rameritrade (version 0.1.5)

td_transactSearch: Search for all Transaction types

Description

Can pull trades as well as transfers, dividend reinvestment, interest, etc. Any activity associated with the account.

Usage

td_transactSearch(
  accountNumber,
  startDate = Sys.Date() - 30,
  endDate = Sys.Date(),
  transType = "All",
  accessToken = NULL
)

Arguments

accountNumber

The TD brokerage account number associated with the Access Token

startDate

Transactions after a certain date. Will not pull back transactions older than 1 year. format yyyy-mm-dd

endDate

Filter transactions that occurred before a certain date. format yyyy-mm-dd

transType

Filter for a specific Transaction type. No entry will return all types. For example: TRADE, CASH_IN_OR_CASH_OUT, CHECKING, DIVIDEND, INTEREST, OTHER

accessToken

A valid Access Token must be set using td_auth_accessToken. The most recent Access Token will be used by default unless one is manually passed into the function.

Value

a jsonlite data frame of transactions

Examples

# NOT RUN {
# Access Token must be set using td_auth_accessToken
# Transactions for the last 5 days
td_transactSearch(accountNumber = 987654321, 
                startDate = Sys.Date()-days(5))

# }