halifax-share-dealing-sdk

Unofficial SDK for Halifax Share Dealing, Scottish Widows Share Dealing, IWeb Share Dealing, Bank of Scotland Share Dealing and The Lloyds Bank Direct Investments Service

Scrapes internet banking, so may be broken by updates to their front end

Usage

Setup

import halifaxShareDealingSdk from 'halifax-share-dealing-sdk'
// Alternatively:
// const halifaxShareDealingSdk = require('halifax-share-dealing-sdk').default

const sd = halifaxShareDealingSdk({
  site: 'halifax', // one of 'halifax', 'scottishwidows', 'iweb', 'bos', 'lloyds'
  USERNAME: 'username',
  PASSWORD: 'password',
  MEMORABLE_INFORMATION: {
    "Your mother's FIRST name": 'Jane',
    "Your father's FIRST name": 'John',
    'Your place/town of birth': 'Anytown',
    'The name of your first school': 'Anyschool'
  }
})

Login

This is required before making any other calls

Returns an accounty object with the default account

sd.login()
  .then(console.dir)

// { accountId: '000123456ABCD' }

Get accounts

Lists all accounts

Returns an array of accounty objects with account names and balances

sd.login()
  .then(sd.getAccounts)
  .then(console.dir)

// [ { accountId: '000123456',
//     name: 'Share Dealing Account',
//     availableToInvest: { asFloat: 1.23, asText: '£1.23', asRawText: '£1.23' },
//     totalSecurities: { asFloat: 4.56, asText: '£4.56', asRawText: '£4.56' },
//     totalValue: { asFloat: 5.79, asText: '£5.79', asRawText: '£5.79' } },
//   { accountId: '000123456ABCD',
//     name: 'Stocks and Shares ISA',
//     availableToInvest: { asFloat: 1.23, asText: '£1.23', asRawText: '£1.23' },
//     totalSecurities: { asFloat: 4.56, asText: '£4.56', asRawText: '£4.56' },
//     totalValue: { asFloat: 5.79, asText: '£5.79', asRawText: '£5.79' } } ]

Get default account

Gets the accountId for the default account from the 'set default account' page.

Returns an accounty object with the default account

sd.login()
  .then(sd.getDefaultAccount)
  .then(console.dir)

// { accountId: '000123456ABCD' }

Set default account

Sets the default account

Requires an accounty object for the account you want to set as default

Returns an accounty object with the new default account

sd.login()
  .then(() => sd.setDefaultAccount({ accountId: '000123456' }))
  .then(console.dir)

// { accountId: '000123456' }

sd.login()
  .then(sd.getAccounts)
  .then(accounts => accounts.find(account => account.name == 'Share Dealing Account'))
  .then(sd.setDefaultAccount)
  .then(console.dir)

// { accountId: '000123456' }

Get dividend options

Returns the dividend options for all accounts

Returns an array of accounty objects with dividend option data

sd.login()
  .then(sd.getDividendOptions)
  .then(console.dir)

// [ { accountId: '000123456',
//     dividendOptionCode: 'H',
//     dividendOptionName: 'Hold In Account' },
//   { accountId: '000123456ABCD',
//     dividendOptionCode: 'R',
//     dividendOptionName: 'Automatic Dividend Reinvestment' } ]

Set dividend options

Sets the dividend options for all accounts

Requires an array of accounty objects with dividendOptionCodes. Only requires the data for the accounts you want changed. dividendOptionNames are optional, but if provided the request will fail if the dividendOptionCodes and dividendOptionNames do not match. accountIds must be unique in the input array.

Returns an array of accounty objects with the updated dividend option data

sd.login()
  .then(() => [
      {
        accountId: '000123456ABCD',
        dividendOptionCode: 'P6'
      }
    ])
  .then(sd.setDividendOptions)
  .then(console.dir)

// [ { accountId: '000123456',
//     dividendOptionCode: 'H',
//     dividendOptionName: 'Hold In Account' },
//   { accountId: '000123456ABCD',
//     dividendOptionCode: 'P6',
//     dividendOptionName: 'Pay Away 6-Monthly' } ]

Get statements

Gets all statements

Returns an array of statements

sd.login()
  .then(sd.getStatements)
  .then(console.dir)

// [ { statementId: '1', statementDate: '01 Jan 1970' } ]

Get valuation

Gets valuation for an account

Requires an accounty object for the account you wish to get the valuation for

Returns an accounty object with valuation data

sd.login()
  .then(sd.getValuation)
  .then(console.dir)

// { accountId: '000123456ABCD',
//   stocks:
//      [ { TIDM: 'LLOY',
//        fullName: 'LLOYDS BANKING GP ORD GBP0.1',
//        holding: { asFloat: 100, asText: '100.000', asRawText: '100.000' },
//        avgCostPerShare: { asFloat: 0.495, asText: '49.50p', asRawText: '49.50p' },
//        bookCost: { asFloat: 49.5, asText: '£49.50', asRawText: '£49.50' },
//        latestPricePerShare: { asFloat: 0.555, asText: '55.50p', asRawText: '*55.50p' },
//        valuation: { asFloat: 55.5, asText: '£55.50', asRawText: '£55.50' },
//        change:
//         { absolute: { asFloat: 6, asText: '£6.00', asRawText: '£6.00' },
//           percentage: { asFloat: 0.1212, asText: '12.12%', asRawText: '12.12%' } } } ],
//   cash: { asFloat: 1000, asText: '£1000.00', asRawText: '£ 1,000.00' },
//   availableToInvest: { asFloat: 1000, asText: '£1000.00', asRawText: '£ 1,000.00' },
//   totalSecurities: { asFloat: 55.5, asText: '£55.50', asRawText: '£ 55.50' },
//   totalValue: { asFloat: 1055.5, asText: '£1055.50' } }

Get dividend history

Gets dividend history for an account

Requires an accounty object for the account you wish to get the dividend history for

Returns an array of historical dividends relating to the account

sd.login()
  .then(sd.getDividendHistory)
  .then(console.dir)

// [ { issueDate: '09 Oct 2019',
//     fullName: 'VANGUARD FUNDS PLC FTSE 250 UCITS ETF GBP DIS',
//     exDividendDate: '26 Sep 2019',
//     sharesHeldOnExDividendDate: { asFloat: 1, asText: '1', asRawText: '1' },
//     amountPayable: { asFloat: 0.26, asText: '£0.26', asRawText: '£0.26' },
//     handlingOperation:
//      { dividendOptionCode: 'Hold In Account',
//        dividendOptionName: 'H' },
//     cashRef: 'ABCDXYZ123' } ]

Glossary

• accountId: Equivalent to what I think Halifax call a PortCode. Usually the account code with potentially some letters after it. Accounts with different accountIds may share the same account code. I think these are unique across logins.
• statementId: Statement id, I think it's an incrementing number starting at 1 - not unique across logins. Statements are attached to a login (as opposed to account), and statementIds are unique within a login.
• accounty object: An object with an accountId property

Contributing

Pull requests are welcomed on GitHub! To get started:

1. Install Git and Node.js
2. Clone the repository
3. Install dependencies with npm install
4. Run npm run test to run tests with Jest
5. Build with npm run build

A useful pre-commit hook (save as .git/hooks/pre-commit) to ensure the tests pass, the code is formatted correctly and you haven't accidentally left your personal details in is (change 000123456 to your account code or other personal data you want to search for):

#!/bin/sh
npm run test && npm run lint && ! grep --exclude=pre-commit -r '000123456' .

Warning: It is still possible to commit your data if you stage it, delete it and then commit. Please be careful!

Releases

Versions follow the semantic versioning spec.

To release:

1. Use npm version to bump the version
2. Run git push --follow-tags to push with tags
3. Wait for GitHub Actions to publish to the NPM registry.