schwab_orderSearch: Search for orders by date

In schwabr: 'Schwab API' Interface

Search for orders by date

Description

Search for orders associated with a Schwab account over the previous 60 days. The result is a list of three objects:

1. jsonlite formatted extract of all orders

2. all entered orders with details

3. a data frame of all executed orders with the executions

Usage

schwab_orderSearch(
  account_number,
  startDate = Sys.Date() - 30,
  endDate = Sys.Date(),
  maxResults = 50,
  orderStatus = "",
  accessTokenList = NULL
)

Arguments

account_number	A Schwab account number associated with the Access Token
startDate	Orders from a certain date with. Format yyyy-mm-dd.
endDate	Filter orders that occurred before a certain date. Format yyyy-mm-dd
maxResults	the max results to return in the query
orderStatus	search by order status (ACCEPTED, FILLED, EXPIRED, CANCELED, REJECTED, etc). This can be left blank for all orders. See documentation for full list
accessTokenList	A valid Access Token must be set using the output from schwab_auth3_accessToken. The most recent Access Token will be used by default unless one is manually passed into the function.

Value

a list of three objects: a jsonlite formatted extract of all orders, all entered orders with details, a data frame of all executed orders with the executions

Examples

## Not run: 

# Get all orders run over the last 50 days (up to 500)
schwab_orderSearch(account_number = account_number,
            startDate = Sys.Date()-50,
            maxResults = 500, orderStatus = '')


## End(Not run)

schwabr documentation built on April 4, 2025, 2:30 a.m.