SnapTrade

Trading with Snaptrade

To trade with SnapTrade:

  1. Find the universal_symbol_id of the security you want to trade using https://docs.snaptrade.com/reference/referencedata_symbolsearchuseraccount with the users account
    This will lookup tradeable securities based on the account you want to place the trade in. You will need to use this id in step 2.
  2. Either:
    Use order impact (to see how it affects the account) https://docs.snaptrade.com/reference/trading_getorderimpact
    After getting impact, you use this endpoint to place the trade with the trade id : https://docs.snaptrade.com/reference/trading_placeorder
    OR
    If you dont want to have any validation or impact check you can use this endpoint instead of impact/place: https://docs.snaptrade.com/reference/trading_placeforceorder

Keep in mind that by default SnapTrade connections get created with Read-Only permissions. In order to place trades you will either need to upgrade permissions for a user's connection to Trade, or you can default to creating connections with trade permissions by specifying the connectionType body parameter when you call the login redirect endpoint