Brokers Unified API

17 endpoints in this group.

GET /api/brokers/manual/positions

Manual Positions List

List latest manual positions persisted into portfolio snapshots .

Parameters

Responses

POST /api/brokers/manual/positions

Manual Positions Create

Create or replace one manual holding snapshot .

Request body: application/json

Responses

DELETE /api/brokers/manual/positions/{position_id}

Manual Positions Delete

Soft-delete a manual position snapshot .

Parameters

Responses

PATCH /api/brokers/manual/positions/{position_id}

Manual Positions Patch

Patch a manual position snapshot by id .

Parameters

Request body: application/json

Responses

GET /api/brokers/manual/transactions

Manual Transactions List

List manual transaction rows from realized_trades .

Parameters

Responses

POST /api/brokers/manual/transactions

Manual Transactions Create

Create a manual transaction in realized_trades .

Request body: application/json

Responses

DELETE /api/brokers/manual/transactions/{transaction_id}

Manual Transactions Delete

Soft-delete a manual transaction by id .

Parameters

Responses

PATCH /api/brokers/manual/transactions/{transaction_id}

Manual Transactions Patch

Patch a manual transaction by id .

Parameters

Request body: application/json

Responses

GET /api/brokers/snaptrade/callback

Snaptrade Callback

Hosted SnapTrade redirect target.

Parameters

Responses

GET /api/brokers/{broker_type}/accounts

Broker Accounts

Return account list — shape varies per broker today.

Schwab: list of {accountNumber, hashValue}. Alpaca/Tradier: broker-specific shapes.

Parameters

Responses

POST /api/brokers/{broker_type}/connect

Broker Connect

Exchange auth payload for tokens via adapter.

Body shape is broker-specific (e.g. {"auth_code": "..."} for OAuth code-flow brokers). Phase E unifies once frontend lands.

Parameters

Responses

POST /api/brokers/{broker_type}/disconnect

Broker Disconnect

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GET /api/brokers/{broker_type}/positions

Broker Positions

Parameters

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GET /api/brokers/{broker_type}/quotes

Broker Quotes

Parameters

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POST /api/brokers/{broker_type}/refresh

Broker Refresh

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GET /api/brokers/{broker_type}/status

Broker Status

Return canonical BrokerConnectionStatus .

Strategy:

1. If the adapter exposes status_struct() — broker provides a fully-populated model. Adapters that expose this win the contract.
2. Else fall back to get_token_status() (Schwab/Tradier shape) + opportunistically populate expires_at via _db_load if reachable. Adapters without get_token_status report connected=False with a hint in extra.

Errors during status reads never raise — operators see connected: False plus the error string in extra.error so the frontend banner stays informative.

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GET /api/brokers/{broker_type}/transactions

Broker Transactions

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Responses