Brokerage connections let you pull live portfolio data from your investment accounts. Unlike banking connections that sync transactions, brokerage connections provide access to your current holdings and trade history.Documentation Index
Fetch the complete documentation index at: https://docs.redbark.co/llms.txt
Use this file to discover all available pages before exploring further.
Brokerage accounts are available on the Professional plan. See pricing for details.
Supported brokerages
Not all brokerages support both holdings and trades. The table below shows what each brokerage supports through SnapTrade.Brokerages
| Brokerage | Holdings | Trades |
|---|---|---|
| AJ Bell | Yes | Yes |
| Alpaca | Yes | Yes |
| BUX | Yes | No |
| Chase | Yes | Yes |
| CommSec | Yes | No |
| DEGIRO | Yes | Yes |
| E*TRADE | Yes | Yes |
| Empower | Yes | No |
| Fidelity | Yes | Yes |
| Interactive Brokers | Yes | No |
| Moomoo | Yes | Yes |
| Public | Yes | Yes |
| Questrade | Yes | Yes |
| Robinhood | Yes | Yes |
| Charles Schwab | Yes | Yes |
| Stake | Yes | Yes |
| tastytrade | Yes | Yes |
| TD Direct Investing | Yes | Yes |
| TradeStation | Yes | No |
| Tradier | Yes | Yes |
| Trading 212 | Yes | Yes |
| Upstox | Yes | No |
| Vanguard | Yes | Yes |
| Wealthsimple | Yes | Yes |
| Webull (US) | Yes | Yes |
| Webull (Canada) | Yes | Yes |
| Wells Fargo | Yes | No |
| Zerodha | Yes | Yes |
Crypto exchanges
| Exchange | Holdings | Trades |
|---|---|---|
| Binance | Yes | Yes |
| Coinbase | Yes | Yes |
| Kraken | Yes | Yes |
Brokerage support is provided by SnapTrade. Availability may change as SnapTrade adds or updates integrations.
Data available
Holdings
Current positions across your investment accounts: symbol, quantity, average price, market value, and unrealised P&L.
Trades
Historical trade records: buys, sells, quantities, prices, fees, and settlement dates.
How it works
Brokerage data is fetched live from your broker each time you request it. No investment data is stored on Redbark servers. When you connect a brokerage account, Redbark links to your broker through SnapTrade. SnapTrade handles the authentication with your brokerage and provides a secure connection for reading your portfolio data.Holdings
A holding is a single position in your portfolio. Each holding includes:| Field | Description |
|---|---|
| Symbol | Ticker symbol (e.g. AAPL, VAS.AX) |
| Name | Security name |
| Exchange | Exchange the security is listed on |
| Quantity | Number of units held |
| Average price | Average cost basis per unit |
| Current price | Latest market price per unit |
| Market value | Current total value of the position |
| Unrealised P&L | Gain or loss on the position since purchase |
Trades
A trade is a completed buy or sell order. Each trade includes:| Field | Description |
|---|---|
| Symbol | Ticker symbol |
| Type | buy or sell |
| Quantity | Number of units traded |
| Price | Price per unit at execution |
| Total amount | Total value of the trade |
| Fees | Brokerage fees charged |
| Trade date | When the order was executed |
| Settlement date | When the trade settled (T+2 for most equities) |
Connecting a brokerage account
Go to Connections
Open the Connections page in the dashboard.
Add a brokerage connection
Click Add Connection and select Brokerage. This option is available on the Professional plan.
Authenticate
Log in to your brokerage account through the SnapTrade connection flow. Your credentials are handled by SnapTrade and are never stored on Redbark servers.
Accessing brokerage data
Brokerage data is available through the REST API:- List Holdings returns current positions for a brokerage connection
- List Trades returns paginated trade history with date filters
Brokerage endpoints require a Developer or Professional plan API key. Requests from Saver plan keys return a
403 error.