Account data
Balances, buying power, permissions, account identifiers, and time-sensitive margin fields.
Independent engineering guidance for comparing brokerage interfaces without assuming access, features, or production behavior.
Developer overview
A broker API can expose multiple responsibilities through several interfaces. One application may need reference data and quotes; another may need positions, balances, orders, and fills. Account type, market subscriptions, jurisdiction, and platform architecture can change what is available. Evaluate the exact interface and account context rather than the brand name alone.
Do not choose an interface from a marketing checklist alone. Verify schemas, units, timestamps, permissions, failure behavior, testing conditions, and data-use terms for the exact product and account. A production integration should be able to recover authoritative state after a disconnect without guessing.
Capability map
Use these responsibilities to define architecture, acceptance tests, and provider evidence.
Balances, buying power, permissions, account identifiers, and time-sensitive margin fields.
Positions, average cost, realized and unrealized values, and reconciliation identifiers.
Validation, submission, replace, cancel, acknowledgments, rejections, and fill events.
Quotes, trades, bars, depth, reference data, entitlements, and exchange subscriptions.
Safe software testing with clearly documented differences from production.
Session recovery, pacing, idempotency, alerts, audit records, and emergency shutdown.
Implementation
const adapter = {
instruments: "provider identifiers",
timestamps: "UTC + source context",
numbers: "exact decimals",
streaming: "snapshot + recovery",
orders: "idempotent state machine",
credentials: "server-side only",
evidence: "docs + tests + logs"
};
Related research
Independent questions for account, market-data, order, session, and permission workflows.
Open overview →Research topics for strategies, add-ons, futures data, order events, and platform lifecycle.
Open overview →FAQ
A broker API is an interface that may expose account, portfolio, market-data, or order-management capabilities for an eligible brokerage account.
Secret credentials should not be embedded in browser or mobile code. Use a protected backend with narrow application operations and least-privilege provider permissions.
No. Simulated fills, market impact, queue position, data, and rejection behavior may differ. Paper environments validate software mechanics, not future performance.
Treat the result as unknown. Reconcile by a stable client-order identifier or authoritative order query before retrying.