Connect your broker
Connect a real brokerage account via SnapTrade to enable Stock Trading inside Alphio.
Find it at: /account/connect
1. Why connect a broker
Connecting a real brokerage account unlocks:
- Stock Trading — place real orders in US and HK markets directly from chat, watchlist, or the Trade Modal
- Live positions and P&L — your actual holdings appear in the Alphio portfolio view
- Performance sync — historical trades flow into research and Agentic Trading context
Without a connected broker you can still chat, research, and use on-chain rails — but Stock Trading is read-only.
2. Supported brokers
Alphio uses SnapTrade as the brokerage integration layer, which supports 50+ brokers across the US, Canada, and select international markets.
The exact broker list and per-broker capabilities (read-only vs trading-enabled, US vs international) are being finalized via SnapTrade. Confirm with the product team before relying on a specific broker's availability.
Common brokers supported via SnapTrade include large US retail brokers and several international institutions. Open /account/connect to see the live, region-filtered list.
3. How to connect
- Sign in to Alphio and go to
/account/connect. - Pick your broker from the list. Use the search box to filter.
- Alphio opens the SnapTrade connection portal in a new tab/window — this is hosted by SnapTrade, not Alphio, so you authenticate with your broker directly.
- Log in with your broker credentials and approve the read / trade permissions SnapTrade requests.
- The portal closes and you return to Alphio. The new account appears under Account → Connections within seconds.
Note: SnapTrade fetches your account list and balances asynchronously. The connection row appears immediately, but positions and balances may take a few seconds to populate.
4. Disconnect or reconnect
- Disconnect — go to
/account/connect, find the brokerage row, click "Disconnect". Alphio revokes the SnapTrade authorization. Existing trade history remains visible but no further sync occurs. - Reconnect — if your broker session expires (common for security policies), the row shows a "Reconnect" action. Click it to re-authenticate through the same SnapTrade portal.
5. What Alphio sees
| Surface | Alphio access |
|---|---|
| Positions, balances, history | Read-only — used for portfolio view, P&L, and research context |
| New orders | Approval required — every trade routes through the Trade Modal; you confirm before SnapTrade submits to the broker |
| Credentials (username / password) | Never seen — login happens in the SnapTrade portal; Alphio only stores the SnapTrade authorization token |
Alphio cannot move funds, change broker account settings, or place trades without an explicit approval step in the Trade Modal.
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