Prem-ium/Auto-StockTrader

📈 Tool(s) to Automate Stock orders for Fidelity, Chase, Vanguard, Schwab, & more across multiple accounts (Great for RSA)! ⚙️💵

⚙️ Auto Stock Trader 💵

An awesome repository containing scripts and projects for automating stock orders across multiple brokerages.

Features

• Multiple Stock Tickers Support (ex: NVDA,TSLA,AAPL buys/sells in one test run)
• Multiple Accounts/Login Support
• Dynamic Error Checking & Handling using XPATHs
• Account Slicing (Automate from a specific account & onward)
• Extended Hours Support for Certain Brokerages
• Limit Order Support for Certain Brokerages
• .bat Script to Update .side files with new Tickers, Account Variables, etc.
• Account Login Automation
• JavaScript Account Array Helper Scripts

Notice

Gold GitHub Sponsors will gain access to a private sponsor repository, which includes the latest updates and exclusive features. The free, public version of this project will not be updated as frequently as the sponsor repository. If you are a Gold Sponsor, make sure to reference the sponsor repo's README instead of the public README, as the sponsor repo contains significant upgrades and changes not available in the public version. If you're interested in becoming a Gold Sponsor, you can become one here.

Supported Brokerages

This project contains the means of automating buy/sell stock orders within:

• Ally Invest
• Charles Schwab
• Chase's J.P. Morgan Invest
• Fidelity
• Firstrade
• Merrill Edge Lynch
• Sofi Invest
• Vanguard
• Robinhood (GitHub Gold Sponsor, Early Access)
• WellsTrade (GitHub Gold Sponsor, Exclusive Access)

Note: Please note that although I no longer have an Ally Invest or Merrill Edge account, the existing scripts should still function as intended. However, I won't be able to provide updates or make changes specific to those platforms.

Enviornmental Variables

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
ROBINHOOD_AI*	Total Number of Robinhood Accounts	Integer
WELLSTRADE_AI*	Total Number of Wellstrade Accounts	Integer
--	--	--
CUSTOM_DIR	Path to the folder to store updated .side files	String
INCLUDE_PREMARKET*	Include Pre-Market in Buy/Sell Suite	Boolean
SET_SPEED*	Modify default speed of IDE execution (in milliseconds). Defaults to fastest (0).	Integer
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

* = Reference for Gold Sponsors Only

Need more help?

Login Env Example

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.

Installation

Follow these steps to set up and use Selenium IDE for automation:

1. Download Selenium IDE:

   • Download and install the Selenium IDE browser extension for your preferred browser from the addon extension store. We recommend using Chrome or Chromium browser for the best experience.
     • Chrome Webstore Selenium IDE Page
     • Edge Addon Selenium IDE Page

2. Clone Repository & Install Dependencies:

        git clone https://github.com/Prem-ium/Auto-StockTrader
        cd Auto-StockTrader
        pip install -r requirements.txt

3. Configure Environment Variables (.env):

   • Create .env & Configure your (.env) file using Environmental Variables formats.

4. Run the Python Script:

  python main.py

• Pass a Stock Ticker as an argument to update all .side files

  python main.py APPL

• Seperate multiple with ,

  python main.py NVDA,TSLA,APPL

5. Open Updated Side Files:

   • Open updated .side project files in Selenium IDE.

6. Execute Desired Automation within Selenium IDE:

   • Log in to your brokerage account.
   • Begin running your desired automation tasks in either the buy or sell test tabs.

For the most reliable automation runs, it is recommended to use Chrome or Chromium browser.

Donations

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:

1. GitHub Sponsors

   • Donate via GitHub Sponsors
   • This is the preferred donation method as you can place donations with no transaction fees & possibily receive perks for your donation.
   • 

2. Buy Me A Coffee

   • Donate via 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!

License

This repository follows the BSD 3-Clause “New” or “Revised” License.

Project Tree

📦 
├─ .env.example
├─ .github
│  └─ FUNDING.yml
├─ .gitignore
├─ LICENSE
├─ README.md
├─ main.py
├─ requirements.txt
└─ src
   ├─ Helper_Scripts
   │  ├─ Fidelity_Account_Array.js
   │  ├─ RSA-QuickStart.bat
   │  ├─ RSA-QuickStart.sh
   │  └─ SoFi_Account_Array.js
   ├─ README.MD
   ├─ Selenium_IDE
   │  ├─ Ally_Auto.side
   │  ├─ Chase_Auto.side
   │  ├─ Fidelity_Auto.side
   │  ├─ Firstrade_Auto.side
   │  ├─ Merrill_Auto.side
   │  ├─ Schwab_Auto.side
   │  └─ Vanguard_Auto.side
   └─ X_Archive
      ├─ README.MD
      ├─ Sofi Helper.side
      └─ sofi_main.py

Acknowledgments / Final Remarks

I express my sincere gratitude to my sponsors, donators, & 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 🌟, donating, or contributing if you found this project to be helpful!

Speed Considerations:

• Depending on your computer's speed, you may need to slow down test execution on faster machines (This can be done by assigning the SET_SPEED env, for Gold Sponsors. Otherwise, free-users may adjust the value manually using the slider in Selenium IDE).
• Selecting 'Reference' instead of 'Log' in Selenium IDE can slightly speed up execution.
• Enabling 'Best performance' battery mode on Laptop Battery settings can slightly speed up execution.

⚠️ DISCLAIMER ⚠️

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 and all claims, damages, or losses arising from the use of the project.