schwab-cli is an agent-first Rust CLI for the Schwab Trader API. It is built for LLMs, shell scripts, and humans who prefer composable tools: JSON to stdout, diagnostics to stderr, useful --help, explicit safety rails around live trading, and an --agent mode for compact machine-readable envelopes.

It covers OAuth, account numbers, balances, positions, transactions, orders, order preview/place/replace/cancel, market quotes, option chains, price history, movers, market hours, instruments, streamer metadata/listening, snapshots, and generic REST escape hatches.

This project is not affiliated with or endorsed by Charles Schwab.

The simple path installs the latest GitHub release into ~/bin/schwab-cli:

curl -fsSL https://raw.githubusercontent.com/pashpashpash/schwab-cli/main/install.sh | sh

Make sure ~/bin is on your PATH, then verify:

schwab-cli version
schwab-cli doctor

From source:

git clone https://github.com/pashpashpash/schwab-cli.git
cd schwab-cli
cargo install --path .

Update an existing install from the latest GitHub release:

schwab-cli update

For nonstandard installs:

schwab-cli update --bin /path/to/schwab-cli

Create a Schwab developer app, then configure the CLI with its client ID, client secret, and callback URL:

schwab-cli setup \
  --client-id '<client id>' \
  --client-secret '<client secret>' \
  --callback-url https://127.0.0.1:8182/callback

Connect the app to your actual Schwab account through OAuth:

schwab-cli auth login --open
schwab-cli account-numbers

Schwab refresh tokens are short-lived. API commands refresh automatically while the refresh token is still valid. On macOS, install a daily launchd refresher:

schwab-cli auth keepalive install --bin "$HOME/bin/schwab-cli"

Secrets and snapshots live outside the repo by default:

~/.config/schwab-cli/app.json
~/.config/schwab-cli/token.json
~/.config/schwab-cli/accounts.json
~/.local/share/schwab-cli/

Overrides:

export SCHWAB_CLI_CONFIG_DIR=/secure/path/schwab-cli
export SCHWAB_CLI_DATA_DIR=/data/path/schwab-cli

Never commit real app credentials, OAuth tokens, account maps, order files, snapshots, or exported brokerage data.

schwab-cli account-numbers
schwab-cli accounts list --positions
schwab-cli cash status --account individual
schwab-cli transactions list --account individual --start 2026-05-01 --end 2026-05-21
schwab-cli orders preview --account individual --json-file order.json
schwab-cli market quotes --symbols AAPL,GOOGL,LLY
schwab-cli market price-history --symbol AAPL --period-type year --period 1 --frequency-type daily --frequency 1
schwab-cli streamer fields --service LEVELONE_EQUITIES
schwab-cli streamer listen --service LEVELONE_EQUITIES --keys AAPL,MSFT --jsonl
schwab-cli snapshot --include-orders --include-transactions --quotes AAPL,GOOGL,LLY

Generic escape hatch:

schwab-cli get --base trader --path /accounts --param fields=positions
schwab-cli get --base market --path /quotes --param symbols=AAPL,MSFT
schwab-cli post --base trader --path /accounts/{account}/previewOrder --body-file order.json

Order previews are easy and encouraged:

schwab-cli orders preview --account individual --json-file order.json

Live order mutations require both an environment variable and an explicit flag:

SCHWAB_CLI_ALLOW_LIVE_TRADING=1 \
  schwab-cli orders place --account individual --json-file order.json --yes-live-order

The same guard applies to replace/cancel and generic order mutation endpoints.

Schwab OAuth exposes only accounts Schwab offers during consent. Some workplace retirement-plan, banking, fixed-income, or other Schwab surfaces may be visible on Schwab web but absent from the Trader API.

Direct Treasury auction, CD, bond ladder, or fixed-income order-entry workflows may require Schwab web even when positions or instruments are visible through API data endpoints.

docs/schwab-api/ contains generated reference material extracted from locally saved Schwab Developer Portal pages. It is included for development convenience, is not official Schwab documentation, and may be stale. Review Schwab's developer terms before redistributing those generated files.

cargo fmt --check
cargo test --locked
cargo run -- version

Pushes to main run CI and rebuild the mutable latest GitHub release. Pushing a v* tag creates a tagged release.

Code is MIT licensed. Generated Schwab reference docs are third-party-derived reference material and are not official Schwab documentation.