Contact person: Business Client

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Location: Mamaroneck, United States

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I’m expanding the auto-sync feature on our fintech trading journal and the next milestone is full Schwab/webull/robinhood support. Users should be able to link their broker account, grant permission, and have every executed trade flow straight into our existing journaling database with no manual uploads.

Scope
• Build or refine the Schwab/robinhood/webull API connection, handling authentication, token refresh, and secure storage of credentials.
• Pull completed trade fills (symbol, side, quantity, price, timestamp, order id) and map them to our internal schema.
• Create a lightweight scheduler or webhook listener so new trades appear in near-real-time.
• Return normalized JSON that plugs into our current TypeScript/Node back-end and PostgreSQL tables.
• Provide clear setup notes so we can toggle between Schwab’s sandbox and production environments.

Nice to have
Our codebase already anticipates future Interactive Brokers, Robinhood, and Webull hooks, so structuring the Schwab module in a reusable pattern is a bonus.

Deliverables
1. Documented Schwab integration module
2. Postman / Insomnia collection or curl scripts for quick testing
3. README with environment variables, OAuth steps, and rate-limit considerations
4. Brief hand-off call or loom video walkthrough

Acceptance criteria
– User connects a Schwab/Webull/Robinhood account and sees their last 90 days of trades in the journal within one minute.
– A newly placed trade at Schwab is captured automatically without manual refresh.
– Unit tests hit mock endpoints and pass in CI.

When you reply, please include a concise but detailed proposal outlining your planned approach, any relevant past API work, and estimated timeline to reach production readiness." (client-provided description)