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JavaScript

ETrade View Portfolio

See more ETrade Examples

Gets portfolio information for the selected brokerage account.
Note
This example is intended for running within a Chilkat.Js embedded JavaScript engine. All Chilkat JavaScript examples require Chilkat v11.4.0 or greater.
JavaScript
var success = false;

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

var http = new CkHttp();

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

// Load the access token previously obtained via the OAuth1 Authorization
var jsonToken = new CkJsonObject();
success = jsonToken.LoadFile("qa_data/tokens/etrade.json");
if (success !== true) {
    console.log("Failed to load OAuth1 token");
    return;
}

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

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

http.SetUrlVar("accountIdKey","6_Dpy0rmuQ9cu9IbTfvF2A");

var resp = new CkHttpResponse();
success = http.HttpNoBody("GET",sandboxUrl,resp);
if (success == false) {
    console.log(http.LastErrorText);
    return;
}

// Make sure a successful response was received.
if (resp.StatusCode > 200) {
    console.log(resp.StatusLine);
    console.log(resp.Header);
    console.log(resp.BodyStr);
    return;
}

// 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>
// 

var xml = new CkXml();
xml.LoadXml(resp.BodyStr);
console.log(xml.GetXml());

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

accountId = xml.GetChildIntValue("AccountPortfolio|accountId");
var i = 0;
var count_i = xml.NumChildrenHavingTag("AccountPortfolio|Position");
while (i < count_i) {
    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;
}

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

console.log("Success.");