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Add read-only SnapTrade broker pack - #713

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MasashiToda1 wants to merge 6 commits into
TraderAlice:devfrom
MasashiToda1:agent/snaptrade-readonly-monitor
Open

Add read-only SnapTrade broker pack#713
MasashiToda1 wants to merge 6 commits into
TraderAlice:devfrom
MasashiToda1:agent/snaptrade-readonly-monitor

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@MasashiToda1

@MasashiToda1 MasashiToda1 commented Jul 22, 2026

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Summary

  • Add a signed SnapTrade Personal API read client and optional UTA broker pack.
  • Surface a read-only SnapTrade preset for securities monitoring.
  • Re-check connection status and require realtime/read/not-disabled before every account read.
  • Permanently reject every order mutation before network I/O.

Scope

Initial position mapping is stock-like securities only: stocks, ETFs, ADRs, CEFs, and mutual funds. Unsupported derivatives, crypto, and cash-equivalents loud-refuse rather than being misclassified.

Validation

  • SnapTrade broker test suite passed: 9 tests.
  • TypeScript check passed.
  • SnapTrade broker-pack build passed.

The repository-wide test command also ran. Existing environment-sensitive failures remain: local shellPath expectation, app-resource pack path, and UI localstorage/WebGL tests.

@vercel

vercel Bot commented Jul 22, 2026

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Someone is attempting to deploy a commit to the luokerenx4's Team Team on Vercel.

A member of the Team first needs to authorize it.

@MasashiToda1
MasashiToda1 marked this pull request as ready for review July 22, 2026 09:13
@RainMona

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云端代理审阅(以 upstream dev @ 47e8651b 为准)

结论

仍值得接,但需强制 rebase + 深度审核交易写路径。

现状

  • SnapTrade 仍未进 dev;这是实体 Broker Pack / UTA adapter 工作,不是空 PR。
  • dev 有冲突;并且涉及交易写,按 workflow 应打 review:deep
  • Checks:Vercel 授权噪声;项目 CI 未见到结果。

建议

  1. Rebase 到当前 dev(Broker Pack / UTA 路径一年多变化很大)。
  2. [docs/uta-live-testing.md] 走 paper 验收;不要用真金账户。
  3. 确认与当前 Broker Pack 安装/激活模型一致(见 [docs/broker-packs.md]
  4. CI 绿 + deep review 后再合入。

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2 participants