Finance::Bank::Schwab - Check your Charles Schwab accounts from Perl

  use Finance::Bank::Schwab;
  my @accounts = Finance::Bank::Schwab->check_balance(
      username => "xxxxxxxxxxxx",
      password => "12345",
  );

  foreach (@accounts) {
      printf "%20s : %8s / %8s : USD %9.2f\n",
      $_->name, $_->sort_code, $_->account_no, $_->balance;
  }

  check_balance( usename => $u, password => $p )

  $ac->name
  $ac->sort_code
  $ac->account_no

  $ac->balance

package Finance::Bank::Schwab;

###########################################################################
# Finance::Bank::Schwab
# Mark Grimes
#
# Check you account blances at Charles Schwab.
# Copyright (c) 2005-2009 Mark Grimes (mgrimes@cpan.org).
# All rights reserved. This program is free software; you can redistribute
# it and/or modify it under the same terms as Perl itself.
#
# Parts of this package were inspired by:
#   Simon Cozens - Finance::Bank::Lloyds module
# Thanks!
#
###########################################################################
use strict;
use warnings;

use Carp;
use WWW::Mechanize;
use HTML::TableExtract;

our $VERSION = '1.20';

our $ua = WWW::Mechanize->new(
    env_proxy  => 1,
    keep_alive => 1,
    timeout    => 30,
    cookie_jar => {},
);

# Debug logging:
# $ua->default_header( 'Accept-Encoding' => scalar HTTP::Message::decodable() );
# $ua->add_handler( "request_send",  sub { shift->dump; return } );
# $ua->add_handler( "response_done", sub { shift->dump; return } );

sub check_balance {
    my ( $class, %opts ) = @_;
    my $content;

    if ( $opts{content} ) {

        # If we give it a file, use the file rather than downloading
        open my $fh, "<", $opts{content} or confess;
        $content = do { local $/ = undef; <$fh> };
        close $fh;

    } else {

        croak "Must provide a password" unless exists $opts{password};
        croak "Must provide a username" unless exists $opts{username};

        my $self = bless {%opts}, $class;

        # Get the login page
        $ua->get(
            'https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx')
          or croak "couldn't load inital page";

        # Find the login form, change the action url, then set the username/
        # password and submit
        my $login_form = $ua->form_name('aspnetForm')
          or croak "Couldn't find the login form";
        $login_form->action(
            'https://client.schwab.com/Login/SignOn/signon.ashx')
          or croak "Couldn't update the action url on login form";
        my $username_field =
          'ctl00$WebPartManager1$CenterLogin$LoginUserControlId$txtLoginID';
        $login_form->value( $username_field => $opts{username} );
        $login_form->value( 'txtPassword'   => $opts{password} );
        $ua->submit() or croak "couldn't sign on to account";

        $content = $ua->content;
    }

    if ( $opts{log} ) {

        # Dump to the filename passed in log
        open( my $fh, ">", $opts{log} ) or confess;
        print $fh $content;
        close $fh;
    }

    my @accounts;

    my $te = HTML::TableExtract->new(
        headers   => [ 'Account', 'Name', '(?:Value|Available\s+Balance)' ],
        keep_html => 1,
        ## decode    => 0,
    );

    {

        # HTML::TableExtract warns about undef value with keep_html option
        $SIG{__WARN__} = sub {
            warn @_ unless $_[0] =~ /uninitialized value in subroutine entry/;
        };
        $te->parse($content);
    }

    for my $ts ( $te->tables ) {

        # print "Table (", join( ',', $ts->coords ), "):\n";

        for my $row ( $ts->rows ) {
            next if $row->[0] =~ /Totals/;    # Skip total rows

            # Pull relevant info from link or span tags:
            $row->[0] =~ s{^.*<a[^>]*>(.*)</a>.*$}{$1}m;
            $row->[1] =~ s{^.*<span[^>]*>(.*)</span>.*$}{$1}m;
            $row->[2] =~ s{^.*<span[^>]*>(.*)</span>.*$}{$1}m;

            $_ =~ s{^\s*|\s*$}{}g for @$row;    # Trim whitespace
            $row->[0] =~ s{^([\d.-]+).*$}{$1}s; # Strip all but num from name
            $row->[2] =~ s/[\$,]//xg;           # Remove $ and , from value

            push @accounts, (
                bless {
                    balance    => $row->[2],
                    name       => $row->[1],
                    sort_code  => $row->[1],
                    account_no => $row->[0],
                    ## parent       => $self,
                    statement => undef,
                },
                "Finance::Bank::Schwab::Account"
            );

            # print join( ',', @$row ), "\n";
        }
    }

    return @accounts;
}

package Finance::Bank::Schwab::Account;

# Basic OO smoke-and-mirrors Thingy
no strict;

sub AUTOLOAD {
    my $self = shift;
    $AUTOLOAD =~ s/.*:://x;
    return $self->{$AUTOLOAD};
}

1;

__END__

# Below is stub documentation for your module. You'd better edit it!