Connecting a Broker

Setup

1. Open the Trading Hub from the sidebar
2. Click Connect Broker
3. Select a broker
4. Follow the broker-specific authentication flow
5. Once connected, the account appears in the Trading Hub

Paper Trading

No external account needed:

1. Select Paper Trading
2. Click Create Account
3. The account connects automatically with a simulated balance

Alpaca

1. Select Alpaca and click Connect
2. You are redirected to Alpaca's authorization page
3. Authorize ChartLabs
4. Redirected back with the connection active

OANDA

1. Select OANDA and click Connect
2. Authorize on OANDA's page
3. Redirected back with the connection active

Account Management

• Disconnect -- Temporarily disconnect without removing the account
• Reconnect -- Re-connect a disconnected account
• Delete -- Permanently remove the broker account
• Reset -- Reset a Paper Trading account to starting balance