QuantWheel supports a changing set of broker connections. Most connect with OAuth. Trading from QuantWheel depends on your broker connection. Interactive Brokers can use a manually-generated Flex Query API key because that's what IBKR's platform exposes. This page explains the difference and points you to the right setup guide for your broker.
Before you start
Required:
- The Wheel, Quant or GEX plan, or an active $1 trial. Broker connection isn't available in the demo.
- An account at one of the brokers currently listed on the Broker Integration page.
Which connection method does your broker use?
Interactive Brokers (IBKR) - uses a Flex Query API key. You generate a Query ID and Token inside IBKR, then paste them into QuantWheel. One-time setup, about 5 minutes. Follow How to connect Interactive Brokers.
Most other supported brokers - use OAuth. You click Connect on the broker's card in QuantWheel, log in on the broker's own website, and approve access. Takes about 90 seconds. The Broker Integration page is the source of truth for which brokers are currently enabled; these setup pages cover the common flows:
- Fidelity
- Charles Schwab
- Robinhood
- E*Trade
- tastytrade
- Public
- Moomoo
- Wealthsimple
- TradeStation
- Webull
- SoFi
- Merrill Edge
- Vanguard
The steps are nearly identical across OAuth brokers - only the broker's own login page and approval screen differ.
How QuantWheel handles broker connections
Syncing and trading. Connecting a broker lets QuantWheel read your positions, transactions and cost basis. With a broker connection that supports trading, you can also place trades from QuantWheel. You approve each order, and your broker executes it.
No passwords stored for OAuth brokers. For OAuth brokers, you log in on the broker's own website. QuantWheel receives a token the broker issues - not your password. For IBKR Flex Query, QuantWheel stores only the Query ID and Token you paste, in encrypted form.
SnapTrade handles many OAuth handshakes. For supported OAuth brokers, the actual OAuth flow may run through SnapTrade, a SOC 2 Type 2 compliant broker-integration provider. The user-facing UI doesn't mention SnapTrade; you'll see QuantWheel and your broker's logos.
Data freshness varies by broker. Some brokers return positions and transactions in near real-time; others have a delay. The Broker Integration page in Settings shows current sync status and the last sync time for each connected broker.
Connecting more than one broker
You can connect multiple brokers. Open Positions and the Journal show a combined view across all of them. To connect a second broker, go back to Settings → Broker Integration and follow the same flow again.
Disconnecting
Every connected broker has a disconnect option on the Broker Integration page. Disconnecting stops sync; historical imported data stays in the journal unless you delete it separately.
FAQ
No. Connection is free on QuantWheel's side and on every supported broker's side.
QuantWheel sees your cash balance (it's needed to show buying power and computing uncovered-position opportunities). You can also place trades from QuantWheel with a broker connection that supports trading. You approve each order, and your broker executes it.
If your trades are exportable as CSV from your broker, you can use Settings → CSV Import to load historical trades manually. Real-time sync isn't available that way, but the journal and Per-Ticker analysis still work.
Initial sync takes a few minutes for most brokers. If more time passes and positions still don't appear, see Broker sync failed.