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Objective-C

ETrade View Portfolio

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Gets portfolio information for the selected brokerage account.

Chilkat Objective-C Downloads

Objective-C
#import <CkoHttp.h>
#import <CkoJsonObject.h>
#import <NSString.h>
#import <CkoHttpResponse.h>
#import <CkoXml.h>

BOOL success = NO;

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

CkoHttp *http = [[CkoHttp alloc] init];

http.OAuth1 = YES;
http.OAuthVerifier = @"";
http.OAuthConsumerKey = @"ETRADE_CONSUMER_KEY";
http.OAuthConsumerSecret = @"ETRADE_CONSUMER_SECRET";

// Load the access token previously obtained via the OAuth1 Authorization
CkoJsonObject *jsonToken = [[CkoJsonObject alloc] init];
success = [jsonToken LoadFile: @"qa_data/tokens/etrade.json"];
if (success != YES) {
    NSLog(@"%@",@"Failed to load OAuth1 token");
    return;
}

http.OAuthToken = [jsonToken StringOf: @"oauth_token"];
http.OAuthTokenSecret = [jsonToken StringOf: @"oauth_token_secret"];

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

[http SetUrlVar: @"accountIdKey" value: @"6_Dpy0rmuQ9cu9IbTfvF2A"];

CkoHttpResponse *resp = [[CkoHttpResponse alloc] init];
success = [http HttpNoBody: @"GET" url: sandboxUrl response: resp];
if (success == NO) {
    NSLog(@"%@",http.LastErrorText);
    return;
}

// Make sure a successful response was received.
if ([resp.StatusCode intValue] > 200) {
    NSLog(@"%@",resp.StatusLine);
    NSLog(@"%@",resp.Header);
    NSLog(@"%@",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>
// 

CkoXml *xml = [[CkoXml alloc] init];
[xml LoadXml: resp.BodyStr];
NSLog(@"%@",[xml GetXml]);

int accountId;
int positionId;
int expiryDay;
int expiryMonth;
int expiryYear;
NSString *securityType = 0;
int strikePrice;
NSString *symbol = 0;
NSString *symbolDescription = 0;
NSString *dateAcquired = 0;
NSString *pricePaid = 0;
NSString *commissions = 0;
NSString *otherFees = 0;
int quantity;
NSString *positionIndicator = 0;
NSString *positionType = 0;
NSString *daysGain = 0;
NSString *daysGainPct = 0;
NSString *marketValue = 0;
NSString *totalCost = 0;
NSString *totalGain = 0;
NSString *totalGainPct = 0;
NSString *pctOfPortfolio = 0;
NSString *costPerShare = 0;
int todayCommissions;
int todayFees;
int todayPricePaid;
int todayQuantity;
NSString *change = 0;
NSString *changePct = 0;
NSString *lastTrade = 0;
int lastTradeTime;
int volume;
NSString *lotsDetails = 0;
NSString *quoteDetails = 0;
int totalPages;

accountId = [[xml GetChildIntValue: @"AccountPortfolio|accountId"] intValue];
int i = 0;
int count_i = [[xml NumChildrenHavingTag: @"AccountPortfolio|Position"] intValue];
while (i < count_i) {
    xml.I = [NSNumber numberWithInt: i];
    positionId = [[xml GetChildIntValue: @"AccountPortfolio|Position[i]|positionId"] intValue];
    expiryDay = [[xml GetChildIntValue: @"AccountPortfolio|Position[i]|Product|expiryDay"] intValue];
    expiryMonth = [[xml GetChildIntValue: @"AccountPortfolio|Position[i]|Product|expiryMonth"] intValue];
    expiryYear = [[xml GetChildIntValue: @"AccountPortfolio|Position[i]|Product|expiryYear"] intValue];
    securityType = [xml GetChildContent: @"AccountPortfolio|Position[i]|Product|securityType"];
    strikePrice = [[xml GetChildIntValue: @"AccountPortfolio|Position[i]|Product|strikePrice"] intValue];
    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"] intValue];
    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"] intValue];
    todayFees = [[xml GetChildIntValue: @"AccountPortfolio|Position[i]|todayFees"] intValue];
    todayPricePaid = [[xml GetChildIntValue: @"AccountPortfolio|Position[i]|todayPricePaid"] intValue];
    todayQuantity = [[xml GetChildIntValue: @"AccountPortfolio|Position[i]|todayQuantity"] intValue];
    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"] intValue];
    volume = [[xml GetChildIntValue: @"AccountPortfolio|Position[i]|Quick|volume"] intValue];
    lotsDetails = [xml GetChildContent: @"AccountPortfolio|Position[i]|lotsDetails"];
    quoteDetails = [xml GetChildContent: @"AccountPortfolio|Position[i]|quoteDetails"];
    i = i + 1;
}

totalPages = [[xml GetChildIntValue: @"AccountPortfolio|totalPages"] intValue];

NSLog(@"%@",@"Success.");