A CLI tool and Discord bot to buy, sell, and monitor holdings across multiple brokerage accounts!
This program uses APIs to interface with your brokerages. When available, official APIs are always used. If an official API is not available, then a third-party API is used. As a last resort, Selenium or Playwright Stealth are used to automate the browser.
DISCLAIMER: I am not a financial advisor and not affiliated with any of the brokerages listed below. Use this tool at your own risk. I am not responsible for any losses or damages you may incur by using this project. This tool is provided as-is with no warranty.
I am not responding to issues on this repository. If you have an issue, please Sponsor me below and I will help you directly on Discord (for Sponsors and Contributors only).
However, if you fix the issue yourself, please submit a pull request and I will review it.
There are two ways to use this program: as a Discord bot or as a CLI tool. The setup instructions will be a little different depending on which method you choose. However, both methods require the same pre-setup steps, and the same .env
file format.
- Install
git
for your operating system. - Clone this repository and cd into it:
git clone https://github.com/NelsonDane/auto-rsa.git
cd auto-rsa
- Copy the
.env.example
file to a new file called.env
:
cp .env.example .env
copy .env.example .env
- Fill in the
.env
file with your brokerage credentials. See the Supported Brokerages section for more information.
Now follow the instructions for either the Discord Bot or CLI Tool. Once setup is complete, see the Usage section for how to use the program.
To create your Discord bot and get your DISCORD_TOKEN
for your .env
, follow this guide.
There are two ways to run the Discord bot: using Docker or running the Python script. When running the bot using the Python script, the bot will only be online when the script is running. With Docker, the bot will run in the background, restarting and updating automatically.
- Add
DISCORD_TOKEN
andDISCORD_CHANNEL
to your.env
file. - Create the container using the provided docker-compose.yml file:
docker compose up -d
- The bot should appear online in Discord (You can also do
!ping
to check).
Docker Note: If you make any changes to your .env
file, you will need to restart the container by running docker-compose up -d
again. The bot will also automatically stay up to date thanks to the included Watchtower.
- Install Python 3.10 or higher
- Create a Python virtual environment:
python -m venv autorsa-venv
- Activate the virtual environment:
source ./autorsa-venv/bin/activate
.\autorsa-venv\Scripts\activate
You should see (autorsa-venv)
in your terminal prompt now. You will need to activate this virtual environment every time you close and reopen your terminal.
- Install the required packages:
pip install -r requirements.txt
- Add
DISCORD_TOKEN
andDISCORD_CHANNEL
to your.env
file. - Start the bot using the following command:
python autoRSA.py discord
- The bot should appear online in Discord (You can also do
!ping
to check).
To run the CLI tool, follow these steps:
- Install Python 3.10 or higher
- Create a Python virtual environment:
python -m venv autorsa-venv
- Activate the virtual environment:
source ./autorsa-venv/bin/activate
.\autorsa-venv\Scripts\activate
You should see (autorsa-venv)
in your terminal prompt now. You will need to activate this virtual environment every time you close and reopen your terminal.
- Install the required packages:
pip install -r requirements.txt
- Run the script using
python autoRSA.py
. It should say that no arguments were given, then exit. This is expected, and means everything was installed and set up correctly.
To buy and sell stocks, use this command:
<prefix> <action> <amount> <ticker> <accounts> <dry>
(Parameter explanation below)
For example, to buy 1 AAPL in all accounts:
<prefix> buy 1 AAPL all false
For a dry run of the above command in Robinhood only:
<prefix> buy 1 AAPL robinhood true
For a real run on Fidelity and Robinhood, but not Schwab:
<prefix> buy 1 AAPL fidelity,robinhood not schwab false
For a real run on Fidelity and Robinhood but not Schwab buying both AAPL and GOOG:
<prefix> buy 1 AAPL,GOOG fidelity,robinhood not schwab false
To check your account holdings:
<prefix> holdings <accounts>
For example, to check your account holdings on Chase and Vanguard, but not Robinhood:
<prefix> holdings chase,vanguard not robinhood
To restart the Discord bot:
!restart
(without appending !rsa
or prefix)
For help:
!help
(without appending !rsa
or prefix)
<prefix>
: string, The prefix for the command. For the Discord bot, this is!rsa
. For the CLI tool, this ispython autoRSA.py
.<action>
: string, "buy" or "sell"<amount>
: integer, Amount to buy or sell.<ticker>
: string, The stock ticker to buy or sell. Separate multiple tickers with commas and no spaces.<accounts>
: string, What brokerage to run command in (robinhood, schwab, etc, or all). Separate multiple brokerages with commas and no spaces.<not accounts>
: string proceedingnot
, What brokerages to exclude from command. Separate multiple brokerages with commas and no spaces.<dry>
: boolean, Whether to run indry
mode (in which no transactions are made. Useful for testing). Set toTrue
,False
, or just writedry
forTrue
. Defaults toTrue
, so if you want to run a real transaction, you must set this explicitly.
Note: There are two special keywords you can use when specifying accounts: all
and day1
. all
will use every account that you have set up. day1
will use "day 1" brokers, which are:
- Chase
- Fennel
- Firstrade
- Public
- Schwab
- Tastytrade
- Tradier
- Webull
This is useful for brokers that provide quick turnaround times, hence the nickname "day 1". A couple other keywords that can be used:
most
: will use every account you have setup except for vanguard.fast
: will use every "day 1" broker + robinhood.
More detailed guides for some of the difficult setups:
All brokers: separate account credentials with a colon (":"). For example, SCHWAB_USERNAME:SCHWAB_PASSWORD
. Separate multiple logins with the same broker with a comma (","). For example, SCHWAB_USERNAME:SCHWAB_PASSWORD,SCHWAB_USERNAME2:SCHWAB_PASSWORD2
.
Some brokerages require Playwright
to run. On Windows, the playwright install
command might not be recognized. If this is the case, run python -m playwright install
instead.
Made by MaxxRK using the chaseinvest-api. Go give them a ⭐
CHASE_USERNAME
CHASE_PASSWORD
CELL_PHONE_LAST_FOUR
Optional .env variables:DEBUG
(Set toTrue
to enable debug mode)`
.env
file format:
CHASE=CHASE_USERNAME:CHASE_PASSWORD:CELL_PHONE_LAST_FOUR:DEBUG
Made by yours truly using the fennel-invest-api. Consider giving me a ⭐
Required .env
variables:
FENNEL_EMAIL
.env
file format:
FENNEL=FENNEL_EMAIL
Fennel accounts don't have passwords, so you need to login by inputting the code sent to your email. The script will then save your session credentials for future use.
Made by yours truly using Selenium (and many hours of web scraping).
Required .env
variables:
FIDELITY_USERNAME
FIDELITY_PASSWORD
.env
file format:
FIDELITY=FIDELITY_USERNAME:FIDELITY_PASSWORD
Made by MaxxRK using the firstrade-api. Go give them a ⭐
Required .env
variables:
FIRSTRADE_USERNAME
FIRSTRADE_PASSWORD
FIRSTRADE_OTP
.env
file format:
-
FIRSTRADE=FIRSTRADE_USERNAME:FIRSTRADE_PASSWORD:FIRSTRADE_OTP
-
Note: You may now use any firstrade supported 2fa method, including pin, SMS, Email, or an Authenticator. Place any ONE of the below in the
FIRSTRADE_OTP
field: -
Pin: Use the login pin you created when setting up the account.
-
Phone: Enter your 10 digit phone number with no spaces. I.E. 1234567890
-
Email: Enter your full email address. I.E. autorsa@autorsa.com
-
Authenticator: Use the code generated by Firstrade when adding an authenticator. Click on "Can't scan it?" to get the code.
If you get errors after upgrading, try clearing your cookies in the creds
folder and then trying again.
Made by yours truly using using public-invest-api. Consider giving me a ⭐
Required .env
variables:
PUBLIC_USERNAME
PUBLIC_PASSWORD
.env
file format:
PUBLIC_BROKER=PUBLIC_USERNAME:PUBLIC_PASSWORD
Note: Because Windows already has a PUBLIC
environment variable, you will need to use PUBLIC_BROKER
instead.
Made using robin_stocks. Go give them a ⭐
Required .env
variables:
ROBINHOOD_USERNAME
ROBINHOOD_PASSWORD
ROBINHOOD_TOTP
(If 2fa enabled, else NA)
.env
file format:
- With 2fa:
ROBINHOOD=ROBINHOOD_USERNAME:ROBINHOOD_PASSWORD:ROBINHOOD_TOTP
- Without 2fa:
ROBINHOOD=ROBINHOOD_USERNAME:ROBINHOOD_PASSWORD:NA
Configuring 2fa can be tricky, so follow this guide.
Note: Robinhood saves token cookies in the creds
folder. These take precedence over the username/password set in the .env
file. If you want to change accounts, you will need to delete the cookies in the creds
folder for it to update.
Made using the schwab-api. Go give them a ⭐
Required .env
variables:
SCHWAB_USERNAME
SCHWAB_PASSWORD
SCHWAB_TOTP_SECRET
(If 2fa is enabled, else NA)
.env
file format:
- With 2fa:
SCHWAB=SCHWAB_USERNAME:SCHWAB_PASSWORD:SCHWAB_TOTP_SECRET
- Without 2fa:
SCHWAB=SCHWAB_USERNAME:SCHWAB_PASSWORD:NA
To get your TOTP secret, follow this guide.
Note 1: Think or Swim must be enabled on all accounts. To enable, go to Trade
> Trading Platforms
> Learn how to enable thinkorswim
. Then press Continue
and expand the thinkorswim Access Agreement
and accept it. Then press Continue
again. Then select the checkbox for all available accounts and press Submit
. It may take a day or two for the accounts to be enabled.
Made by ImNotOssy using Selenium. Go give them a ⭐
Required .env
variables:
TORNADO_EMAIL
TORNADO_PASSWORD
.env
file format:
TORNADO=TORNADO_EMAIL:TORNADO_PASSWORD
Made by yours truly using the official Tradier API. Consider giving me a ⭐
Required .env
variables:
TRADIER_ACCESS_TOKEN
.env
file format:
TRADIER=TRADIER_ACCESS_TOKEN
To get your access token, go to your Tradier API settings.
Made by MaxxRK using the tastytrade-api. Go give them a ⭐
Required .env
variables:
TASTYTRADE_USERNAME
TASTYTRADE_PASSWORD
.env
file format:
TASTYTRADE=TASTYTRADE_USERNAME:TASTYTRADE_PASSWORD
Made using the webull library. Go give them a ⭐
Required .env
variables:
WEBULL_USERNAME
WEBULL_PASSWORD
WEBULL_DID
WEBULL_TRADING_PIN
.env
file format:
WEBULL=WEBULL_USERNAME:WEBULL_PASSWORD:WEBULL_DID:WEBULL_TRADING_PIN
Your WEBULL_USERNAME
can be your email or phone number. If using a phone number, it must be formatted as: +1-XXXXXXXXXX or +86-XXXXXXXXXXX.
To get your Webull DID, follow this guide.
Made by MaxxRK using the vanguard-api. Go give them a ⭐
Required .env
variables:
VANGUARD_USERNAME
VANGUARD_PASSWORD
CELL_PHONE_LAST_FOUR
Optional .env
variables:
DEBUG
(Set toTrue
to enable debug mode, otherwiseFalse
)
.env
file format:
VANGUARD=VANGUARD_USERNAME:VANGUARD_PASSWORD:PHONE_LAST_FOUR:DEBUG
In progress here.
Why.