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Delphi DLL Web API Examples

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(Delphi DLL) ETrade View Portfolio

Gets portfolio information for the selected brokerage account.

For more information, see https://apisb.etrade.com/docs/api/account/api-portfolio-v1.html

Chilkat for Delphi Downloads

Chilkat non-ActiveX DLL for Delphi

Chilkat ActiveX DLL for Delphi

* The examples here use the non-ActiveX DLL.

uses
    Winapi.Windows, Winapi.Messages, System.SysUtils, System.Variants, System.Classes, Vcl.Graphics,
    Vcl.Controls, Vcl.Forms, Vcl.Dialogs, Vcl.StdCtrls, Http, Xml, HttpResponse, JsonObject;

...

procedure TForm1.Button1Click(Sender: TObject);
var
http: HCkHttp;
jsonToken: HCkJsonObject;
success: Boolean;
sandboxUrl: PWideChar;
liveUrl: PWideChar;
resp: HCkHttpResponse;
xml: HCkXml;
accountId: Integer;
positionId: Integer;
expiryDay: Integer;
expiryMonth: Integer;
expiryYear: Integer;
securityType: PWideChar;
strikePrice: Integer;
symbol: PWideChar;
symbolDescription: PWideChar;
dateAcquired: PWideChar;
pricePaid: PWideChar;
commissions: PWideChar;
otherFees: PWideChar;
quantity: Integer;
positionIndicator: PWideChar;
positionType: PWideChar;
daysGain: PWideChar;
daysGainPct: PWideChar;
marketValue: PWideChar;
totalCost: PWideChar;
totalGain: PWideChar;
totalGainPct: PWideChar;
pctOfPortfolio: PWideChar;
costPerShare: PWideChar;
todayCommissions: Integer;
todayFees: Integer;
todayPricePaid: Integer;
todayQuantity: Integer;
change: PWideChar;
changePct: PWideChar;
lastTrade: PWideChar;
lastTradeTime: Integer;
volume: Integer;
lotsDetails: PWideChar;
quoteDetails: PWideChar;
totalPages: Integer;
i: Integer;
count_i: Integer;

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

http := CkHttp_Create();

CkHttp_putOAuth1(http,True);
CkHttp_putOAuthVerifier(http,'');
CkHttp_putOAuthConsumerKey(http,'ETRADE_CONSUMER_KEY');
CkHttp_putOAuthConsumerSecret(http,'ETRADE_CONSUMER_SECRET');

// Load the access token previously obtained via the OAuth1 Authorization
jsonToken := CkJsonObject_Create();
success := CkJsonObject_LoadFile(jsonToken,'qa_data/tokens/etrade.json');
if (success <> True) then
  begin
    Memo1.Lines.Add('Failed to load OAuth1 token');
    Exit;
  end;

CkHttp_putOAuthToken(http,CkJsonObject__stringOf(jsonToken,'oauth_token'));
CkHttp_putOAuthTokenSecret(http,CkJsonObject__stringOf(jsonToken,'oauth_token_secret'));

sandboxUrl := 'https://apisb.etrade.com/v1/accounts/{$accountIdKey}/portfolio';
liveUrl := 'https://api.etrade.com/v1/accounts/{$accountIdKey}/portfolio';

CkHttp_SetUrlVar(http,'accountIdKey','6_Dpy0rmuQ9cu9IbTfvF2A');

resp := CkHttp_QuickGetObj(http,sandboxUrl);
if (CkHttp_getLastMethodSuccess(http) <> True) then
  begin
    Memo1.Lines.Add(CkHttp__lastErrorText(http));
    Exit;
  end;

// Make sure a successful response was received.
if (CkHttpResponse_getStatusCode(resp) > 200) then
  begin
    Memo1.Lines.Add(CkHttpResponse__statusLine(resp));
    Memo1.Lines.Add(CkHttpResponse__header(resp));
    Memo1.Lines.Add(CkHttpResponse__bodyStr(resp));
    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 := CkXml_Create();
CkXml_LoadXml(xml,CkHttpResponse__bodyStr(resp));
Memo1.Lines.Add(CkXml__getXml(xml));

accountId := CkXml_GetChildIntValue(xml,'AccountPortfolio|accountId');
i := 0;
count_i := CkXml_NumChildrenHavingTag(xml,'AccountPortfolio|Position');
while i < count_i do
  begin
    CkXml_putI(xml,i);
    positionId := CkXml_GetChildIntValue(xml,'AccountPortfolio|Position[i]|positionId');
    expiryDay := CkXml_GetChildIntValue(xml,'AccountPortfolio|Position[i]|Product|expiryDay');
    expiryMonth := CkXml_GetChildIntValue(xml,'AccountPortfolio|Position[i]|Product|expiryMonth');
    expiryYear := CkXml_GetChildIntValue(xml,'AccountPortfolio|Position[i]|Product|expiryYear');
    securityType := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|Product|securityType');
    strikePrice := CkXml_GetChildIntValue(xml,'AccountPortfolio|Position[i]|Product|strikePrice');
    symbol := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|Product|symbol');
    symbolDescription := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|symbolDescription');
    dateAcquired := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|dateAcquired');
    pricePaid := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|pricePaid');
    commissions := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|commissions');
    otherFees := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|otherFees');
    quantity := CkXml_GetChildIntValue(xml,'AccountPortfolio|Position[i]|quantity');
    positionIndicator := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|positionIndicator');
    positionType := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|positionType');
    daysGain := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|daysGain');
    daysGainPct := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|daysGainPct');
    marketValue := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|marketValue');
    totalCost := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|totalCost');
    totalGain := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|totalGain');
    totalGainPct := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|totalGainPct');
    pctOfPortfolio := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|pctOfPortfolio');
    costPerShare := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|costPerShare');
    todayCommissions := CkXml_GetChildIntValue(xml,'AccountPortfolio|Position[i]|todayCommissions');
    todayFees := CkXml_GetChildIntValue(xml,'AccountPortfolio|Position[i]|todayFees');
    todayPricePaid := CkXml_GetChildIntValue(xml,'AccountPortfolio|Position[i]|todayPricePaid');
    todayQuantity := CkXml_GetChildIntValue(xml,'AccountPortfolio|Position[i]|todayQuantity');
    change := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|Quick|change');
    changePct := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|Quick|changePct');
    lastTrade := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|Quick|lastTrade');
    lastTradeTime := CkXml_GetChildIntValue(xml,'AccountPortfolio|Position[i]|Quick|lastTradeTime');
    volume := CkXml_GetChildIntValue(xml,'AccountPortfolio|Position[i]|Quick|volume');
    lotsDetails := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|lotsDetails');
    quoteDetails := CkXml__getChildContent(xml,'AccountPortfolio|Position[i]|quoteDetails');
    i := i + 1;
  end;

totalPages := CkXml_GetChildIntValue(xml,'AccountPortfolio|totalPages');

Memo1.Lines.Add('Success.');

CkHttp_Dispose(http);
CkJsonObject_Dispose(jsonToken);
CkXml_Dispose(xml);

end;
 

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