SnapTrade Trading Skill
SnapTrade connects OpenClaw to the user's brokerage (IBKR, Questrade, Alpaca,
and more) through a unified API. This skill handles all account data retrieval
and order execution. For market price data and OHLCV bars, use the
massive-data-feed skill — SnapTrade does not provide chart data.
Setup
Run once before first use:
bash scripts/setup.sh
source .venv-snaptrade/bin/activate
See README.md for full onboarding — how to get credentials, register a user,
and connect a brokerage account.
SDK Initialization
Always run this first before any other call:
import os
from snaptrade_client import SnapTrade
snaptrade = SnapTrade(
consumer_key=os.environ["SNAPTRADE_CONSUMER_KEY"],
client_id=os.environ["SNAPTRADE_CLIENT_ID"],
)
user_id = os.environ["SNAPTRADE_USER_ID"]
user_secret = os.environ["SNAPTRADE_USER_SECRET"]
What to do next — read the right reference file
Each reference file covers one domain. Read only what you need.
| Task | Reference file |
|---|---|
| Get accounts, balances, positions, orders, historical value | references/account-data.md |
| Resolve a ticker to a symbol ID + get quotes | references/symbol-resolution.md |
| Place an equity trade (limit, market, bracket) | references/place-orders.md |
| Place an options order (single or multi-leg) | references/options-trading.md |
| Place a crypto order | references/crypto-trading.md |
| Cancel an order or refresh holdings | references/cancel-refresh.md |
| Get historical transactions / activity log | references/historical-data.md |
Key constraints to keep in mind
trade_idfrom an impact check expires in 5 minutes — place the order immediately after getting it, don't do other work in between- SnapTrade does not provide OHLCV or price history — use
massive-data-feedfor that - Not all brokerages support trading — some are data-only connections
- Always resolve symbol IDs fresh — don't cache them long term, they can change
- After any order placement or cancellation, trigger a manual refresh so the account state stays current (see
references/cancel-refresh.md)