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OpenBB/gamestonk_terminal/portfolio/brokers/README.md
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BROKERS

This page shows the available brokers for loading your holdings. If yours is not listed, please submit a new issue and we will look into adding it.

Current brokers:

  • rh : Robinhood
  • ally: Ally
  • dg : Degiro

Once this screen is accessed, the first command to be run is

login [brokers]

The brokers should just be your brokers from the list shown on the first menu. To login to Robinhood, the command is

login rh

To login to both robinhood and alpaca:

login rh alp

After logging in, the help menu will display which brokers you logged into.

Your login information should be stored as environment variables in config file, but check each individual section for specifics.

ROBINHOOD

  • rhhold
    • Look at current (stock only) holdings
  • rhhist
    • Get and plot historical portfolio

ALLY

DEGIRO standalone menu

Merge

  • hold
    • View holdings across all brokers

ROBINHOOD

Robinhood has Two Factor Authentication, so you will likely be prompted to enter a code that is texted/emailed to you.

NOTE THAT LOGGING IN WILL SAVE A TOKEN TO os.path.expanduser("~")/.tokens WHICH CAN BE USED TO LOGIN EVEN IF USER CREDENTIALS ARE INCORRECT.

In order to login, the config file requires two variables:

  • "GT_RH_USERNAME"
  • "GT_RH_PASSWORD"

rhhold

Displays current holdings to the console:

usage: rhhold

There are no additional flags. This just prints all current stonks, their last price, previous close, your equity and the % change from previous close.

Example:

hold

rhhist

Display your RH portfolio based on provided interval and span. Based on the API data availability, plotted as a candlestick chart.

usage: rhhist [-s --span] [-i --interval]
  • -s/--span : How long to look back. Defaults to the day. Options:
    • [day, week, month, 3month, year, 5year, all]
  • -i/--interval: Data resolution. Defaults to 10minute intervals. Options:
    • [5minute, 10minute, hour, day, week]

Example Default Output:

rhhist

ALLY

In order to access your Ally Invest account through the API, you must first acquire a key from your Ally Invest Account.

Once you have this, you want to load in the following environment variables (similar to alpaca, the api will access these directly from the environment)

  • ALLY_CONSUMER_KEY
  • ALLY_CONSUMER_SECRET
  • ALLY_OAUTH_TOKEN
  • ALLY_OAUTH_SECRET
  • ALLY_ACCOUNT_NBR
    • This is obtained from your actual account - not through the api application.

As of writing this, the ally API does not provide historical portfolio data, so only a holdings option is provided.

allyhold

Show all Ally Invest holdings:

usage : allyhold

No additional flags.

Merge

When logged into 1 or more brokers - this option is available. Currently, this allows for viewing holding across all platforms. The PnL is shown for all time (Market Value and your Cost Basis)

hold

Show holdings across all brokers that are logged in.

usage: hold

Currently no additional flags. If not all brokers are represented, double check that they are logged in.