optchart — quick run guide

This repository contains a minimal local tool to perform an OAuth handshake with the Schwab API, generate local TLS certs for the redirect server, and fetch option/derivative positions into a local JSON file.

Files of interest

• auth/client.json — stores your Schwab client_id and client_secret (created on first run)
• auth/token.json — saved raw token response after the initial handshake
• auth/cert.pem, auth/key.pem — local TLS certs used for the local redirect server
• data/positions.json — output produced by data.py with option positions

Quick start

1. Install Python dependencies (if needed):

python -m pip install requests cryptography

2. Run the initial auth handshake to create client config and obtain tokens:

python main.py

On first run you will be prompted to paste your Client ID and Client Secret from the Schwab Developer Portal. These will be saved at auth/client.json.

3. Fetch option positions (after successful auth):

python data.py

This writes data/positions.json with the structure: a list of accounts each containing options entries with symbol, quantity, cost_basis, and lots (each lot has lot_init, quantity, cost_basis).

4. Populate tracking data from the saved positions:

python data.py --track

This writes data/tracking.json with current derivative price, strike price, and the current underlying asset price for each option/derivative position.

5. Validate the project (syntax and JSON checks) without calling external APIs:

python test.py

Notes and tips

• The project stores sensitive values locally (auth/client.json and auth/token.json). Do not commit these files to a public repository. Add an appropriate .gitignore before pushing.
• If you want a requirements file, create requirements.txt with requests and cryptography.