schwab_rb 0.2.0

data/README.md

@@ -0,0 +1,271 @@
+****# schwab_rb: Schwab API Ruby Client
+
+The `schwab_rb` gem is a Ruby client for interacting with the Schwab API. It provides a simple and flexible interface for accessing Schwab account data, placing orders, retrieving quotes, and more.
+
+## Installation
+
+Add this line to your application's Gemfile:
+
+```ruby
+gem 'schwab_rb'
+```
+
+Or install it manually:
+
+```bash
+gem install schwab_rb
+```
+
+Note: The gem requires Ruby 3.0.0 or higher.
+
+## Prerequisites
+
+Before using this gem, you'll need:
+
+1. A Charles Schwab Developer Account
+2. A registered application with Schwab to get your API key and secret
+3. Your Schwab trading account number
+
+## Dependencies
+
+The gem depends on several key libraries:
+- `async` and `async-http` for asynchronous HTTP operations
+- `oauth2` for OAuth authentication
+- `sinatra` and `puma` for the authentication callback server
+- `dotenv` for environment variable management
+
+## Usage
+
+### Setting Up Environment Variables
+
+Before using the gem, ensure you have the following environment variables set:
+
+- `SCHWAB_API_KEY`: Your Schwab API key.
+- `SCHWAB_APP_SECRET`: Your Schwab application secret.
+- `APP_CALLBACK_URL`: The callback URL for your application.
+- `TOKEN_PATH`: Path to store the authentication token.
+- `SCHWAB_ACCOUNT_NUMBER`: Your Schwab account number.
+- `SCHWAB_LOGFILE`: (Optional) Path to the log file. Defaults to `STDOUT`.
+- `SCHWAB_LOG_LEVEL`: (Optional) Log level for the logger. Defaults to `WARN`. Possible values: `DEBUG`, `INFO`, `WARN`, `ERROR`, `FATAL`.
+- `SCHWAB_SILENCE_OUTPUT`: (Optional) Set to `true` to disable logging output. Defaults to `false`.
+
+You can also configure logging programmatically:
+
+```ruby
+SchwabRb.configure do |config|
+  config.logger = Logger.new(STDOUT)
+  config.log_level = 'INFO'
+  config.silence_output = false
+end
+```
+
+### Example Usage
+
+Here is an example of how to use the `schwab_rb` gem:
+
+```ruby
+require 'schwab_rb'
+
+# Initialize the client
+client = SchwabRb::Auth.init_client_easy(
+  ENV['SCHWAB_API_KEY'],
+  ENV['SCHWAB_APP_SECRET'],
+  ENV['APP_CALLBACK_URL'],
+  ENV['TOKEN_PATH']
+)
+
+# Fetch a quote
+quote = client.get_quote('AAPL')
+puts quote.body
+
+# Fetch multiple quotes
+quotes = client.get_quotes(['AAPL', 'MSFT', 'GOOGL'])
+puts quotes.body
+
+# Fetch account details
+account = client.get_account('account_hash')
+puts account.body
+
+# Get option chain
+option_chain = client.get_option_chain(
+  symbol: 'AAPL',
+  strike_count: 10,
+  include_non_standard: true
+)
+
+# Preview an order before placing
+order = {
+  orderType: 'MARKET',
+  session: 'NORMAL',
+  duration: 'DAY',
+  orderLegCollection: [
+    {
+      instruction: 'BUY',
+      quantity: 100,
+      instrument: {
+        symbol: 'AAPL',
+        assetType: 'EQUITY'
+      }
+    }
+  ]
+}
+
+preview = client.preview_order('account_hash', order)
+puts preview.body
+
+# Place the order
+response = client.place_order('account_hash', order)
+puts response.body
+
+# Get price history
+price_history = client.get_price_history(
+  symbol: 'AAPL',
+  period_type: :month,
+  period: 3,
+  frequency_type: :daily
+)
+```
+
+## Data Objects
+
+The gem includes structured data objects for better handling of API responses. Most API methods support a `return_data_objects` parameter (defaults to `true`) which returns parsed Ruby objects instead of raw JSON responses:
+
+```ruby
+# Returns structured data objects
+quote = client.get_quote('AAPL')  # Returns Quote object
+account = client.get_account('hash')  # Returns Account object
+
+# Returns raw JSON response
+quote_raw = client.get_quote('AAPL', return_data_objects: false)
+```
+
+Available data object types include:
+- `Quote` - Stock and option quotes
+- `Account` - Account information and balances
+- `Order` - Order details and status
+- `Transaction` - Transaction history
+- `OptionChain` - Option chain data
+- `PriceHistory` - Historical price data
+- And more...
+
+For more detailed examples, refer to the `examples/schwab.rb` file in the repository.
+
+## Development
+
+After checking out the repo, run `bin/setup` to install dependencies. Then, run `rake spec` to run the tests. You can also run `bin/console` for an interactive prompt that will allow you to experiment.
+
+To install this gem onto your local machine, run `bundle exec rake install`. To release a new version, update the version number in `version.rb`, and then run `bundle exec rake release`, which will create a git tag for the version, push git commits and the created tag, and push the `.gem` file to [rubygems.org](https://rubygems.org).
+
+## API Features
+
+The gem provides comprehensive access to the Schwab API, including:
+
+### Account Information
+- Get account details and balances
+- Retrieve account numbers
+- Get user preferences
+
+### Orders
+- Place orders (equity and options)
+- Cancel orders
+- Replace existing orders
+- Preview orders before placing
+- Get order details and history
+
+### Market Data
+- Real-time and delayed quotes for stocks and options
+- Option chains with filtering capabilities
+- Option expiration chains
+- Price history with various time intervals
+- Market movers
+- Market hours information
+
+### Transactions
+- Get transaction history
+- Retrieve individual transaction details
+
+### Order Building
+The gem includes a flexible order builder for creating complex orders:
+
+```ruby
+# Using the order builder for a simple equity buy
+order = SchwabRb::Orders::Builder.new
+  .set_session(:normal)
+  .set_duration(:day)
+  .set_order_type(:market)
+  .add_equity_leg(:buy, 'AAPL', 100)
+  .build
+
+response = client.place_order('account_hash', order)
+```
+
+## Authentication Methods
+
+The gem supports multiple authentication approaches:
+
+1. **Easy Initialization** (Recommended): Automatically handles token storage and refresh
+2. **Token File**: Initialize from a saved token file  
+3. **Login Flow**: Interactive browser-based authentication
+
+### Easy Authentication Setup
+
+```ruby
+client = SchwabRb::Auth.init_client_easy(
+  ENV['SCHWAB_API_KEY'],
+  ENV['SCHWAB_APP_SECRET'], 
+  ENV['APP_CALLBACK_URL'],
+  ENV['TOKEN_PATH']
+)
+```
+
+This method will:
+- Try to load an existing token from the specified path
+- Automatically refresh the token if it's expired
+- Fall back to the interactive login flow if no valid token exists
+
+## Async Support
+
+The gem supports both synchronous and asynchronous operations. For async usage:
+
+```ruby
+# Initialize async client
+client = SchwabRb::Auth.init_client_easy(
+  ENV['SCHWAB_API_KEY'],
+  ENV['SCHWAB_APP_SECRET'],
+  ENV['APP_CALLBACK_URL'],
+  ENV['TOKEN_PATH'],
+  asyncio: true
+)
+
+# Use async methods
+client.get_quote('AAPL').then do |response|
+  puts response.body
+end
+```
+
+## Troubleshooting
+
+### Token Issues
+- Ensure your `TOKEN_PATH` environment variable points to a writable location
+- Delete the token file and re-authenticate if you encounter persistent token errors
+- Check that your API key and secret are correctly set in environment variables
+
+### SSL/TLS Issues
+- The gem uses SSL for all API communications
+- If you encounter SSL errors, ensure your system's certificate store is up to date
+
+### Rate Limiting
+- The Schwab API has rate limits; implement appropriate delays between requests
+- Use the gem's logging features to monitor API request/response patterns
+
+For more detailed examples, refer to the `examples/schwab.rb` file in the repository.
+
+## Contributing
+
+Bug reports and pull requests are welcome on GitHub at https://github.com/jwplatta/schwab_rb.
+
+## License
+
+The gem is available as open source under the terms of the [MIT License](https://opensource.org/licenses/MIT).
+
+The gem is inspired by [schwab-py](https://pypi.org/project/schwab-py). The original implementation can be found [here](https://github.com/alexgolec/schwab-py).

data/Rakefile

@@ -0,0 +1,12 @@
+# frozen_string_literal: true
+
+require "bundler/gem_tasks"
+require "rspec/core/rake_task"
+
+RSpec::Core::RakeTask.new(:spec)
+
+require "rubocop/rake_task"
+
+RuboCop::RakeTask.new
+
+task default: %i[spec rubocop]

data/doc/notes/data_objects_analysis.md

@@ -0,0 +1,223 @@
+# Data Objects Analysis for BaseClient
+
+## Analysis Date: July 20, 2025
+
+This document analyzes all API methods in `base_client.rb` to identify:
+1. ###   - [x]  - [x]- [x] **UserPreferences** data object class
+  - [x] Create `lib/schwab_rb/data_objects/user_preferences.rb`
+  - [x] Create `spec/data_objects/user_preferences_spec.rb`
+  - [x] Use fixture: `spec/fixtures/user_preferences.json`
+- [x] **OptionExpirationChain** data object class
+  - [x] Create `lib/schwab_rb/data_objects/option_expiration_chain.rb`
+  - [x] Create `spec/data_objects/option_expiration_chain_spec.rb`
+  - [x] Use fixture: `spec/fixtures/option_expiration_chain.json`spec/fixtures/user_preferences.json`
+- [x] **OptionExpirationChain** data object class
+  - [x] Create `lib/schwab_rb/data_objects/option_expiration_chain.rb`
+  - [x] Create `spec/data_objects/option_expiration_chain_spec.rb`
+  - [x] Use fixture: `spec/fixtures/option_expiration_chain.json`
+- [x] **PriceHistory** data object class
+  - [x] Create `lib/schwab_rb/data_objects/price_history.rb`
+  - [x] Create `spec/data_objects/price_history_spec.rb`
+  - [x] Use fixtures: `spec/fixtures/price_history_*.json`
+
+### 📋 Todoec/fixtures/user_preferences.json`
+- [x] **OptionExpirationChain** data object class
+  - [x] Create `lib/schwab_rb/data_objects/option_expiration_chain.rb`
+  - [x] Create `spec/data_objects/option_expiration_chain_spec.rb`
+  - [x] Use fixture: `spec/fixtures/option_expiration_chain.json`
+
+### 📋 Todos
+- [ ] **OptionExpirationChain** data object class
+  - [ ] Create `lib/schwab_rb/data_objects/option_expiration_chain.rb`
+  - [ ] Create `spec/data_objects/option_expiration_chain_spec.rb`
+  - [ ] Use fixture: `spec/fixtures/option_expiration_chain.json`
+
+### 📋 Todo
+- [ ] **PriceHistory** data object class don't return data objects (only raw JSON)
+2. Methods that need data object classes to be created
+
+## Methods NOT Currently Returning Data Objects
+
+### Account-Related Methods
+1. **`get_account_numbers`** - Returns raw JSON mapping of account IDs to hashes
+   - Status: No `return_data_objects` parameter, always returns raw JSON
+   - Needs: `AccountNumbers` data object class
+
+2. **`get_order`** - Returns raw JSON for a specific order
+   - Status: No `return_data_objects` parameter, always returns raw JSON
+   - Note: Should probably return `Order` data object (which exists)
+
+3. **`cancel_order`** - Returns raw response from order cancellation
+   - Status: No `return_data_objects` parameter, always returns raw JSON
+   - Note: This is a mutation operation, may not need data object
+
+4. **`get_all_linked_account_orders`** - Returns raw JSON for orders across all accounts
+   - Status: No `return_data_objects` parameter, always returns raw JSON
+   - Note: Should probably return array of `Order` data objects (which exists)
+
+5. **`place_order`** - Returns raw response from order placement
+   - Status: No `return_data_objects` parameter, always returns raw JSON
+   - Note: This is a mutation operation, may not need data object
+
+6. **`replace_order`** - Returns raw response from order replacement
+   - Status: No `return_data_objects` parameter, always returns raw JSON
+   - Note: This is a mutation operation, may not need data object
+
+7. **`get_user_preferences`** - Returns raw JSON for user preferences
+   - Status: No `return_data_objects` parameter, always returns raw JSON
+   - Needs: `UserPreferences` data object class
+
+### Market Data Methods
+8. **`get_option_expiration_chain`** - Returns raw JSON for option expiration chain
+   - Status: No `return_data_objects` parameter, always returns raw JSON
+   - Needs: `OptionExpirationChain` data object class
+
+9. **`get_price_history`** - Returns raw JSON for price history data
+   - Status: No `return_data_objects` parameter, always returns raw JSON
+   - Needs: `PriceHistory` data object class
+
+10. **All price history convenience methods** - Return raw JSON (via `get_price_history`)
+    - `get_price_history_every_minute`
+    - `get_price_history_every_five_minutes`
+    - `get_price_history_every_ten_minutes`
+    - `get_price_history_every_fifteen_minutes`
+    - `get_price_history_every_thirty_minutes`
+    - `get_price_history_every_day`
+    - `get_price_history_every_week`
+    - Status: No `return_data_objects` parameter, always return raw JSON
+    - Note: These delegate to `get_price_history`, so fixing that method would fix all
+
+11. **`get_movers`** - Returns raw JSON for market movers
+    - Status: No `return_data_objects` parameter, always returns raw JSON
+    - Needs: `Movers` data object class
+
+12. **`get_market_hours`** - Returns raw JSON for market hours
+    - Status: No `return_data_objects` parameter, always returns raw JSON
+    - Needs: `MarketHours` data object class
+
+13. **`get_instruments`** - Returns raw JSON for instrument search results
+    - Status: No `return_data_objects` parameter, always returns raw JSON
+    - Note: `Instrument` data object exists but method doesn't use it
+
+14. **`get_instrument_by_cusip`** - Returns raw JSON for a specific instrument
+    - Status: No `return_data_objects` parameter, always returns raw JSON
+    - Note: `Instrument` data object exists but method doesn't use it
+
+## Methods Currently Returning Data Objects ✅
+
+### Account-Related Methods
+- `get_account` - Returns `Account` data object ✅
+- `get_accounts` - Returns array of `Account` data objects ✅
+- `preview_order` - Returns `OrderPreview` data object ✅
+- `get_account_orders` - Returns array of `Order` data objects ✅
+- `get_transactions` - Returns array of `Transaction` data objects ✅
+- `get_transaction` - Returns `Transaction` data object ✅
+
+### Market Data Methods
+- `get_quote` - Returns data object via `QuoteFactory.build` ✅
+- `get_quotes` - Returns array of data objects via `QuoteFactory.build` ✅
+- `get_option_chain` - Returns `OptionChain` data object ✅
+
+## Data Object Classes That Need to Be Created
+
+1. **`AccountNumbers`** - For `get_account_numbers` method
+2. **`UserPreferences`** - For `get_user_preferences` method
+3. **`OptionExpirationChain`** - For `get_option_expiration_chain` method
+4. **`PriceHistory`** - For all price history methods
+5. **`Movers`** - For `get_movers` method
+6. **`MarketHours`** - For `get_market_hours` method
+
+## Existing Data Object Classes
+
+The following data object classes already exist and are being used:
+- `Account` ✅
+- `Order` ✅
+- `OrderPreview` ✅
+- `Transaction` ✅
+- `Quote` (via QuoteFactory) ✅
+- `OptionChain` ✅
+- `Instrument` ✅ (exists but not used by `get_instruments` methods)
+- `OrderLeg` ✅
+- `Position` ✅
+- `Option` ✅
+
+## Recommendations
+
+### High Priority (Methods that should return data objects)
+1. Add `return_data_objects` parameter to `get_order` and use existing `Order` class
+2. Add `return_data_objects` parameter to `get_all_linked_account_orders` and use existing `Order` class
+3. Add `return_data_objects` parameter to `get_instruments` and use existing `Instrument` class
+4. Add `return_data_objects` parameter to `get_instrument_by_cusip` and use existing `Instrument` class
+
+### Medium Priority (Need new data object classes)
+1. Create `PriceHistory` class and add `return_data_objects` to `get_price_history`
+2. Create `Movers` class and add `return_data_objects` to `get_movers`
+3. Create `MarketHours` class and add `return_data_objects` to `get_market_hours`
+4. Create `AccountNumbers` class and add `return_data_objects` to `get_account_numbers`
+
+### Low Priority
+1. Create `UserPreferences` class and add `return_data_objects` to `get_user_preferences`
+2. Create `OptionExpirationChain` class and add `return_data_objects` to `get_option_expiration_chain`
+
+### Mutation Operations (May not need data objects)
+- `place_order`, `replace_order`, `cancel_order` - These are write operations that typically return success/failure status rather than structured data, so they may not need data objects.
+
+## TODO List - Data Object Implementation
+
+### ✅ Completed
+- [x] Collect fixture data from Schwab API
+- [x] Analyze fixture data structures
+- [x] **AccountNumbers** data object class
+  - [x] Create `lib/schwab_rb/data_objects/account_numbers.rb`
+  - [x] Create `spec/data_objects/account_numbers_spec.rb`
+  - [x] Use fixture: `spec/fixtures/account_numbers.json`
+- [x] **UserPreferences** data object class
+  - [x] Create `lib/schwab_rb/data_objects/user_preferences.rb`
+  - [x] Create `spec/data_objects/user_preferences_spec.rb`
+  - [x] Use fixture: `spec/fixtures/user_preferences.json`
+
+### � In Progress
+- [x] **UserPreferences** data object class
+  - [x] Create `lib/schwab_rb/data_objects/user_preferences.rb`
+  - [x] Create `spec/data_objects/user_preferences_spec.rb`
+  - [x] Use fixture: `spec/fixtures/user_preferences.json`
+
+- [x] **OptionExpirationChain** data object class
+  - [x] Create `lib/schwab_rb/data_objects/option_expiration_chain.rb`
+  - [x] Create `spec/data_objects/option_expiration_chain_spec.rb`
+  - [x] Use fixture: `spec/fixtures/option_expiration_chain.json`
+
+- [x] **PriceHistory** data object class
+  - [x] Create `lib/schwab_rb/data_objects/price_history.rb`
+  - [x] Create `spec/data_objects/price_history_spec.rb`
+  - [x] Use fixtures: `spec/fixtures/price_history_*.json`
+- [x] **MarketHours** data object class
+  - [x] Create `lib/schwab_rb/data_objects/market_hours.rb`
+  - [x] Create `spec/data_objects/market_hours_spec.rb`
+  - [x] Use fixtures: `spec/fixtures/market_hours_*.json`
+
+### 📋 Todo
+- [ ] **Movers** data object class
+  - [ ] Create `lib/schwab_rb/data_objects/movers.rb`
+  - [ ] Create `spec/data_objects/movers_spec.rb`
+  - [ ] Use fixture: `spec/fixtures/movers_basic.json`
+
+### 🔄 BaseClient Updates
+- [x] Update `get_account_numbers` to support `return_data_objects: true`
+- [x] Update `get_order` to support `return_data_objects: true`
+- [x] Update `get_all_linked_account_orders` to support `return_data_objects: true`
+- [x] Update `get_user_preferences` to support `return_data_objects: true`
+- [x] Update `get_option_expiration_chain` to support `return_data_objects: true`
+- [x] Update `get_price_history` to support `return_data_objects: true`
+- [x] Update `get_market_hours` to support `return_data_objects: true`
+- [x] Update `get_instruments` to support `return_data_objects: true`
+- [x] Update `get_instrument_by_cusip` to support `return_data_objects: true`
+- [ ] Update `get_movers` to support `return_data_objects: true` (skipped for now)
+
+## Summary
+
+- **Total API methods analyzed**: 27
+- **Methods currently returning data objects**: 9 (33%)
+- **Methods not returning data objects**: 18 (67%)
+- **New data object classes needed**: 6
+- **Existing classes that could be reused**: 2 (`Order`, `Instrument`)

data/doc/notes/data_objects_refactoring_plan.md

@@ -0,0 +1,82 @@
+# Data Objects Refactoring Plan
+
+## Overview
+Moving all data object classes from `options_trader` gem to `schwab_rb` gem, along with their specs, and updating the architecture to support both raw JSON and data object returns.
+
+## Phase 1: Analysis ✅
+
+### Data Objects to Move (from options_trader to schwab_rb):
+- `lib/options_trader/schwab/data_objects/account.rb` → `lib/schwab_rb/data_objects/account.rb`
+- `lib/options_trader/schwab/data_objects/instrument.rb` → `lib/schwab_rb/data_objects/instrument.rb`
+- `lib/options_trader/schwab/data_objects/option.rb` → `lib/schwab_rb/data_objects/option.rb`
+- `lib/options_trader/schwab/data_objects/option_chain.rb` → `lib/schwab_rb/data_objects/option_chain.rb`
+- `lib/options_trader/schwab/data_objects/order.rb` → `lib/schwab_rb/data_objects/order.rb`
+- `lib/options_trader/schwab/data_objects/order_leg.rb` → `lib/schwab_rb/data_objects/order_leg.rb`
+- `lib/options_trader/schwab/data_objects/order_preview.rb` → `lib/schwab_rb/data_objects/order_preview.rb`
+- `lib/options_trader/schwab/data_objects/position.rb` → `lib/schwab_rb/data_objects/position.rb`
+- `lib/options_trader/schwab/data_objects/quote.rb` → `lib/schwab_rb/data_objects/quote.rb`
+- `lib/options_trader/schwab/data_objects/transaction.rb` → `lib/schwab_rb/data_objects/transaction.rb`
+
+### Specs to Move:
+- All files from `options_trader/spec/schwab/data_objects/` → `schwab_rb/spec/data_objects/`
+
+### Namespace Changes:
+- `OptionsTrader::Schwab::DataObjects` → `SchwabRb::DataObjects`
+
+## Phase 2: Move Data Objects ✅ COMPLETED
+- [x] Move each data object class
+- [x] Update namespaces from OptionsTrader::Schwab::DataObjects to SchwabRb::DataObjects
+- [x] Update internal requires and dependencies
+
+## Phase 3: Move and Update Specs ✅ COMPLETED
+- [x] Move spec files
+- [x] Update spec namespaces and requires
+- [x] Copy fixture files from options_trader to schwab_rb
+- [x] Ensure all tests pass
+
+## Phase 4: Update Base Client ✅ COMPLETED
+- [x] Add `return_data_objects: true` parameter to get_account method
+- [x] Add `return_data_objects: true` parameter to get_accounts method
+- [x] Add data object imports to base client
+- [x] Maintain backward compatibility with raw JSON responses
+- [x] Update method signatures and documentation
+
+## Phase 5: Update Options Trader Schwab Mixin ✅ COMPLETED
+- [x] Remove data object instantiation from schwab.rb mixin
+- [x] Update account() method to use return_data_objects parameter
+- [x] Simplify other methods to remove DataObjects references
+- [x] Clean up require statements
+- [x] Ensure mixin works with new architecture
+
+## Phase 6: Testing and Cleanup ✅ COMPLETED
+- [x] Run schwab_rb tests - all data object tests passing
+- [x] Verify options_trader integration works
+- [x] Clean commit history with only relevant files
+- [x] Add return_data_objects parameter to remaining base client methods
+- [x] Update options_trader mixin to use new parameters
+- [x] Eliminate all manual JSON parsing from mixin
+- [x] Update documentation
+
+## ✅ **REFACTORING COMPLETE**
+
+### **Final Status:**
+- **All 6 phases completed successfully**
+- **10 data object classes** moved from options_trader to schwab_rb
+- **37 comprehensive tests** - all passing
+- **Dual architecture**: Support for both data objects and raw JSON
+- **Full backward compatibility** maintained
+- **Clean git history** with 17 systematic commits
+
+### **Architecture Achievement:**
+- **schwab_rb**: Now the authoritative home for all Schwab data objects
+- **options_trader**: Simplified mixin that leverages schwab_rb's capabilities
+- **Base client**: Full support for `return_data_objects` parameter across all methods
+- **Zero manual JSON parsing** in options_trader - all handled by schwab_rb
+
+## Notes
+- Started: 2025-07-19
+- Completed: 2025-07-19
+- Duration: Single day systematic refactoring
+- All 37 data object tests passing in schwab_rb
+- 17 commits created with systematic refactoring approach
+- Clean commits with only relevant files for each phase

data/examples/fetch_account_numbers.rb

@@ -0,0 +1,49 @@
+#!/usr/bin/env ruby
+# frozen_string_literal: true
+
+# Script to fetch account numbers data and save as fixture
+# Usage: ruby examples/fetch_account_numbers.rb
+
+require_relative '../lib/schwab_rb'
+require 'dotenv'
+require 'json'
+require 'fileutils'
+
+Dotenv.load
+
+def create_client
+  token_path = ENV['TOKEN_PATH'] || 'schwab_token.json'
+  SchwabRb::Auth.init_client_easy(
+    ENV['SCHWAB_API_KEY'],
+    ENV['SCHWAB_APP_SECRET'],
+    ENV['APP_CALLBACK_URL'],
+    token_path
+  )
+end
+
+def fetch_account_numbers
+  client = create_client
+  puts "Fetching account numbers..."
+
+  response = client.get_account_numbers
+  parsed_data = JSON.parse(response.body, symbolize_names: true)
+
+  # Create fixtures directory if it doesn't exist
+  fixtures_dir = File.join(__dir__, '..', 'spec', 'fixtures')
+  FileUtils.mkdir_p(fixtures_dir)
+
+  # Save the raw response
+  fixture_file = File.join(fixtures_dir, 'account_numbers.json')
+  File.write(fixture_file, JSON.pretty_generate(parsed_data))
+
+  puts "Account numbers data saved to: #{fixture_file}"
+  puts "Sample data: #{parsed_data.first(2)}"
+
+rescue => e
+  puts "Error fetching account numbers: #{e.message}"
+  puts e.backtrace.first(3)
+end
+
+if __FILE__ == $0
+  fetch_account_numbers
+end

data/examples/fetch_user_preferences.rb

@@ -0,0 +1,49 @@
+#!/usr/bin/env ruby
+# frozen_string_literal: true
+
+# Script to fetch user preferences data and save as fixture
+# Usage: ruby examples/fetch_user_preferences.rb
+
+require_relative '../lib/schwab_rb'
+require 'dotenv'
+require 'json'
+require 'fileutils'
+
+Dotenv.load
+
+def create_client
+  token_path = ENV['TOKEN_PATH'] || 'schwab_token.json'
+  SchwabRb::Auth.init_client_easy(
+    ENV['SCHWAB_API_KEY'],
+    ENV['SCHWAB_APP_SECRET'], 
+    ENV['APP_CALLBACK_URL'],
+    token_path
+  )
+end
+
+def fetch_user_preferences
+  client = create_client
+  puts "Fetching user preferences..."
+  
+  response = client.get_user_preferences
+  parsed_data = JSON.parse(response.body, symbolize_names: true)
+  
+  # Create fixtures directory if it doesn't exist
+  fixtures_dir = File.join(__dir__, '..', 'spec', 'fixtures')
+  FileUtils.mkdir_p(fixtures_dir)
+  
+  # Save the raw response
+  fixture_file = File.join(fixtures_dir, 'user_preferences.json')
+  File.write(fixture_file, JSON.pretty_generate(parsed_data))
+  
+  puts "User preferences data saved to: #{fixture_file}"
+  puts "Sample data keys: #{parsed_data.keys.first(5)}"
+  
+rescue => e
+  puts "Error fetching user preferences: #{e.message}"
+  puts e.backtrace.first(3)
+end
+
+if __FILE__ == $0
+  fetch_user_preferences
+end