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Broker Integration

In short

Connect your brokerage account to track positions and, where supported, place orders

Broker integration connects your brokerage account to Strategy Investor, so you can track your positions here and, where your connection supports it, place orders.

Link a brokerage through SnapTrade to see positions in one place, or connect Trading 212 directly with an API key to place orders. Some SnapTrade brokerages are read-only here. Linked positions sync automatically every 30 minutes, or on demand.

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 plans include more weekly analyses, access to more AI agents, live broker integration, and advanced features like the RL lab and custom strategies.