✨ AutoRSA ✨

Discord Bot and CLI Tool

A CLI tool and Discord bot to buy, sell, and monitor holdings across multiple brokerage accounts!

🤔 How Does It Work? 🤔

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.

📝 Installation 📝

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.

🛠️ Pre-Setup 🛠️

1. Install git for your operating system.
2. Clone this repository and cd into it:

git clone https://github.com/NelsonDane/auto-rsa.git
cd auto-rsa

3. Copy the .env.example file to a new file called .env:

cp .env.example .env

4. 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.

🤖 Discord Bot Installation 🤖

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.

🐳 Discord Bot: Docker 🐳

1. Add DISCORD_TOKEN and DISCORD_CHANNEL to your .env file.
2. Create the container using the provided docker-compose.yml file:

docker-compose up -d

3. 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.

🏃‍♂️ Discord Bot: Python Script 🏃‍♀️

1. Install Python 3.10 or higher
2. Install the required packages:

pip install -r requirements.txt

3. Add DISCORD_TOKEN and DISCORD_CHANNEL to your .env file.
4. Start the bot using the following command:

python autoRSA.py discord

5. The bot should appear online in Discord (You can also do !ping to check).

💻 CLI Tool Installation 💻

To run the CLI tool, follow these steps:

1. Install Python 3.10 or higher
2. Install the required packages:

pip install -r requirements.txt

4. 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.

👀 Usage 👀

To buy and sell stocks, use this command:

<action> <amount> <ticker> <accounts> <dry>

For example, to buy 1 AAPL in all accounts:

buy 1 AAPL all false

For a dry run of the above command in Robinhood only:

buy 1 AAPL robinhood true

For a real run on Fidelity and Robinhood, but not Schwab:

buy 1 AAPL fidelity,robinhood not schwab false

For a real run on Fidelity and Robinhood but not Schwab buying both AAPL and GOOG:

buy 1 AAPL,GOOG fidelity,robinhood not schwab false

To check your account holdings:

holdings <accounts>

To restart the Discord bot (only for the Docker Discord bot):

!restart (without appending !rsa)

For help:

!help (without appending !rsa)

⚙️ Parameters Explanation ⚙️

• <prefix>: string, The prefix for the command. For the Discord bot, this is !rsa. For the CLI tool, this is python 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 proceeding not, What brokerages to exclude from command. Separate multiple brokerages with commas and no spaces.
• <dry>: boolean, Whether to run in dry mode (in which no transactions are made. Useful for testing). Set to True, False, or just write dry forTrue. Defaults to True, 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
• Robinhood
• Schwab
• Tastytrade
• Tradier
• Webull

This is useful for brokers that provide quick turnaround times, hence the nickname "day 1".

🗺️ Other Guides 🗺️

More detailed guides for some of the difficult setups:

• Discord Bot Setup
• Robinhood 2FA Setup
• Schwab 2FA Setup

🤝 Contributing 🤝

Found or fixed a bug? Have a feature request? Want to add support for a new brokerage? Feel free to open an issue or pull request!

Enjoying the project? Feel free to Sponsor me on GitHub or Ko-fi!

😳 DISCLAIMER 😳

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.

👍 Supported brokerages 👍

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.

Chase

Made by MaxxRK using the chaseinvest-api. Go give them a ⭐

• CHASE_USERNAME
• CHASE_PASSWORD
• CELL_PHONE_LAST_FOUR

.env file format:

• CHASE=CHASE_USERNAME:CHASE_PASSWORD:CELL_PHONE_LAST_FOUR

Fennel

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.

Fidelity

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

Firstrade

Made by MaxxRK using the firstrade-api. Go give them a ⭐

Required .env variables:

• FIRSTRADE_USERNAME
• FIRSTRADE_PASSWORD
• FIRSTRADE_PIN

.env file format:

• FIRSTRADE=FIRSTRADE_USERNAME:FIRSTRADE_PASSWORD:FIRSTRADE_PIN

Public

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.

Robinhood

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.

Schwab

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.

Tradier

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.

Tastytrade

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

Webull

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.

🤷‍♂️ Maybe future brokerages 🤷‍♀️

Vanguard

In progress here.

SoFi

In progress here.

👎 Never working brokerages 👎

Stash

Why.