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Broker Integration

In short

Connect your real brokerage account via SnapTrade for live trading

Broker integration lets you connect your real brokerage account (like Trading212) to the platform via SnapTrade. Once connected, you can see your live positions and execute trades directly from Strategy Investor.

Broker integration uses SnapTrade's OAuth-based connection to link external brokerage accounts. Supported brokers include Trading212, Questrade, and others. Once connected, the platform syncs live positions, executes orders, and provides unified portfolio analytics across all accounts.

Related concepts

  • Live Trading — Live trading uses your real money with a real broker. Unlike paper trading, every order affects your actual portfolio balance. Requires a connected broker account and compliance checks.
  • Paper Trading — Paper trading lets you practice investing with imaginary money. All the real market data, all the real mechanics, but no real money at stake. Perfect for testing strategies before risking your actual savings.
  • Portfolio Rebalancing — If your target is 60% stocks / 40% bonds but stocks rally and become 75%, rebalancing sells some stocks and buys bonds to restore the 60/40 split. It's automatic discipline — sell high, buy low.
  • Subscription Tiers — Strategy Investor has different membership levels. Higher tiers get more monthly credits, access to more AI agents, live broker integration, and advanced features like the RL lab and custom strategies.