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feat: add --charles-schwab-user-name option to README#640

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jaredbroad merged 3 commits intoQuantConnect:masterfrom
Romazes:feature-charles-schwab-user-name-config
Mar 17, 2026
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feat: add --charles-schwab-user-name option to README#640
jaredbroad merged 3 commits intoQuantConnect:masterfrom
Romazes:feature-charles-schwab-user-name-config

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@Romazes Romazes commented Mar 13, 2026

Adds charles-schwab-user-name input config to modules-1.14.json so the user's
Charles Schwab login ID is collected and used during OAuth authentication.

Updates README to document --charles-schwab-user-name across all relevant commands.

Closes #639

How Has This Been Tested?

  • The normal running
lean live deploy CharlesSchwabTestAlgo --brokerage CharlesSchwab --data-provider-live CharlesSchwab --charles-schwab-user-name XXXXXX --charles-schwab-account-number XXXXXXX
  • If the user inputs the wrong account-number
    image

  • If the user input does not exsist OAuth user name, he will be redirected to authorization page
    image

Regenerates README to document the new --charles-schwab-user-name CLI option
for Charles Schwab OAuth authentication across all relevant commands.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
@Romazes Romazes requested a review from Martin-Molinero March 13, 2026 15:23
@Romazes Romazes self-assigned this Mar 13, 2026
@Romazes Romazes requested a review from jaredbroad March 17, 2026 20:26
@jaredbroad jaredbroad merged commit 32b2ac5 into QuantConnect:master Mar 17, 2026
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Add UserId Parameter to Charles Schwab Deployment

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