NAME

NAME
Finance::Bank::Schwab - Check your account balances at Charles Schwab

VERSION
version 2.03

SYNOPSIS
use Finance::Bank::Schwab;
my @accounts = Finance::Bank::Schwab->check_balance(
username => "xxxxxxxxxxxx",
password => "12345",
get_position => 1,
);

for ( @accounts ) {
printf "%20s : %8s / %8s : USD %9.2f USD %9.2f\n",
$_->name, $_->sort_code, $_->account_no, $_->cash, $_->balance;

for my $position ( @{ $_->positions } ) {
printf "# \t%-10s %-10s %10s Shares \@ \$%-15s\n",
$position->type,
$position->symbol,
$position->quantity,
$position->price;
}
print "\n";

}

DESCRIPTION
This module provides a rudimentary interface to the Charles Schwab site.
You will need either "Crypt::SSLeay" or "IO::Socket::SSL" installed for
HTTPS support to work. "WWW::Mechanize" is required. If you encounter
odd errors, install "Net::SSLeay" and it may resolve itself.

CLASS METHODS
check_balance()
check_balance( usename => $u, password => $p, get_positions => 1 )

Return an array of account objects, one for each of your bank accounts.
If the "get_positions" flag is true then account positions (share
counts, prices, etc) will be retrieved as well.

OBJECT METHODS
$ac->name
$ac->sort_code
$ac->account_no

Return the account name, sort code and the account number. The sort code
is just the name in this case, but it has been included for consistency
with other Finance::Bank::* modules.

$ac->balance

Return the account balance as a signed floating point value.

$ac->cash

Return the cash balance as a signed floating point value. This is useful
if the account has margin borrowing as the balance alone doesn't do
justice.

$ac->positions

Returns a reference to an array of
Finance::Bank::Schwab::Account::Positions objects. Each provides the
following method:

$position->symbol (String)
$position->quantity (Signed Float)
$position->price (Signed Float)
$position->type (Stock/Bond/Cash/Unknown)

WARNING
This warning is verbatim from Simon Cozens' "Finance::Bank::LloydsTSB",
and certainly applies to this module as well.

This is code for online banking, and that means your money, and that
means BE CAREFUL. You are encouraged, nay, expected, to audit the source
of this module yourself to reassure yourself that I am not doing
anything untoward with your banking data. This software is useful to me,
but is provided under NO GUARANTEE, explicit or implied.

THANKS
Simon Cozens for "Finance::Bank::LloydsTSB". The interface to this
module, some code and the pod were all taken from Simon's module.

Thanks to Ryan Clark <[email protected]> for contributing the
initial implementation of the share count/price/etc retrieval routines.

AUTHOR
Mark Grimes <[email protected]>

COPYRIGHT AND LICENSE
This software is copyright (c) 2013 by Mark Grimes <[email protected]>.

This is free software; you can redistribute it and/or modify it under
the same terms as the Perl 5 programming language system itself.