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A simple Python console app to log your TDA Account Balance, Buying Power, and Trades.

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pattertj/accountmanager

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accountmanager

Application Install

Prerequisites

  1. Google Chrome - Initial Token Auth workflow
  2. Python 3.8 - 3.11 - To run the script
  3. Google API Service Account Key - to access Google sheets.
  4. Poetry - To build the code locally (optional)

Installation

pip install https://github.com/pattertj/accountmanager/releases/download/v2.0.0/accountmanager-2.0.0-py3-none-any.whl

Troubleshooting

  1. accountmanager --help will list the available command options.
  2. The first time accessing TDA will require some credentials, it can be a bit slow the first time. These are stored in your local keychain. After that, the json token is stored locally to the project.
  3. I found that I needed to update by Google API token by wrapping it in a {"web": {ORIGINAL TOKEN} } wrapper. See below for an example.
{ "web" :
    {
        "type": "service_account",
        "project_id": "proj id",
        "private_key_id": "SECRETS",
        "private_key": "SECRET_STUFF",
        "client_email": "SECRET",
        "auth_uri": "https://accounts.google.com/o/oauth2/auth",
        "token_uri": "https://oauth2.googleapis.com/token",
        "auth_provider_x509_cert_url": "https://www.googleapis.com/oauth2/v1/certs",
        "client_x509_cert_url": "SECRETS"
    }
}

Development Setup

Pull and Install

git clone https://github.com/pattertj/accountmanager.git
poetry install

Setup Pre-Commit Hooks

poetry run pre-commit install -t pre-commit
poetry run pre-commit install -t pre-push

you ever need to skip these hooks you can run git commit --no-verify or git push --no-verify

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A simple Python console app to log your TDA Account Balance, Buying Power, and Trades.

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