Avanza

[!WARNING] This is an experimental project. Use it at your own risk.

Always start in read-only mode and paper trading mode first. Do not enable live write/trading until you have validated behavior end-to-end in paper mode.

Notes below explain what paper trading mode is for and how to use it safely.

Single-script CLI + Textual TUI for Avanza portfolio monitoring, regular buy/sell orders, stop-loss management, MCP integration, and paper trading.

Credentials are prompted at runtime:

• username: visible prompt, unless passed with --username
• password: masked
• current TOTP code: masked

Alternatively, pass --onepassword-item ITEM and optional --onepassword-vault VAULT to read the Avanza username, password, and current TOTP code through the 1Password CLI (op). The TUI has a matching Login with 1Password path. The tool does not store these secrets; op will ask you to authorize access through the local 1Password app.

The current TOTP code is passed to avanza-api as totpToken, which is the field name expected by the installed library version.

TUI Demo:

Setup

uv sync --dev
chmod +x scripts/verify.sh .githooks/pre-commit .githooks/pre-push
git config core.hooksPath .githooks

If uv is not installed yet, install it first:

curl -LsSf https://astral.sh/uv/install.sh | sh

Command examples below can be run either inside an activated environment or by prefixing with uv run. For example: uv run python avanza_cli.py tui.

Run the full quality gate at any time:

scripts/verify.sh

Commands

Console commands print human-readable Rich tables and summaries, not raw API payloads.

Show running app version:

python avanza_cli.py --version

Show account overview:

python avanza_cli.py accounts

Show portfolio summary:

python avanza_cli.py portfolio summary

Show detailed portfolio positions:

python avanza_cli.py portfolio positions

Show transaction history (executed orders by default):

python avanza_cli.py transactions list

Pull broader history:

python avanza_cli.py transactions list --all --max-elements 5000

Search for a stock/order book:

python avanza_cli.py search-stock "VOLV B"

List active stop-loss orders:

python avanza_cli.py stoploss list

Dry-run a trailing/gliding sell stop-loss:

python avanza_cli.py stoploss set \
  --account-id ACCOUNT_ID \
  --order-book-id ORDER_BOOK_ID \
  --trigger-type follow-upwards \
  --trigger-value 5 \
  --trigger-value-type % \
  --order-type sell \
  --order-price 1 \
  --order-price-type % \
  --volume 10

Place the order for real by adding --confirm after reviewing the dry-run output. If --valid-until is omitted, avanza_cli automatically uses the longest currently allowed date (today + 90 days). If --order-valid-days is omitted, avanza_cli uses the current Avanza-safe default (8).

Delete a stop-loss order dry-run:

python avanza_cli.py stoploss delete \
  --account-id ACCOUNT_ID \
  --stop-loss-id STOP_LOSS_ID

Delete for real by adding --confirm.

List open regular orders:

python avanza_cli.py orders list

Dry-run a regular buy/sell order:

python avanza_cli.py orders set \
  --account-id ACCOUNT_ID \
  --order-book-id ORDER_BOOK_ID \
  --order-type buy \
  --price 100 \
  --valid-until 2026-05-28 \
  --volume 10 \
  --condition normal

Delete an order dry-run:

python avanza_cli.py orders delete \
  --account-id ACCOUNT_ID \
  --order-id ORDER_ID

Textual TUI

Run the terminal UI from the same script:

python avanza_cli.py tui

The TUI masks password and TOTP inputs, clears those fields after a successful login, and hides the login screen. You can also enter a 1Password item name/ID and optional vault, then use Login with 1Password to let the local op CLI fetch username, password, and TOTP after your 1Password approval. Use Review Only first to validate and log an order request without creating a paper or live order.

Use the Reload TUI top-button to hard-restart python avanza_cli.py tui with the same arguments and load latest code changes without manually quitting/relaunching. The bottom status bar includes an automatic GitHub update checker indicator; when a newer release exists, it flashes a warning status. Controls: AVANZA_UPDATE_CHECK_ENABLED=0 disables checks, AVANZA_GITHUB_REPO=owner/repo overrides source.

After login, the largest account by total value is selected by default. The top panel groups account metrics into colored cards, keeps action buttons together, and shows a live clock plus a weekday OMXS open/close countdown. The P/L metric cycles through 1D P/L, 1W P/L, 1M P/L, 1Y P/L, Since Start P/L, and Total P/L, with SEK and % values colored separately. The main table shows the selected account's stocks with day movement, profit state, a distinct header row, and a real-time quote indicator: green dot for real-time, yellow dot for delayed or unresolved status. The order ticket searches as you type by stock name, ticker, or ISIN, so it supports opening new positions as well as trading current holdings. The lower table shows stop-losses and open orders for the selected account, with trigger and price values labeled as SEK or %; its cancel column opens a guarded cancellation ticket. Buy/sell side cells are color-coded green/red. Click any table column header to sort by that column; click the same header again to reverse the order. Drag the horizontal divider between tables, the vertical divider beside Active Trades, or the left edge of the order/stop-loss ticket to resize panes. Position and order state refreshes live every 5 seconds.

MCP Server Registration & Run

This project exposes MCP through python avanza_cli.py mcp (stdio transport).

1) Start and authenticate the TUI

python avanza_cli.py tui

Log in, then enable the MCP tick box in the TUI. This starts the localhost bridge and writes .avanza_mcp_session.json. By default, the MCP bridge token is saved to macOS Keychain (security CLI) and only metadata is written to the dotfile; if keychain is unavailable, it falls back to file storage. Override with AVANZA_MCP_SESSION_BACKEND=keychain|file|auto (default auto).

2) Register the MCP server in Codex/Codex CLI

Add this to ~/.codex/config.toml:

[mcp_servers.avanza-mcp]
command = "python"
args = ["/ABSOLUTE/PATH/TO/avanza_cli.py", "mcp"]

Use the absolute path to your local avanza_cli.py.

3) Run from your MCP client

After registration, start/reload Codex or Codex CLI. It will launch:

python avanza_cli.py mcp

The MCP proxy forwards tool calls to the authenticated TUI session through the localhost bridge. MCP starts read-only. Enable Live R/W in the TUI for live mutations; live stop-loss/order placement, edit, or deletion still requires MCP arguments to include confirm: true. MCP activity is shown in the lower-right log console.

Available MCP Tools

Tool	Purpose
avanza_status	MCP bridge status, safety mode, and selected account.
avanza_accounts	List available Avanza accounts in the active TUI session.
avanza_account_performance	Read Avanza account development/performance for selected or specified account across common periods (including since-start).
tv_scrape_symbol_analytics	TradingView free scanner snapshot with technical buy/sell barometer and key performance metrics.
tv_scrape_symbol_full	TradingView free rich symbol payload (extended scanner metrics + technical labels + profile metadata) in LLM-friendly JSON.
tv_auth_session_start	Open TradingView login page in browser and show next-step session setup instructions.
tv_auth_session_set	Save TradingView authenticated session cookie for reuse by tv_auth_* tools.
tv_auth_session_login_auto	Open instrumented browser, log in normally, and auto-capture/save TradingView session cookie.
tv_auth_session_status	Show status of saved TradingView auth session.
tv_auth_session_clear	Clear saved TradingView auth session cookie.
tv_auth_symbol_analytics	TradingView authenticated scanner snapshot (uses cookie/session for entitlement-aware mode).
tv_auth_symbol_full	TradingView authenticated rich symbol payload (extended scanner metrics + technical labels + profile metadata + entitlement context).
tv_scrape_heatmap	TradingView heatmap/top movers snapshot for the selected market.
tv_auth_watchlist	TradingView authenticated watchlist monitor (best effort; scrapes profile/watchlist context + scanner metrics).
tv_auth_custom_lists	TradingView authenticated custom tracking lists (inventory + rows; optional list switch by id/name/URL, deep-scrolled collection, up to configured row cap).
zacks_scrape_symbol	Zacks symbol scrape for rank/quick analytics (best effort; can be bot-protected).
fmp_analyst_recommendations	Financial Modeling Prep analyst recommendation history for a symbol (strong buy/buy/hold/sell/strong sell counts).
polygon_analyst_insights	Polygon Benzinga analyst insights feed for a symbol (firm/rating/action/price target/insight text).
sec_filings_recent	Recent SEC EDGAR filings by ticker or CIK.
fred_series	FRED macro series observations (requires free FRED API key).
data_source_status	Cross-source integration health/freshness/safety status (Avanza, TV, Zacks, SEC, FRED).
signal_context_bundle	Unified cross-source bundle for one symbol (TV technicals + optional Zacks/SEC/FRED).
avanza_portfolio	Portfolio positions for selected or specified account.
avanza_stoplosses	Stop-loss orders for selected or specified account.
avanza_open_orders	Live open/pending regular orders for selected or specified account.
avanza_ongoing_orders	Ongoing orders view: live stop-losses + live open orders (+ optional paper active orders).
avanza_transactions	Executed order/transaction history with account/date/type filters.
avanza_live_snapshot	Full polling snapshot (positions, orders, stop-losses, paper state).
avanza_realtime_quotes	Real-time quote snapshot for current holdings.
avanza_search_stock	Search stocks/order books by name, ticker, or ISIN.
avanza_paper_stoploss_set	Create paper stop-loss (no live Avanza mutation).
avanza_paper_order_set	Create paper buy/sell order (no live Avanza mutation).
avanza_paper_orders	List paper orders/events for selected or specified account.
avanza_paper_cancel	Cancel a paper order (local only).
avanza_stoploss_set	Dry-run or place stop-loss.
avanza_stoploss_edit	Dry-run or edit/replace stop-loss (delete + place).
avanza_stoploss_delete	Dry-run or delete stop-loss.
avanza_order_set	Dry-run or place regular buy/sell order.
avanza_order_edit	Dry-run or edit regular order.
avanza_order_delete	Dry-run or delete regular order.
avanza_open_order_edit	Dry-run or edit an existing open/pending regular order (alias of avanza_order_edit).
avanza_open_order_cancel	Dry-run or cancel an existing open/pending regular order (alias of avanza_order_delete).

TradingView/Zacks scrape mode notes

• These tools are intentionally marked experimental.
• tv_scrape_* runs in free anonymous mode.
• tv_auth_* supports three auth paths:
  • explicit tool input (cookie or sessionid + sessionid_sign),
  • environment variables (TRADINGVIEW_SESSIONID, optional TRADINGVIEW_SESSIONID_SIGN),
  • saved local session via tv_auth_session_set.
• Saved TradingView session storage defaults to macOS Keychain (security CLI) when available, with metadata in .avanza_tradingview_session.json (ignored by git). Fallback is file-only storage.
• Optional override: AVANZA_TV_SESSION_BACKEND=keychain|file|auto (default auto).
• Preferred path: tv_auth_session_login_auto to open an instrumented browser and capture cookies automatically after login.
• Browser-assisted flow:
  1. call tv_auth_session_login_auto,
  2. log in normally in opened browser window,
  3. wait for auto-capture confirmation, then run tv_auth_session_status,
  4. use tv_auth_* tools with no repeated cookie input.
• The TUI TradingView Lists tab uses the same authenticated profile and provides a dedicated custom-list monitor with list switching.
• If auto mode is unavailable, fallback is tv_auth_session_start + manual tv_auth_session_set.
• zacks_scrape_symbol is best effort; Zacks can return bot-protection pages unless a valid browser session/cookie is provided.
• Treat scrape output as decision support only. Keep live mutations behind Avanza read/write + explicit confirm: true.
• API-key tools:
  • fmp_analyst_recommendations: pass api_key or set FMP_API_KEY.
  • polygon_analyst_insights: pass api_key or set POLYGON_API_KEY.

MCP Transaction History Quick Use

Use avanza_transactions to retrieve executed order history (BUY/SELL by default).

• Most recent 15 rows:
  • {"maxElements": 15}
• Include dividends and interest:
  • {"types": ["BUY", "SELL", "DIVIDEND", "INTEREST"], "maxElements": 200}
• Full export window:
  • {"fromDate": "2026-01-01", "toDate": "2026-12-31", "allTransactions": true, "maxElements": 5000}

avanza_transactions is read-only and works while MCP remains read-only.

4) ChatGPT desktop note

ChatGPT developer mode currently expects remote MCP apps/connectors over SSE or streaming HTTP, so it cannot directly register this local stdio proxy.

For auto-trading experiments, use avanza_live_snapshot as the polling tool. It returns a decision-ready account snapshot and is safe to call every 5 seconds. Paper trading is available in read-only MCP mode through avanza_paper_stoploss_set, avanza_paper_order_set, avanza_paper_orders, and avanza_paper_cancel; paper state is stored in .avanza_paper_session.json and never places an Avanza order. The TUI's Paper tick box is on by default; while it is on, the order and stop-loss form submit buttons create local paper orders. Turn Paper off only when you intend to use live Avanza placement, which still requires typing PLACE. Regular live buy/sell orders are also exposed through avanza_order_set and avanza_order_delete, gated by MCP R/W mode and confirm: true.

TUI sessions write structured JSONL logs under avanza-cli/logs/: a timestamped session log plus persistent app.jsonl, mcp.jsonl, and trading.jsonl.

Safety

This uses the unofficial avanza-api package. Start with stoploss list and dry-runs. Verify Avanza's live interpretation of % and gliding stop-loss fields with very small size before trusting it for meaningful orders.

Credits

Creators: Hamid Kashfi and Codex (OpenAI).

This project builds on the Python avanza-api library by fama93:

• PyPI: avanza-api
• Source: github.com/fhqvst/avanza