February 20, 2018 By Betsy Eisenberg 3 min read

TradeIt™ powers online wealth

 

By integrating TradeIt’s core products – TradingTicket and PortfolioView – developers can bring portfolio management and order management tools to their end users. RIA and Wealth Management platforms that integrate our SDK or standardized API have higher engagement and a simplified workflow to manage across a clients portfolio and have the ability to place orders seamlessly through the same safe, secure API connections to the underlying broker. TradeIt understood that consumers were increasingly engaged on apps and social networks for the business of their lives. TradeIt brings the top Financial Institutions’ customer journey – account opening, account management and securities trading – to the apps where the action happens in a safe, secure and compliant way.

Getting started

With this quickstart guide, we’ve tried to make it as easy as possible to get up-and-running with TradeIt.

We’ll start with an overview of TradeIt and then jump start your integration with step-by-step guides and code samples. If you’d like to follow along (and test it out!), clone the guides repository for the complete example apps. 

TradeIt products

TradeIt enables you to integrate portfolio data and trading with most online US brokers in minutes. Link your users’ brokerage accounts easily and securely on web or mobile:

TradingTicket

  • Supports Equities, ETFs, FX, and Options

  • Supports all order types

  • Supports retrieving and canceling orders

 

PortfolioView

  • Access data in real time

  • Supports balances, positions, and transactions

  • Supports all asset classes

Platform overview

To help you get oriented with TradeIt’s API and what it can help you do, let’s start by defining some basics:

  • API Key: Before using the API, you will need to sign up for a TradeIt developer account and have an API key issued to you.

  • Your API keys are different for each of your API environments. Always make sure you are using the correct key depending on your environment.  Upon initial setup, we will provide access to our staging environment and simulation broker (“dummy broker”).

  • Use our Simulation Broker and Staging environments to build out and test your integration with simulated and live users, respectively. You’ll move over to our Production environment once you’re ready to go live!

Simulation Broker

Build and test your entire application logic with our Simulation Broker. To use our Simulation Broker, select “Dummy” as the Broker, “dummy” as the username and “dummy” for the password.

Most API requests interact with a session token and an account number. To get a session token, your end users must first link their broker by going through an oauth flow, a web module that handles the credential and MFA validation process.

After successfully linking their broker, TradeIt generates a user_token and user_id that uniquely identify a linked user. Your application needs to use the user_token and user_id along with your api_key to authenticate a linked user and get a 30 minute session token.

Each linked user can have many associated accounts. For each account, TradeIt returns then name, balance, positions and transactions information and enable placing new orders.

A single end-user of your application might have accounts at different brokers, which means they would have multiple different linked users with TradeIt.

Read on for more information about each of our products and how you place orders and access data for a linked user.

Integration

We give you different ways to integrate with TradeIt products:

  • In your website or desktop app, start enabling Portfolio & Trading with our JSON API.

  • In your mobile app, integrate our native mobile iOS and Android SDKs, which seamlessly bring PortfolioView and TradingTicket in your existing experience.

Guides

Explore step-by-step guides and some sample projects built by the TradeIt team to get you going:

Be sure to leave comments at the bottom of this article. Or, you can also reach us through Twitter @TradeIt.

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