(Delphi ActiveX) ETrade v1 View Portfolio

Get portfolio information for a selected brokerage account.

Chilkat for Delphi Downloads Chilkat ActiveX DLL for Delphi Chilkat non-ActiveX DLL for Delphi * The examples here use the ActiveX DLL.

uses
    Winapi.Windows, Winapi.Messages, System.SysUtils, System.Variants, System.Classes, Vcl.Graphics,
    Vcl.Controls, Vcl.Forms, Vcl.Dialogs, Vcl.StdCtrls, Chilkat_TLB;

...

procedure TForm1.Button1Click(Sender: TObject);
var
http: TChilkatHttp;
json: TChilkatJsonObject;
success: Integer;
respStr: WideString;
statusCode: Integer;
xml: TChilkatXml;
tagPath: WideString;
accountId: Integer;
i: Integer;
count_i: Integer;
positionId: WideString;
expiryDay: Integer;
expiryMonth: Integer;
expiryYear: Integer;
securityType: WideString;
strikePrice: Integer;
symbol: WideString;
symbolDescription: WideString;
dateAcquired: Integer;
pricePaid: Integer;
commissions: Integer;
otherFees: Integer;
quantity: Integer;
positionIndicator: WideString;
positionType: WideString;
daysGain: WideString;
daysGainPct: WideString;
marketValue: WideString;
totalCost: Integer;
totalGain: WideString;
totalGainPct: Integer;
pctOfPortfolio: WideString;
costPerShare: Integer;
todayCommissions: Integer;
todayFees: Integer;
todayPricePaid: Integer;
todayQuantity: Integer;
adjPrevClose: WideString;
change: WideString;
changePct: WideString;
lastTrade: WideString;
lastTradeTime: Integer;
quoteStatus: WideString;
volume: Integer;
lotsDetails: WideString;
quoteDetails: WideString;
totalPages: Integer;

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

http := TChilkatHttp.Create(Self);

http.OAuth1 := 1;
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.
json := TChilkatJsonObject.Create(Self);
success := json.LoadFile('qa_data/tokens/etrade.json');
if (success <> 1) then
  begin
    Memo1.Lines.Add('Failed to load OAuth1 token');
    Exit;
  end;

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

// See the ETrade v1 API documentation HERE.

http.SetUrlVar('accountIdKey','vsnhtF7d9jXxBy6HyaAC4vQ');
respStr := http.QuickGetStr('https://apisb.etrade.com/v1/accounts/{$accountIdKey}/portfolio');
if (http.LastMethodSuccess <> 1) then
  begin
    Memo1.Lines.Add(http.LastErrorText);
    Exit;
  end;

// A 200 status code indicates success.
statusCode := http.LastStatus;
Memo1.Lines.Add('statusCode = ' + IntToStr(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...

xml := TChilkatXml.Create(Self);
xml.LoadXml(respStr);

accountId := xml.GetChildIntValue('AccountPortfolio|accountId');
i := 0;
count_i := xml.NumChildrenHavingTag('AccountPortfolio|Position');
while i < count_i do
  begin
    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;
  end;

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>
end;