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TODO.md

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TODO

Laundry list

commands

  • config
  • info
  • quote
  • buy
  • sell
  • cancel
  • orders
  • positions
  • buy open
  • sell open
  • buy close
  • sell close

config

  • Initialize config file
  • Merge existing config file
  • Merge flag, env, and config file settings in priority
  • Properly use and load environment variables
  • BROKR_ACCESS_TOKEN should be globally available
    • Used for all commands that require auth
  • fix brokerage interface to take in appropriate config

defaults

  • Subcommands should print help if no other values provided
  • Ability to toggle preview-order (default should be set to true)
  • Attempt to set default account if there is only one account number
  • Set sane defaults for placing orders
    • Day expiry by default
    • Preview order enabled by default
  • Errors from commands should not return back --help

quotes

  • Basic functionality
  • Render from template
  • Correctly display time as non-epoch values
  • Correctly set precision to two decimal values
  • Better output view
    • Possibly render from template
  • Colorize/symbolize delta changes
  • Simple quote by default (symbol, price, change, date)
    • Verbose option to output more info

info

  • Display current remaining rate limits
  • Display current configuration, shortcut to cat ~/.brokr.yaml

account

  • Display all accounts under the user
    • $ brokr accounts
    • Mark account that is currently in use
  • Display account information
    • $ brokr account 123456
    • Account number (account type)
    • Account value
    • Buying power (Stock/Option)
    • Cash
    • Stock value (Long/Short)
    • Option value (Long/Short)
  • Change to use account #
    • $ brokr account use 123456

orders/order/cancel

  • Display all orders
    • $ brokr orders
  • Display pending orders
    • $ brokr orders pending
  • Display order 812
    • $ brokr order 812
  • Cancel order 812
    • $ brokr cancel 812

positions

$ brokr positions

version

  • Version for more verbose info (e.g. go version, built time, os/arch)

placing orders

  • Support for equities

  • Support for single-leg options

  • Support for multi-leg options

  • Provide subcommand flags for overwriting defaults (global)

    • --duration={day,gtc}, -d
    • --preview={true,false}, -p

  • Ability to convert a short to sell if there is a position

  • Ability to close a position regardless of side

  • Ability to place limit and stop based on '>' '<'

  • Order commands

    • equities
      • buy - b
      • sell - s
      • short -- ss
      • cover - c
    • options
      • open buy - ob
      • close sell - cs
      • open sell - os
      • close buy - cb
    • close

Example:

$ brokr buy 100 appl limit 120 or $ brokr buy 100 aapl < 120

buy 100 shares of AAPL with limit set at $120, day duration

$ brokr b 100 aapl l 120

potentially provide the ability to shorten command

$ brokr sell 100 appl limit 120

buy 100 shares of AAPL with limit set at $120, day duration

$ brokr s 100 aapl l 120

potentially provide the ability to shorten command

$ brokr short aapl stop 120 limit 100

short 100 shares of aapl with stop at $120 and limit at $100

$ brokr buy open 100 AAPL161223C00115000

Single-leg order: buy-to-open 100 AAPL 115@Dec-23-2016 call contracts

$ brokr bo AAPL161223C00115000

shorter command

$ brokr sell close aapl@115 161223

potentially make it easier to place options orders without knowing options symbol

$ brokr buy open 100 CSCO150117C00035000 sell open 100 CSCO140118C00008000

Multi-leg order: buy-to-open 100 CSCO 35@Jan-17-2015 call contracts and sell-to-open 100 CSCO 35@Jan-18-2014 call contracts

$ brokr close aapl or $brokr c aapl Limit/Stop: $ brokr close aapl limit 100

Close all AAPL positions (excluding options)

Note: open/closecomes before buy/sell to explicitly differentiate an option order from an equity order

Should there be only buy/sell on orders? For instance, sell short turns into sell if there is a long position in the account. Same with buy-to-cover into buy. It will need to make an additional call in this case to make sure that there is an existing position in the account (possibly through preview).

cli behavior

  • Interactive/continuous command (brokrd)
  • better error handling other than using fmt.Println()

docs

  • Write up docs for usage

Tradier API issues

POST ``/v1/accounts/{account_id}/orders`

Requests on a non-existent account_id returns application/xml regardless of whether -H "Accept: application/json" is provided.