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Security

Security & broker connections

Here is how the connection works.

Your money stays at your broker
Your cash and positions stay in your brokerage account. QuantWheel never holds them.
Your broker carries out every order
Every order you place in QuantWheel goes to your own broker, which executes it.
Log in on your broker's own page
Where your broker offers its own login page, you sign in there and QuantWheel never receives your password. Broker connections run through SOC 2 Type 2 audited partners.

Trade from the chart at Trade & Sync brokers

Brokers marked Trade & Sync on the brokers page let you place trades from QuantWheel. Sync-only brokers sync your positions, transactions and cost basis, and you trade at the broker.

Turn off your API keys and AI connections anytime

API keys and AI connections are created in your dashboard, scoped to your account, and can be revoked at any time. Claude connects through your QuantWheel login, so you never paste anything into a chat.

Your data is encrypted and never sold

Portfolio data travels over encrypted connections and is stored behind access controls. We use it to power your dashboard and journal, not to sell to anyone. Disconnect a broker or delete your account from settings whenever you want.

A founder answers your security questions

Security questions go to a founder, not a queue. Email us for a direct answer about what we store, why, and how to remove it.

See your real positions, safely

Connect your broker and use your real portfolio instead of demo data. Cancel anytime.

Questions about security? Email hello@quantwheel.com.