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Getting positions, historical portfolio value and trade in the IRA and Traditional IRA #469

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farbodbahari opened this issue Apr 18, 2024 · 5 comments

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@farbodbahari
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Hi all, I have a traditional IRA and a Roth IRA under the same account as my regular brokerage account and I was wondering if there is a way I could specify the account number to my positions, historical portfolio value and trade in the IRA and Traditional IRA. Version 3.0.6 does the above only for the regular brokerage account not the IRAs. Thanks

@farbodbahari
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farbodbahari commented Apr 20, 2024

So I figured to use get_open_stock_positions() instead of build_holdings() to retrieve positions in individual or IRA accounts. What I could not figure out are

  1. Getting the traded history
  2. Daily portfolio value of an IRA account.

The 2 functions below for these 2 tasks only do it for the regular individual account by default and do not allow to specify account number.
robin.get_all_stock_orders()
robin.get_historical_portfolio()

@sams99txt
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sams99txt commented Apr 20, 2024

I am also looking for robin.get_all_stock_orders() for IRA type accounts.
Looks like the call has to be https://api.robinhood.com/orders/?account_number=xxxx

@farbodbahari
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Hi @henryzhangpku, it would be so great if you'd please consider helping with this request. I previously asked it on #366. Thanks!

@henryzhangpku
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I see . The master branch might still lack some updates. My local branch though is working perfectly with IRA account (all functions are working). I will try to push those updates into this fork here https://github.com/henryzhangpku/systematic_hood and later MR to master.

@henryzhangpku
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can we try this PR ? #471
or alternatively my fork https://github.com/henryzhangpku/systematic_hood that is already working for multi-accounts.

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