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feat(trading): add read-only Schwab portfolio support#410

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PatrickXYS:feature/schwab-portfolio-support
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feat(trading): add read-only Schwab portfolio support#410
PatrickXYS wants to merge 1 commit into
TraderAlice:masterfrom
PatrickXYS:feature/schwab-portfolio-support

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@PatrickXYS

@PatrickXYS PatrickXYS commented Jun 30, 2026

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Adds Schwab portfolio UTA support with token handling and portfolio reads. The broker remains read-only: no order placement or write operations are enabled.\n\nThis branch has been squashed to a single commit as requested.

TESTED locally:

SCR-20260629-rghi

Add Schwab portfolio UTA config, token handling, and portfolio reads.
Keep the broker read-only with no order placement support.
@vercel

vercel Bot commented Jun 30, 2026

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

A member of the Team first needs to authorize it.

@PatrickXYS

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@claude review

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