Problem Description

I am building an app to manage some stock positions and I'd like to have it pull in real data from my Schwab account.

Acceptance Criteria

1. When I log into the app I can connect my "thesis" account to my Schwab brokerage account
2. When my login is authenticated, I'm asked which account(s) do I want to connect?
3. There is a way to revoke and disconnect the API connection.
4. There is a test and dev configuration to make sure that there is a way to perform regression testing prior to production.

Technical Details

1. developer.schab.com
2. I have credentials
3. App is built here on replit.
4. Eventually would like to connect it to the commercial API to extend use to fiends.
5. Keep in mind that the architecture should consider the feasibility of adding authentication for other investment firms like Vanguard, Robinhood, etc. but for now the focus is on UNH.

Link to Project

https://378c8e42-5e61-4881-b768-a8b8db236af3-00-d02w6vlin2lf.riker.replit.dev