CharlesSchwabPlatform

Chinese README

Investing involves risk. This project does not provide investment advice and is for education, research, and engineering review only.

What this repository is

CharlesSchwabPlatform is a QuantStrategyLab Charles Schwab US equity execution platform. It runs runtime-enabled US equity profiles through Schwab token, order, notification, and Cloud Run integrations.

It is an execution layer, not a strategy research repository. Strategy logic comes from UsEquityStrategies; snapshot and validation artifacts come from UsEquitySnapshotPipelines when a profile requires them.

Runtime boundary

• Loads only runtime-enabled strategy profiles exposed by the strategy packages.
• Handles broker/API connectivity, dry-run checks, notifications, and deployment settings.
• Must keep credentials in GitHub Secrets, cloud secret stores, or the broker-specific secret system, never in Git.
• Should start with dry-run or paper mode before any live order path is enabled.

Direct vs snapshot-backed profiles

Direct runtime profiles can usually run from market history or portfolio state. Snapshot-backed profiles need a current artifact bundle from the matching snapshot pipeline before this platform should execute them. The platform should not invent strategy eligibility; it should consume the status and artifacts published by the strategy and snapshot repositories.

Deploy safely

1. Configure secrets and runtime variables outside Git.
2. Run the workflow or service in dry-run mode.
3. Review generated orders, logs, notifications, and reconciliation output.
4. Confirm rollback steps and artifact versions.
5. Enable scheduled or live execution only after the above checks are clear.

Repository layout

• tests/: unit, contract, and regression tests.
• .github/workflows/: CI, scheduled jobs, release, or deployment workflows.
• scripts/: operator scripts and local helpers.
• research/: research configs and non-live candidate artifacts.

Quick start

python -m pip install -r requirements.txt
python -m pytest -q

Useful docs

• No separate docs/ directory yet; start with this README and the workflow files.

Community and security

• See CONTRIBUTING.md for pull request scope, local verification, and documentation expectations.
• Follow CODE_OF_CONDUCT.md for maintainer and contributor conduct.
• Report credential, automation, broker, exchange, or cloud-resource vulnerabilities through SECURITY.md; do not open public issues for secrets or live-execution risk.

License

See LICENSE.