M1 Finance Python 3 + Selenium Wrapper

There is no public API available for M1 Finance, which presents an opportunity...

pid = the string at the end of any Pie's URL, /d/invest/portfolio/Q1BTOYwODE5MCw2jVRTjQyODE1LDMDk5MTc%3D

Dependencies:

You probably already have:

• Python 3+
• Python Package: re

You will need:

• Selenium python3 -m pip install selenium
• Chromedriver http://chromedriver.chromium.org/getting-started

Installation:

1. Download ZIP or GIT with git clone https://github.com/etz/m1lib.git
2. In terminal, cd /path/to/m1lib
3. Modify the py file
4. python3 main.py

Usage:

from m1lib import *
from config import *

Basic / Authentication

login(username, password) - Logs into the M1Finance Account using Chromedriver

selectAccount(accountType) - Selects the account to make changes in

closeSession() - Closes the associated account

Trading

Buying

orderPie(amount, pid) - Orders amount of pie based on string pid

orderPV(amount, accountType) - Orders $amount of the M1 Portfolio labeled accountType

getPID(accountType) - Returns the Pie ID of the accountType from the config file.

cancelOrder(pid) - Cancels the order associated with Pie ID (use getPID for PVs)

Returns

checkReturnsPV(accountType, "week") - Returns the gains/losses as a percentage(float) against a portfolio

checkReturnsPie(pid, "week") - Returns the gains/losses as a percentage(float) against a pie

Actions

rebalancePie(pid) - Sets a specific Pie ID for rebalance

rebalancePV(accountType) - Sets accountType for rebalance

initiateDeposit(amount, accountType, year='') - Initiate a deposit for a selected account. If IRA, set a third variable year=2019

initiateWithdraw(amount, accountType) - Initiate a withdraw for a selected account.

Search & Options

tickerSearch(mk_min='',mk_max='',pe_min='',pe_max='',div_min='',div_max='',sector='',industry='') - searches M1 for all stocks within set parameters.

tickerSearch(aum_min='',aum_max='',exp_min='',exp_max='',div_min='',div_max='',sector='',industry='') - searches M1 for all funds within set parameters.

searchTicker(ticker) - Returns [float(price), float(div_yield), str(mkcap), float(pe_ratio)] of string ticker

getCurrentMarketData() - Returns the [day] % difference in the SPY, DIA, and QQQ tickers similar to searchTicker

changeAutoInvest(accountType, option='', amount='') - options=set/all/off, use amount if options=set

Credits

Developed by Ethan Nadzieja.

TODO

This project is not designed to re-invent the wheel, therefore the library functionality will be limited in trading features.

• Cash Only support
• "Borrow" balance support
• Misc. features
• Cancel PV Orders