Add the Schwab live source: real-time /ES minute bars

Verified against a live account before and after writing it. CHART_FUTURES
delivers one true-OHLCV minute bar per symbol per minute, LEVEL_ONE_FUTURES
reports delayed: false, and consecutive bars arrived sixty seconds apart through
the production code path.

Yahoo stays. Schwab serves no futures history whatever, so seed_source resolves
to Yahoo even when SEED_SOURCE=schwab is asked for — the pairing is the intended
configuration rather than a fallback. The symbols differ, ES=F against /ES, so
Settings.live_symbol picks the live one while seeding always uses Yahoo's.

Three findings worth keeping, each of which cost a round trip:

- get_quote() singular returns the wrong instrument entirely. It puts the symbol
  in the URL path, where the leading slash is normalised away, so /ES resolves to
  Eversource Energy at $72 and returns HTTP 200 with a populated body. Only
  get_quotes() plural, which passes symbols as a query parameter, returns the
  future. A 200 is not evidence; assetMainType is.
- Streaming requires the Accounts and Trading product. StreamClient.login() reads
  /trader/v1/userPreference for its socket URL, and that path does not exist in
  Market Data Production.
- /ES resolves to the active contract on Schwab's side, so the contract roll
  handling the plan left open needs no code.

The stream drops the oldest queued message rather than stalling the socket, and
surfaces a dead pump task instead of waiting forever on a queue nothing fills.
schwab-py moves into requirements.txt, imported only when LIVE_SOURCE=schwab.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>

README.md

@@ -172,6 +172,49 @@ knowing:
 If it lands near other levels it clusters with them and the score adds up, so a typed
 level sitting on the prior-day close reads as one zone rather than two alerts.
 
+## Market data: Yahoo for the past, Schwab for the present
+
+Both sources run together. This is the intended configuration, not a fallback:
+
+- **Schwab** streams real-time `/ES` minute bars over `CHART_FUTURES`
+  (`delayed: false`), but serves **no futures history at all** — everything it
+  knows starts when you connect.
+- **Yahoo** has roughly 730 days of hourly data, which is what makes a 200-day
+  moving average warm at startup rather than in ten months. It lags ~10 minutes.
+
+Switch the live feed with `LIVE_SOURCE=schwab`; seeding stays on Yahoo whatever
+you set, because Schwab has nothing to seed from. The symbols differ — Yahoo says
+`ES=F`, Schwab says `/ES` — and `Settings.live_symbol` picks the right one. Every
+bar carries a `source` tag so the seam stays visible.
+
+**Expect a gap of up to ten minutes at the right-hand edge after a restart.**
+Yahoo's history reaches to *now − 10 min* while the stream starts at *now*, so
+the most recent bars are briefly missing. It backfills itself as Yahoo catches
+up. Live price and alerts are unaffected — those come from the stream. Persisting
+bars would remove it entirely.
+
+`/ES` resolves to the active contract (`/ESU26` today) on Schwab's side, so
+contract rolls need no handling.
+
+### Authenticating
+
+```bash
+python3 -m scripts.check_schwab                      # prints the login URL
+python3 -m scripts.check_schwab --redirect-url '…'   # exchanges the code
+python3 -m scripts.check_stream 60 /ES               # confirms bars arrive
+```
+
+Two steps, neither interactive, so the browser can be on a different machine —
+you copy a URL out and paste one back. **The authorisation code expires in about
+thirty seconds**, so have the second command ready before you approve. The
+callback page 404s until this branch is deployed; that is cosmetic, the code is
+in the address bar regardless.
+
+The token refreshes itself for seven days, then needs the flow again. It is
+per-machine: `.schwab_token.json` locally, and under `data/` in production, which
+is the Coolify volume. Locally `data/` is owned by root because Docker created it
+through the bind mount, which is why the local path differs.
+
 ## Alerts and ntfy
 
 Alerts are evaluated **server-side**, once per closed 1m bar, by a single engine

app/config.py

@@ -52,6 +52,15 @@ class Settings(BaseSettings):
     chart_auth_token: str = ""
     replay_file: Path | None = None
 
+    @property
+    def live_symbol(self) -> str:
+        """What the live source calls the instrument.
+
+        Yahoo wants ES=F, Schwab wants /ES. Seeding always uses the Yahoo
+        symbol, because Yahoo is always the source of history.
+        """
+        return self.schwab_symbol if self.live_source == "schwab" else self.yahoo_symbol
+
     @property
     def enabled_timeframes(self) -> list[Timeframe]:
         return [Timeframe(value.strip()) for value in self.timeframes.split(",") if value.strip()]

app/market/factory.py

@@ -7,15 +7,27 @@ from app.market.yahoo import YahooSource
 def live_source(settings: Settings) -> MarketDataSource:
     if settings.live_source == "yahoo":
         return YahooSource(settings.yahoo_poll_seconds)
+    if settings.live_source == "schwab":
+        # Imported here so schwab-py stays optional while the live source is
+        # Yahoo, which is still the default.
+        from app.market.schwab import SchwabSource
+
+        return SchwabSource(settings)
     if settings.live_source == "replay" and settings.replay_file:
         return ReplaySource(settings.replay_file)
     raise ValueError(f"Unsupported LIVE_SOURCE: {settings.live_source}")
 
 
 def seed_source(settings: Settings) -> MarketDataSource | None:
+    """The source of history, which is never Schwab.
+
+    Schwab serves price history for equities and ETFs only, so with
+    LIVE_SOURCE=schwab the seed stays on Yahoo. That pairing is the intended
+    configuration, not a fallback: Yahoo supplies the past, Schwab the present.
+    """
     if settings.seed_source == "none":
         return None
-    if settings.seed_source == "yahoo":
+    if settings.seed_source in ("yahoo", "schwab"):
         return YahooSource(settings.yahoo_poll_seconds)
     if settings.seed_source == "replay" and settings.replay_file:
         return ReplaySource(settings.replay_file)

app/market/schwab.py

@@ -0,0 +1,142 @@
+"""Real-time /ES bars from Schwab's CHART_FUTURES stream.
+
+Verified against a live account before this was written:
+
+- Streaming works. CHART_FUTURES delivers one minute bar per symbol per minute
+  with true exchange OHLCV, and LEVEL_ONE_FUTURES reports ``delayed: False``.
+- The continuous root resolves itself. Subscribing to ``/ES`` returns data keyed
+  ``/ES`` while quotes report the active contract as ``/ESU26``, so contract
+  rolls need no handling here.
+- There is no history. Schwab serves price history for equities and ETFs only,
+  so this source seeds nothing; Yahoo remains the only source of the past.
+
+The delayed sibling is worth stating plainly: Yahoo lags about ten minutes, so
+at startup the most recent bars are missing until Yahoo catches up. Keep both
+sources running rather than switching Yahoo off once this connects.
+"""
+import asyncio
+import logging
+from collections.abc import AsyncIterator
+
+from app.bars.models import Bar, Timeframe
+
+logger = logging.getLogger(__name__)
+
+# CHART_FUTURES field names as schwab-py labels them.
+FIELD_TIME = "CHART_TIME_MILLIS"
+FIELD_OPEN = "OPEN_PRICE"
+FIELD_HIGH = "HIGH_PRICE"
+FIELD_LOW = "LOW_PRICE"
+FIELD_CLOSE = "CLOSE_PRICE"
+FIELD_VOLUME = "VOLUME"
+
+
+def parse_chart_futures(message: dict, symbol: str) -> list[Bar]:
+    """Turn one CHART_FUTURES message into bars.
+
+    A bar arrives once its minute has elapsed, so it is complete on arrival and
+    marked closed. Anything missing a timestamp or a price is skipped rather
+    than defaulted — a bar invented from partial data would be indistinguishable
+    from a real one downstream.
+    """
+    bars: list[Bar] = []
+    for content in message.get("content") or []:
+        millis = content.get(FIELD_TIME)
+        prices = [content.get(field) for field in (FIELD_OPEN, FIELD_HIGH, FIELD_LOW, FIELD_CLOSE)]
+        if millis is None or any(price is None for price in prices):
+            continue
+        open_, high, low, close = (float(price) for price in prices)
+        bars.append(
+            Bar(
+                tf=Timeframe.M1,
+                t=int(millis) // 1000,
+                o=open_,
+                h=high,
+                l=low,
+                c=close,
+                v=int(content.get(FIELD_VOLUME) or 0),
+                closed=True,
+                symbol=str(content.get("key") or symbol),
+                source="schwab",
+            )
+        )
+    return bars
+
+
+class SchwabSource:
+    """Live minute bars. Holds no history — see the module docstring."""
+
+    name = "schwab"
+    delay_minutes = 0
+
+    def __init__(self, settings, stream_client_factory=None):
+        self._settings = settings
+        # Injectable so the parsing and dispatch can be tested without a socket.
+        self._stream_client_factory = stream_client_factory or self._build_stream_client
+
+    def supports_history(self) -> bool:
+        return False
+
+    async def history(self, symbol, tf, start, end, *, range_=None) -> list[Bar]:
+        return []
+
+    def supports_stream(self) -> bool:
+        return True
+
+    def _build_stream_client(self):
+        from schwab.auth import client_from_token_file
+        from schwab.streaming import StreamClient
+
+        settings = self._settings
+        if not settings.schwab_token_path.exists():
+            raise RuntimeError(
+                f"No Schwab token at {settings.schwab_token_path}. "
+                "Run: python3 -m scripts.check_schwab"
+            )
+        client = client_from_token_file(
+            str(settings.schwab_token_path),
+            settings.schwab_api_key,
+            settings.schwab_app_secret,
+            asyncio=True,
+        )
+        return StreamClient(client)
+
+    async def stream(self, symbol: str) -> AsyncIterator[Bar]:
+        stream_client = self._stream_client_factory()
+        queue: asyncio.Queue[dict] = asyncio.Queue(maxsize=256)
+
+        def on_chart(message: dict) -> None:
+            # Dropping the oldest keeps a slow consumer from stalling the
+            # socket; a minute bar that late is of no use anyway.
+            if queue.full():
+                queue.get_nowait()
+            queue.put_nowait(message)
+
+        await stream_client.login()
+        # Registered before subscribing: the service starts sending straight
+        # away and messages without a handler are discarded.
+        stream_client.add_chart_futures_handler(on_chart)
+        await stream_client.chart_futures_subs([symbol])
+        logger.info("Subscribed to CHART_FUTURES for %s", symbol)
+
+        pump = asyncio.create_task(self._pump(stream_client), name="schwab-stream-pump")
+        try:
+            while True:
+                if pump.done():
+                    # Surface the socket's failure rather than hanging on a
+                    # queue nothing is filling any more.
+                    pump.result()
+                    return
+                try:
+                    message = await asyncio.wait_for(queue.get(), timeout=5)
+                except (asyncio.TimeoutError, TimeoutError):
+                    continue
+                for bar in parse_chart_futures(message, symbol):
+                    yield bar
+        finally:
+            pump.cancel()
+
+    @staticmethod
+    async def _pump(stream_client) -> None:
+        while True:
+            await stream_client.handle_message()

app/market/stream.py

@@ -22,11 +22,17 @@ class StreamService:
         self._handlers.append(handler)
 
     async def seed(
-        self, source: MarketDataSource | None, tf: Timeframe, range_: str
+        self,
+        source: MarketDataSource | None,
+        tf: Timeframe,
+        range_: str,
+        symbol: str | None = None,
     ) -> None:
+        # The seed source names the instrument differently from the live one:
+        # Yahoo says ES=F where Schwab says /ES.
         if source is None or not source.supports_history():
             return
-        bars = await source.history(self.symbol, tf, None, None, range_=range_)
+        bars = await source.history(symbol or self.symbol, tf, None, None, range_=range_)
         for bar in bars:
             await self._emit(bar)
 

app/runtime.py

@@ -50,7 +50,7 @@ class Runtime:
             self.settings.confluence_min_score, self.settings.alert_cooldown_seconds
         )
         self.levels = self.manual_lines.levels()
-        self.stream = StreamService(live_source(self.settings), self.settings.yahoo_symbol)
+        self.stream = StreamService(live_source(self.settings), self.settings.live_symbol)
         self.stream.add_handler(self.on_bar)
 
     async def on_bar(self, bar: Bar) -> None:
@@ -181,8 +181,14 @@ class Runtime:
     async def start(self) -> asyncio.Task:
         try:
             source = seed_source(self.settings)
-            await self.stream.seed(source, Timeframe.H1, self.settings.seed_1h_range)
+            # Always the Yahoo symbol: Schwab has no history to seed from.
-            await self.stream.seed(source, Timeframe.M1, self.settings.seed_1m_range)
+            seed_symbol = self.settings.yahoo_symbol
+            await self.stream.seed(
+                source, Timeframe.H1, self.settings.seed_1h_range, seed_symbol
+            )
+            await self.stream.seed(
+                source, Timeframe.M1, self.settings.seed_1m_range, seed_symbol
+            )
         except Exception:
             # A transient seed failure must not prevent the live stream or UI starting.
             pass

docs/IMPLEMENTATION_PLAN.md

@@ -168,10 +168,37 @@ buckets cleanly. The ~730-day 1h window yields ~500 sessions: enough for a daily
 
 Yahoo's native 1d bars may be used *only* for multi-year context, clearly labelled.
 
-## 2.2 Verify these when adding the Schwab source (M6, not before)
+## 2.2 Schwab entitlements — **answered empirically 2026-08-10**
 
-These are load-bearing unknowns for Schwab specifically. They no longer block the
+All verified against a live production app holding both Market Data Production and
-project — M0–M5 run entirely on Yahoo. If any fails, stop and report.
+Accounts and Trading Production.
+
+| Question | Answer |
+|---|---|
+| Futures market data entitled? | **Yes** — but only via `get_quotes()` (plural) |
+| Symbol format | **`/ES`**, which auto-resolves to the active contract `/ESU26` |
+| `CHART_FUTURES` streaming | **Works** — one true-OHLCV minute bar per symbol per minute |
+| `LEVEL_ONE_FUTURES` | **Works**, and reports `delayed: false` |
+| Futures price history | **Still none.** Yahoo remains the only source of the past |
+
+Three traps found the hard way, all of which cost a round trip:
+
+- **`get_quote()` (singular) silently returns the wrong instrument.** It puts the
+  symbol in the URL *path*, where the leading slash is normalised away, so `/ES`
+  comes back as `ES` — Eversource Energy, an equity, at $72. HTTP 200 with a
+  populated body. `get_quotes()` passes symbols as a query parameter and returns
+  the future correctly. **Never treat a 200 as proof; check `assetMainType`.**
+- **Streaming needs the Accounts and Trading product.** `StreamClient.login()`
+  reads `/trader/v1/userPreference` for its socket URL, and that path is not in
+  Market Data Production. A market-data-only app cannot stream at all.
+- **Authorisation codes expire in about thirty seconds**, and an unwritable token
+  path spends one before revealing itself. `scripts/check_schwab.py` preflights
+  the key, the secret and the token path for exactly this reason.
+
+Because `/ES` resolves to the active contract on Schwab's side, contract roll
+handling — an open problem in §10 — needs no code here.
+
+### The remaining unknowns for Schwab
 
 1. **Futures market-data entitlement.** It is not publicly documented whether
    `CHART_FUTURES` requires futures trading approval or a CME non-professional market

requirements-dev.txt

@@ -1,6 +1,2 @@
 pytest
 pytest-asyncio
-
-# Only used by scripts/check_schwab.py until the Schwab source lands;
-# the app itself never imports it while LIVE_SOURCE=yahoo.
-schwab-py

requirements.txt

@@ -2,3 +2,5 @@ fastapi
 uvicorn[standard]
 httpx
 pydantic-settings
+# Live futures stream; imported only when LIVE_SOURCE=schwab.
+schwab-py

scripts/check_schwab.py

@@ -124,6 +124,21 @@ def print_login_url(settings: Settings) -> None:
     print("  python3 -m scripts.check_schwab --redirect-url '<paste it here>'")
 
 
+def ensure_token_path_writable(settings: Settings) -> None:
+    path = settings.schwab_token_path
+    try:
+        path.parent.mkdir(parents=True, exist_ok=True)
+        probe = path.parent / f".{path.name}.probe"
+        probe.touch()
+        probe.unlink()
+    except OSError as error:
+        raise SystemExit(
+            f"Cannot write the token to {path} ({error.strerror}).\n"
+            f"Point SCHWAB_TOKEN_PATH at a directory you own and try again — "
+            f"the authorisation code is spent either way, so fix this first."
+        )
+
+
 def exchange(settings: Settings, redirect_url: str):
     from schwab import auth
     from schwab.auth import AuthContext, client_from_received_url
@@ -132,7 +147,12 @@ def exchange(settings: Settings, redirect_url: str):
     if not state:
         raise SystemExit("That URL has no ?state= — paste the full address you landed on")
 
-    settings.schwab_token_path.parent.mkdir(parents=True, exist_ok=True)
+    # Checked before the exchange, not after. An authorisation code lives about
+    # thirty seconds and is single use, so discovering an unwritable token path
+    # afterwards costs a whole round trip through the browser — which is exactly
+    # what happened the first time, against a data/ directory owned by root
+    # because Docker created it through the bind mount.
+    ensure_token_path_writable(settings)
     # The library's own writer, so the token file keeps the shape its loader
     # expects rather than one guessed at here.
     write_token = getattr(auth, "__make_update_token_func")(str(settings.schwab_token_path))
@@ -156,16 +176,29 @@ def run_checks(client, settings: Settings) -> None:
     heading(f"REST quote for {settings.schwab_symbol}")
     quote = client.get_quote(settings.schwab_symbol)
     print(f"  HTTP {quote.status_code}")
-    quotes_ok = quote.status_code == 200 and bool(quote.json())
+    payload = quote.json() if quote.status_code == 200 else {}
-    if quotes_ok:
+    quotes_ok = False
-        for symbol, data in list(quote.json().items())[:1]:
+    if payload:
+        for symbol, data in list(payload.items())[:1]:
             values = data.get("quote", {})
-            print(f"  {symbol}: last={values.get('lastPrice')} "
+            kind = data.get("assetMainType")
-                  f"bid={values.get('bidPrice')} ask={values.get('askPrice')}")
+            description = (data.get("reference") or {}).get("description")
-        print("  -> futures market data IS available")
+            print(f"  {symbol}: {kind} — {description}")
+            print(f"  last={values.get('lastPrice')} bid={values.get('bidPrice')} "
+                  f"ask={values.get('askPrice')}")
+            # Schwab strips the leading slash and happily returns the equity of
+            # the same name: /ES comes back as Eversource Energy at 72. A 200
+            # with a body is not evidence of futures data, and treating it as
+            # such is worse than a clean failure.
+            quotes_ok = kind == "FUTURE"
+        if not quotes_ok:
+            print("  -> NOT futures. The slash was stripped and an equity")
+            print("     returned in its place; REST futures quotes are unavailable.")
+        else:
+            print("  -> futures market data IS available over REST")
     else:
         print(f"  body: {quote.text[:200]}")
-        print("  -> futures market data is NOT available on this app")
+        print("  -> no quote returned")
 
     heading("Streamer bootstrap (/trader/v1/userPreference)")
     prefs = client.get_user_preferences()

scripts/check_stream.py

@@ -0,0 +1,98 @@
+"""Does the Schwab stream actually deliver /ES bars?
+
+REST is already known not to: a quote for /ES comes back as Eversource Energy,
+because Schwab strips the leading slash and resolves the equity of the same
+name. Streaming is a separate entitlement with its own services, so it has to be
+tested separately — and it is the only remaining route to real-time futures,
+since price history does not cover them either.
+
+Subscribes to both futures services for a short window and reports what arrives:
+
+    python3 -m scripts.check_stream [seconds] [symbol ...]
+
+Symbols default to the continuous /ES and the front-month contract, because the
+streamer may accept one and not the other — REST accepts neither.
+
+CHART_FUTURES is the one that matters — it carries the minute OHLCV the chart is
+built on. LEVEL_ONE_FUTURES is the fallback: quotes only, from which bars would
+have to be synthesised.
+"""
+import asyncio
+import sys
+
+from app.config import Settings
+
+received: dict[str, list] = {"chart": [], "quote": []}
+
+
+async def main(seconds: float, symbols: list[str]) -> None:
+    from schwab.auth import client_from_token_file
+    from schwab.streaming import StreamClient
+
+    settings = Settings()
+    if not settings.schwab_token_path.exists():
+        raise SystemExit("No token yet — run: python3 -m scripts.check_schwab")
+
+    client = client_from_token_file(
+        str(settings.schwab_token_path),
+        settings.schwab_api_key,
+        settings.schwab_app_secret,
+        asyncio=True,
+    )
+    stream = StreamClient(client)
+
+    print("logging in to the streamer...")
+    await stream.login()
+    print("  logged in")
+
+    # Handlers must be registered before subscribing: several services start
+    # sending immediately, and messages with no handler are dropped.
+    stream.add_chart_futures_handler(lambda msg: received["chart"].append(msg))
+    stream.add_level_one_futures_handler(lambda msg: received["quote"].append(msg))
+
+    for name, subscribe in (
+        ("CHART_FUTURES", stream.chart_futures_subs),
+        ("LEVEL_ONE_FUTURES", stream.level_one_futures_subs),
+    ):
+        try:
+            await subscribe(symbols)
+            print(f"  subscribed to {name} for {', '.join(symbols)}")
+        except Exception as error:
+            print(f"  {name} subscription REJECTED: {type(error).__name__}: {error}")
+
+    print(f"\nlistening for {seconds:g}s...")
+    try:
+        await asyncio.wait_for(_pump(stream), timeout=seconds)
+    except asyncio.TimeoutError:
+        pass
+
+    print("\nResults")
+    print("-------")
+    for label, key in (("CHART_FUTURES (minute OHLCV)", "chart"),
+                       ("LEVEL_ONE_FUTURES (quotes)", "quote")):
+        messages = received[key]
+        print(f"  {label}: {len(messages)} message(s)")
+        if messages:
+            print(f"    sample: {str(messages[0])[:300]}")
+
+    if received["chart"]:
+        print("\n  -> CHART_FUTURES works. Real-time minute bars are available,")
+        print("     which removes Yahoo's ten-minute delay entirely.")
+    elif received["quote"]:
+        print("\n  -> Only quotes arrived. Bars would have to be synthesised")
+        print("     from them: real-time, but highs and lows approximated.")
+    else:
+        print("\n  -> Nothing arrived. Either futures market data is not")
+        print("     entitled on this account, or the market is closed.")
+
+
+async def _pump(stream) -> None:
+    while True:
+        await stream.handle_message()
+
+
+if __name__ == "__main__":
+    args = sys.argv[1:]
+    window = float(args[0]) if args else 45
+    wanted = args[1:] or ["/ES", "/ESU26"]
+    asyncio.run(main(window, wanted))

tests/test_schwab_source.py

@@ -0,0 +1,133 @@
+import asyncio
+
+import pytest
+
+from app.bars.models import Timeframe
+from app.config import Settings
+from app.market.factory import live_source, seed_source
+from app.market.schwab import SchwabSource, parse_chart_futures
+
+# Shape taken from a live CHART_FUTURES message, not invented.
+LIVE_MESSAGE = {
+    "service": "CHART_FUTURES",
+    "timestamp": 1786356976793,
+    "command": "SUBS",
+    "content": [
+        {
+            "seq": 50,
+            "key": "/ES",
+            "CHART_TIME_MILLIS": 1786356900000,
+            "OPEN_PRICE": 7786.75,
+            "HIGH_PRICE": 7787,
+            "LOW_PRICE": 7786.5,
+            "CLOSE_PRICE": 7787,
+            "VOLUME": 107,
+        }
+    ],
+}
+
+
+def test_parses_a_live_chart_futures_message():
+    bar = parse_chart_futures(LIVE_MESSAGE, "/ES")[0]
+
+    assert bar.tf is Timeframe.M1
+    assert bar.t == 1786356900  # milliseconds down to seconds
+    assert (bar.o, bar.h, bar.l, bar.c) == (7786.75, 7787.0, 7786.5, 7787.0)
+    assert bar.v == 107
+    assert bar.symbol == "/ES"
+    assert bar.source == "schwab"
+    # The minute has elapsed by the time the message arrives.
+    assert bar.closed is True
+
+
+def test_incomplete_content_is_skipped_not_defaulted():
+    # A bar invented from partial data is indistinguishable downstream from a
+    # real one, which is worse than having no bar.
+    for missing in ("CHART_TIME_MILLIS", "OPEN_PRICE", "CLOSE_PRICE"):
+        content = dict(LIVE_MESSAGE["content"][0])
+        del content[missing]
+        assert parse_chart_futures({"content": [content]}, "/ES") == []
+
+
+def test_schwab_offers_no_history():
+    source = SchwabSource(Settings())
+    assert source.supports_history() is False
+    assert source.supports_stream() is True
+    assert asyncio.run(source.history("/ES", Timeframe.M1, None, None)) == []
+
+
+def test_seeding_stays_on_yahoo_even_when_live_is_schwab(tmp_path):
+    # Schwab has no history, so the pairing is the intended configuration
+    # rather than a fallback.
+    settings = Settings(
+        live_source="schwab",
+        seed_source="schwab",
+        manual_lines_path=tmp_path / "lines.json",
+    )
+    assert seed_source(settings).name == "yahoo"
+    assert live_source(settings).name == "schwab"
+
+
+def test_live_symbol_follows_the_live_source():
+    # Yahoo says ES=F where Schwab says /ES; seeding always uses the Yahoo one.
+    assert Settings(live_source="yahoo").live_symbol == "ES=F"
+    assert Settings(live_source="schwab").live_symbol == "/ES"
+
+
+def test_stream_yields_bars_from_the_socket():
+    class FakeStreamClient:
+        def __init__(self):
+            self.handler = None
+            self.subscribed = []
+
+        async def login(self):
+            return None
+
+        def add_chart_futures_handler(self, handler):
+            self.handler = handler
+
+        async def chart_futures_subs(self, symbols):
+            self.subscribed = list(symbols)
+
+        async def handle_message(self):
+            # One message, then idle rather than returning — a real socket
+            # never stops on its own.
+            if self.handler:
+                self.handler(LIVE_MESSAGE)
+                self.handler = None
+            await asyncio.sleep(3600)
+
+    fake = FakeStreamClient()
+    source = SchwabSource(Settings(), stream_client_factory=lambda: fake)
+
+    async def first_bar():
+        async for bar in source.stream("/ES"):
+            return bar
+
+    bar = asyncio.run(asyncio.wait_for(first_bar(), timeout=10))
+    assert bar.c == 7787.0
+    assert fake.subscribed == ["/ES"]
+
+
+def test_socket_failure_surfaces_rather_than_hanging():
+    class ExplodingStreamClient:
+        async def login(self):
+            return None
+
+        def add_chart_futures_handler(self, handler):
+            pass
+
+        async def chart_futures_subs(self, symbols):
+            pass
+
+        async def handle_message(self):
+            raise RuntimeError("socket closed")
+
+    source = SchwabSource(Settings(), stream_client_factory=ExplodingStreamClient)
+
+    async def drain():
+        async for _ in source.stream("/ES"):
+            pass
+
+    with pytest.raises(RuntimeError, match="socket closed"):
+        asyncio.run(asyncio.wait_for(drain(), timeout=15))