access to IRA account?

[MMM071]

Hi, robinhood just launched IRA account and I have both brokerage and IRA accounts under the same email. How could I access the IRA account? Thanks

[rahelannader]

I'm having the same problem friend. I think we'd have to change some account function to query all accounts 🤷🏻‍♀️

[henryzhangpku]

same question. It is better to add account number into the position pulling or order placing function that we can switch to different accounts including IRA.

[mw66]

Any one know where to change/ debug / test IRA account trading?

Thanks.

[mw66]

Anyone know which function can return ira_account_number?

tried:

  profile = rh.load_account_profile("account_number")

but it can only return my regular account number.

@jmfernandes this repo has no update for a year now, if you do not have time, maybe you can add another co-owner to this repo?

[henryzhangpku]

I spent some time tonight to look into the API . I think I developed one version to trade Robinhood IRA accout now ! :) I will do more testing tomorrow and release this new version.

[mw66]

@henryzhangpku that's great! looking forward to it!

[henryzhangpku]

It worked well this morning. I will be considering a PR to merge this new feature in.

[mw66]

@henryzhangpku,

Looking forward to your PR! Thanks.

[COBOLAced]

@henryzhangpku,

Any word on your PR? It would be great to access the retirement account data! Thanks for your contribution to the community! Really looking forward to it. :)

[henryzhangpku]

Folks, here is the PR : https://github.com/jmfernandes/robin_stocks/pull/377/ It works for me to 1) monitor IRA account for stocks/options positions , and 2) place stocks/etf order by fractional quantity or price. TODOS:

1. there are a lot of different order functions in order.py , so far I only use order_xxx_fractional_by_quantity, and order_xxx_fractional_by_price myself, so I did not touch/modify other ordering functions. Feel free to help yourself to update them if you need, it should be very familiar to the fractional quantity/price that I completed.
2. placing option orders. I actually got this one working just today , but I have not checked into the PR yet , may take a few more days to test and add it to the PR. It is also working for me. Enjoy !

Henry

[henryzhangpku]

Just checked in the option ordering part, by using different RHS accounts.

[COBOLAced]

@henryzhangpku, Fantastic! I see that you submitted a commit. Thanks! I'll try it out.

[henryzhangpku]

yeah with this PR you can definitely programmatically obtain the options positions in Roth and Traditional IRA accounts. Just passing different account_numbers to get_open_option_positions(), you can get them .

[rahelannader]

@henryzhangpku It only shows regular account for load_account_profile(account no). Are you able to see both retirement and regular accounts? Are you using a different endpoint?

[mw66]

@rahelannader you need to pass in your (IRA account number), then it will work.

[henryzhangpku]

exactly, the default account_number would be your regular RHS account . You can specify IRA or other account by passing the account_number.

[farbodbahari]

Is there any update on this? Was anyone successful in pulling the IRA holdings?

[henryzhangpku]

Yes, all the time. What was your issue ?

H

On Thu, Apr 18, 2024 at 3:48 PM farbodbahari @.***> wrote:

Is there any update on this? Was anyone successful in pulling the IRA holdings?

— Reply to this email directly, view it on GitHub https://github.com/jmfernandes/robin_stocks/issues/366#issuecomment-2065448315, or unsubscribe https://github.com/notifications/unsubscribe-auth/AAVCW5XXC56PVXOMDDLBLN3Y6BEVXAVCNFSM6AAAAAAUOOMQK2VHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMZDANRVGQ2DQMZRGU . You are receiving this because you were mentioned.Message ID: @.***>

[farbodbahari]

Yes, all the time. What was your issue ? H … On Thu, Apr 18, 2024 at 3:48 PM farbodbahari @.> wrote: Is there any update on this? Was anyone successful in pulling the IRA holdings? — Reply to this email directly, view it on GitHub <#366 (comment)>, or unsubscribe https://github.com/notifications/unsubscribe-auth/AAVCW5XXC56PVXOMDDLBLN3Y6BEVXAVCNFSM6AAAAAAUOOMQK2VHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMZDANRVGQ2DQMZRGU . You are receiving this because you were mentioned.Message ID: @.>

I need to execute the following functions / method to get my positions and historical portfolio value for Roth IRA and Traditional IRA, however, I can't find a way to specify the account number for them. It returns the data for my brokerage account only.
Thanks!

Can't specify account number

robin.build_user_profile() robin.get_historical_portfolio(interval='day',span='5year') robin.get_all_stock_orders() robin.login()

Can specify account number

pd.DataFrame(robin.get_all_open_stock_orders(account_number=''))

[farbodbahari]

Yes, all the time. What was your issue ? H … On Thu, Apr 18, 2024 at 3:48 PM farbodbahari @.> wrote: Is there any update on this? Was anyone successful in pulling the IRA holdings? — Reply to this email directly, view it on GitHub <#366 (comment)>, or unsubscribe https://github.com/notifications/unsubscribe-auth/AAVCW5XXC56PVXOMDDLBLN3Y6BEVXAVCNFSM6AAAAAAUOOMQK2VHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMZDANRVGQ2DQMZRGU . You are receiving this because you were mentioned.Message ID: @.>

So I figured to use get_open_stock_positions() instead of build_holdings() to retrieve positions in individual or IRA accounts. What I could not figure out are

1. Getting the traded history
2. Daily portfolio value of an IRA account.

The 2 functions below for these 2 tasks only do it for the regular individual account by default and do not allow to specify account number. robin.get_all_stock_orders() robin.get_historical_portfolio()

[henryzhangpku]

can we try this PR ? https://github.com/jmfernandes/robin_stocks/pull/471 or alternatively my fork https://github.com/henryzhangpku/systematic_hood that is already working for multi-accounts.