# chaseinvest-api
A reverse-engineered python API to interact with the Chase Trading platform.
This is not an official api! This api's functionality may change at any time.
This api provides a means of buying and selling stocks through Chase. It uses playwright to scrape response data and to interact with the website.
---
## Contribution
I am new to coding and new to open-source. I would love any help and suggestions!
## Disclaimer
I am not a financial advisor and not affiliated with Chase in any way. 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.
## Setup
Install using pypi:
```
pip install chaseinvest-api
```
This package requires playwright. After installing chaseinvest-api, you will need to finish the install of playwright. You can do this in most cases by running the command:
```
playwright install
```
If you would like some more information on this, you can find it [here](https://playwright.dev/python/docs/intro).
## Quickstart
The code below will:
- Login and print account info.
- Get a quote for 'INTC' and print out the information
- Place a market order for 'INTC' on the first account in the `account_numbers` list
- Print out the order confirmation
```
import sys
from chase import account as acc
from chase import order as och
from chase import session
from chase import symbols as sym
# create Session Headless does not work at the moment it must be set to false.
cs = session.ChaseSession(title="Title of your profile here", headless=False, profile_path='your/profile/path')
# Login to Chase.com
login_one = cs.login("your_username", "your_password", "last_four_of_your_cell_phone")
# Check if login succeeded without needing 2fa if not then prompt for 2fa code
if login_one == False:
print('Login succeeded without needing 2fa...')
else:
code = input('Please input code that was sent to your phone: ')
login_two = cs.login_two(code)
# Make all account object
all_accounts = acc.AllAccount(cs)
if all_accounts.account_connectors is None:
sys.exit("Failed to get account connectors exiting script...")
# Get Account Identifiers
print("====================================")
print(f"Account Identifiers: {all_accounts.account_connectors}")
# Get Base Account Details
account_ids = list(all_accounts.account_connectors.keys())
print("====================================")
print("ACCOUNT DETAILS")
print("====================================")
for account in account_ids:
account = acc.AccountDetails(account, all_accounts)
print(account.nickname, account.mask, account.account_value)
print("====================================")
# Get Holdings
print("====================================")
print("HOLDINGS")
for account in account_ids:
print("====================================")
print(f"Account: {all_accounts.account_connectors[account]}")
symbols = sym.SymbolHoldings(account, cs)
success = symbols.get_holdings()
if success:
for i, symbol in enumerate(symbols.positions):
if symbols.positions[i]["instrumentLongName"] == "Cash and Sweep Funds":
symbol = symbols.positions[i]["instrumentLongName"]
value = symbols.positions[i]["marketValue"]["baseValueAmount"]
print(f"Symbol: {symbol} Value: {value}")
elif symbols.positions[i]["assetCategoryName"] == "EQUITY":
try:
symbol = symbols.positions[i]["positionComponents"][0][
"securityIdDetail"
][0]["symbolSecurityIdentifier"]
value = symbols.positions[i]["marketValue"]["baseValueAmount"]
quantity = symbols.positions[i]["tradedUnitQuantity"]
print(f"Symbol: {symbol} Value: {value} Quantity: {quantity}")
except KeyError:
symbol = symbols.positions[i]["securityIdDetail"]["cusipIdentifier"]
value = symbols.positions[i]["marketValue"]["baseValueAmount"]
quantity = symbols.positions[i]["tradedUnitQuantity"]
print(f"Symbol: {symbol} Value: {value} Quantity: {quantity}")
else:
print(f"Failed to get holdings for account {account}")
print("====================================")
# Create Order Object
order = och.Order(cs)
# Get Order Statuses
print("====================================")
print("ORDER STATUSES")
for account in account_ids:
order_statuses = order.get_order_statuses(account)
print("====================================")
print(f"Account: {all_accounts.account_connectors[account]}")
for order_status in order_statuses["orderSummaries"]:
order_number = order_status["orderIdentifier"]
order_type = order_status["tradeActionCode"]
order_status_code = order_status["orderStatusCode"]
print(
f"Order Number: {order_number} Side: {order_type} Status: {order_status_code}"
)
print("====================================")
# Get quote for INTC
symbol_quote = sym.SymbolQuote(account_ids[0], cs, "INTC")
print("====================================")
print("SYMBOL QUOTE")
print(
f"{symbol_quote.security_description} ask price {symbol_quote.ask_price}, @{symbol_quote.as_of_time} and the last trade was {symbol_quote.last_trade_price}."
)
print("====================================")
# Place dry run order for INTC
messages = order.place_order(
account_ids[0],
1,
och.PriceType.MARKET,
"INTC",
och.Duration.DAY,
och.OrderSide.BUY,
dry_run=True,
)
if messages["ORDER CONFIRMATION"] != "":
print(messages["ORDER CONFIRMATION"])
else:
print(messages)
```
This code is also in test.py
---
## Implemented Features
- [x] Login
- [x] Login with MFA
- [x] Get Quotes
- [x] Get Account Data
- [x] Place Orders and Receive order confirmation
- [x] Get Currently Held Positions
- [x] Get placed order status
## TO DO
- [ ] Cancel placed orders
- [ ] Options
- [ ] Give me some Ideas!
## If you would like to support me, you can do so here:
[](https://github.com/sponsors/maxxrk)
# chaseAPI233
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"description": "# chaseinvest-api\n A reverse-engineered python API to interact with the Chase Trading platform.\n\n This is not an official api! This api's functionality may change at any time.\n\n This api provides a means of buying and selling stocks through Chase. It uses playwright to scrape response data and to interact with the website.\n\n ---\n\n## Contribution\nI am new to coding and new to open-source. I would love any help and suggestions!\n\n## Disclaimer\nI am not a financial advisor and not affiliated with Chase in any way. 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.\n\n## Setup\nInstall using pypi:\n```\npip install chaseinvest-api\n```\nThis package requires playwright. After installing chaseinvest-api, you will need to finish the install of playwright. You can do this in most cases by running the command:\n```\nplaywright install\n```\nIf you would like some more information on this, you can find it [here](https://playwright.dev/python/docs/intro).\n\n## Quickstart\nThe code below will: \n- Login and print account info. \n- Get a quote for 'INTC' and print out the information\n- Place a market order for 'INTC' on the first account in the `account_numbers` list\n- Print out the order confirmation\n\n```\nimport sys\n\nfrom chase import account as acc\nfrom chase import order as och\nfrom chase import session\nfrom chase import symbols as sym\n\n# create Session Headless does not work at the moment it must be set to false.\ncs = session.ChaseSession(title=\"Title of your profile here\", headless=False, profile_path='your/profile/path')\n\n# Login to Chase.com\nlogin_one = cs.login(\"your_username\", \"your_password\", \"last_four_of_your_cell_phone\")\n\n# Check if login succeeded without needing 2fa if not then prompt for 2fa code\nif login_one == False:\n print('Login succeeded without needing 2fa...')\nelse:\n code = input('Please input code that was sent to your phone: ')\n login_two = cs.login_two(code)\n\n# Make all account object\nall_accounts = acc.AllAccount(cs)\n\nif all_accounts.account_connectors is None:\n sys.exit(\"Failed to get account connectors exiting script...\")\n\n# Get Account Identifiers\nprint(\"====================================\")\nprint(f\"Account Identifiers: {all_accounts.account_connectors}\")\n\n# Get Base Account Details\naccount_ids = list(all_accounts.account_connectors.keys())\n\nprint(\"====================================\")\nprint(\"ACCOUNT DETAILS\")\nprint(\"====================================\")\nfor account in account_ids:\n account = acc.AccountDetails(account, all_accounts)\n print(account.nickname, account.mask, account.account_value)\nprint(\"====================================\")\n\n# Get Holdings\nprint(\"====================================\")\nprint(\"HOLDINGS\")\nfor account in account_ids:\n print(\"====================================\")\n print(f\"Account: {all_accounts.account_connectors[account]}\")\n symbols = sym.SymbolHoldings(account, cs)\n success = symbols.get_holdings()\n if success:\n for i, symbol in enumerate(symbols.positions):\n if symbols.positions[i][\"instrumentLongName\"] == \"Cash and Sweep Funds\":\n symbol = symbols.positions[i][\"instrumentLongName\"]\n value = symbols.positions[i][\"marketValue\"][\"baseValueAmount\"]\n print(f\"Symbol: {symbol} Value: {value}\")\n elif symbols.positions[i][\"assetCategoryName\"] == \"EQUITY\":\n try:\n symbol = symbols.positions[i][\"positionComponents\"][0][\n \"securityIdDetail\"\n ][0][\"symbolSecurityIdentifier\"]\n value = symbols.positions[i][\"marketValue\"][\"baseValueAmount\"]\n quantity = symbols.positions[i][\"tradedUnitQuantity\"]\n print(f\"Symbol: {symbol} Value: {value} Quantity: {quantity}\")\n except KeyError:\n symbol = symbols.positions[i][\"securityIdDetail\"][\"cusipIdentifier\"]\n value = symbols.positions[i][\"marketValue\"][\"baseValueAmount\"]\n quantity = symbols.positions[i][\"tradedUnitQuantity\"]\n print(f\"Symbol: {symbol} Value: {value} Quantity: {quantity}\")\n else:\n print(f\"Failed to get holdings for account {account}\")\nprint(\"====================================\")\n\n# Create Order Object\norder = och.Order(cs)\n\n# Get Order Statuses\nprint(\"====================================\")\nprint(\"ORDER STATUSES\")\nfor account in account_ids:\n order_statuses = order.get_order_statuses(account)\n print(\"====================================\")\n print(f\"Account: {all_accounts.account_connectors[account]}\")\n for order_status in order_statuses[\"orderSummaries\"]:\n order_number = order_status[\"orderIdentifier\"]\n order_type = order_status[\"tradeActionCode\"]\n order_status_code = order_status[\"orderStatusCode\"]\n print(\n f\"Order Number: {order_number} Side: {order_type} Status: {order_status_code}\"\n )\nprint(\"====================================\")\n\n# Get quote for INTC\nsymbol_quote = sym.SymbolQuote(account_ids[0], cs, \"INTC\")\nprint(\"====================================\")\nprint(\"SYMBOL QUOTE\")\nprint(\n f\"{symbol_quote.security_description} ask price {symbol_quote.ask_price}, @{symbol_quote.as_of_time} and the last trade was {symbol_quote.last_trade_price}.\"\n)\nprint(\"====================================\")\n\n# Place dry run order for INTC\nmessages = order.place_order(\n account_ids[0],\n 1,\n och.PriceType.MARKET,\n \"INTC\",\n och.Duration.DAY,\n och.OrderSide.BUY,\n dry_run=True,\n)\nif messages[\"ORDER CONFIRMATION\"] != \"\":\n print(messages[\"ORDER CONFIRMATION\"])\nelse:\n print(messages)\n```\n\nThis code is also in test.py\n\n---\n\n ## Implemented Features\n - 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