Connecting Trading Platforms
Connect your broker or trading platform to Ascentia for automatic trade synchronization.
Benefits of Platform Integration
Why connect your broker to Ascentia
- Automatic trade import - no manual data entry required
- Real-time synchronization of your trading activity
- Accurate profit/loss calculations including fees and commissions
- Seamless integration with your existing workflow
- Reduced errors from manual trade logging
Supported Platforms
Brokers and platforms you can connect
Stock & Options Brokers
- Interactive Brokers
- TD Ameritrade
- E*TRADE
- Charles Schwab
- Robinhood
Forex Brokers
- MetaTrader 4/5
- OANDA
- FXCM
- IG Markets
Crypto Exchanges
- Coinbase Pro
- Binance
- Kraken
- Bybit
Don't see your platform? Contact support to request integration.
How to Connect Your Platform
Step-by-step connection process
- Navigate to Integrations: Go to Settings → Integrations or click "Connect Platform" on your dashboard.
- Select your platform: Choose your broker or trading platform from the list.
- Generate API credentials: Log into your broker's website and create API keys. Make sure to enable read-only access for security.
- Enter credentials: Copy your API key and secret into Ascentia's connection form.
- Test connection: Click "Test Connection" to verify the integration is working.
- Configure sync settings: Choose what data to sync and how often (real-time, hourly, daily).
- Complete setup: Save your settings and wait for the initial sync to complete.
Security & Privacy
How we protect your trading data
Your security is our top priority. Here's how we keep your data safe:
- Read-only access: We only request permission to view your trades, never to execute them
- Encrypted storage: All API credentials are encrypted using industry-standard encryption
- No fund access: We cannot withdraw, transfer, or access your funds
- Secure transmission: All data is transmitted over encrypted HTTPS connections
- Revocable access: You can disconnect your platform at any time
Sync Settings
Customizing your platform integration
Sync Frequency
- Real-time: Trades sync immediately (recommended for active traders)
- Hourly: Syncs every hour (good balance of freshness and API usage)
- Daily: Syncs once per day (suitable for swing traders)
- Manual: Only syncs when you click the sync button
Data to Sync
- Executed trades (entry and exit)
- Open positions
- Account balance and equity
- Fees and commissions
Troubleshooting Connection Issues
Connection Failed
Verify your API credentials are correct and haven't expired. Check that you've enabled the necessary permissions in your broker's API settings.
Trades Not Syncing
Check your sync frequency settings. Try manually triggering a sync. If issues persist, disconnect and reconnect your platform.
Missing Trades
Some brokers have limitations on historical data access. You may need to manually import older trades using CSV export.