Every broker, where you stand
Swing Deck works for every US trader — but the level of integration varies by what public APIs each broker exposes. No hidden gotchas. Here's the honest matrix.
Full integration (read + write)
These brokers have official OAuth APIs that support both reading positions and modifying orders. One-click Raise-Stop automation works out of the box.
| Broker | Positions | One-Click Raise-Stop | Options Greeks | Notes |
|---|---|---|---|---|
| E*TRADE | ✓ Auto-sync | ✓ Live | ✓ | OAuth 1.0a · Morgan Stanley production approval required for live writes (~2 weeks) |
| Tradier | ✓ Auto-sync | ✓ Live | ✓ | OAuth 2.0 bearer token · instant · free tier (15-min delayed) · Pro ($10/mo) for real-time |
Coming soon (build-worthy public APIs)
These brokers have official developer APIs. They're on the roadmap — vote for the order at the bottom of this page.
| Broker | Status | ETA | Why it's a priority |
|---|---|---|---|
| Alpaca | In queue | ~1 week | Free, algo-trader favorite, zero-commission. Perfect fit for Swing Deck's audience. |
| Charles Schwab | Dev program pending | ~3 weeks | Largest retail audience post-thinkorswim acquisition. Gated developer program adds 1-2 weeks of approval. |
| Tastytrade | Queue | ~2 weeks | Options-first broker. Natural fit with Swing Deck's options layer (O3 Sniper Cash). |
| TradeStation | Queue | ~2 weeks | Power-user broker, clean REST API, sticky user base. |
| Interactive Brokers (IBKR) | Queue | ~4 weeks | Gold standard for pros. API complexity (TWS/IB Gateway) = longer build. |
Not possible — and why
These brokers have no public API for retail. We won't use reverse-engineered libraries — they risk account locks, violate broker ToS, and break on every app update. Users deserve better than that.
| Broker | Why no API | What we offer instead |
|---|---|---|
| Robinhood | No public API. ToS forbids third-party automation. Reverse-engineered libraries risk account locks. | CSV import — positions + audit work, just no one-click stop automation |
| Fidelity | No public retail API (institutional only). | CSV import |
| Vanguard | No public API. Explicit anti-automation stance. | CSV import |
| Merrill Edge | No public API. | CSV import |
| Chase / J.P. Morgan Invest | No public retail API. | CSV import |
| SoFi Invest | No public API. | CSV import |
| Webull | Reverse-engineered libraries only — same account-lock risk as Robinhood. | CSV import |
| M1 Finance | No public retail API for non-institutional accounts. | CSV import |
| Wealthfront / Betterment | Robo-advisors — no trade execution API by design. | CSV import (read-only) |
Universal CSV import — works for every broker
For any broker on the "not possible" list (or any broker whose native integration is still in the queue), Swing Deck has a universal CSV importer. Every broker's app has a "Export Positions" button. The importer auto-detects the format (Robinhood, Fidelity, Schwab, Vanguard, IBKR, etc.) and backfills your portfolio in one click.
Steps (2 minutes):
- In your broker's app, find Positions → Export (or Holdings → Download)
- Save the CSV to your Mac or Windows desktop
- In Swing Deck dashboard: Settings → Import Portfolio → Upload CSV
- Review the detected positions, click Apply
- Full audit runs. Status lights, triggers, AI thesis, morning briefing — everything works.
What you lose without native API integration: only the one-click Raise-Stop automation. Every other feature works identically. When the engine says "TIGHTEN · AMD · raise stop to $168", you open your broker's app and raise it manually. Takes 30 seconds. Most users are fine with this.
🗳 VOTE FOR THE NEXT BROKER INTEGRATION
We build the most-requested broker next. Anonymous — we only store the broker name + optional email if you want a heads-up when it ships.
Optimal broker choices
If you're flexible on brokers, here's the optimal pick for Swing Deck:
- For most users → Tradier — free account, OAuth in 60 seconds, 15-min delayed quotes on free tier (upgrade to $10/mo Pro for real-time). Greeks included. Clean API, zero drama.
- For algo-friendly traders → Alpaca (once our integration ships) — commission-free, developer-first, native integration target.
- For established accounts → E*TRADE — if you already have one, the integration is live today. Morgan Stanley approval gates the final write step but that's a one-time setup.
- For power users → IBKR (once shipped) — unbeatable pro tools, widest instrument coverage.
Important: You don't have to choose. Swing Deck can read from multiple brokers simultaneously. Have positions at both Fidelity and Tradier? Use Tradier's API + import a Fidelity CSV — the dashboard merges them into one view.
Ready to connect
Broker setup walkthrough: Docs → Broker setup →
Data-provider quickstart: Docs → Data providers →