Add this line to your application's Gemfile:
gem 'drive_wealth', github: 'stockflare/drive-wealth', tag: '0.1.0'This Gem wraps all interactions with The DriveWealth API into a format that is convenient for our own internal APIs.
Once installed all DriveWealth actions are objects within the DriveWealth module. Each object is initialized with the parameters required for the DriveWealth call and has one call method to execute the communications with DriveWealth. All objects return the result of the DriveWealth interaction in a response attribute that supports to_h
It is expected that most Stockflare use cases will only use the response.payload as this is a parsed version of the DriveWealth response suitable for Stockflare and it is this output that is tested. For convenience the response.payload is delivered as a Hashie::Mash to allow for method based access, for instance you can can access the status of the call by using response.payload.status.
Additionally a response.raw is provided that contains the raw DriveWealth response. This is provided for development and debug purposes only. Upstream users should only rely on the response.payload and response.messages. This will allow us to deal with minor breaking changes in the DriveWealth API (which is currently in QA) without having to make code changes in upstream users.
All Error cases are handled by raising a subclass of Trading::Errors::DriveWealthException, this object exposes a number of attributes that can you can to_h to the consumer.
Two attributes need to be set
DriveWealth.configure do |config|
config.api_uri = ENV['DriveWealth_BASE_URI']
config.api_key = ENV['DriveWealth_API_KEY']
end
We current support the following broker symbols
{
drive_wealth: 'DriveWealth'
}
{
buy: 'buy',
sell: 'sell',
buy_to_cover: 'buyToCover',
sell_short: 'sellShort'
}
{
market: 'market',
limit: 'limit',
stop_market: 'stopMarket',
stop_limit: 'stopLimit'
}
{
day: 'day',
gtc: 'gtc'
}
Note that the test user does not support type :gtc
Get a Users oAuth token
Example Call:
DriveWealth::User::Link.new(
username: username,
password: password,
broker: broker
).call.response
Successful response:
{:raw=>
{"appTypeID"=>28,
"commissionRate"=>2.99,
"loginState"=>1,
"referralCode"=>"LTJVND",
"sessionKey"=>
"628f9e2b-6acb-4d6f-9fff-63c93d23d9d0.2016-04-28T09:03:21.908Z",
"userID"=>"628f9e2b-6acb-4d6f-9fff-63c93d23d9d0",
"wlpID"=>"DW",
"accounts"=>
[{"accountID"=>"628f9e2b-6acb-4d6f-9fff-63c93d23d9d0.1461255011955",
"accountNo"=>"DPNL000006",
"userID"=>"628f9e2b-6acb-4d6f-9fff-63c93d23d9d0",
"accountType"=>1,
"cash"=>10000,
"currencyID"=>"USD",
"defaultGoalID"=>"19e2709a-94f1-4bbd-9265-e5981d2b57f2",
"freeTradeBalance"=>0,
"goodFaithViolations"=>0,
"ibID"=>"152b3a46-1bc4-4d1e-93a5-ca6f79110d14",
"interestFree"=>false,
"margin"=>1,
"nickname"=>"Shane's Practice Account",
"openedWhen"=>"2016-04-21T16:10:11Z",
"goals"=>[],
"orders"=>[],
"patternDayTrades"=>0,
"positions"=>[],
"status"=>2,
"tradingType"=>"C",
"createdWhen"=>"2016-04-21T16:10:11.955Z",
"bodMoneyMarket"=>10000,
"bodEquityValue"=>0,
"bodCashAvailForWith"=>10000,
"bodCashAvailForTrading"=>10000,
"bodUpdatedWhen"=>"2016-04-28T07:18:06.602Z",
"rtCashAvailForTrading"=>10000.0,
"rtCashAvailForWith"=>10000.0,
"commissionSchedule"=>
{"baseRate"=>2.99,
"baseShares"=>239,
"excessRate"=>0.0125,
"fractionalRate"=>0.99},
"accountMgmtType"=>0,
"bodSmaBal"=>0,
"bodExReq"=>0,
"bodBpx"=>0,
"bodTcashBal"=>0,
"bodEquity"=>0,
"bodHoReq"=>0,
"bodMoneyMkt"=>0,
"longOnly"=>true}],
"instruments"=>[],
"guest"=>false},
:status=>200,
:payload=>
{"type"=>"success",
"user_id"=>"628f9e2b-6acb-4d6f-9fff-63c93d23d9d0",
"user_token"=>
"628f9e2b-6acb-4d6f-9fff-63c93d23d9d0.2016-04-28T09:03:21.908Z"},
:messages=>["success"]}
Link failure will raise a Trading::Errors::LoginException with the following attributes:
{ type: :error,
code: 500,
description: 'Could Not Login',
messages: ['Check your username and password and try again.'] }
example call:
DriveWealth::User::Login.new(
user_id: user_id,
user_token: user_token
).call.response
Successful response without security question:
{:raw=>
{"appTypeID"=>28,
"appVersion"=>"0.1.9",
"commissionRate"=>2.99,
"heartbeatWhen"=>"2016-04-28T09:36:19.243Z",
"ipAddress"=>"86.3.238.56",
"loginState"=>1,
"languageID"=>"en_US",
"loginWhen"=>"2016-04-28T09:36:19.243Z",
"osType"=>"Linux",
"osVersion"=>"Ubuntu 64",
"referralCode"=>"LTJVND",
"scrRes"=>"1920x1080",
"sessionKey"=>
"628f9e2b-6acb-4d6f-9fff-63c93d23d9d0.2016-04-28T09:36:19.243Z",
"userID"=>"628f9e2b-6acb-4d6f-9fff-63c93d23d9d0",
"wlpID"=>"DW",
"accounts"=>
[{"accountID"=>"628f9e2b-6acb-4d6f-9fff-63c93d23d9d0.1461255011955",
"accountNo"=>"DPNL000006",
"userID"=>"628f9e2b-6acb-4d6f-9fff-63c93d23d9d0",
"accountType"=>1,
"cash"=>10000,
"currencyID"=>"USD",
"defaultGoalID"=>"19e2709a-94f1-4bbd-9265-e5981d2b57f2",
"freeTradeBalance"=>0,
"goodFaithViolations"=>0,
"ibID"=>"152b3a46-1bc4-4d1e-93a5-ca6f79110d14",
"interestFree"=>false,
"margin"=>1,
"nickname"=>"Shane's Practice Account",
"openedWhen"=>"2016-04-21T16:10:11Z",
"goals"=>[],
"orders"=>[],
"patternDayTrades"=>0,
"positions"=>[],
"status"=>2,
"tradingType"=>"C",
"createdWhen"=>"2016-04-21T16:10:11.955Z",
"bodMoneyMarket"=>10000,
"bodEquityValue"=>0,
"bodCashAvailForWith"=>10000,
"bodCashAvailForTrading"=>10000,
"bodUpdatedWhen"=>"2016-04-28T07:18:06.602Z",
"rtCashAvailForTrading"=>10000.0,
"rtCashAvailForWith"=>10000.0,
"accountMgmtType"=>0,
"bodSmaBal"=>0,
"bodExReq"=>0,
"bodBpx"=>0,
"bodTcashBal"=>0,
"bodEquity"=>0,
"bodHoReq"=>0,
"bodMoneyMkt"=>0,
"longOnly"=>true}],
"instruments"=>[],
"guest"=>false},
:status=>200,
:payload=>
{"type"=>"success",
"token"=>"628f9e2b-6acb-4d6f-9fff-63c93d23d9d0.2016-04-28T09:36:19.243Z",
"accounts"=>
[{"account_number"=>"DPNL000006",
"name"=>"Shane's Practice Account",
"cash"=>nil,
"power"=>nil,
"day_return"=>nil,
"day_return_percent"=>nil,
"total_return"=>nil,
"total_return_percent"=>nil,
"value"=>nil}]},
:messages=>["success"]}
Security Questions are not supported in DriveWealth
Login failure will raise a Trading::Errors::LoginException with the following attributes:
{ type: :error,
code: 500,
description: 'Could Not Login',
messages: ['Check your username and password and try again.'] }
DriveWealth does not support security questions. A call to this endpoint will return results identical to DriveWealth::User::Login regardless of the security answer provided
Example Call
DriveWealth::User::Verify.new(
token: <token from DriveWealth::User::Login>,
answer: answer
).call.response
All success responses are identical to DriveWealth::User::Login
If the user provides a bad answer then the response will be a success asking another question.
A failure will raise a Trading::Errors::LoginException with the similar attributes:
{ type: :error,
code: 500,
description: 'Could Not Complete Your Request',
messages: ['Your session has expired. Please try again'] }
Get the current financial state of an account
Example Call
DriveWealth::User::Account.new(
token: <token from DriveWealth::User::Login>,
account_number: account_number
).call.response
Example response
{:raw=>
{"availableCash"=>1204.06,
"buyingPower"=>2408.12,
"dayAbsoluteReturn"=>78.42,
"dayPercentReturn"=>3.25,
"longMessages"=>nil,
"shortMessage"=>"Account Overview successfully fetched",
"status"=>"SUCCESS",
"token"=>"3e40016b846f4d20a4b7102a1949f893",
"totalAbsoluteReturn"=>14486.67,
"totalPercentReturn"=>22.84,
"totalValue"=>76489.23},
:status=>200,
:payload=>
{"type"=>"success",
"cash"=>1204.06,
"power"=>2408.12,
"day_return"=>78.42,
"day_return_percent"=>3.25,
"total_return"=>14486.67,
"total_return_percent"=>22.84,
"value"=>22.84,
"token"=>"3e40016b846f4d20a4b7102a1949f893"},
:messages=>["Account Overview successfully fetched"]}
A failure will raise a Trading::Errors::LoginException with the similar attributes:
{ type: :error,
code: 500,
description: 'Could Not Complete Your Request',
messages: ['Your session has expired. Please try again'] }
Example call:
DriveWealth::User::Logout.new(
token: <token from previous login>
).call.response
Successful logout response
{ raw: { 'longMessages' => nil, 'shortMessage' => nil, 'status' => 'SUCCESS', 'token' => '765b7e4056334a27a9b65033b889878e' },
status: 200,
payload: { type: 'success', token: '765b7e4056334a27a9b65033b889878e', accounts: nil },
messages: [] }
Failed Logout will raise a Trading::Errors::LoginException with similar attributes:
{ type: :error,
code: 500,
description: 'Could Not Complete Your Request',
messages: ['Your session has expired. Please try again'] }
Used to stop a users token from expiring, does not send you a new token
Example Call:
DriveWealth::User::Refresh.new(
token: token
).call.response
Response is identical to Trade::User::Login
Failed Logout will raise a Trading::Errors::LoginException with similar attributes:
{ type: :error,
code: 500,
description: 'Could Not Complete Your Request',
messages: ['Your session has expired. Please try again'] }
Example Call
DriveWealth::Positions::Get.new(
token: token,
account_number: account_number
).call.response
Successful response:
{ raw: { 'currentPage' => 0,
'longMessages' => nil,
'positions' =>
[{ 'costbasis' => 103.34,
'holdingType' => 'LONG',
'lastPrice' => 112.34,
'quantity' => 1.0,
'symbol' => 'AAPL',
'symbolClass' => 'EQUITY_OR_ETF',
'todayGainLossDollar' => 3.0,
'todayGainLossPercentage' => 0.34,
'totalGainLossDollar' => 9.0,
'totalGainLossPercentage' => 1.2 },
...
],
'shortMessage' => 'Position successfully fetched',
'status' => 'SUCCESS',
'token' => 'd3e72226aad646cea9e2d6177bd50953',
'totalPages' => 1 },
status: 200,
payload: { positions: [{ quantity: 1, price: 103.34, ticker: 'AAPL', instrument_class: 'equity_or_etf', change: 9.0, holding: 'long' },
{ quantity: -1, price: 103.34, ticker: 'IBM', instrument_class: 'equity_or_etf', change: 9.0, holding: 'short' },
{ quantity: 1, price: 103.34, ticker: 'GE', instrument_class: 'equity_or_etf', change: 9.0, holding: 'short' },
{ quantity: 1, price: 103.34, ticker: 'MSFT', instrument_class: 'equity_or_etf', change: 9.0, holding: 'long' }],
pages: 1,
page: 0,
token: d3e72226aad646cea9e2d6177bd50953},
messages: ['Position successfully fetched'] }
Failed Call will raise a Trading::Errors::PositionException with similar attributes:
{ type: :error,
code: 500,
description: 'Could Not Fetch Your Positions',
messages: ['The account foooooobaaarrrr is not valid or not active anymore.'] }
Example call:
DriveWealth::Order::Preview.new(
token: token,
account_number: account_number,
order_action: :buy,
quantity: 10,
ticker: 'aapl',
price_type: :market,
expiration: :day,
amount: 500,
).call.response
Successful response:
{ raw: { 'ackWarningsList' => [],
'longMessages' => nil,
'orderDetails' =>
{ 'orderSymbol' => 'aapl',
'orderAction' => 'Buy',
'orderQuantity' => 10.0,
'orderExpiration' => 'Day',
'orderPrice' => 'Market',
'orderValueLabel' => 'Estimated Cost',
'orderMessage' => 'You are about to place a market order to buy AAPL',
'lastPrice' => '19.0',
'bidPrice' => '18.0',
'askPrice' => '22.0',
'timestamp' => 'Fri Feb 12 08:51:25 EST 2016',
'estimatedOrderValue' => 25.0,
'estimatedTotalValue' => 28.5,
'buyingPower' => 1234.0,
'longHoldings' => 12.0,
'estimatedOrderCommission' => 3.5 },
'orderId' => 1,
'shortMessage' => nil,
'status' => 'REVIEW_ORDER',
'token' => '140784ef96214a5186041abebdfe038a',
'warningsList' => [] },
status: 200,
payload: { 'type' => 'review',
'ticker' => 'aapl',
'order_action' => :buy,
'quantity' => 10,
'expiration' => :day,
'price_label' => 'Market',
'value_label' => 'Estimated Cost',
'message' => 'You are about to place a market order to buy AAPL',
'last_price' => 19.0,
'bid_price' => 18.0,
'ask_price' => 22.0,
'timestamp' => 1455285085,
'buying_power' => 1234.0,
'estimated_commission' => 3.5,
'estimated_value' => 25.0,
'estimated_total' => 28.5,
'warnings' => [],
'must_acknowledge' => [],
'amount' => 500,
'token' => '140784ef96214a5186041abebdfe038a' },
messages: [] }
Any messages in payload.warnings must be displayed to the user.
any messages in payload.must_acknowledge must be shown to the user with check boxes that they must acknowledge
Place an order previously reviewed by DriveWealth::Order::Preview
Example Call
DriveWealth::Order::Place.new(
token: preview_token
).call.response
Example response
{ raw: { 'broker' => 'your broker',
'confirmationMessage' =>
'Your order message 4049c988b1422d52217af9 to buy 10 shares of aapl at market price has been successfully transmitted to your broker at 12/02/16 1:19 PM EST.',
'longMessages' => ['Transmitted succesfully to your broker'],
'orderInfo' =>
{ 'universalOrderInfo' =>
{ 'action' => 'buy',
'quantity' => '10',
'symbol' => 'aapl',
'price' => { 'type' => 'market' },
'expiration' => 'day' },
'action' => 'Buy',
'quantity' => 10,
'symbol' => 'aapl',
'price' =>
{ 'type' => 'Market',
'last' => 19.0,
'bid' => 18.0,
'ask' => 22.0,
'timestamp' => '2016-02-12T18:19:20Z' },
'expiration' => 'Good For The Day' },
'orderNumber' => '4049c988b1422d52217af9',
'shortMessage' => 'Order Successfully Submitted',
'status' => 'SUCCESS',
'timestamp' => '12/02/16 1:19 PM EST',
'token' => 'dc2427db16d244e7967857cc140cf011' },
status: 200,
payload: { 'type' => 'success',
'ticker' => 'aapl',
'order_action' => :buy,
'quantity' => 10,
'expiration' => :day,
'price_label' => 'Market',
'message' =>
'Your order message 4049c988b1422d52217af9 to buy 10 shares of aapl at market price has been successfully transmitted to your broker at 12/02/16 1:19 PM EST.',
'last_price' => 19.0,
'bid_price' => 18.0,
'ask_price' => 22.0,
'price_timestamp' => 1_455_301_160,
'timestamp' => 1_329_416_340,
'order_number' => '4049c988b1422d52217af9',
'token' => 'dc2427db16d244e7967857cc140cf011' },
messages: ['Order Successfully Submitted'] }
Failed Call will raise a Trading::Errors::OrderException with similar attributes:
{:type=>:error,
:code=>500,
:broker_code=>600,
:description=>"Could Not Complete Your Request",
:messages=>["Your session has expired. Please try again"]}
Get the status of all user orders or get the status of a single order
Example Call
DriveWealth::Order::Place.new(
token: preview_token,
account_number,
order_number
).call.response
Omit the order_number to get the status of all orders for the account
Example response
{:raw=>
{"accountNumber"=>"brkAcct1",
"longMessages"=>nil,
"orderStatusDetailsList"=>
[{"groupOrderId"=>nil,
"groupOrderType"=>"null",
"groupOrders"=>[],
"orderExpiration"=>"DAY",
"orderLegs"=>
[{"action"=>"BUY",
"filledQuantity"=>0,
"fills"=>[],
"orderedQuantity"=>5000,
"priceInfo"=>
{"bracketLimitPrice"=>0.0,
"conditionFollowPrice"=>nil,
"conditionPrice"=>0.0,
"conditionSymbol"=>nil,
"conditionType"=>nil,
"initialStopPrice"=>0.0,
"limitPrice"=>0.0,
"stopPrice"=>0.0,
"trailPrice"=>0.0,
"triggerPrice"=>0.0,
"type"=>"MARKET"},
"symbol"=>"CMG"}],
"orderNumber"=>"123",
"orderStatus"=>"OPEN",
"orderType"=>"EQ"},
{"groupOrderId"=>nil,
"groupOrderType"=>"null",
"groupOrders"=>[],
"orderExpiration"=>"GTC",
"orderLegs"=>
[{"action"=>"SELL_SHORT",
"filledQuantity"=>6000,
"fills"=>
[{"price"=>123.45,
"quantity"=>6000,
"timestamp"=>"01/01/15 12:34 PM EST"}],
"orderedQuantity"=>10000,
"priceInfo"=>
{"bracketLimitPrice"=>0.0,
"conditionFollowPrice"=>nil,
"conditionPrice"=>0.0,
"conditionSymbol"=>nil,
"conditionType"=>nil,
"initialStopPrice"=>0.0,
"limitPrice"=>67.89,
"stopPrice"=>123.45,
"trailPrice"=>0.0,
"triggerPrice"=>0.0,
"type"=>"STOP_LIMIT"},
"symbol"=>"MCD"}],
"orderNumber"=>"456",
"orderStatus"=>"PART_FILLED",
"orderType"=>"EQ"}],
"shortMessage"=>"Order statuses successfully fetched",
"status"=>"SUCCESS",
"token"=>"bba1c52b409245afb86919b9c3d7b898"},
:status=>200,
:payload=>
{"type"=>"success",
"orders"=>
[{"ticker"=>"cmg",
"order_action"=>:buy,
"filled_quantity"=>0,
"filled_price"=>0.0,
"order_number"=>"123",
"quantity"=>5000,
"expiration"=>:day,
"status"=>:open},
{"ticker"=>"mcd",
"order_action"=>:sell_short,
"filled_quantity"=>6000,
"filled_price"=>123.45,
"order_number"=>"456",
"quantity"=>10000,
"expiration"=>:gtc,
"status"=>:part_filled}],
"token"=>"3384aeb24c2143f5b78ee3e1311a40eb"}
Cancel an unfulfilled order. The payload is identical to DriveWealth::Order::Status in that it return the order status of the cancelled order
Example Call
DriveWealth::Order::Cancel.new(
token: preview_token,
account_number,
order_number
).call.response
Example response
{:raw=>
{"accountNumber"=>"brkAcct1",
"longMessages"=>nil,
"orderStatusDetailsList"=>
[{"groupOrderId"=>nil,
"groupOrderType"=>"null",
"groupOrders"=>[],
"orderExpiration"=>"GTC",
"orderLegs"=>
[{"action"=>"BUY",
"filledQuantity"=>0,
"fills"=>[],
"orderedQuantity"=>275000,
"priceInfo"=>
{"bracketLimitPrice"=>0.0,
"conditionFollowPrice"=>nil,
"conditionPrice"=>0.0,
"conditionSymbol"=>nil,
"conditionType"=>nil,
"initialStopPrice"=>0.0,
"limitPrice"=>0.0,
"stopPrice"=>0.0,
"trailPrice"=>0.0,
"triggerPrice"=>0.0,
"type"=>"MARKET"},
"symbol"=>"FTFY"}],
"orderNumber"=>"456",
"orderStatus"=>"PENDING_CANCEL",
"orderType"=>"EQ"}],
"shortMessage"=>"Order statuses successfully fetched",
"status"=>"SUCCESS",
"token"=>"d9c45bb6223f425c865ed7c88042ad1f"},
:status=>200,
:payload=>
{"type"=>"success",
"orders"=>
[{"ticker"=>"ftfy",
"order_action"=>:buy,
"filled_quantity"=>0,
"filled_price"=>0.0,
"order_number"=>"456",
"quantity"=>275000,
"expiration"=>:gtc,
"status"=>:pending_cancel}],
"token"=>"d9c45bb6223f425c865ed7c88042ad1f"},
:messages=>["Order statuses successfully fetched"]}
Example Call
DriveWealth::Order::Cancel.new(
token: preview_token,
ticker: "aapl"
).call.response
Example response
{:raw=>
{{"instrumentID"=>"a67422af-8504-43df-9e63-7361eb0bd99e",
"name"=>"Apple, Inc.",
"category"=>"Stock",
"currencyID"=>"USD",
"description"=>"Apple Inc. designs, manufactures, and markets mobile communication and media devices, personal computers, and portable digital music players worldwide.",
"exchangeID"=>"XNAS",
"limitStatus"=>0,
"instrumentTypeID"=>6,
"isLongOnly"=>true,
"marginCurrencyID"=>"USD",
"orderSizeMax"=>10000,
"orderSizeMin"=>0.0001,
"orderSizeStep"=>0.0001,
"rateAsk"=>97.45,
"rateBid"=>97.44,
"rateHigh"=>99.12,
"rateLow"=>97.1,
"rateOpen"=>98.69,
"ratePrecision"=>2,
"symbol"=>"AAPL",
"tags"=>["aapl", "sp500", "usa"],
"tradeStatus"=>1,
"tradingHours"=>"Mon-Fri: 9:30am - 4:00pm ET",
"uom"=>"shares",
"urlImage"=>"http://syscdn.drivewealth.net/images/symbols/aapl.png",
"urlInvestor"=>"http://investor.apple.com/",
"chaikinPgr"=>
"{ \"Corrected PGR Value\":\"2\", \"Financial Metrics\":\"2\", \"Earnings Performance\":\"4\", \"Price/Volume Activity\":\"3\", \"Expert Opinions\":\"1\", \"pgrSummaryText\":\"The Chaikin Power Gauge Rating for AAPL is Bearish due to very negative expert activity and poor financial metrics. The stock also has strong earnings performance.\"}",
"sector"=>"Technology",
"priorClose"=>97.34,
"close"=>0,
"lastTrade"=>97.34,
"nameLower"=>"apple, inc.",
"underlyingID"=>"0",
"marketState"=>2,
"minTic"=>0,
"pipMultiplier"=>1,
"tickerSymbol"=>"AAPL",
"rebateSpread"=>0,
"longOnly"=>true}=>nil},
:status=>200,
:payload=>
{"type"=>"success",
"broker_id"=>"a67422af-8504-43df-9e63-7361eb0bd99e",
"ticker"=>"aapl",
"last_price"=>97.34,
"bid_price"=>97.44,
"ask_price"=>97.45,
"order_size_max"=>10000.0,
"order_size_min"=>0.0001,
"order_size_step"=>0.0001,
"allow_fractional_shares"=>true,
"timestamp"=>1465915138,
"warnings"=>[],
"must_acknowledge"=>[],
"token"=>"628f9e2b-6acb-4d6f-9fff-63c93d23d9d0.2016-06-14T14:38:53.603Z"},
:messages=>["success"]}
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