts
- Positions
- Orders
- Transactions
- Price history
Join Schwab Trader API accounts with your own figures, so plans and reports carry the market context they need.
Need more? Name any other Schwab Trader API data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Schwab Trader API uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Charles Schwab if you need help.
04Questions
Questions you can answer.
Once Schwab Trader API data is in your Lake, ask an AI Mind in plain words or build the answer in DataPrism BI.
- What dividends and interest did each account receive per month this year?
- Which positions carry the largest unrealized losses that could be harvested before year end?
- How did each account's cash balance change through deposits, withdrawals and trades?
- What is the realized return per strategy after fees?
- How does each account's sector allocation compare with its target model?
05How it works
How it works in DataMind.
-
Pick Schwab Trader API.
Open Lake, pick Schwab Trader API in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Schwab Trader API docs.
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Answer a few questions.
The AI reads the Schwab Trader API documentation, then asks which credentials you will use, which data to sync (for example accounts and positions), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Schwab Trader API data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
06Pairs
Works well with Schwab Trader API.
Sources teams join with Schwab Trader API in the Warehouse, each one connected the same way.
