Schwab API C++ Client

A lightweight C++20 wrapper for the Charles Schwab Developer REST API, providing easy-to-use methods for fetching market data, option chains, quotes, and more.

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Features

• Authenticate via OAuth2 with automatic token refresh
• Convert human-readable dates to Unix epoch (ms)
• Fetch historical price data (OHLCV)
• Retrieve option chains and expiration series
• Query market hours and top movers
• Search instrument details and quotes
• Thread-safe helper utilities

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Prerequisites

• C++20-compatible compiler (e.g., GCC 11+, Clang 13+)
• libcurl development headers
• CMake (optional) or GNU Make

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Installation

Clone and build with Make:

git clone https://github.com/yourusername/schwab-cpp-client.git
cd schwab-cpp-client
make                          # build static library + examples
make install PREFIX=/usr/local   # optional system-wide install

Or use CMake:

cmake -B build -S .
cmake --build build

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Getting Started

1. Obtain API Credentials

1. Register an application at the Charles Schwab Developer Portal.
2. Note your App Key, App Secret, and Redirect URI.
3. Create a local tokens.json (or any filename you prefer) to store and refresh OAuth tokens.

2. Include and Initialize

#include "schwab_api.hpp"
#include "utils.hpp"

using namespace std;

int main() {
    Client client(
        "your-app-key",
        "your-app-secret",
        "http://localhost/callback",
        "tokens.json",
        chrono::milliseconds(5000)   // 5 s timeout
    );

    // Fetch Apple (AAPL) daily price history for the past year
    map<string,string> params = {
        {"symbol",        "AAPL"},
        {"periodType",    "year"},
        {"frequencyType", "daily"}
    };

    string json = client.priceHistory(params);
    cout << json << endl;
    return 0;
}

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API Reference

Client Class

Constructor

Client(
    const string& appKey,
    const string& appSecret,
    const string& callbackUrl,
    const string& tokensFile,
    const chrono::milliseconds timeoutMs
);

Utilities

Method	Description
long long datetimeToEpoch("dd-mm-yyyy HH:MM:SS")	Convert to epoch ms
long long dateToEpoch("dd-mm-yyyy")	Convert date (00:00:00) to epoch ms
bool containsReqArgs(params, reqArgs)	Ensure required keys present
bool validKeys(params, valKeys)	Validate parameter names

Data Endpoints (all return raw JSON std::string)

Method	Purpose	Key Parameters
priceHistory(params)	OHLCV history	Required symbol; optional periodType, frequencyType, period, frequency, startDate, endDate, …
optionChains(params)	Option chains	Required symbol; optional contractType, strikeCount, strategy, …
optionExpirationChains(symbol)	Expiration dates	—
marketHours(markets, date)	Market hours	markets = equity, bond, option, future, forex; date = YYYY-MM-DD or TODAY
movers(indexSymbol, sort, frequency)	Top movers	e.g. $DJI, sort by VOLUME, …
instruments(symbol, projection)	Instrument search	projection = fundamental, symbol-search, …
instruments(cusip)	Instrument by CUSIP	—
quotes(symbols, fields, indicative)	Quotes list	symbols comma-separated, optional fields, indicative
quotes(symbol, fields)	Single-symbol quotes	—

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License

Distributed under the MIT License. See the LICENSE file for full text. end of readme