broker-execution-apislisted

Connect to a broker and place orders without accidentally trading live money. TRIGGER - connect to Interactive Brokers, TWS, IB Gateway, ib_async, ib_insync, ibapi, Alpaca, Schwab, schwab-py, Tastytrade, Tradier or Robinhood; place, modify or cancel an order; read positions or balances; set up paper trading; order types, time-in-force, bracket or OCO orders, client order ID; FIX, quickfix, simplefix; "make sure I don't send a live order"; a broker connection being refused. Load before any code that can transmit an order. SKIP for crypto exchanges and ccxt (crypto-data-and-execution), and for vnpy, CTP, QMT or any Chinese broker gateway (china-trading-stack). This skill answers TWS/Gateway port and connection failures on its own - the fin-libraries deep dive is optional and most installs will not have it.
howard-lynn-ye/fin-skills · ★ 1 · AI & Automation · score 77

Install: claude install-skill howard-lynn-ye/fin-skills

# Broker and execution APIs Order-sending code is the one place in quant work where a bug spends real money instantly. The patterns in §3 are not optional extras — emit them by default in any code that can transmit an order, regardless of broker. ## 1. Which client | Broker | Use | Status | |---|---|---| | **Interactive Brokers** | **`ib_async` 2.1.0** | ✅ the successor. ⚠️ `main` last commit 2025-12-06; real work sits unreleased on `next` | | IB, vendor code | `ibapi` **10.x from IB's own site** | PyPI's 9.81.1 (2020-12-06) is badly stale. IB non-commercial licence | | IB, reconciliation | `ibflex` | Parses IB Flex XML activity/trade reports — end-of-day truth | | **Alpaca** | **`alpaca-py` 0.44.0** | ✅ active. `alpaca-trade-api` is deprecated | | **Schwab** | `schwab-py` 1.5.1 | ⚠️ works, but `main` stalled ~13 months, 39 open issues. See the 7-day token limit below | | Tastytrade | `tastytrade` 13.2.3 | ✅ active, small | | **Crypto, any venue** | **`ccxt` 4.5.77** | ✅ MIT, ~daily releases, 100+ venues | | FIX, full session | `quickfix` | The reference open FIX engine. Heavyweight, C++ toolchain | | FIX, messages only | `simplefix` | **No session layer** — correct only when the venue handles the session | 🚨 **`ib_insync` is dead and archived** (2024-03-14). The repo's archive notice is from the author's family: Ewald de Wit died on 2024-03-11. Last release 2023-07-02. **Do not start new work on it and do not fork it.** `ib_async` moved to the `ib-api-reloaded` org beca