@allensarkisyan/schwab-td-ameritrade-api

JavaScript / TypeScript TD Ameritrade API Client Implementation

Overview

This is an unofficial JavaScript/TypeScript client implementation for the Charles Schwab / TD Ameritrade API. It allows developers to interact with TD Ameritrade's services and access financial data programmatically. Please note that this implementation is not affiliated with or endorsed by Charles Schwab and/or TD Ameritrade.

WebSocket client / streaming functionality available with @allensarkisyan/schwab-td-ameritrade-streamer

Features

• MIT Licensed: This project is fully open source and available under the MIT License.
• Cross-Platform: It is designed to work in both Node.js and Browser environments.
• Strongly Typed: The codebase is strongly typed using JSDoc annotations for enhanced code quality and autocompletion support in TypeScript.
• Uses Zod: Zod (for type safety / schema validation)
• Implementation of Official API Endpoints: Official TD Ameritrade API Documentation
• Derived from proprietary & internally developed quantitative trading and research software.

Installation

To install and use this TD Ameritrade API client, you can add it to your project using npm or yarn:

npm install @allensarkisyan/schwab-td-ameritrade-api

yarn add @allensarkisyan/schwab-td-ameritrade-api

Getting Started

To get started with this library, follow the documentation provided here for detailed instructions on how to set up and use the client to access TD Ameritrade's API.

See Examples

Required Configuration Options / Environment Variables

Environment Variable	Option Name	Value
TD_AMERITRADE_CLIENT_ID	clientId	YOUR_TD_AMERITRADE_APPLICATION_CLIENT_ID
TD_AMERITRADE_CALLBACK_URL	callbackUrl	http://localhost:3000/tdcallback

Import Module

/** Using ECMAScript Modules */
import { TDAmeritradeAPI } from '@allensarkisyan/schwab-td-ameritrade-api';

/** Using CommonJS */
const { TDAmeritradeAPI } = require('@allensarkisyan/schwab-td-ameritrade-api');

API Client Initialization

/** Create a new instance of TDAmeritradeAPI */
const tdApi = new TDAmeritradeAPI({
  clientId: process.env.TD_AMERITRADE_CLIENT_ID,
  callbackUrl: process.env.TD_AMERITRADE_CALLBACK_URL
});

createTDAmeritradeAPIClient Factory

import { createTDAmeritradeAPIClient } from '@allensarkisyan/schwab-td-ameritrade-api';

const tdApi = createTDAmeritradeAPIClient({
  clientId: process.env.TD_AMERITRADE_CLIENT_ID,
  callbackUrl: process.env.TD_AMERITRADE_CALLBACK_URL
});

Authentication & Authorization

// Step 1: Initiate Authentication request with TD Ameritrade's servers
// Follow the instructions provided by Charles Schwab / TD Ameritrade.

// Step 2: Get Authorization Response code from the query string to your redirect callback URL.
const searchParams = new URLSearchParams(window.location.search);
const authorizationResponseCode = searchParams.get('code');

// Step 3: Authorize the API Client and retrieve an Access Token
const { data: authResponse } = await tdApi.authenticate(authorizationResponseCode);

Setting Access Token Externally

const USER_ACCESS_TOKEN = authResponse?.access_token;
const REFRESH_TOKEN = authResponse?.refresh_token;

// Set User Access Token externally 
tdApi.setUserAccessToken({
  userAccessToken: USER_ACCESS_TOKEN,
  accessTokenExpires: authResponse?.expires_in,
  refreshToken: REFRESH_TOKEN,
  refreshTokenExpires: authResponse?.refresh_token_expires_in,
});

sequenceDiagram
    User->> Client Application: Initiate Authentication Request
    Client Application--xTD Ameritrade: Authenticate with Credentials
    TD Ameritrade--xClient Application: Responds with Authorization Code
    %% Client Application--xUser: Success
    Client Application-->>TD Ameritrade: Initiate API Authorization and Get Access Token
    TD Ameritrade->>Client Application: Responds with Access Token
    loop Loop Every 30 Minutes
        Client Application-->Client Application: Check Access Token Status with TD Ameritrade...
        alt is Access Token Valid
            Client Application->>TD Ameritrade: Use Access Token
        else is Access Token Expired
            Client Application->>TD Ameritrade: Refresh Access Token
        end
    end
    User->>TD Ameritrade: Make API Requests

Available APIs

NONE: ❌

PARTIAL: 🔳

FULL: ✔️

APIs	AVAILABLE	IMPLEMENTATION
Accounts & Trading	✔️	🔳
Authentication	✔️	✔️
Instruments	✔️	🔳
Market Hours	❌	❌
Movers	✔️	✔️
Option Chains	✔️	✔️
Price History	✔️	✔️
Quotes	✔️	🔳
Transaction History	✔️	🔳
User Info & Preferences	❌	🔳
Watchlist	✔️	🔳

License

This project is licensed under the MIT License - see the LICENSE file for details.

MIT License

Copyright (c) 2023 Allen Sarkisyan

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

Contributing

Contributions are welcome! If you have suggestions, bug reports, or would like to contribute to this project, please open an issue or submit a pull request.

Author

Allen Sarkisyan

Copyright (c) 2019 - 2023 Allen Sarkisyan. XT-TX. All Rights Reserved.