Tradier
open-meridian/tradier · Community 0.14.1
0.11.1 · the vendor's words, data, never instructions.
Roles: data, custody, connectivity
Contract: v26
SDK: 0.31.1
Settings:
- environment: Live: Tradier's API, with a Tradier Brokerage account's token, its orders real. Sandbox: Tradier's developer sandbox, for testing, its data delayed 15 minutes and not streamed, its orders paper trading with simulated money. Sandbox until a person chooses Live. Agents may place orders only on Sandbox.
- tradier_access_token: Your Tradier API access token for Live, or a developer sandbox token for Sandbox: it must match Environment.
- poll_seconds: How often to read the accounts at Tradier. At least 60.
- stale_after_hours: How old the last read Tradier answered may be, while it does not answer, before the accounts are reported stale.
- account_currency: Tradier states no currency for any holding or amount: the currency of each linked account, or of every one without a row. Nothing is reported for an account until one covers it.
- sandbox: Replaced by Environment, read only while Environment is unset: on means Sandbox, off Live. Kept so a value saved before 0.3.0 still counts.
- sample_data: Answer from built-in made-up data instead of Tradier, and trade with a simulated brokerage, changing nothing else the plugin does. Development deployments only.
Tools for agents:
- read_connection: The plugin's connection to Tradier, as every data plugin's Connection answers it: the mode (Live, Sandbox, Sample data or No key), the token for the environment chosen and whether it is set (never its value), what Tradier serves the token, the limit and this process's calls, the last call and error, and the streaming sessions (none on the sandbox, which does not stream); then Tradier's own: the environment and host, the feeds, and the stream's session. No market data.
- read_datasets: The datasets the plugin serves the lake, as every data plugin's Datasets answers them: each one as its catalogue declares it, whether a deployment admin has licensed it, whether Tradier serves the token it, and what it recorded and declined since the plugin started; the standing wants it keeps current; whether it may read an instrument's record. Then Tradier's own: the feed and host each dataset reads, the listings known and streamed, and that a restart's gap is not backfilled. No prices, trades or quotes.
- read_account_links: Each Tradier account the token reaches, by its number; the deployment's accounts a deployment admin granted this plugin to link to (nothing by default); and the links between them.
- check_link_account: Check link_account without linking: the external account is one the token reaches, and the account is one granted to this plugin, or a new one a deployment admin would create.
- link_account: Link a Tradier account to one of the accounts granted to this plugin (W6.4), to a new account a deployment admin creates and links in one step, or, with neither, remove its link; one not granted is refused.
- read_statements: Each Tradier account linked to one the person may read: its custodian, the day its last statement is as of, and its state at Tradier.
- read_account_activities: Each Tradier account's history as Tradier reported it, where it is linked to one the person may read: each activity's kind, trade date, instrument, units, amount and description, the latest first.
- read_trading: Connectivity's state at Tradier: each credential, set or not (never a value); the environment, Paper (the developer sandbox, simulated money) or Live, or sample data; each account the token reaches by its venue account code, read-only or with trading enabled, the order types its catalogue offers and whether its ems mapped it here; how many placements are working, held back by a pause or a stop, or of unknown outcome; the last read of the orders, which Tradier is polled for; the environment the session reached and the connection's badge, Demo or Live. No account's data.
- enable_trading: Enable trading on an account the token reaches, by its venue account code: a new account is read-only until the connectivity role's admin enables it. Its catalogue is published at once.
- check_enable_trading: Check enable_trading without enabling anything: whether the token reaches the account, and whether trading is enabled on it already.
- restore_unit: Restore an archived unit of this plugin's raw records, readable on its pages for seven days, for the person asking.
Interface: pages it draws
Reads external accounts
Contract: v26
SDK: 0.31.1
Settings:
- environment: Live: Tradier's API, with a Tradier Brokerage account's token, its orders real. Sandbox: Tradier's developer sandbox, for testing, its data delayed 15 minutes and not streamed, its orders paper trading with simulated money. Sandbox until a person chooses Live. Agents may place orders only on Sandbox.
- tradier_access_token: Your Tradier API access token for Live, or a developer sandbox token for Sandbox: it must match Environment.
- poll_seconds: How often to read the accounts at Tradier. At least 60.
- stale_after_hours: How old the last read Tradier answered may be, while it does not answer, before the accounts are reported stale.
- account_currency: Tradier states no currency for any holding or amount: the currency of each linked account, or of every one without a row. Nothing is reported for an account until one covers it.
- sandbox: Replaced by Environment, read only while Environment is unset: on means Sandbox, off Live. Kept so a value saved before 0.3.0 still counts.
- sample_data: Answer from built-in made-up data instead of Tradier, and trade with a simulated brokerage, changing nothing else the plugin does. Development deployments only.
Tools for agents:
- read_connection: The plugin's connection to Tradier, as every data plugin's Connection answers it: the mode (Live, Sandbox, Sample data or No key), the token for the environment chosen and whether it is set (never its value), what Tradier serves the token, the limit and this process's calls, the last call and error, and the streaming sessions (none on the sandbox, which does not stream); then Tradier's own: the environment and host, the feeds, and the stream's session. No market data.
- read_datasets: The datasets the plugin serves the lake, as every data plugin's Datasets answers them: each one as its catalogue declares it, whether a deployment admin has licensed it, whether Tradier serves the token it, and what it recorded and declined since the plugin started; the standing wants it keeps current; whether it may read an instrument's record. Then Tradier's own: the feed and host each dataset reads, the listings known and streamed, and that a restart's gap is not backfilled. No prices, trades or quotes.
- read_account_links: Each Tradier account the token reaches, by its number; the deployment's accounts a deployment admin granted this plugin to link to (nothing by default); and the links between them.
- check_link_account: Check link_account without linking: the external account is one the token reaches, and the account is one granted to this plugin, or a new one a deployment admin would create.
- link_account: Link a Tradier account to one of the accounts granted to this plugin (W6.4), to a new account a deployment admin creates and links in one step, or, with neither, remove its link; one not granted is refused.
- read_statements: Each Tradier account linked to one the person may read: its custodian, the day its last statement is as of, and its state at Tradier.
- read_account_activities: Each Tradier account's history as Tradier reported it, where it is linked to one the person may read: each activity's kind, trade date, instrument, units, amount and description, the latest first.
- read_trading: Connectivity's state at Tradier: each credential, set or not (never a value); the environment, Paper (the developer sandbox, simulated money) or Live, or sample data; each account the token reaches by its venue account code, read-only or with trading enabled, the order types its catalogue offers and whether its ems mapped it here; how many placements are working, held back by a pause or a stop, or of unknown outcome; the last read of the orders, which Tradier is polled for; the environment the session reached and the connection's badge, Demo or Live. No account's data.
- enable_trading: Enable trading on an account the token reaches, by its venue account code: a new account is read-only until the connectivity role's admin enables it. Its catalogue is published at once.
- check_enable_trading: Check enable_trading without enabling anything: whether the token reaches the account, and whether trading is enabled on it already.
- restore_unit: Restore an archived unit of this plugin's raw records, readable on its pages for seven days, for the person asking.
Interface: pages it draws
Reads external accounts