(C#) ETrade v1 View Portfolio

Get portfolio information for a selected brokerage account.

Chilkat .NET Downloads Chilkat .NET Framework Chilkat for .NET Core

// This example requires the Chilkat API to have been previously unlocked.
// See Global Unlock Sample for sample code.

Chilkat.Http http = new Chilkat.Http();

http.OAuth1 = true;
http.OAuthVerifier = "";
http.OAuthConsumerKey = "ETRADE_CONSUMER_KEY";
http.OAuthConsumerSecret = "ETRADE_CONSUMER_SECRET";

// Load the access token previously obtained via the OAuth1 3-Legged Authorization examples Step1 and Step2.
Chilkat.JsonObject json = new Chilkat.JsonObject();
bool success = json.LoadFile("qa_data/tokens/etrade.json");
if (success != true) {
    Debug.WriteLine("Failed to load OAuth1 token");
    return;
}

http.OAuthToken = json.StringOf("oauth_token");
http.OAuthTokenSecret = json.StringOf("oauth_token_secret");

// See the ETrade v1 API documentation HERE.

http.SetUrlVar("accountIdKey","vsnhtF7d9jXxBy6HyaAC4vQ");
string respStr = http.QuickGetStr("https://apisb.etrade.com/v1/accounts/{$accountIdKey}/portfolio");
if (http.LastMethodSuccess != true) {
    Debug.WriteLine(http.LastErrorText);
    return;
}

// A 200 status code indicates success.
int statusCode = http.LastStatus;
Debug.WriteLine("statusCode = " + Convert.ToString(statusCode));

// Use the following online tool to generate parsing code from sample XML: 
// Generate Parsing Code from XML

// A sample XML response is shown below...

Chilkat.Xml xml = new Chilkat.Xml();
xml.LoadXml(respStr);

string tagPath;
int accountId;
int i;
int count_i;
string positionId;
int expiryDay;
int expiryMonth;
int expiryYear;
string securityType;
int strikePrice;
string symbol;
string symbolDescription;
int dateAcquired;
int pricePaid;
int commissions;
int otherFees;
int quantity;
string positionIndicator;
string positionType;
string daysGain;
string daysGainPct;
string marketValue;
int totalCost;
string totalGain;
int totalGainPct;
string pctOfPortfolio;
int costPerShare;
int todayCommissions;
int todayFees;
int todayPricePaid;
int todayQuantity;
string adjPrevClose;
string change;
string changePct;
string lastTrade;
int lastTradeTime;
string quoteStatus;
int volume;
string lotsDetails;
string quoteDetails;
int totalPages;

accountId = xml.GetChildIntValue("AccountPortfolio|accountId");
i = 0;
count_i = xml.NumChildrenHavingTag("AccountPortfolio|Position");
while (i < count_i) {
    xml.I = i;
    positionId = xml.GetChildContent("AccountPortfolio|Position[i]|positionId");
    expiryDay = xml.GetChildIntValue("AccountPortfolio|Position[i]|Product|expiryDay");
    expiryMonth = xml.GetChildIntValue("AccountPortfolio|Position[i]|Product|expiryMonth");
    expiryYear = xml.GetChildIntValue("AccountPortfolio|Position[i]|Product|expiryYear");
    securityType = xml.GetChildContent("AccountPortfolio|Position[i]|Product|securityType");
    strikePrice = xml.GetChildIntValue("AccountPortfolio|Position[i]|Product|strikePrice");
    symbol = xml.GetChildContent("AccountPortfolio|Position[i]|Product|symbol");
    symbolDescription = xml.GetChildContent("AccountPortfolio|Position[i]|symbolDescription");
    dateAcquired = xml.GetChildIntValue("AccountPortfolio|Position[i]|dateAcquired");
    pricePaid = xml.GetChildIntValue("AccountPortfolio|Position[i]|pricePaid");
    commissions = xml.GetChildIntValue("AccountPortfolio|Position[i]|commissions");
    otherFees = xml.GetChildIntValue("AccountPortfolio|Position[i]|otherFees");
    quantity = xml.GetChildIntValue("AccountPortfolio|Position[i]|quantity");
    positionIndicator = xml.GetChildContent("AccountPortfolio|Position[i]|positionIndicator");
    positionType = xml.GetChildContent("AccountPortfolio|Position[i]|positionType");
    daysGain = xml.GetChildContent("AccountPortfolio|Position[i]|daysGain");
    daysGainPct = xml.GetChildContent("AccountPortfolio|Position[i]|daysGainPct");
    marketValue = xml.GetChildContent("AccountPortfolio|Position[i]|marketValue");
    totalCost = xml.GetChildIntValue("AccountPortfolio|Position[i]|totalCost");
    totalGain = xml.GetChildContent("AccountPortfolio|Position[i]|totalGain");
    totalGainPct = xml.GetChildIntValue("AccountPortfolio|Position[i]|totalGainPct");
    pctOfPortfolio = xml.GetChildContent("AccountPortfolio|Position[i]|pctOfPortfolio");
    costPerShare = xml.GetChildIntValue("AccountPortfolio|Position[i]|costPerShare");
    todayCommissions = xml.GetChildIntValue("AccountPortfolio|Position[i]|todayCommissions");
    todayFees = xml.GetChildIntValue("AccountPortfolio|Position[i]|todayFees");
    todayPricePaid = xml.GetChildIntValue("AccountPortfolio|Position[i]|todayPricePaid");
    todayQuantity = xml.GetChildIntValue("AccountPortfolio|Position[i]|todayQuantity");
    adjPrevClose = xml.GetChildContent("AccountPortfolio|Position[i]|adjPrevClose");
    change = xml.GetChildContent("AccountPortfolio|Position[i]|Quick|change");
    changePct = xml.GetChildContent("AccountPortfolio|Position[i]|Quick|changePct");
    lastTrade = xml.GetChildContent("AccountPortfolio|Position[i]|Quick|lastTrade");
    lastTradeTime = xml.GetChildIntValue("AccountPortfolio|Position[i]|Quick|lastTradeTime");
    quoteStatus = xml.GetChildContent("AccountPortfolio|Position[i]|Quick|quoteStatus");
    volume = xml.GetChildIntValue("AccountPortfolio|Position[i]|Quick|volume");
    lotsDetails = xml.GetChildContent("AccountPortfolio|Position[i]|lotsDetails");
    quoteDetails = xml.GetChildContent("AccountPortfolio|Position[i]|quoteDetails");
    i = i + 1;
}

totalPages = xml.GetChildIntValue("AccountPortfolio|totalPages");

// <?xml version="1.0" encoding="UTF-8"?>
// <PortfolioResponse>
//    <AccountPortfolio>
//       <accountId>83554788</accountId>
//       <Position>
//          <positionId>10087531</positionId>
//          <Product>
//             <expiryDay>0</expiryDay>
//             <expiryMonth>0</expiryMonth>
//             <expiryYear>0</expiryYear>
//             <securityType>EQ</securityType>
//             <strikePrice>0</strikePrice>
//             <symbol>A</symbol>
//          </Product>
//          <symbolDescription>A</symbolDescription>
//          <dateAcquired>-68400000</dateAcquired>
//          <pricePaid>0</pricePaid>
//          <commissions>0</commissions>
//          <otherFees>0</otherFees>
//          <quantity>-120</quantity>
//          <positionIndicator>TYPE2</positionIndicator>
//          <positionType>SHORT</positionType>
//          <daysGain>190.80</daysGain>
//          <daysGainPct>2.4472</daysGainPct>
//          <marketValue>-7605.60</marketValue>
//          <totalCost>0</totalCost>
//          <totalGain>-7605.60</totalGain>
//          <totalGainPct>0</totalGainPct>
//          <pctOfPortfolio>-0.0008</pctOfPortfolio>
//          <costPerShare>0</costPerShare>
//          <todayCommissions>0</todayCommissions>
//          <todayFees>0</todayFees>
//          <todayPricePaid>0</todayPricePaid>
//          <todayQuantity>0</todayQuantity>
//          <adjPrevClose>64.970000</adjPrevClose>
//          <Quick>
//             <change>-1.59</change>
//             <changePct>-2.4472</changePct>
//             <lastTrade>63.38</lastTrade>
//             <lastTradeTime>1529429280</lastTradeTime>
//             <quoteStatus>DELAYED</quoteStatus>
//             <volume>2431617</volume>
//          </Quick>
//          <lotsDetails>https://api.etrade.com/v1/accounts/JDIozUumZpHdgbIjMnAAHQ/portfolio/10087531</lotsDetails>
//          <quoteDetails>https://api.etrade.com/v1/market/quote/A</quoteDetails>
//       </Position>
//       <Position>
//          <positionId>140357348131</positionId>
//          <Product>
//             <expiryDay>0</expiryDay>
//             <expiryMonth>0</expiryMonth>
//             <expiryYear>0</expiryYear>
//             <securityType>EQ</securityType>
//             <strikePrice>0</strikePrice>
//             <symbol>TWTR</symbol>
//          </Product>
//          <symbolDescription>TWTR</symbolDescription>
//          <dateAcquired>-68400000</dateAcquired>
//          <pricePaid>0</pricePaid>
//          <commissions>0</commissions>
//          <otherFees>0</otherFees>
//          <quantity>3</quantity>
//          <positionIndicator>TYPE2</positionIndicator>
//          <positionType>LONG</positionType>
//          <daysGain>-3.915</daysGain>
//          <daysGainPct>-2.8369</daysGainPct>
//          <marketValue>134.085</marketValue>
//          <totalCost>0</totalCost>
//          <totalGain>134.085</totalGain>
//          <totalGainPct>0</totalGainPct>
//          <pctOfPortfolio>0.0235</pctOfPortfolio>
//          <costPerShare>0</costPerShare>
//          <todayCommissions>0</todayCommissions>
//          <todayFees>0</todayFees>
//          <todayPricePaid>0</todayPricePaid>
//          <todayQuantity>0</todayQuantity>
//          <adjPrevClose>46.000000</adjPrevClose>
//          <Quick>
//             <change>-1.305</change>
//             <changePct>-2.8369</changePct>
//             <lastTrade>44.695</lastTrade>
//             <lastTradeTime>1529429280</lastTradeTime>
//             <quoteStatus>DELAYED</quoteStatus>
//             <volume>26582141</volume>
//          </Quick>
//          <lotsDetails>https://api.etrade.com/v1/accounts/yIFaUoJ81qyAhgxLWRQ42g/portfolio/140357348131</lotsDetails>
//          <quoteDetails>https://api.etrade.com/v1/market/quote/TWTR</quoteDetails>
//       </Position>
//       <totalPages>1</totalPages>
//    </AccountPortfolio>
// </PortfolioResponse>