greeksoup/ docs
Brokers

Brokers

You pick the broker on Settings, paste what it hands out from its own dashboard, and Desk · Home fills. Sixteen connect as the desk comes. Nothing places an order.

The sixteen

AlpacaUnited States. Key and secret from the dashboard; a paper account has its own pair.Holdings, cash and live prices Angel OneIndia. A free SmartAPI app, the client code, PIN and authenticator secret; the desk signs in by itself.Holdings, cash and live prices Charles SchwabUnited States. An app key and secret on an app Schwab approves, and a sign-in once a week.Holdings and cash DhanIndia. A client id and a 24-hour token, or the PIN and authenticator secret. Prices need Dhan's Data APIs.Holdings, cash and live prices GrowwIndia. A key and secret on Groww's paid trading API, approved on Groww's page each day.Holdings, cash and live prices ICICI DirectIndia. App key and secret, and a login every trading day. Serves live ticks, futures and options, margin, the options tape.The full screen Interactive BrokersWorldwide. A Flex Web Service token and a query, no gateway program to run. Positions as of the previous close.Holdings and cash LongbridgeHong Kong and Singapore. An app key, secret and a ninety-day access token.Holdings and cash QuestradeCanada. One token from the App Hub; the desk keeps the replacement Questrade sends back.Holdings, cash and live prices RobinhoodUnited States. One sign-in on Robinhood's page through its own agent server, nothing to copy; a free Agentic account the first time.Holdings, cash, crypto and live prices Saxo BankEurope, Asia and the Middle East. An app key and secret, and a sign-in the desk keeps alive while it runs.Holdings, cash and live prices tastytradeUnited States. A client secret and a refresh token from an OAuth grant; neither expires.Holdings, cash and live prices TradierUnited States. One access token; the sandbox account has its own.Holdings, cash and live prices Trading 212United Kingdom and Europe. A key and secret generated in the app. Invest and ISA accounts.Holdings and cash UpstoxIndia. A free app from the developer console, and a login every trading day.Holdings, cash and live prices ZerodhaIndia. A Kite Connect app and a login every trading day. Live prices on the paid plan.Holdings, cash and live prices

Any other broker with an API is one file your agent writes from that broker's documentation. A broker with no API exports a file, and Desk · Book takes it.

What every broker shows

Holdings and cash. A line the broker does not price is marked from Yahoo's free feed, so the account is valued live whatever the broker hands out.

What some brokers add

What the screen shows beyond that depends on what the broker gives. Live prices on the watch grid and the ticker page, with the buy and sell quotes, come through the connection itself for Alpaca, Angel One, Dhan, Groww, ICICI Direct, Questrade, Robinhood, Saxo Bank, tastytrade, Tradier, Upstox and Zerodha. Some brokers charge for that data, and an account without the data plan keeps the free feed. Charles Schwab, Interactive Brokers, Longbridge and Trading 212 leave prices to the free feed for now, and Settings says for each what your agent can add. Live ticks, open futures and options, the margin cushion, the index options tape, minute candles and a futures book on the ticker page appear when the broker's feed serves them, and a broker that serves none of them simply has a smaller Home screen.

The market follows the broker

Once a broker is connected, the desk knows which market it trades in, and the home screens take that market's shape: its session hours on the status dot, its index on Risk, its currency and digit grouping, its exchanges in the add box on Watch · Home, and where the public record offers them, the results calendar, the filings block on the home ticker page and the market's own macro cards. Markets has the detail.

Read-only, always

Every broker file reads. There is no order code in the desk, on purpose, and the keys you paste are the read-only kind wherever the broker offers one. If you extend the desk to trade, that is your own build, under your broker's and your regulator's rules.

The daily login

Most brokers keep the connection alive for weeks or months once the key is set, and there is nothing to do in the morning. A few ask for a fresh login, and Settings says so next to the broker's name: Zerodha, ICICI Direct, Upstox and Saxo Bank each trading day (Saxo only after a day with the desk off, since the desk renews its session while it runs), Charles Schwab once a week, and Questrade after three days with the desk off. On a morning you want that account live, open Settings, click Open the broker login, log in on the page it opens, and paste what the address bar hands back. If the redirect address in your broker app is http://localhost:8765/settings, it arrives on its own and there is nothing to paste. Skip the login and the desk keeps the last saved book, re-priced live, with a ribbon saying the session is off; every other screen is unaffected.