Public.com Account Manager

Disclaimer: For illustrative and informational purposes only. Not investment advice or recommendations.

We recommend running this skill in as isolated of an instance as possible. If possible, test the integration on a new Public account as well.

This skill allows users to interact with their Public.com brokerage account.

Prerequisites

• Python 3.9+ and pip — Required to run this skill.
• Public.com account — Create one at https://public.com/signup
• Public.com API key — Get one at https://public.com/settings/v2/api

The publicdotcom-py SDK is required. It will be auto-installed on first run, or you can install manually:

pip install publicdotcom-py

Configuration

This skill uses two environment variables: PUBLIC_COM_SECRET (required) and PUBLIC_COM_ACCOUNT_ID (optional). Each is resolved from the environment:

• Environment variable — PUBLIC_COM_SECRET / PUBLIC_COM_ACCOUNT_ID

API Secret (Required)

If PUBLIC_COM_SECRET is not set:

• Tell the user: "I need your Public.com API Secret. You can find this in your Public.com developer settings at https://public.com/settings/v2/api."
• Once provided, instruct them to set it as an environment variable: export PUBLIC_COM_SECRET=[VALUE]

Default Account ID (Optional)

If the user wants to set a default account for all requests:

• Instruct them to set: export PUBLIC_COM_ACCOUNT_ID=[VALUE]
• This eliminates the need to specify --account-id on each command.

Error Recovery

If any command exits with an error, follow these steps before giving up:

• PUBLIC_COM_SECRET not set — Ask the user for their API secret and instruct them to run export PUBLIC_COM_SECRET=[VALUE], then retry.
• No account ID provided — Run python3 scripts/get_accounts.py to retrieve the account ID, then retry the original command with --account-id [ID].
• Authentication / 401 error — Tell the user their API key may be expired or invalid, and direct them to https://public.com/settings/v2/api to generate a new one.
• Network / connection error — Ask the user to check their internet connection and retry.
• Any other unexpected error — Show the error message to the user and ask them how they'd like to proceed.

Never silently retry the same failing command more than once.

Available Commands

Check Setup

Run this automatically the first time the user interacts with this skill, or whenever they ask "is everything configured?", "check my setup", or "verify my API key":

1. Execute python3 scripts/check_setup.py
2. If it exits successfully, proceed normally.
3. If it fails, follow the printed instructions to resolve the issue before continuing.

Get Accounts

When the user asks to "get my accounts", "list accounts", or "show my Public.com accounts":

1. Execute python3 scripts/get_accounts.py
2. Report the account IDs and types back to the user.
3. Remember the account IDs returned — use them automatically for any subsequent commands in the same session that require --account-id.

Get Portfolio

When the user asks to "get my portfolio", "show my holdings", or "what's in my account":

1. If PUBLIC_COM_ACCOUNT_ID is set, execute python3 scripts/get_portfolio.py (no arguments needed).
2. If not set and you don't know the user's account ID, first run get_accounts.py to retrieve it.
3. Execute python3 scripts/get_portfolio.py --account-id [ACCOUNT_ID]
4. Report the portfolio summary (equity, buying power, positions) back to the user.

Get Orders

When the user asks to "get my orders", "show my orders", "active orders", or "pending orders":

1. If PUBLIC_COM_ACCOUNT_ID is set, execute python3 scripts/get_orders.py (no arguments needed).
2. If not set and you don't know the user's account ID, first run get_accounts.py to retrieve it.
3. Execute python3 scripts/get_orders.py --account-id [ACCOUNT_ID]
4. Report the active orders with their details (symbol, side, type, status, quantity, prices) back to the user.

Get History

When the user asks to "get my history", "show my transactions", "transaction history", "trade history", or wants to see past account activity:

Optional parameters:

• --type: Filter by transaction type (TRADE, MONEY_MOVEMENT, POSITION_ADJUSTMENT)
• --limit: Limit the number of transactions returned

Examples:

Get all transaction history:

python3 scripts/get_history.py

Get only trades:

python3 scripts/get_history.py --type TRADE

Get only money movements (deposits, withdrawals, dividends, fees):

python3 scripts/get_history.py --type MONEY_MOVEMENT

Get last 10 transactions:

python3 scripts/get_history.py --limit 10

With explicit account ID:

python3 scripts/get_history.py --account-id YOUR_ACCOUNT_ID

Workflow:

1. If PUBLIC_COM_ACCOUNT_ID is not set and you don't know the user's account ID, first run get_accounts.py to retrieve it.
2. Execute: python3 scripts/get_history.py [OPTIONS]
3. Report the transaction history grouped by type (Trades, Money Movements, Position Adjustments).
4. Include relevant details like symbol, quantity, net amount, fees, and timestamps.

Transaction Types:

• TRADE: Buy/sell transactions for equities, options, and crypto
• MONEY_MOVEMENT: Deposits, withdrawals, dividends, fees, and cash adjustments
• POSITION_ADJUSTMENT: Stock splits, mergers, and other position changes

Get Quotes

When the user asks to "get a quote", "what's the price of", "check the price", or wants stock/crypto prices:

Format: SYMBOL or SYMBOL:TYPE (TYPE defaults to EQUITY)

Examples:

Single equity quote (uses default account):

python3 scripts/get_quotes.py AAPL

Multiple equity quotes:

python3 scripts/get_quotes.py AAPL GOOGL MSFT

Mixed instrument types:

python3 scripts/get_quotes.py AAPL:EQUITY BTC:CRYPTO

Option quote:

python3 scripts/get_quotes.py AAPL260320C00280000:OPTION

With explicit account ID:

python3 scripts/get_quotes.py AAPL --account-id YOUR_ACCOUNT_ID

Workflow:

1. If PUBLIC_COM_ACCOUNT_ID is not set and you don't know the user's account ID, first run get_accounts.py to retrieve it.
2. Parse the user's request for symbol(s) and type(s).
3. Execute: python3 scripts/get_quotes.py [SYMBOLS...] [--account-id ACCOUNT_ID]
4. Report the quote information (last price, bid, ask, volume, etc.) back to the user.

Get Instruments

When the user asks to "list instruments", "what can I trade", "show available stocks", or wants to see tradeable instruments:

Optional parameters:

• --type: Instrument types to filter (EQUITY, OPTION, CRYPTO). Defaults to EQUITY.
• --trading: Trading status filter (BUY_AND_SELL, BUY_ONLY, SELL_ONLY, NOT_TRADABLE)
• --search: Search by symbol or name
• --limit: Limit number of results

Examples:

List all equities (default):

python3 scripts/get_instruments.py

List equities and crypto:

python3 scripts/get_instruments.py --type EQUITY CRYPTO

List only tradeable instruments:

python3 scripts/get_instruments.py --type EQUITY --trading BUY_AND_SELL

Search for specific instruments:

python3 scripts/get_instruments.py --search AAPL

Limit results:

python3 scripts/get_instruments.py --limit 50

Workflow:

1. Parse the user's request for any filters (type, trading status, search term).
2. Execute: python3 scripts/get_instruments.py [OPTIONS]
3. Report the available instruments with their trading status back to the user.

Get Instrument

When the user asks to "get instrument details", "show instrument info", "what are the details for AAPL", or wants to see details for a specific instrument:

Required parameters:

• --symbol: The ticker symbol (e.g., AAPL, BTC)

Optional parameters:

• --type: Instrument type (EQUITY, OPTION, CRYPTO). Defaults to EQUITY.

Examples:

Get equity instrument details:

python3 scripts/get_instrument.py --symbol AAPL

Get crypto instrument details:

python3 scripts/get_instrument.py --symbol BTC --type CRYPTO

Workflow:

1. Parse the user's request for the symbol and optional type.
2. Execute: python3 scripts/get_instrument.py --symbol [SYMBOL] [--type TYPE]
3. Report the instrument details (trading status, fractional trading, option trading) back to the user.

Get Option Expirations

This skill CAN list all available option expiration dates for any symbol.

When the user asks to "get option expirations", "list expirations", "show expiration dates", "when do options expire", or wants to know what option expiration dates are available for a stock:

1. Execute python3 scripts/get_option_expirations.py [SYMBOL]
2. Report the available expiration dates to the user.

Common user phrasings:

• "get option expirations for AAPL"
• "what are the option expiration dates for Google"
• "when do TSLA options expire"
• "show me expiration dates for SPY options"
• "list available expirations for MSFT"
• "can you get the options expirations for Apple"
• "what options dates are available for NVDA"

Required parameters:

• symbol: The underlying symbol (e.g., AAPL, GOOGL, TSLA, SPY). Convert company names to ticker symbols.

Examples:

python3 scripts/get_option_expirations.py AAPL
python3 scripts/get_option_expirations.py GOOGL
python3 scripts/get_option_expirations.py TSLA
python3 scripts/get_option_expirations.py SPY

Common company name to symbol mappings:

• Apple = AAPL
• Google/Alphabet = GOOGL
• Tesla = TSLA
• Microsoft = MSFT
• Amazon = AMZN
• Nvidia = NVDA
• Meta/Facebook = META

Workflow:

1. Extract the symbol from the user's request. Convert company names to ticker symbols.
2. Execute: python3 scripts/get_option_expirations.py [SYMBOL]
3. Report the available expiration dates to the user.
4. If they want to see the option chain next, use the expiration date with get_option_chain.py.

Get Option Greeks

When the user asks for "option greeks", "delta", "gamma", "theta", "vega", or wants to analyze options:

Required parameters:

• One or more OSI option symbols (e.g., AAPL260116C00270000)

OSI Symbol Format:

AAPL260116C00270000
^^^^------^--------
|   |     |  Strike price ($270.00)
|   |     Call (C) or Put (P)
|   Expiration (Jan 16, 2026 = 260116)
Underlying symbol

Examples:

Single option:

python3 scripts/get_option_greeks.py AAPL260116C00270000

Multiple options (e.g., call and put at same strike):

python3 scripts/get_option_greeks.py AAPL260116C00270000 AAPL260116P00270000

Workflow:

1. Help the user construct the OSI symbol if they provide expiration, strike, and call/put separately.
2. Execute: python3 scripts/get_option_greeks.py [OSI_SYMBOLS...]
3. Report the greeks (Delta, Gamma, Theta, Vega, Rho, IV) back to the user with explanations if needed.

Get Option Chain

When the user asks for "option chain", "options for AAPL", "show me calls and puts", or wants to see available options:

Required parameters:

• symbol: The underlying symbol (e.g., AAPL)

Optional parameters:

• --expiration: Expiration date (YYYY-MM-DD). If not provided, uses the nearest expiration.
• --list-expirations: List available expiration dates instead of fetching the chain.

Examples:

List available expirations:

python3 scripts/get_option_chain.py AAPL --list-expirations

Get option chain for nearest expiration:

python3 scripts/get_option_chain.py AAPL

Get option chain for specific expiration:

python3 scripts/get_option_chain.py AAPL --expiration 2026-03-20

Workflow:

1. If the user doesn't specify an expiration, first run with --list-expirations to show available dates.
2. Execute: python3 scripts/get_option_chain.py [SYMBOL] [--expiration DATE]
3. Report the calls and puts with strike prices, bid/ask, last price, volume, and open interest.

Set Default Account

When the user asks to "set my default account" or "use account X as default":

1. Instruct the user to set: export PUBLIC_COM_ACCOUNT_ID=[ACCOUNT_ID]
2. Confirm to the user that future requests will use this account by default.

Preflight Calculation

When the user asks to "estimate order cost", "preflight an order", "what would it cost to buy", "check buying power impact", or wants to see the estimated cost and account impact before placing an order:

Required parameters:

• --symbol: The ticker symbol (e.g., AAPL, BTC, or option symbol like NVDA260213P00177500)
• --type: EQUITY, OPTION, or CRYPTO
• --side: BUY or SELL
• --order-type: LIMIT, MARKET, STOP, or STOP_LIMIT
• --quantity OR --amount: Number of shares/contracts OR notional dollar amount

Conditional parameters:

• --limit-price: Required for LIMIT and STOP_LIMIT orders
• --stop-price: Required for STOP and STOP_LIMIT orders
• --session: CORE (default) or EXTENDED for equity orders
• --open-close: OPEN or CLOSE for options orders (OPEN to open a new position, CLOSE to close existing)
• --time-in-force: DAY (default) or GTD (Good Till Date — requires --expiration-time YYYY-MM-DD, max 90 days out)

Examples:

Equity limit buy preflight:

python3 scripts/preflight.py --symbol AAPL --type EQUITY --side BUY --order-type LIMIT --quantity 10 --limit-price 227.50

Equity market sell preflight:

python3 scripts/preflight.py --symbol AAPL --type EQUITY --side SELL --order-type MARKET --quantity 10

Crypto buy by amount preflight:

python3 scripts/preflight.py --symbol BTC --type CRYPTO --side BUY --order-type MARKET --amount 100

Option contract buy preflight (opening a new position):

python3 scripts/preflight.py --symbol NVDA260213P00177500 --type OPTION --side BUY --order-type LIMIT --quantity 1 --limit-price 4.00 --open-close OPEN

Option contract sell preflight (closing a position):

python3 scripts/preflight.py --symbol NVDA260213P00177500 --type OPTION --side SELL --order-type LIMIT --quantity 1 --limit-price 5.00 --open-close CLOSE

Workflow:

1. Gather the order parameters from the user (symbol, type, side, order type, quantity/amount, prices if needed).
2. Execute: python3 scripts/preflight.py [OPTIONS]
3. Report the estimated cost, buying power impact, and any fees to the user.
4. If the user wants to proceed, use the place_order.py script with the same parameters.

Place Order

When the user asks to "buy", "sell", "place an order", or "trade":

Required parameters:

• --symbol: The ticker symbol (e.g., AAPL, BTC)
• --type: EQUITY, OPTION, or CRYPTO
• --side: BUY or SELL
• --order-type: LIMIT, MARKET, STOP, or STOP_LIMIT
• --quantity OR --amount: Number of shares OR notional dollar amount

Conditional parameters:

• --limit-price: Required for LIMIT and STOP_LIMIT orders
• --stop-price: Required for STOP and STOP_LIMIT orders
• --session: CORE (default) or EXTENDED for equity orders
• --open-close: OPEN or CLOSE for options orders
• --time-in-force: DAY (default) or GTD (Good Till Date — requires --expiration-time YYYY-MM-DD, max 90 days out)

Examples:

Buy 10 shares of AAPL at limit price $227.50:

python3 scripts/place_order.py --symbol AAPL --type EQUITY --side BUY --order-type LIMIT --quantity 10 --limit-price 227.50

Sell $500 worth of AAPL at market price:

python3 scripts/place_order.py --symbol AAPL --type EQUITY --side SELL --order-type MARKET --amount 500

Buy crypto with extended hours:

python3 scripts/place_order.py --symbol BTC --type CRYPTO --side BUY --order-type MARKET --amount 100

Buy with a Good-Till-Date (GTD) order (cancels automatically on the given date if not filled):

python3 scripts/place_order.py --symbol AAPL --type EQUITY --side BUY --order-type LIMIT --quantity 10 --limit-price 220.00 --time-in-force GTD --expiration-time 2026-07-01

Workflow:

1. Gather all required information from the user (symbol, side, order type, quantity/amount, prices if needed).
2. Confirm the order details with the user before executing.
3. Execute: python3 scripts/place_order.py [OPTIONS]
4. Report the order ID and confirmation back to the user.
5. Remind user that order placement is asynchronous. To check status later, use get_order.py --order-id <id>. To block until the order fills (or reaches another terminal status), use wait_for_fill.py --order-id <id>.

Cancel Order

When the user asks to "cancel order", "cancel my order", or wants to cancel a specific order:

Required parameters:

• --order-id: The order ID to cancel

Example:

python3 scripts/cancel_order.py --order-id 345d3e58-5ba3-401a-ac89-1b756332cc94

With explicit account ID:

python3 scripts/cancel_order.py --order-id 345d3e58-5ba3-401a-ac89-1b756332cc94 --account-id YOUR_ACCOUNT_ID

Workflow:

1. If the user doesn't provide an order ID, first run get_orders.py to show them their active orders.
2. Confirm with the user which order they want to cancel.
3. Execute: python3 scripts/cancel_order.py --order-id [ORDER_ID]
4. Inform the user that cancellation is asynchronous - confirm by running get_order.py --order-id <id>.

Get Historical Bars

When the user asks for "historical prices", "price history", "candles", "OHLC", "bars", or "what did AAPL do last week/month/year":

Required parameters:

• --symbol: Ticker symbol (e.g., AAPL, BTC, or an OSI option symbol)
• --period: One of DAY, WEEK, MONTH, QUARTER, HALF_YEAR, YEAR, FIVE_YEARS, YTD, SINCE_PURCHASE

Optional parameters:

• --type: EQUITY (default), CRYPTO, OPTION, or INDEX
• --aggregation: Bar size override (ONE_MINUTE, FIVE_MINUTES, TEN_MINUTES, FIFTEEN_MINUTES, THIRTY_MINUTES, ONE_HOUR, ONE_DAY, ONE_WEEK, ONE_MONTH, THREE_MONTHS, SIX_MONTHS, ONE_YEAR). If omitted, the server picks a sensible default for the period.
• --purchase-date: Required when --period SINCE_PURCHASE. Format YYYY-MM-DD.

Examples:

One year of daily bars for AAPL:

python3 scripts/get_bars.py --symbol AAPL --period YEAR

One month of one-day bars:

python3 scripts/get_bars.py --symbol AAPL --period MONTH --aggregation ONE_DAY

One week of BTC bars:

python3 scripts/get_bars.py --symbol BTC --type CRYPTO --period WEEK

Bars since purchase:

python3 scripts/get_bars.py --symbol AAPL --period SINCE_PURCHASE --purchase-date 2024-01-15

Workflow:

1. Parse the user's request for symbol, time window, and optional bar size.
2. Execute: python3 scripts/get_bars.py [OPTIONS]
3. Report the pre-market, regular-market, and after-hours bars along with the previous close and total gain/loss summary.

Preflight Spread

When the user wants to estimate the cost of a vertical option spread before placing it:

Required parameters:

• --spread-type: One of CALL_CREDIT, CALL_DEBIT, PUT_CREDIT, PUT_DEBIT
• --sell: OSI symbol of the leg to sell
• --buy: OSI symbol of the leg to buy
• --quantity: Number of spread contracts
• --limit-price: Net debit (for DEBIT spreads) or net credit (for CREDIT spreads) as a positive value. The SDK negates credits internally.

Optional parameters:

• --time-in-force: DAY (default) or GTD

Spread types:

• CALL_CREDIT — Bear Call Spread: sell lower-strike CALL, buy higher-strike CALL (net credit)
• CALL_DEBIT — Bull Call Spread: buy lower-strike CALL, sell higher-strike CALL (net debit)
• PUT_CREDIT — Bull Put Spread: sell higher-strike PUT, buy lower-strike PUT (net credit)
• PUT_DEBIT — Bear Put Spread: buy higher-strike PUT, sell lower-strike PUT (net debit)

Example:

python3 scripts/preflight_spread.py --spread-type CALL_DEBIT \
  --sell AAPL251219C00200000 --buy AAPL251219C00190000 \
  --quantity 1 --limit-price 3.00

Workflow:

1. Help the user pick legs (use get_option_chain.py and get_option_expirations.py if needed).
2. Execute: python3 scripts/preflight_spread.py [OPTIONS]
3. Report estimated cost, credit/debit, fees, and buying-power impact.
4. If the user wants to proceed, use place_spread.py with the same parameters.

Place Spread

When the user wants to place a vertical option spread:

Same arguments as Preflight Spread above. Uses the OSI-direct helpers added in publicdotcom-py 0.1.11 (place_call_credit_spread, etc.).

Example:

python3 scripts/place_spread.py --spread-type PUT_CREDIT \
  --sell AAPL251219P00180000 --buy AAPL251219P00170000 \
  --quantity 1 --limit-price 2.50

Workflow:

1. Confirm all spread details with the user before executing — multi-leg orders are not easily reversible.
2. Recommend running preflight_spread.py first.
3. Execute: python3 scripts/place_spread.py [OPTIONS]
4. Report the order ID and remind the user to check order status.

Preflight Short

When the user asks to "preflight a short", "estimate a short sale", or wants to see the impact before shorting:

Required parameters:

• --symbol: Equity symbol to short
• --quantity: Number of shares

Optional parameters:

• --order-type: MARKET (default), LIMIT, STOP, or STOP_LIMIT
• --limit-price: Required for LIMIT/STOP_LIMIT
• --stop-price: Required for STOP/STOP_LIMIT
• --time-in-force: DAY (default) or GTD
• --session: CORE or EXTENDED

Example:

python3 scripts/preflight_short.py --symbol TSLA --quantity 10 --order-type LIMIT --limit-price 245.00

Workflow:

1. Execute: python3 scripts/preflight_short.py [OPTIONS]
2. Report estimated proceeds, fees, and buying-power impact.
3. If the user wants to proceed, use place_short.py with the same parameters.

Place Short

When the user asks to "short a stock", "open a short position", or "place a short order":

Same arguments as Preflight Short above. Uses the place_short_order helper added in publicdotcom-py 0.1.11. The API represents short intent as SELL + openCloseIndicator=OPEN; this helper handles that automatically.

Example:

python3 scripts/place_short.py --symbol TSLA --quantity 10

Workflow:

1. Confirm short-sale details with the user — shorting carries unlimited theoretical risk.
2. Recommend running preflight_short.py first.
3. Execute: python3 scripts/place_short.py [OPTIONS]
4. Report the order ID and remind the user to check order status.

Options Strategy Guidance

When the user asks about options strategies, how to automate a strategy, which strategy to use for a given scenario, or wants help constructing multi-leg options trades:

1. Read the file options-automation-library.md (located in the same directory as this skill) for detailed strategy context.
2. This library contains 35+ options strategies organized by category:
   • Single-leg strategies: Long Call, Long Put, Covered Call, Cash-Secured Put
   • Vertical spreads: Bull Call, Bear Call, Bull Put, Bear Put
   • Calendar & diagonal spreads: Long Calendar, Diagonal Spread
   • Straddles & strangles: Long/Short Straddle, Long/Short Strangle
   • Complex spreads: Iron Condor, Iron Butterfly, Broken-Wing Butterfly, Jade Lizard, Christmas Tree
   • Synthetic positions: Synthetic Long/Short, Synthetic Covered Call, Conversion/Reversal
   • Income strategies: Wheel, Poor Man's Covered Call, Ratio Spreads
   • Advanced/quant strategies: Box Spread, Risk Reversal, Hedged Iron Fly, Vol Arb, Calendar Strangles
   • Event-driven workflows: Earnings IV Crush, Pre-Market IV Expansion, Post-Earnings Drift, Macro/OPEX Gamma
3. Each strategy includes: description, use case with event examples, where the strategy breaks, API workflow steps, and code examples using the Public.com SDK.
4. Use the shared SDK helpers (Setup, Market Data, Preflight, Multi-leg order helpers) from the library when constructing code examples.
5. When recommending a strategy, always include the "Where This Strategy Breaks" context so the user understands the risks.
6. For executable trades, map the library's code patterns to the actual scripts available in this skill:
   • Single-leg orders → preflight.py / place_order.py
   • Vertical spreads (bull/bear call/put) → preflight_spread.py / place_spread.py
   • Any other 2-6 leg combination (iron condor, butterfly, straddle, strangle, calendar, diagonal, ratio, jade lizard, etc.) → preflight_multileg.py / place_multileg.py

Get Order Status

When the user asks to "check order status", "is my order filled", "what happened to order X", or wants the current state of a specific order:

Required parameters:

• --order-id: The order ID to look up

Example:

python3 scripts/get_order.py --order-id 345d3e58-5ba3-401a-ac89-1b756332cc94

Workflow:

1. Execute: python3 scripts/get_order.py --order-id [ID]
2. Report the order's status, filled quantity, average price, and reject reason (if any).
3. Multi-leg orders also include a per-leg breakdown.

Wait For Fill

When the user wants to "wait until my order fills", "block until filled", or wants the agent to monitor an order through to a terminal state before doing the next step:

Required parameters:

• --order-id: UUID of the order to track

Optional parameters:

• --timeout: Max seconds to wait (default 120)
• --poll-seconds: Polling interval (default 1.0)
• --fill-only: Only return success (exit code 0) on FILLED. Otherwise any terminal status (CANCELLED/REJECTED/EXPIRED/REPLACED) ends the wait.

Exit codes: 0 = filled, 1 = other terminal status, 2 = timed out.

Example:

python3 scripts/wait_for_fill.py --order-id 345d3e58-5ba3-401a-ac89-1b756332cc94 --timeout 300

Workflow:

1. After place_order.py / place_spread.py / place_multileg.py returns an order ID, run wait_for_fill.py --order-id <id> to block until terminal status.
2. Report the final status, fill quantity, and average price.

Cancel and Replace Order

When the user wants to "modify my order", "change the limit price", "update the quantity on order X", or asks to swap an open order for one with new parameters:

Required parameters:

• --order-id: UUID of the existing order to replace
• --order-type: New order type (LIMIT, MARKET, STOP, STOP_LIMIT)

Optional parameters:

• --quantity: New quantity (omit to keep original)
• --limit-price: Required for LIMIT/STOP_LIMIT
• --stop-price: Required for STOP/STOP_LIMIT
• --time-in-force: DAY (default) or GTD (requires --expiration-time)
• --expiration-time: Required when GTD

Example:

python3 scripts/cancel_and_replace.py --order-id 345d3e58-5ba3-401a-ac89-1b756332cc94 \
  --order-type LIMIT --quantity 10 --limit-price 230.00

Workflow:

1. If the user doesn't know the order ID, run get_orders.py first.
2. Confirm the new parameters with the user.
3. Execute cancel_and_replace.py. The replacement gets a new order ID — report both.

Preflight Multi-Leg

When the user wants to price a multi-leg options strategy other than a plain vertical spread (iron condor, butterfly, straddle, strangle, calendar, diagonal, ratio spread, jade lizard, etc.):

Required parameters:

• --leg: Repeat 2-6 times. Format SYMBOL:TYPE:SIDE[:OPEN_CLOSE][:RATIO]
  • TYPE = EQUITY | OPTION
  • SIDE = BUY | SELL
  • OPEN_CLOSE = OPEN | CLOSE (required for OPTION legs)
  • RATIO = optional integer ratio
• --quantity: Number of strategy units
• --limit-price: Net limit (positive = debit, negative = credit)

Optional parameters:

• --time-in-force: DAY (default) or GTD (requires --expiration-time)
• --expiration-time: Required when GTD

Examples:

Iron Condor on AAPL (sell put spread + sell call spread, $1.50 net credit):

python3 scripts/preflight_multileg.py --quantity 1 --limit-price -1.50 \
  --leg AAPL251219P00190000:OPTION:SELL:OPEN \
  --leg AAPL251219P00185000:OPTION:BUY:OPEN \
  --leg AAPL251219C00210000:OPTION:SELL:OPEN \
  --leg AAPL251219C00215000:OPTION:BUY:OPEN

Long Straddle on AAPL ($5.00 debit):

python3 scripts/preflight_multileg.py --quantity 1 --limit-price 5.00 \
  --leg AAPL251219C00200000:OPTION:BUY:OPEN \
  --leg AAPL251219P00200000:OPTION:BUY:OPEN

Workflow:

1. Use get_option_chain.py and get_option_expirations.py to pick strikes/expirations.
2. Execute preflight_multileg.py to see estimated cost, margin requirement, and buying-power impact.
3. If user proceeds, run place_multileg.py with the same legs.

Place Multi-Leg

When the user is ready to place a non-vertical multi-leg options strategy:

Same arguments as Preflight Multi-Leg above. Only LIMIT orders are accepted by the API for multi-leg orders.

Example:

python3 scripts/place_multileg.py --quantity 1 --limit-price -1.50 \
  --leg AAPL251219P00190000:OPTION:SELL:OPEN \
  --leg AAPL251219P00185000:OPTION:BUY:OPEN \
  --leg AAPL251219C00210000:OPTION:SELL:OPEN \
  --leg AAPL251219C00215000:OPTION:BUY:OPEN

Workflow:

1. Always run preflight_multileg.py first with the same legs.
2. Confirm with the user.
3. Execute place_multileg.py. Report the order ID.
4. Optionally call wait_for_fill.py --order-id <id> to monitor through to terminal status.

Flatten And Go Short

When the user wants to "reverse my position", "flip to short", "flatten my long and short it", or asks to close a long equity position and immediately open a short:

Required parameters:

• --symbol: Equity symbol
• --short-quantity: Number of shares to short after flattening

Optional parameters:

• --order-type: Short order type — MARKET (default), LIMIT, STOP, STOP_LIMIT
• --limit-price / --stop-price: Required for non-MARKET types
• --time-in-force: DAY (default) or GTD (requires --expiration-time)
• --session: CORE or EXTENDED
• --flatten-timeout: Seconds to wait for the flatten leg to fill (default 60)

Important: This is experimental in the SDK and not atomic — it's a two-order workflow (flatten the long, then short). Market conditions can move between the two fills.

Example:

python3 scripts/flatten_and_short.py --symbol TSLA --short-quantity 10

Workflow:

1. Warn the user about the non-atomic nature and the unlimited theoretical risk of shorting.
2. Execute the script. It reports both the flatten order (if any) and the short order.
3. The script can be skipped if the user is already flat or short — in that case it just submits the short directly.

Watch Prices (Real-time)

When the user asks to "watch the price", "monitor a stock", "alert me when X moves", or wants a real-time stream of quote changes:

Required parameters:

• One or more instruments: SYMBOL or SYMBOL:TYPE (TYPE = EQUITY | OPTION | CRYPTO, defaults to EQUITY)

Optional parameters:

• --poll-seconds: SDK polling interval (0.1-60, default 2.0)
• --max-updates: Stop after N price changes (useful when the agent only needs a snapshot, not an open stream)

Examples:

Watch a single equity:

python3 scripts/watch_prices.py AAPL

Watch a basket with a 5-second poll:

python3 scripts/watch_prices.py AAPL GOOGL MSFT --poll-seconds 5

Capture 10 price changes on BTC, then exit:

python3 scripts/watch_prices.py BTC:CRYPTO --max-updates 10

Workflow:

1. Stream prints one line per detected price change (timestamp, symbol, old→new last, bid, ask, changed fields).
2. For automation-style use (set an alert and walk away), pair this with --max-updates plus an outer loop or with the /schedule skill — do not leave a long-lived stream running by default.
3. For trade triggers, the agent should read each line and decide whether to call place_order.py.