Documentation index

Using the SDK

Setup guide — Schwab portal registration, environment, first authentication.
Callback URL rules — what Schwab accepts as a redirect URI; the setup guide covers local HTTPS, including a trusted certificate.
Placing orders — constructors for single-leg, option, multi-leg and composite orders; the JSON OrderSpec.
Real-time streaming — services, field selection, backpressure and reconnect semantics.
Python bindings — pip install rustyschwab: authorization, quotes, order templates, streaming (async, blocking, market-hours scheduled), strategies in backtest, paper and live, performance reports, NautilusTrader, and error handling.
Coming from Schwabdev — every Schwabdev call and its equivalent, Trader Context included, and what behaves differently.
Troubleshooting — 401s, symbol formatting, TLS, async pitfalls.

Operations — deployment boundary, principal policy JSON, approvals, risk policy, recovery, health and metrics.
Shared authority and broker gateway — rustyschwab-authority, RemoteBackend, rustyschwab-remote, cross-host workers.
MCP and LLM integration — tool behavior hints, transport choice, what an LLM client may and may not do.
Dashboard — rustyschwab-dash: follow agents live, approve orders, delegate approval modes, halt and kill.
Paper trading and paper limitations — the deterministic simulator and what it does not model.
Support and compatibility policy — what is core, what is experimental, and what has run against a real account.

Architecture overview — crates, request pipeline, durable state, streaming, MCP authorization boundary, where to look.
Contributing — workflow, checks, style. Coding agents: AGENTS.md.
Releasing and the live smoke that precedes a release.
Changelog

Enterprise audit (2026-09-09) → remediation → implementation status. The open acceptance gates are now tracked in SUPPORT.md.
docs/audit/ — probe sources and qualification evidence; git-ignored, produced locally by tools/ and published as qualification.yml artifacts.

Trade options — ORDERS.md.
Debug a 401 — TROUBLESHOOTING.md.
Add an endpoint, tool or stream service — the "Where to look" table in ARCHITECTURE_OVERVIEW.md.
Callback URL problems — SETUP_GUIDE.md or APP_CALLBACK.md.
Examples — workspace packages under examples/, run with cargo run -p <package>: oauth-flow, auth_test, comprehensive, streaming-examples (bins streaming_demo, streaming_quotes, streaming_processing), enterprise-bench.