Merge pull request #150 from NelsonDane/develop-public

Add Public.com Support

.env.example

@@ -23,6 +23,10 @@ FIDELITY=
 # FIRSTRADE=FIRSTRADE_USERNAME:FIRSTRADE_PASSWORD:FIRSTRADE_PIN
 FIRSTRADE=
 
+# Public
+# PUBLIC_BROKER=PUBLIC_USERNAME:PUBLIC_PASSWORD
+PUBLIC_BROKER=
+
 # Robinhood
 # If 2fa is enabled:
 # ROBINHOOD=ROBINHOOD_USERNAME:ROBINHOOD_PASSWORD:ROBINHOOD_TOTP

Dockerfile

@@ -47,6 +47,7 @@ COPY ./entrypoint.sh .
 COPY ./fidelityAPI.py .
 COPY ./firstradeAPI.py .
 COPY ./helperAPI.py .
+COPY ./publicAPI.py .
 COPY ./robinhoodAPI.py .
 COPY ./schwabAPI.py .
 COPY ./tastyAPI.py .

README.md

@@ -127,6 +127,18 @@ Required `.env` variables:
 `.env` file format:
 - `FIRSTRADE=FIRSTRADE_USERNAME:FIRSTRADE_PASSWORD:FIRSTRADE_PIN`
 
+### Public
+Made by yours truly using using [public-invest-api](https://github.com/NelsonDane/public-invest-api). Consider giving me a ⭐
+
+Required `.env` variables:
+- `PUBLIC_USERNAME`
+- `PUBLIC_PASSWORD`
+
+`.env` file format:
+- `PUBLIC_BROKER=PUBLIC_USERNAME:PUBLIC_PASSWORD`
+
+Note: Because Windows already has a `PUBLIC` environment variable, you will need to use `PUBLIC_BROKER` instead.
+
 ### Robinhood
 Made using [robin_stocks](https://github.com/jmfernandes/robin_stocks). Go give them a ⭐
 

autoRSA.py

@@ -16,6 +16,7 @@
     from fidelityAPI import *
     from firstradeAPI import *
     from helperAPI import check_package_versions, stockOrder, updater
+    from publicAPI import *
     from robinhoodAPI import *
     from schwabAPI import *
     from tastyAPI import *
@@ -35,13 +36,22 @@
 SUPPORTED_BROKERS = [
     "fidelity",
     "firstrade",
+    "public",
+    "robinhood",
+    "schwab",
+    "tastytrade",
+    "tradier",
+    "webull",
+]
+DAY1_BROKERS = [
+    "firstrade",
+    "public",
     "robinhood",
     "schwab",
     "tastytrade",
     "tradier",
     "webull",
 ]
-DAY1_BROKERS = ["robinhood", "firstrade", "schwab", "tastytrade", "tradier", "webull"]
 DISCORD_BOT = False
 DOCKER_MODE = False
 DANGER_MODE = False
@@ -64,7 +74,7 @@ def nicknames(broker):
 
 # Runs the specified function for each broker in the list
 # broker name + type of function
-def fun_run(orderObj: stockOrder, command, loop=None):
+def fun_run(orderObj: stockOrder, command, botObj=None, loop=None):
     if command in ["_init", "_holdings", "_transaction"]:
         for broker in orderObj.get_brokers():
             if broker in orderObj.get_notbrokers():
@@ -79,6 +89,10 @@ def fun_run(orderObj: stockOrder, command, loop=None):
                         orderObj.set_logged_in(
                             globals()[fun_name](DOCKER=DOCKER_MODE), broker
                         )
+                    elif broker.lower() == "public":
+                        orderObj.set_logged_in(
+                            globals()[fun_name](botObj=botObj, loop=loop), broker
+                        )
                     else:
                         orderObj.set_logged_in(globals()[fun_name](), broker)
                 # Verify broker is logged in
@@ -264,17 +278,19 @@ async def rsa(ctx, *args):
             event_loop = asyncio.get_event_loop()
             try:
                 # Login to brokers
-                await bot.loop.run_in_executor(None, fun_run, discOrdObj, "_init")
+                await bot.loop.run_in_executor(
+                    None, fun_run, discOrdObj, "_init", bot, event_loop
+                )
                 # Validate order object
                 discOrdObj.order_validate()
                 # Get holdings or complete transaction
                 if discOrdObj.get_holdings():
                     await bot.loop.run_in_executor(
-                        None, fun_run, discOrdObj, "_holdings", event_loop
+                        None, fun_run, discOrdObj, "_holdings", None, event_loop
                     )
                 else:
                     await bot.loop.run_in_executor(
-                        None, fun_run, discOrdObj, "_transaction", event_loop
+                        None, fun_run, discOrdObj, "_transaction", None, event_loop
                     )
             except Exception as err:
                 print(traceback.format_exc())

creds/.gitignore

@@ -0,0 +1,4 @@
+# Ignore everything in this directory
+*
+# Except this file
+!.gitignore

docker-compose.yml

@@ -8,6 +8,8 @@ services:
         env_file:
             - .env
         tty: true
+        volumes:
+            - ./creds:/app/creds
 
     watchtower:
         # Auto update the auto-rsa container every hour

helperAPI.py

@@ -13,6 +13,7 @@
 
 import pkg_resources
 import requests
+from discord.ext import commands
 from dotenv import load_dotenv
 from selenium import webdriver
 from selenium.webdriver.chrome.service import Service as ChromiumService
@@ -555,6 +556,43 @@ async def processQueue():
         task_queue.task_done()
 
 
+async def getSMSCodeDiscord(
+    botObj: commands.Bot, brokerName, code_len=6, timeout=60, loop=None
+):
+    printAndDiscord(f"{brokerName} requires SMS code", loop)
+    printAndDiscord(
+        f"Please enter SMS code or type cancel within {timeout} seconds", loop
+    )
+    # Get SMS code from Discord
+    sms_code = None
+    while sms_code is None:
+        try:
+            code = await botObj.wait_for(
+                "message",
+                # Ignore bot messages and messages not in the correct channel
+                check=lambda m: m.author != botObj.user
+                and m.channel.id == int(os.getenv("DISCORD_CHANNEL")),
+                timeout=timeout,
+            )
+        except asyncio.TimeoutError:
+            printAndDiscord(
+                f"Timed out waiting for SMS code input for {brokerName}", loop
+            )
+            return None
+        if code.content.lower() == "cancel":
+            printAndDiscord(f"Cancelling SMS code for {brokerName}", loop)
+            return None
+        try:
+            sms_code = int(code.content)
+        except ValueError:
+            printAndDiscord("SMS code must be numbers only", loop)
+            continue
+        if len(code.content) != code_len:
+            printAndDiscord("SMS code must be 6 digits", loop)
+            continue
+    return sms_code
+
+
 def maskString(string):
     # Mask string (12345678 -> xxxx5678)
     string = str(string)

publicAPI.py

@@ -0,0 +1,144 @@
+import asyncio
+import os
+import traceback
+
+from dotenv import load_dotenv
+from public_invest_api import Public
+
+from helperAPI import (
+    Brokerage,
+    getSMSCodeDiscord,
+    maskString,
+    printAndDiscord,
+    printHoldings,
+    stockOrder,
+)
+
+
+def public_init(PUBLIC_EXTERNAL=None, botObj=None, loop=None):
+    # Initialize .env file
+    load_dotenv()
+    # Import Public account
+    public_obj = Brokerage("Public")
+    if not os.getenv("PUBLIC_BROKER") and PUBLIC_EXTERNAL is None:
+        print("Public not found, skipping...")
+        return None
+    PUBLIC = (
+        os.environ["PUBLIC_BROKER"].strip().split(",")
+        if PUBLIC_EXTERNAL is None
+        else PUBLIC_EXTERNAL.strip().split(",")
+    )
+    # Log in to Public account
+    print("Logging in to Public...")
+    for index, account in enumerate(PUBLIC):
+        name = f"Public {index + 1}"
+        try:
+            account = account.split(":")
+            pb = Public(filename=f"public{index + 1}.pkl", path="./creds/")
+            try:
+                if botObj is None and loop is None:
+                    # Login from CLI
+                    pb.login(
+                        username=account[0],
+                        password=account[1],
+                        wait_for_2fa=True,
+                    )
+                else:
+                    # Login from Discord and check for 2fa required message
+                    pb.login(
+                        username=account[0],
+                        password=account[1],
+                        wait_for_2fa=False,
+                    )
+            except Exception as e:
+                if "2FA" in str(e) and botObj is not None and loop is not None:
+                    # Sometimes codes take a long time to arrive
+                    timeout = 300  # 5 minutes
+                    sms_code = asyncio.run_coroutine_threadsafe(
+                        getSMSCodeDiscord(botObj, name, timeout=timeout, loop=loop),
+                        loop,
+                    ).result()
+                    if sms_code is None:
+                        raise Exception("No SMS code found")
+                    pb.login(
+                        username=account[0],
+                        password=account[1],
+                        wait_for_2fa=False,
+                        code=sms_code,
+                    )
+                else:
+                    raise e
+            # Public only has one account
+            public_obj.set_logged_in_object(name, pb)
+            an = pb.get_account_number()
+            public_obj.set_account_number(name, an)
+            print(f"{name}: Found account {maskString(an)}")
+            atype = pb.get_account_type()
+            public_obj.set_account_type(name, an, atype)
+            cash = pb.get_account_cash()
+            public_obj.set_account_totals(name, an, cash)
+        except Exception as e:
+            print(f"Error logging in to Public: {e}")
+            print(traceback.format_exc())
+            continue
+    print("Logged in to Public!")
+    return public_obj
+
+
+def public_holdings(pbo: Brokerage, loop=None):
+    for key in pbo.get_account_numbers():
+        for account in pbo.get_account_numbers(key):
+            obj: Public = pbo.get_logged_in_objects(key)
+            try:
+                # Get account holdings
+                positions = obj.get_positions()
+                if positions != []:
+                    for holding in positions:
+                        # Get symbol, quantity, and total value
+                        sym = holding["instrument"]["symbol"]
+                        qty = float(holding["quantity"])
+                        current_price = obj.get_symbol_price(sym)
+                        if current_price is None:
+                            current_price = "N/A"
+                        pbo.set_holdings(key, account, sym, qty, current_price)
+            except Exception as e:
+                printAndDiscord(f"{key}: Error getting account holdings: {e}", loop)
+                traceback.format_exc()
+                continue
+    printHoldings(pbo, loop)
+
+
+def public_transaction(pbo: Brokerage, orderObj: stockOrder, loop=None):
+    print()
+    print("==============================")
+    print("Public")
+    print("==============================")
+    print()
+    for s in orderObj.get_stocks():
+        for key in pbo.get_account_numbers():
+            printAndDiscord(
+                f"{key}: {orderObj.get_action()}ing {orderObj.get_amount()} of {s}",
+                loop,
+            )
+            for account in pbo.get_account_numbers(key):
+                obj: Public = pbo.get_logged_in_objects(key)
+                print_account = maskString(account)
+                try:
+                    order = obj.place_order(
+                        symbol=s,
+                        quantity=orderObj.get_amount(),
+                        side=orderObj.get_action(),
+                        order_type="market",
+                        time_in_force="day",
+                        is_dry_run=orderObj.get_dry(),
+                    )
+                    if order["success"] is True:
+                        order = "Success"
+                    printAndDiscord(
+                        f"{key}: {orderObj.get_action()} {orderObj.get_amount()} of {s} in {print_account}: {order}",
+                        loop,
+                    )
+                except Exception as e:
+                    printAndDiscord(f"{print_account}: Error placing order: {e}", loop)
+                    traceback.print_exc()
+                    continue

requirements.txt

@@ -2,6 +2,7 @@ asyncio==3.4.3
 discord.py==2.3.2
 firstrade==0.0.14
 GitPython==3.1.42
+-e git+https://github.com/NelsonDane/public-invest-api.git@abc84ca23cbf765f2ce0a88484c6db3b4b8019b4#egg=public-invest-api
 pyotp==2.9.0
 python-dotenv==1.0.1
 requests==2.31.0