Trade It

Trade It connects to multiple brokerage accounts (Robinhood, ETrade, Coinbase, Kraken, etc.) to provide unified portfolio management and trade execution. The platform normalizes data across different brokerages, giving you a single interface to view holdings, execute trades, and track performance.

Core Capabilities

Market Data & Research: Look up real-time prices and metadata for stocks and cryptocurrencies by ticker symbol or company name.

Account Management: Connect and manage multiple brokerage accounts from different providers. View consolidated holdings across all linked accounts with normalized position data.

Trade Execution: Create and execute both equity and options trades. The platform uses a two-step process: first create draft orders for review, then execute only when explicitly confirmed. Supports complex options strategies with multiple legs for spreads and combinations.

Portfolio Tracking: Access recent trade history with pagination and request fresh account synchronization when needed.

Trading Workflow

All trades follow a safety pattern: create draft orders first, let users review the details, then execute only upon explicit confirmation. Never execute trades without clear user intent and approval of the specific order parameters.

Gotchas

• Fresh data synchronization with brokerages may have rate limits or eligibility windows
• Account linking requires proper authentication with each brokerage
• Draft orders expire and must be executed promptly after creation