Connecting Public takes about 90 seconds. You click Connect on Public's card in QuantWheel, log in on Public's own website, and approve read-only access. QuantWheel starts syncing your positions, transactions, and cost basis automatically.
Before you start
Required:
- QuantWheel PRO, QuantWheel GEX, or an active $1 trial.
- A Public account with online access credentials.
- A web browser (the connection flow doesn't work in the QuantWheel mobile app yet).
Time to complete: 90 seconds
Steps
- In QuantWheel, go to Settings → Broker Integration (or click Manage Brokers in the top bar).
Find the Public card in the list of supported brokers and click Connect.
An authentication modal appears showing the Public logo and the next three steps: directed to Public, log in, and confirm data sharing. Click Continue.
- You're redirected to Public's own login page. Enter your Public username and password. If you use two-factor authentication on your Public account, complete it here.
Public displays a consent screen listing the read-only access QuantWheel is requesting — positions, transactions, and balances. Approve the request.
You're returned to the QuantWheel Broker Integration page. Public now shows as Connected with Account is syncing status. This process takes up to 15 minutes.
Initial sync and future positions may take up to 24 hours to update, this depends on your broker.
Open Open Positions and the Journal to confirm your positions and trades are appearing.
Common issues
Nothing appears in Open Positions after I connect.
Initial sync takes a few minutes for most brokers. If more time passes and positions still don't appear, see Broker sync failed.
I got an error on Public's login page.
The login step runs on Public's own website, not QuantWheel. If Public returns an error (wrong password, account locked, 2FA failure), resolve it there first. Once you can log in to Public directly, retry the QuantWheel connection.
Can I connect multiple Public accounts?
Yes. After the first account connects, click Connect on Public's card again to add another. Each account is tracked separately; Open Positions and the Journal show the combined view.
Is QuantWheel able to place trades on my Public account?
No. Connecting Public grants read-only access to positions, transactions, and balances. QuantWheel cannot place trades.
How do I disconnect Public?
Go to Settings → Broker Integration. On the Public card, click the disconnect option. Disconnecting stops sync immediately; historical imported data stays in the journal unless you delete it separately.
Do I have to re-authenticate after some period?
The OAuth token Public issued stays valid until you revoke it from Public's side or disconnect from QuantWheel's side. If Public force-expires the token (this can happen after a password change or security event), you'll see a re-connection prompt in QuantWheel.