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Mentions schwab-py and future of tda-api #346

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Mentions schwab-py and future of tda-api #346

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7bcf943
Updated the `README.rst` file to mention the `schwab-py` API
HenryAsa Apr 14, 2024
8ac2d6a
Fixed small rendering bug with hyperlinks in monospaced text
HenryAsa Apr 14, 2024
d632c73
Updated references to `schwab-py`
HenryAsa Apr 14, 2024
bebaa47
Updated dead links and added section highlighting new `schwab-py` API.
HenryAsa Apr 14, 2024
1f7987e
Minor typo fix
HenryAsa Apr 14, 2024
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19 changes: 19 additions & 0 deletions README.rst
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Expand Up @@ -19,6 +19,25 @@
.. image:: http://codecov.io/github/alexgolec/tda-api/coverage.svg?branch=master
:target: http://codecov.io/github/alexgolec/tda-api?branch=master

``schwab-py`` and ``tda-api``'s Future Following the `Schwab Transition <https://welcome.schwab.com/?cmp=ilc-WKV>`__
--------------------------------------------------------------------------------------------------------------------

With the upcoming transition to Charles Schwab, we have been developing
a new ``schwab-py`` API `(linked here) <https://github.com/alexgolec/schwab-py>`__
which implements much of the functionality of ``tda-api``, but is adapted
for `Charles Schwab's API <https://developer.schwab.com/>`__.
The new ``schwab-py`` API replaces ``tda-api``, and ``tda-api`` will no
longer be actively maintained. All new users should refer to ``schwab-py``
for the latest and most up-to-date features.

TD Ameritrade's API endpoints will no longer work after Friday, May
10th, 2024. All TD Ameritrade clients will have moved to Charles Schwab,
and TD Ameritrade will have turned off the TD Ameritrade API endpoints.

For more details on the future of the `tda-api` and the Schwab Transition,
`read here <https://tda-api.readthedocs.io/en/latest/schwab.html>`__.


What is ``tda-api``?
--------------------

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15 changes: 11 additions & 4 deletions docs/schwab.rst
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Expand Up @@ -41,7 +41,7 @@ As far as we understand it, the implications of this transition for existing

* All accounts will be transitioned to Schwab over the course of 2023.
* Once an account is transitioned to Schwab, it will lose access to the TDAmeritrade REST API. This means all API wrappers will stop working on that account, including ``tda-api``.
* Schwab has announced their intention to provide an API for retail traders, but no such API has materialized yet. They have also `stated that this API will be largely similar to the existing TDAmeritrade API <https://developer.tdameritrade.com/content/trader-api-schwab-integration-guide>`__, with some modifications. Again, details are forthcoming.
* Schwab has announced their intention to provide an API for retail traders, but no such API has materialized yet. They have also `stated that this API will be largely similar to the existing TDAmeritrade API <https://developer.tdameritrade.com/content/trader-api-schwab-integration-guide-june-2023-update>`__, with some modifications. Again, details are forthcoming.


+++++++++++++++++++++++++++++++++++++
Expand Down Expand Up @@ -80,6 +80,13 @@ What happens to the ``tda-api`` app after I transition?
It stops working. You will need to migrate your app to the upcoming Schwab API,
once it becomes available.

We have begun developing a new ``schwab-py`` API `(linked here) <https://github.com/alexgolec/schwab-py>`__
which implements much of the functionality of ``tda-api``, but is adapted
for `Charles Schwab's API <https://developer.schwab.com/>`__. This new API
will be maintained and supported going forward, and replaces ``tda-api``.
``schwab-py`` is still under development with more features rolling out
quickly, and already implements much of the functionality of the original
``tda-api``.

+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
What if I transition before the new Schwab API becomes available?
Expand All @@ -95,7 +102,7 @@ know, the Schwab API will be made available before your account is transitioned,
and your access to a retail trading API will not be interrupted. However, this
scenario has not been ruled out, either. TDAmeritrade's/Schwab's `integration
guide
<https://developer.tdameritrade.com/content/trader-api-schwab-integration-guide>`__
<https://developer.tdameritrade.com/content/trader-api-schwab-integration-guide-june-2023-update>`__
says *"It is possible that a TDA brokerage account may not be migrated to Schwab
brokerage before Schwab endpoints are live,"* although we're frankly at a loss
for how to interpret that statement.
Expand All @@ -117,7 +124,7 @@ this is based on preliminary information and subject to change at any time:
* TDAmeritrade/Schwab has also confirmed that you will need to register a new
application, i.e. receive a new API key. Schwab has announced this will happen
in `"early 2023."
<https://developer.tdameritrade.com/content/trader-api-schwab-integration-guide>`__
<https://developer.tdameritrade.com/content/trader-api-schwab-integration-guide-june-2023-update>`__


---------------------
Expand Down Expand Up @@ -166,4 +173,4 @@ the following links:

* `TDAmeritrade Transition Overview <https://welcome.schwab.com/?aff=WKV>`__ at Charles Schwab
* `TDAmeritrade & Charles Schwab: What to Know <https://www.tdameritrade.com/why-td-ameritrade/td-ameritrade-charles-schwab.html>`__ at TDAmeritrade
* `Trader API Schwab Integration Guide <https://developer.tdameritrade.com/content/trader-api-schwab-integration-guide>`__ at TDAmeritrade's developer portal
* `Trader API Schwab Integration Guide <https://developer.tdameritrade.com/content/trader-api-schwab-integration-guide-june-2023-update>`__ at TDAmeritrade's developer portal