AuthenticateUser
(
string clientId
)
{
// Method members
string authCode = string.Empty;
string postData = string.Empty;
string apiResult = string.Empty;
try
{
// Create the initial authentication form for the user from TD
// Ameritrade
AuthForm authForm = new AuthForm(ApiMethod.GetAuthCode
.GetAttribute("Name")
.Replace("{account_id}", clientId), "https://127.0.0.1");
// Show the authentication form
authForm.ShowDialog();
// Destroy the Windows Form Icon
bool bDestroy = Helper.DestroyIcon(authForm.icon.Handle);
if (!bDestroy)
{
LogHelper.Log(LogLevel.Error, $"{Resx.GetString("WINDOWS_FORM_ICON_NOT_DESTROYED")}");
}
// Once here, the dialog control will be closed and the code
// needed to request the first access token will be in the
// querystring
if (authForm.Query != null && !string.IsNullOrEmpty(authForm.Query["code"]))
{
// Get the authorization code, which will be automatically
// url decoded
authCode = authForm.Query["code"];
// Authorization code is present in the query string. Form
// the url-encoded post data to retrieve an access token
postData = $"grant_type=authorization_code&refresh_token=&access_type=offline&code={HttpUtility.UrlEncode(authCode)}";
postData += $"&client_id={HttpUtility.UrlEncode(clientId)}&redirect_uri={HttpUtility.UrlEncode("http://127.0.0.1")}";
// Get a TD Ameritrade REST API interface object, if needed
if (rest == null)
{
rest = new TDAmeritradeREST();
}
// Execute a query to the TD Ameritrade API for an access
// token
apiResult = rest.QueryApi(
// The method on the TD Ameritrade REST API being
// called
ApiMethod.PostAccessToken,
// The data helper method
ApiHelper.UrlEncodedData(
// The encoded form data
postData,
// Not using authentication in order to receive
// the first access token, which will then be
// used whenever subsequent authentication is
// needed
false
)
);
// Was an error encountered?
if (!apiResult.StartsWith("ERROR:"))
{
// NO: Get a json serializer based on the Token
// Model class
AuthToken token = Broker.DeserializeJson <AuthToken>(apiResult);
// Write the refresh token to encrypted file storage
token.Save(clientId);
// Return the refresh token
return(token);
}
}
}
catch (Exception e)
{
// Log the error
LogHelper.Log(LogLevel.Error, $" {Resx.GetString("ERROR")}: {Resx.GetString("GETTING_ACCESS_TOKEN")}. " + e.Message);
// Return an empty access token
return(null);
}
// Log any errors
LogHelper.Log(LogLevel.Error, apiResult);
// Return an empty access token
return(null);
}
GetQuotes
(
string symbols
)
{
// Method members
List <EquityETF> equityList = new List <EquityETF>();
List <MutualFund> mutualFundList = new List <MutualFund>();
List <Forex> forexList = new List <Forex>();
List <TDAsset> assetList = new List <TDAsset>();
Dictionary <string, object> assetDict = new Dictionary <string, object>();
// Were symbols obtained?
if (!string.IsNullOrEmpty(symbols))
{
// YES: Get the TD Ameritrade REST API object
TDAmeritradeREST rest = new TDAmeritradeREST();
// Call TD Ameritratde API to get current quotes for these symbols
string result = rest.QueryApi(
// The TD Ameritrade API method
ApiMethod.GetQuotes,
// The data object passed to the API method
ApiHelper.AccountDataWithQueryString(
// No data in URL before query string
null,
// The query string used to get the quotes
symbols,
// Use authentication
true
)
);
// Is the result not in error?
if (!string.IsNullOrEmpty(result) && !result.StartsWith("ERROR:"))
{
// NO: Create a non-data contract JSON serializer
JavaScriptSerializer serializer = new JavaScriptSerializer();
// Deserialize the result returned from TD Ameritrade into
// the 1st level dictionary, i.e. <string, object>
assetDict = (Dictionary <string, object>)serializer.Deserialize <object>(result);
// Iterate through each asset in the asset dictionary
foreach (string key in assetDict.Keys)
{
// The 2nd level object for each asset is also a
// <string, object> dictionary. What type of asset?
switch (((Dictionary <string, object>)assetDict[key])["assetType"].ToString())
{
case "EQUITY":
case "ETF":
// Convert object to an Equity/ETF class object
equityList.Add(Broker.JsonDictConvert <EquityETF>((Dictionary <string, object>)assetDict[key]));
break;
case "MUTUAL_FUND":
// Convert object to a mutual fund class object
mutualFundList.Add(Broker.JsonDictConvert <MutualFund>((Dictionary <string, object>)assetDict[key]));
break;
case "FOREX":
//*********************************************
// NOTE: The TD Ameritrade REST API currently
// does not support FOREX trading.
//*********************************************
// Convert object to a Forex class object
//forexList.Add(Broker.JsonDictConvert<Forex>((Dictionary<string, object>)assetDict[key]));
break;
default:
break;
}
}
// Iterate through the equities and ETFs
foreach (EquityETF asset in equityList)
{
// Get the ask price
double askPrice = Broker.GetAskPrice(asset);
// If no ask price can be determined, do not trade this security
if (askPrice < -9000.0)
{
continue;
}
// Get the bid price
double bidPrice = Broker.GetBidPrice(asset);
assetList.Add(new TDAsset
{
Symbol = asset.Symbol,
Price = asset.AskPrice,
Spread = askPrice - bidPrice,
Volume = 0,
LotAmount = 1,
MarginCost = 0.00,
Pip = 0.01,
PipCost = 0.01
});
}
// Iterate through the mutual funds
foreach (MutualFund asset in mutualFundList)
{
// Get the ask price
double askPrice = Broker.GetAskPrice(asset);
// If no ask price can be determined, do not trade this security
if (askPrice < -9000.0)
{
continue;
}
// Get the bid price
double bidPrice = Broker.GetBidPrice(asset);
assetList.Add(new TDAsset
{
Symbol = asset.Symbol,
Price = asset.AskPrice,
Spread = askPrice - bidPrice,
Volume = 0,
LotAmount = 1,
MarginCost = 0.00,
Pip = 0.01,
PipCost = 0.01
});
}
//*********************************************************
// NOTE: FOREX trading is not currently supported by the
// TD Ameritrade REST API.
//
// Iterate through the Forex assets. Main issue is to
// compute the pipCost and the Rollover interest fees:
//
// PipCost = LotAmount * Pip / ( {Counter Currency} / {Account Currency} )
//*********************************************************
/*
* foreach (Forex asset in forexList)
* {
* // Get the ask price
* double askPrice = Broker.GetAskPrice(asset);
*
* // If no ask price can be determined, do not trade this security
* if (askPrice < -9000.0) continue;
*
* // Get the bid price
* double bidPrice = Broker.GetBidPrice(asset);
*
* // Get the rollover rates
* double ROR = CurrencyInterestRates.ComputeRollover(asset.Symbol, askPrice);
*
* // Round the rollover to five places
* ROR = Math.Round(ROR, 5);
*
* assetList.Add(new TDAsset
* {
* Symbol = asset.Symbol,
* Price = asset.AskPrice,
* Spread = askPrice - bidPrice,
* Volume = 0,
* LotAmount = 10000,
* MarginCost = 0.00,
* Pip = (asset.Symbol.Contains("/JPY") || asset.Symbol.Contains("JPY/")) ? 0.01 : 0.0001,
* PipCost = Broker.ComputePipCost(asset.Symbol),
* RolloverLong = ROR,
* RolloverShort = ROR
* });
* }
*/
}
}
// Return the asset list
return(assetList);
}