Tradier¶

This is a guide for using Tradier with the Lumibot library.

Getting Started¶

To get started, you will need to create a Tradier account and get your Account Number and API Secret. You can do this by visiting the [Tradier website](https://www.tradier.com/).

Once you have an account and you’ve logged in you can find your Account Number and API Secret by visiting the [API Access page](https://dash.tradier.com/settings/api).

Note

Easy Setup with .env File

LumiBot automatically loads your API credentials from a .env file! Simply create a .env file in the same folder as your trading strategy and add your Tradier credentials. LumiBot will automatically detect and use these credentials - no additional configuration required.

Example .env file:

# Tradier Configuration
TRADIER_ACCESS_TOKEN=your_access_token_here
TRADIER_ACCOUNT_NUMBER=your_account_number_here
TRADIER_IS_PAPER=true

That’s it! LumiBot handles the rest automatically.

Configuration¶

Here is an example dictionary of configuration options for Tradier:

TRADIER_CONFIG = {
    # Put your own Tradier key here:
    "ACCESS_TOKEN": "qTRz3zUrd9244AHUw2AoyAPgvYra",
    # Put your own Tradier account number here:
    "ACCOUNT_NUMBER": "VA22904793",
    # If you want to use real money you must change this to False
    "PAPER": True,
}

or more generally:

TRADIER_CONFIG = {
    "ACCESS_TOKEN": "your_access_token",
    "ACCOUNT_NUMBER": "your_account_number",
    "PAPER": True,
}

Running Your Strategy¶

To run your strategy, you’ll first need to instantiate your chosen broker with the correct configuration:

from lumibot.brokers import Tradier

broker = Tradier(config=TRADIER_CONFIG)

Then you can run your strategy as you normally would:

from lumibot.trader import Trader

strategy = MyStrategy(broker=broker) # Your normal strategy class, with on_trading_iteration, etc
trader = Trader()
trader.add_strategy(strategy)
strategy_executors = trader.run_all()

That’s it! You should now be able to run your strategy using Tradier as your broker.

Full Example Strategy¶

Here is an example of a simple strategy that uses Tradier as the broker:

from lumibot.brokers import Tradier
from lumibot.trader import Trader
from lumibot.strategies import Strategy

TRADIER_CONFIG = {
    "ACCESS_TOKEN": "your_access_token",
    "ACCOUNT_NUMBER": "your_account_number",
    "PAPER": True,
}

class MyStrategy(Strategy):
    def on_trading_iteration(self):
        # Buy 1 share of AAPL if the price is less than $100
        price = self.get_last_price("AAPL")
        self.log_message(f"AAPL price: {price}")

broker = Tradier(config=TRADIER_CONFIG)
strategy = MyStrategy(broker=broker)
trader = Trader()
trader.add_strategy(strategy)
strategy_executors = trader.run_all()

Cash Events¶

Lumibot can emit normalized live cash_events in the cloud payload for Tradier strategies. These events are pulled from Tradier account history and are separate from LumiBot’s order lifecycle pipeline.

Supported history categories include:

ACH and wire activity
dividends
interest
fees and taxes
journals
checks, transfers, and adjustments

Normalized cash-event shape¶

Each emitted event includes:

event_id (stable deterministic ID for downstream idempotency)
broker_event_id (when Tradier provides one)
broker_name
event_type
raw_type
raw_subtype
amount
currency
occurred_at
description
direction
is_external_cash_flow

Tradier-specific limitations¶

Tradier account history is a broker history surface, not a real-time stream.
Tradier’s official API only exposes account history for live accounts.
Tradier sandbox/paper accounts do not provide account history, so the cash-event read path cannot be fully smoke tested against paper credentials.
Tradier history is updated on a delayed/nightly basis, so new cash events are not expected to appear intraday.