Broker Account Integration

Investfly enhances your trading strategy by allowing real trading through a connected broker account. Currently, Investfly supports integration with the following brokers, known for their commission-free trading:

1. Tradier Brokerage - https://brokerage.tradier.com/
2. TD Ameritrade - https://www.tdameritrade.com/

Connecting Your Broker Account

By connecting your broker account to Investfly, you enable the platform to access your account details such as Cash Balance and Buying Power, and to execute trades based on your algorithmic trading rules. This secure connection is established using standard OAuth technology. Once connected, Investfly populates your Portfolio Dashboard with real-time data from your brokerage account. This allows you to manage your trading strategy with the same ease as using a Virtual Portfolio. You can even execute manual trades directly from Investfly, leveraging its capabilities as one of the best automated stock trading platforms.

1. Open the New Portfolios dialog by clicking the '+' icon.
2. Click the Connect button.
3. Select your broker from the list.
4. Follow the on-screen instructions to complete the connection.

Portfolio Dashboard Overview

The Portfolio Dashboard provides a comprehensive view similar to the Virtual Portfolio, as detailed in the Virtual Portfolio section. However, certain data that cannot be accessed from your broker account will not be displayed.

Account Balance and Performance Metrics

The starting cash balance is not retrievable for broker accounts, as funds can be deposited or withdrawn at any time. Consequently, the initial cash balance and the account's lifetime profit or loss are not displayed. Additionally, the daily equity value chart is omitted due to the lack of detailed deposit and withdrawal information, which is crucial for accurate representation.