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almost finished schwab, testing #742

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@grzesir grzesir commented Apr 30, 2025

Description by Korbit AI

What change is being made?

Update the Schwab API integration documentation and add Flask-based cloud authentication flow for Schwab broker integration in the Lumibot trading library.

Why are these changes being made?

The documentation update reflects new support and guidelines for using Schwab's modern Trader API, specifically with Lumibot, detailing credential setup, OAuth login, and asset support. Enhancements in the code include improved environment detection for redirect URIs and a Flask-based web route for completing the OAuth login process in cloud environments, simplifying the setup for hosting platforms like Replit or Render. This update ensures users have accurate information and support for deploying strategies using Schwab's API with Lumibot effectively.

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Review by Korbit AI

Korbit automatically attempts to detect when you fix issues in new commits.
Category Issue Status
Security Exposed Authentication Endpoint ▹ view 🧠 Incorrect
Files scanned
File Path Reviewed
setup.py
lumibot/brokers/schwab.py
lumibot/strategies/strategy.py

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Comment on lines +1645 to +1653
@app.route("/schwab-login")
def schwab_login():
client_from_login_flow(
api_key = self.client.api_key,
app_secret = self.client.app_secret,
callback_url = redirect_uri,
token_path = token_path,
interactive = False
)

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