π Tool(s) to Automate Stock orders for Fidelity, Chase, Vanguard, Schwab, & more across multiple accounts (Great for RSA)! βοΈπ΅
BSD-3-CLAUSE License
NVDA, TSLA, AAPL
all in one swift test run! π.side
files with new tickers, account variables, and more in a single click using .sh
or ' .bat
script! πThis project contains the means of automating buy/sell stock orders within:
Note: Although I no longer have an Ally Invest or Merrill Edge account, the existing scripts should still work as intended. While I canβt provide direct updates for those platforms, I am able to assist with bug fixes or issues during a remote TeamViewer session for Gold sponsors.
Gold Sponsors get exclusive access to the private repository, filled with the latest updates, cool features, and handy tools. Hereβs a glimpse of what you can expect as a Gold Sponsor:
The private version of the automation script(s) have been completely reworked for maximum efficiency. Unlike the public version, which requires more configuration and manual setup (like for accounts with Chase and Fidelity), the Gold Sponsor version is designed to be seamless, user-friendly, and fast.
You gain access to the latest updates for brokerage automation and project features, ensuring that any potential optimizations, errors, or bugs are promptly addressed in the private version. In contrast, the public version remains unchanged and is not updated as frequently.
Gain access to the Automated Cash Transfer/Withdrawal tool, which lets you seamlessly consolidate funds from multiple accounts into a single account. This script also allows you to rename multiple accounts for easier management. Additionally, Gold Sponsors receive exclusive access to trading automation for Robinhood and WellsTrade.
Ready to upgrade? Become a Gold Sponsor here and unlock these exclusive benefits!
To use this project, you will need to set the following environment variables in your .env file:
Variable | Description | Type |
---|---|---|
SCHWAB_AI |
Total Number of Schwab Accounts | Integer |
MERRILL_AI |
Total Number of Merrill Accounts | Integer |
VANGUARD_AI |
Total Number of Vanguard Accounts | Integer |
FIDELITY_AI |
Fidelity account numbers | Nested List of Strings |
CHASE_AI |
AI Values found in Chase's Trade URL for each account. You can find Step-By-Step here. | Nested List of Strings |
FIRSTRADE_AI |
Firstrade Account Numbers | List of Strings |
ALLY_AI |
Ally Account Numbers -- In Ally Invest Settings Webpage, change the default orders on the settings for all accounts to be a small penny stock for default stock ticker to minimize risk, Market, 1 Quantity!! | List of Strings |
-- | -- | -- |
CUSTOM_DIR |
Path to the folder to store updated .side files | String |
DYNAMIC |
Dynamic Account Length Feature (0=Off, 1=On) | Integer |
SOFI_AI |
List of account numbers for Sofi Helper Auto.side | List of Strings |
SOFI_ACCOUNT_NAMES |
Account names and numbers for SoFi Auto.side | String |
SOFI_LOGIN |
Login credentials for SoFi Auto.side file | String |
EXCLUDE_ACCOUNTS |
List of SoFi account names to exclude | String |
As a reminder, if you are a Gold Sponsor, please refer to the sponsors
repository README instead of this public version. The sponsor version includes more features and customization options tailored specifically for your needs.
If you prefer, you can store your login information in a .env
file to automatically open and log in to any brokerage. However, I strongly advise against this practice. Instead, I recommend using the login test to open the login URL and manually log in. Storing credentials in a .side
file is discouraged due to security reasons. Multiple account credentials are separated by the :
character.
Please note that the login test is a best-try approach. Some brokerages, like Chase, may block automated logins, but you can quickly fill out the user/password information manually if you choose to use this tool.
Variable | Description | Type | Example |
---|---|---|---|
CHASE_LOGIN |
Chase Account Credentials | String | CHASE_LOGIN="USERNAME:PASSWORD" |
FIDELITY_LOGIN |
Fidelity Account Credentials | String | FIDELITY_LOGIN="USERNAME:PASSWORD" |
FIRSTADE_LOGIN |
Firstrade Account Credentials | String | FIRSTADE_LOGIN="USERNAME:PASSWORD" |
MERRILL_LOGIN |
Merrill Account Credentials | String | MERRILL_LOGIN="USERNAME:PASSWORD" |
SCHWAB_LOGIN |
Schwab Account Credentials | String | SCHWAB_LOGIN="USERNAME:PASSWORD" |
ALLY_LOGIN |
Ally Account Credentials | String | ALLY_LOGIN="USERNAME:PASSWORD" |
VANGUARD_LOGIN |
Vanguard Account Credentials | String | VANGUARD_LOGIN="USERNAME:PASSWORD" |
Refer to .env.example
for more clarity.
Follow these steps to set up and use Selenium IDE for automation:
Download Selenium IDE:
Clone the Repository & Install Dependencies:
git clone https://github.com/Prem-ium/Auto-StockTrader
cd Auto-StockTrader
pip install -r requirements.txt
Configure Environment Variables (.env):
Create a .env
file and set up your environment variables following the formats outlined in the Environmental Variables section.
Run the Python Script:
python main.py
.side
files:python main.py AAPL
python main.py NVDA,TSLA,AAPL
Open Updated .side Files:
.side
project files in Selenium IDE.Execute Desired Automation within Selenium IDE:
I've been diligently working on this project for several months, and I'm thrilled with the progress it has made. Based on user testimonials, it has proven to be an invaluable tool for automating stock ticker orders across multiple brokerage accounts and various brokerages. I am continually striving to enhance its functionality and optimize its efficiency for automated order execution.
If you appreciate my work and would like to show your support, there are two convenient ways to make a donation:
GitHub Sponsors
Buy Me A Coffee
Your generous donations will go a long way in helping me cover the expenses associated with developing new features and promoting the project to a wider audience. I extend my heartfelt gratitude to all those who have already contributed. Thank you for your support!
I'm not available to respond to issues in this repository. For direct support, please consider sponsoring me below under the Silver
or Gold
tier. Keep in mind that the public version is mostly "as built" and is rarely updated, while the private Gold Sponsor version receives regular updates and support.
To ensure a smooth review process, please follow these guidelines when submitting a pull request (PR):
FUNDING.yml
or any present copyright information without approval.Once you have verified that your changes adhere to these guidelines, please open a pull request with your changes and click 'Request Review' on the Pull Request.
By adhering to these guidelines, you help maintain the quality and consistency of the project. Thank you for your interest in making contributions!
This repository follows the BSD 3-Clause βNewβ or βRevisedβ License.
I express my sincere gratitude to my sponsors, donors, & project contributor(s). Your support is invaluable, and it enables me to create exciting projects like this.
Thank you for backing my work. Each one of you plays a crucial role, and I am truly grateful for your contributions. If you find this project interesting, please consider leaving a π, donating, or contributing if you found this project to be helpful!
SET_SPEED
env to control test execution pace on faster computers.I am not a financial advisor, nor am I affiliated with any brokerage mentioned in this repository.
You may use this tool at your own risk. I am not responsible for any financial loss, account restriction, or any other damage that may occur with the use of this tool. This project is provided "as is" and without warranty of any kind.
By using this repository, the user accepts all the risks and agrees to hold the developer(s) harmless from any claims, damages, or losses arising from the use of the project.