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From account data
to the next trade.

One API connects your product to your users’ brokerages. Read their holdings, create orders, and execute the trades they approve—all inside the experience you design.

Read the API docsGet an API key
get_accountscURL
curl https://api.tradeit.app/api/tool/execute \
  --request POST \
  --header "Authorization: Bearer $TRADE_IT_ACCESS_TOKEN" \
  --header "Content-Type: application/json" \
  --data '{
  "toolName": "get_accounts",
  "params": {}
}'
Server-side request · OAuth token or API key
200 OK · Example response
[
  {
    "account": {
      "id": 304,
      "name": "Robinhood x1234",
      "balance": {
        "amount": 15420.5,
        "currency": "USD"
      }
    }
  }
]
Illustrative data · selected fields shown

Connected to the brokerages
you already know.

RobinhoodETradeCoinbaseMoomooKrakenCharles SchwabWebullTradeStationPublicTastytrade
Explore coverage

The context to understand.
The tools to act.

Use the same request shape across the account and trading operations. Your application controls the experience; Trade It handles the brokerage integration.

create_options_trade

Create an options trade order with one or more legs (spreads, single options, etc.).

View operation →

Built for one user.
Or your entire platform.

Use an API key for your own workflows. Use per-user OAuth for a platform, with scoped access to each user’s connected brokerage accounts.

API keys, access tokens, refresh tokens, and your client secret stay on your server. Every request runs in the authorized user’s context.

Explore authentication
A consistent authenticated request
POST /api/tool/execute
Authorization: Bearer <token_or_api_key>
Content-Type: application/json

{
  "toolName": "get_accounts",
  "params": {}
}
brokerage:read · trade:read · trade:write · tool:execute

A draft is a decision in progress.

Keep order creation and execution separate. Show the returned details, ask for approval, then submit that draft and follow its status.

01

Choose an account

Read connected accounts and their brokerage capabilities.

02

Create a draft

Create a stock, crypto, or options order with the user’s instructions.

03

Review & approve

Present the specific account, action, amount, price, and legs for approval.

04

Execute & follow

Execute the approved draft, read updated order state, or request cancellation.

A few useful details.

Do I need the React SDK to use the API?

No. The API works without an embedded modal. You can build your own account views and order review interface, or combine direct API calls with the SDK connection portal.

How fresh are holdings and orders?

Holdings are cached daily by default. Eligible paid plans and partner-linked users can request a refresh, subject to a one-minute cooldown per connected account. Use returned timestamps and order state to show data freshness.

How should an agent authenticate?

After an MCP or API 401, start the OAuth authorization flow using the published authentication guide. Alternatively, the user can create an API key from their Trade It account. Both paths provide bearer-token authentication.

Does creating a trade always return a draft?

Draft-first is the recommended flow. An account configured for automatic execution may return an already submitted trade from a create call. Inspect the returned status and never assume an order is still a draft.

The contract is open.

OpenAPI specification →
OAuth discovery →
API key management →
OAuth after a 401 →

https://tradeit.app/openapi.json

Your brokerage.
Wherever you invest.

From your portfolio to your AI assistant, your community, or your own platform—bring your brokerage with you.

Portfolio

Your brokerages, together.

Trade Links

A trade idea. Ready to share.

Discord bot

Bring your brokerage into the chat.

Embedded trading SDK

Your product, powered by Trade It.

MCP server

Brokerage access for AI assistants.

Build what comes after the insight.

Bring brokerage data and approved execution into your investing product.

Start your integration