Delphi ActiveX
Delphi ActiveX
ETrade View Portfolio
See more ETrade Examples
Gets portfolio information for the selected brokerage account.Chilkat Delphi ActiveX Downloads
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
success: Integer;
http: TChilkatHttp;
jsonToken: TChilkatJsonObject;
sandboxUrl: WideString;
liveUrl: WideString;
resp: TChilkatHttpResponse;
xml: TChilkatXml;
accountId: Integer;
positionId: Integer;
expiryDay: Integer;
expiryMonth: Integer;
expiryYear: Integer;
securityType: WideString;
strikePrice: Integer;
symbol: WideString;
symbolDescription: WideString;
dateAcquired: WideString;
pricePaid: WideString;
commissions: WideString;
otherFees: WideString;
quantity: Integer;
positionIndicator: WideString;
positionType: WideString;
daysGain: WideString;
daysGainPct: WideString;
marketValue: WideString;
totalCost: WideString;
totalGain: WideString;
totalGainPct: WideString;
pctOfPortfolio: WideString;
costPerShare: WideString;
todayCommissions: Integer;
todayFees: Integer;
todayPricePaid: Integer;
todayQuantity: Integer;
change: WideString;
changePct: WideString;
lastTrade: WideString;
lastTradeTime: Integer;
volume: Integer;
lotsDetails: WideString;
quoteDetails: WideString;
totalPages: Integer;
i: Integer;
count_i: Integer;
begin
success := 0;
// This 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 Authorization
jsonToken := TChilkatJsonObject.Create(Self);
success := jsonToken.LoadFile('qa_data/tokens/etrade.json');
if (success <> 1) then
begin
Memo1.Lines.Add('Failed to load OAuth1 token');
Exit;
end;
http.OAuthToken := jsonToken.StringOf('oauth_token');
http.OAuthTokenSecret := jsonToken.StringOf('oauth_token_secret');
sandboxUrl := 'https://apisb.etrade.com/v1/accounts/{$accountIdKey}/portfolio';
liveUrl := 'https://api.etrade.com/v1/accounts/{$accountIdKey}/portfolio';
http.SetUrlVar('accountIdKey','6_Dpy0rmuQ9cu9IbTfvF2A');
resp := TChilkatHttpResponse.Create(Self);
success := http.HttpNoBody('GET',sandboxUrl,resp.ControlInterface);
if (success = 0) then
begin
Memo1.Lines.Add(http.LastErrorText);
Exit;
end;
// Make sure a successful response was received.
if (resp.StatusCode > 200) then
begin
Memo1.Lines.Add(resp.StatusLine);
Memo1.Lines.Add(resp.Header);
Memo1.Lines.Add(resp.BodyStr);
Exit;
end;
// Sample XML response:
// Use this online tool to generate parsing code from sample XML:
// Generate Parsing Code from XML
// <?xml version="1.0" encoding="UTF-8" standalone="yes"?>
// <PortfolioResponse>
// <AccountPortfolio>
// <accountId>83359700</accountId>
// <Position>
// <positionId>27005131</positionId>
// <Product>
// <expiryDay>0</expiryDay>
// <expiryMonth>0</expiryMonth>
// <expiryYear>0</expiryYear>
// <securityType>EQ</securityType>
// <strikePrice>0</strikePrice>
// <symbol>BR</symbol>
// </Product>
// <symbolDescription>BR</symbolDescription>
// <dateAcquired>-57600000</dateAcquired>
// <pricePaid>0</pricePaid>
// <commissions>0</commissions>
// <otherFees>0</otherFees>
// <quantity>10</quantity>
// <positionIndicator>TYPE2</positionIndicator>
// <positionType>LONG</positionType>
// <daysGain>-2.7999</daysGain>
// <daysGainPct>-1.3346</daysGainPct>
// <marketValue>207</marketValue>
// <totalCost>0</totalCost>
// <totalGain>207</totalGain>
// <totalGainPct>0</totalGainPct>
// <pctOfPortfolio>0.0018</pctOfPortfolio>
// <costPerShare>0</costPerShare>
// <todayCommissions>0</todayCommissions>
// <todayFees>0</todayFees>
// <todayPricePaid>0</todayPricePaid>
// <todayQuantity>0</todayQuantity>
// <Quick>
// <change>-0.28</change>
// <changePct>-1.3346</changePct>
// <lastTrade>20.70</lastTrade>
// <lastTradeTime>1343160240</lastTradeTime>
// <volume>431591</volume>
// </Quick>
// <lotsDetails>https://apisb.etrade.com/v1/accounts/E5Nd4LJBsEi_UyHm4Vio9g/portfolio/27005131</lotsDetails>
// <quoteDetails>https://apisb.etrade.com/v1/market/quote/BR</quoteDetails>
// </Position>
// <Position>
// <positionId>4709131</positionId>
// <Product>
// <expiryDay>0</expiryDay>
// <expiryMonth>0</expiryMonth>
// <expiryYear>0</expiryYear>
// <securityType>EQ</securityType>
// <strikePrice>0</strikePrice>
// <symbol>GLD</symbol>
// </Product>
// <symbolDescription>GLD</symbolDescription>
// <dateAcquired>1335250800000</dateAcquired>
// <pricePaid>1</pricePaid>
// <commissions>5</commissions>
// <otherFees>0</otherFees>
// <quantity>2</quantity>
// <positionIndicator>TYPE1</positionIndicator>
// <positionType>LONG</positionType>
// <daysGain>0.9799</daysGain>
// <daysGainPct>0.3201</daysGainPct>
// <marketValue>307.04</marketValue>
// <totalCost>7</totalCost>
// <totalGain>300.04</totalGain>
// <totalGainPct>4286.2857</totalGainPct>
// <pctOfPortfolio>0.0028</pctOfPortfolio>
// <costPerShare>3.5</costPerShare>
// <todayCommissions>0</todayCommissions>
// <todayFees>0</todayFees>
// <todayPricePaid>0</todayPricePaid>
// <todayQuantity>0</todayQuantity>
// <Quick>
// <change>0.49</change>
// <changePct>0.3201</changePct>
// <lastTrade>153.52</lastTrade>
// <lastTradeTime>1343160000</lastTradeTime>
// <volume>6510878</volume>
// </Quick>
// <lotsDetails>https://apisb.etrade.com/v1/accounts/E5Nd4LJBsEi_UyHm4Vio9g/portfolio/4709131</lotsDetails>
// <quoteDetails>https://apisb.etrade.com/v1/market/quote/GLD</quoteDetails>
// </Position>
// <Position>
// <positionId>4729131</positionId>
// <Product>
// <expiryDay>0</expiryDay>
// <expiryMonth>0</expiryMonth>
// <expiryYear>0</expiryYear>
// <securityType>EQ</securityType>
// <strikePrice>0</strikePrice>
// <symbol>MSFT</symbol>
// </Product>
// <symbolDescription>MSFT</symbolDescription>
// <dateAcquired>1335250800000</dateAcquired>
// <pricePaid>1</pricePaid>
// <commissions>5</commissions>
// <otherFees>0</otherFees>
// <quantity>1</quantity>
// <positionIndicator>TYPE2</positionIndicator>
// <positionType>LONG</positionType>
// <daysGain>-0.13</daysGain>
// <daysGainPct>-0.4439</daysGainPct>
// <marketValue>29.1499</marketValue>
// <totalCost>6</totalCost>
// <totalGain>23.1499</totalGain>
// <totalGainPct>385.8333</totalGainPct>
// <pctOfPortfolio>0.0002</pctOfPortfolio>
// <costPerShare>6</costPerShare>
// <todayCommissions>0</todayCommissions>
// <todayFees>0</todayFees>
// <todayPricePaid>0</todayPricePaid>
// <todayQuantity>0</todayQuantity>
// <Quick>
// <change>-0.13</change>
// <changePct>-0.4439</changePct>
// <lastTrade>29.15</lastTrade>
// <lastTradeTime>1343160000</lastTradeTime>
// <volume>47711254</volume>
// </Quick>
// <lotsDetails>https://apisb.etrade.com/v1/accounts/E5Nd4LJBsEi_UyHm4Vio9g/portfolio/4729131</lotsDetails>
// <quoteDetails>https://apisb.etrade.com/v1/market/quote/MSFT</quoteDetails>
// </Position>
// <Position>
// <positionId>23971131</positionId>
// <Product>
// <expiryDay>0</expiryDay>
// <expiryMonth>0</expiryMonth>
// <expiryYear>0</expiryYear>
// <securityType>EQ</securityType>
// <strikePrice>0</strikePrice>
// <symbol>MSFT</symbol>
// </Product>
// <symbolDescription>MSFT</symbolDescription>
// <dateAcquired>-57600000</dateAcquired>
// <pricePaid>0</pricePaid>
// <commissions>0</commissions>
// <otherFees>0</otherFees>
// <quantity>-10</quantity>
// <positionIndicator>TYPE5</positionIndicator>
// <positionType>SHORT</positionType>
// <daysGain>1.30</daysGain>
// <daysGainPct>-0.4439</daysGainPct>
// <marketValue>-291.5</marketValue>
// <totalCost>0</totalCost>
// <totalGain>-291.5</totalGain>
// <totalGainPct>0</totalGainPct>
// <pctOfPortfolio>-0.0026</pctOfPortfolio>
// <costPerShare>0</costPerShare>
// <todayCommissions>0</todayCommissions>
// <todayFees>0</todayFees>
// <todayPricePaid>0</todayPricePaid>
// <todayQuantity>0</todayQuantity>
// <Quick>
// <change>-0.13</change>
// <changePct>-0.4439</changePct>
// <lastTrade>29.15</lastTrade>
// <lastTradeTime>1343160000</lastTradeTime>
// <volume>47711254</volume>
// </Quick>
// <lotsDetails>https://apisb.etrade.com/v1/accounts/E5Nd4LJBsEi_UyHm4Vio9g/portfolio/23971131</lotsDetails>
// <quoteDetails>https://apisb.etrade.com/v1/market/quote/MSFT</quoteDetails>
// </Position>
// <Position>
// <positionId>4725131</positionId>
// <Product>
// <expiryDay>0</expiryDay>
// <expiryMonth>0</expiryMonth>
// <expiryYear>0</expiryYear>
// <securityType>EQ</securityType>
// <strikePrice>0</strikePrice>
// <symbol>RBL</symbol>
// </Product>
// <symbolDescription>RBL</symbolDescription>
// <dateAcquired>1335250800000</dateAcquired>
// <pricePaid>1</pricePaid>
// <commissions>5</commissions>
// <otherFees>0</otherFees>
// <quantity>2</quantity>
// <positionIndicator>TYPE2</positionIndicator>
// <positionType>LONG</positionType>
// <daysGain>-0.52</daysGain>
// <daysGainPct>-1.0252</daysGainPct>
// <marketValue>50.20</marketValue>
// <totalCost>7</totalCost>
// <totalGain>43.20</totalGain>
// <totalGainPct>617.1428</totalGainPct>
// <pctOfPortfolio>0.0004</pctOfPortfolio>
// <costPerShare>3.5</costPerShare>
// <todayCommissions>0</todayCommissions>
// <todayFees>0</todayFees>
// <todayPricePaid>0</todayPricePaid>
// <todayQuantity>0</todayQuantity>
// <Quick>
// <change>-0.26</change>
// <changePct>-1.0252</changePct>
// <lastTrade>25.10</lastTrade>
// <lastTradeTime>1343159760</lastTradeTime>
// <volume>11827</volume>
// </Quick>
// <lotsDetails>https://apisb.etrade.com/v1/accounts/E5Nd4LJBsEi_UyHm4Vio9g/portfolio/4725131</lotsDetails>
// <quoteDetails>https://apisb.etrade.com/v1/market/quote/RBL</quoteDetails>
// </Position>
// <Position>
// <positionId>20841131</positionId>
// <Product>
// <expiryDay>0</expiryDay>
// <expiryMonth>0</expiryMonth>
// <expiryYear>0</expiryYear>
// <securityType>EQ</securityType>
// <strikePrice>0</strikePrice>
// <symbol>RPI</symbol>
// </Product>
// <symbolDescription>RPI</symbolDescription>
// <dateAcquired>1335250800000</dateAcquired>
// <pricePaid>7.5599</pricePaid>
// <commissions>5</commissions>
// <otherFees>45</otherFees>
// <quantity>2</quantity>
// <positionIndicator>TYPE2</positionIndicator>
// <positionType>LONG</positionType>
// <daysGain>0</daysGain>
// <daysGainPct>0</daysGainPct>
// <marketValue>2.8599</marketValue>
// <totalCost>65.12</totalCost>
// <totalGain>-62.2599</totalGain>
// <totalGainPct>-95.6081</totalGainPct>
// <pctOfPortfolio>0.00</pctOfPortfolio>
// <costPerShare>32.56</costPerShare>
// <todayCommissions>0</todayCommissions>
// <todayFees>0</todayFees>
// <todayPricePaid>0</todayPricePaid>
// <todayQuantity>0</todayQuantity>
// <Quick>
// <change>0</change>
// <changePct>0</changePct>
// <lastTrade>1.43</lastTrade>
// <lastTradeTime>1343150700</lastTradeTime>
// <volume>1803</volume>
// </Quick>
// <lotsDetails>https://apisb.etrade.com/v1/accounts/E5Nd4LJBsEi_UyHm4Vio9g/portfolio/20841131</lotsDetails>
// <quoteDetails>https://apisb.etrade.com/v1/market/quote/RPI</quoteDetails>
// </Position>
// <Position>
// <positionId>4732131</positionId>
// <Product>
// <expiryDay>0</expiryDay>
// <expiryMonth>0</expiryMonth>
// <expiryYear>0</expiryYear>
// <securityType>EQ</securityType>
// <strikePrice>0</strikePrice>
// <symbol>RXD</symbol>
// </Product>
// <symbolDescription>RXD</symbolDescription>
// <dateAcquired>1335250800000</dateAcquired>
// <pricePaid>1</pricePaid>
// <commissions>2.99</commissions>
// <otherFees>0.0099</otherFees>
// <quantity>-3</quantity>
// <positionIndicator>TYPE5</positionIndicator>
// <positionType>SHORT</positionType>
// <daysGain>-1.296</daysGain>
// <daysGainPct>2.6799</daysGainPct>
// <marketValue>-49.6559</marketValue>
// <totalCost>0</totalCost>
// <totalGain>-49.6559</totalGain>
// <totalGainPct>-827.60</totalGainPct>
// <pctOfPortfolio>-0.0004</pctOfPortfolio>
// <costPerShare>0</costPerShare>
// <todayCommissions>0</todayCommissions>
// <todayFees>0</todayFees>
// <todayPricePaid>0</todayPricePaid>
// <todayQuantity>0</todayQuantity>
// <Quick>
// <change>0.432</change>
// <changePct>2.6799</changePct>
// <lastTrade>16.552</lastTrade>
// <lastTradeTime>1343157480</lastTradeTime>
// <volume>2200</volume>
// </Quick>
// <lotsDetails>https://apisb.etrade.com/v1/accounts/E5Nd4LJBsEi_UyHm4Vio9g/portfolio/4732131</lotsDetails>
// <quoteDetails>https://apisb.etrade.com/v1/market/quote/RXD</quoteDetails>
// </Position>
// <totalPages>1</totalPages>
// </AccountPortfolio>
// </PortfolioResponse>
//
xml := TChilkatXml.Create(Self);
xml.LoadXml(resp.BodyStr);
Memo1.Lines.Add(xml.GetXml());
accountId := xml.GetChildIntValue('AccountPortfolio|accountId');
i := 0;
count_i := xml.NumChildrenHavingTag('AccountPortfolio|Position');
while i < count_i do
begin
xml.I := i;
positionId := xml.GetChildIntValue('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.GetChildContent('AccountPortfolio|Position[i]|dateAcquired');
pricePaid := xml.GetChildContent('AccountPortfolio|Position[i]|pricePaid');
commissions := xml.GetChildContent('AccountPortfolio|Position[i]|commissions');
otherFees := xml.GetChildContent('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.GetChildContent('AccountPortfolio|Position[i]|totalCost');
totalGain := xml.GetChildContent('AccountPortfolio|Position[i]|totalGain');
totalGainPct := xml.GetChildContent('AccountPortfolio|Position[i]|totalGainPct');
pctOfPortfolio := xml.GetChildContent('AccountPortfolio|Position[i]|pctOfPortfolio');
costPerShare := xml.GetChildContent('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');
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');
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');
Memo1.Lines.Add('Success.');
end;