Schwab beta API

[ninjaketo]

aligator was spot on. There are many symbols, those I provided and many more, which have the mapping to "scwab (beta)" as blank. How were we going to receive any data when the mapping field has been left blank in the master instrument database? The easy fix would be for NT developing team to double check there are no symbols left with a blank mapping to Schwab.

@ninjjatrader_clayton, you said: "If every time we test on our computers, something works, then there is no way for us to identify why it wouldn't be working for only one of the many users." Did you say this without even trying to reproduce the issue at your end?

There is one symbol wihich deserves attention as schwab symbol for BRK.B IS BRK/B and when trying to manually update the mapping for this symbol we get the error popup message saying "/" is not allowed.

Thank you all again

[aligator]

[USER="19582"]
There is one symbol wihich deserves attention as schwab symbol for BRK.B IS BRK/B and when trying to manually update the mapping for this symbol we get the error popup message saying "/" is not allowed.

Thank you all again

ninjaketo

Hi,

Different brokers platforms use different conventions to structure their symbol lists. NinjaTraders uses the "_" for BRK B series. So, change the mapping to BRK_B and it should work. I assume NT is following the .SC rule that certain charactors can not be used for naming files.

Cheers!

[NinjaTrader_Clayton]

Hello everyone,

Thank you for the updates.

Since the Schwab (Beta) adapter is still in a Beta state, this is the most crucial time for users to write in to support directly with any unexpected behaviors so we may get it documented and addressed in a future update.

• To submit an item to the Development team, we need the log and trace files from the users to verify certain items and aid with the Development team's investigation.

Moving forward, if something unexpected happens with the Schwab (Beta) Connection or orders placed through it, follow the previously provided steps to send your Log and Trace files to the Support team directly to be investigated further and reported if needed.


When I checked the first few Instrument from the User's list of instruments, they all had a definition for the Schwab (Beta) connection.

• For instruments like the SXYAY which are not within NinjaTrader by default, the easiest way to add these are to go to a Chart or Market Analyzer window and type the Symbol name and press Enter on the keyboard.
  • This will automatically set the instrument up as an Equity/Stock and give every Symbol Map the Symbol name as the Symbol map.
  • Here is an example of what those looked like in my platform along with how a manually added stock like the SXYAY looks as well.

If you are still not seeing the Symbol maps, please make sure you are on NinjaTrader 8.1.4.1 and then follow the steps below to reset the Instruments in your platform and check again.

1. Disconnect from any data providers by navigating to the Control Center > Connections menu, and left-click on “disconnect” that appears to the right when hovering your mouse over any active connection
2. Reset your instruments by navigating to the Control Center > Tools > Database Management
3. In the Database Management window, under the “Update instruments” section, ensure that “General properties”, "Futures expiries" and “Symbol mappings” options are checked and then click Update
4. Restart NinjaTrader

Reopen NinjaTrader > Reconnect to data > And wait for the charts to load in.

• It is possible you may need to right-click the chart and select "Reload all historical data"

If any users are still experiencing any unwanted or unexpected behaviors with the Schwab (Beta) adapter, please use the previously provided steps to write in to the support team directly with those files for further investigation.

We look forward to receiving your files and resolving your inquiry.

[aligator]

We look forward to receiving your files and resolving your inquiry.

Just to let you know, some symbols that end with a suffix such as BF.B, BRK.A, BRK.B have a different name than the Master Instrument name as shown in attached screenshot) and will not work unless they are mapped with "_" instead of a ".", i.e. BRK_B instead of BRK.B, as shown in your post.

This needs to be fixed for all similar symbols in your instrument list. Otherwise you will get an "invalid symbol" error that will not show up in Log or Trace folders.

[NinjaTrader_LuisH]

Hello ninjaketo , aligator,




Thank you for the additional dialogue while I was out.



I'd like to share some additional findings regarding this post and hopefully inspire some confidence for the future of the Schwab adapter.



Our development team is working on the next build of this connection and has made significant strides in this area specifically.

It was noted that on 8.1.4.1 there could be an instance of an 'invalid unsubscribe request' which would then return an error and break the connection.



An 'unsubscribe request' happens when there are no longer any windows open for a symbol that pulls data. You can potentially even recreate this if you:

• Start a blank workspace
• Connect to Schwab
• Type the instrument you are looking directly from the New > Chart dropdown menu
• Open a Level II window to the same instrument
• Close the Window
• Try to open a new symbol from the chart

At this time, Development is actively working on this and expecting to deploy a fix to all users as soon as feasible. As mentioned in an earlier post, we need to make sure we are aware of potential issues while this adapter is in Beta. By providing us with your invaluable feedback, it helps us provide the best experience to the community.




If there's anything else I can add to this conversation please let me know.

[aligator]

Hi LuisH,

One more item regarding Schwab API that you may want to bring up to your development team:

To sign up on Schwab Platform (TOS) one is given the option to sign up either for a "Paper" account or the "Live" account version of TOS.

The NinjaTrader Schwab API does not have such options for account connection Authorization. The Schwab API connection sign up authorization is for a "Live" account only. It ould be nice to have a "Paper" account connection option added for paper trading or simply research. I am aware that one can have a Sim101 account on NT8, but currently the connection will still be to a Schwab 'Live" account.

Cheers!

[ninjaketo]

Hi aligator your NT sim101 account, connected on your live schwab account is like a a paper account. Any strategies or trades executed on your sim101 will never touch your live account at Schwab. Your are only using your Schwab as a data feed, and everything stays on your NT platform on your sim account, no trades are sent to your live account at Schwab. At least, if my memory is still working, that is how I used the sim account to test strategies before using them on the live account. This is my understanding, but by all means wait for the NT guys response.
Regards

[aligator]

Hi aligator your NT sim101 account, connected on your live schwab account is like a a paper account. Any strategies or trades executed on your sim101 will never touch your live account at Schwab. Your are only using your Schwab as a data feed, and everything stays on your NT platform on your sim account, no trades are sent to your live account at Schwab. At least, if my memory is still working, that is how I used the sim account to test strategies before using them on the live account. This is my understanding, but by all means wait for the NT guys response.
Regards

Thanks, that is my understanding too. Ideally, the API connection shoud show only the account information for either Schwab's "Paper" or "Live" account depending on which option one signs in to use. No need to expose a Live account activities and balances if one is using Schwab data for Sim play on NT8.

This is not a real issue, just an observation to consider for safety of a Live account information.

Cheers!

[NinjaTrader_LuisH]

Hello aligator,


ninjaketo is correct, you have to consciously select the live account on the NinjaTrader platform via a method of submitting orders (SuperDOM, Chart Trader, Basic Entry).

Example:




Or in a strategy:





Thanks all!

[sledge]

Had a message about upgrading this past week, looks like I hadn't since before 8.1.1 as I was still on license key and not logging in. Annoying to log in (too many things stack on my laptop at various times), but what you gonna do.

Looks like I'm not too far out since Schwab Beta started - so good time to hop back in finally. Time to see if it is even close to TDA previously. I suspect my favorite symbol is trashed by Schwab, as only the TDA version was gold. ($ISSU)

Well, it was empty. I added it back into Schwab..fingers crossed.