search

itsjafer / schwab-api

A python library for placing trades on Charles Schwab
MIT License
201 stars 64 forks source link

Revert "Add settled fund to account information" #34

Closed cnMuggle closed 8 months ago

cnMuggle commented 8 months ago

Reverts itsjafer/schwab-api#24

not compatible with get_account_info_v2

I have tried simply adding 'account["totals"]["SettledFunds"],' or 'account["totals"]["settledFunds"],' in schwab.py. Both doesn't work.

Sorry, I am not good at web page side. So I really don't have the skill to find out what's the correct key word.

image

cnMuggle commented 8 months ago

@QingqiLei sorry to revert this. But it looks like more test for v2 of this keyword is needed. The impact of not using settled fund is attached.

['Caution: This buy order was accepted without sufficient settled funds to trade in your account. If you subsequently sell this security without first delivering sufficient cash by settlement date, you may incur a trading restriction requiring settled cash up front for future purchases. (AC176)']

image

cnMuggle commented 8 months ago

The impact of this shows up. For document purpose, I put the info below.

schwab order failed. ['Caution: This buy order was accepted without sufficient settled funds to trade in your account. If you subsequently sell this security without first delivering sufficient cash by settlement date, you may incur a trading restriction requiring settled cash up front for future purchases. (AC176)'