Connect Your Brokerage
Quantly executes trades through your connected brokerage account. You connect with OAuth 2.0 - Quantly never sees or stores your brokerage login password or API keys.
Before you connect
Section titled “Before you connect”Create a brokerage account with a supported broker if you do not have one. Paper trading accounts are recommended for getting started.
Sign in to your brokerage and make sure your paper trading account is set up. Start with a paper account for risk-free automated execution.
Connect in Quantly
Section titled “Connect in Quantly”You can connect during onboarding after signup, or anytime in Settings.
Open Settings and go to the Trading tab (or continue from the onboarding Connect step).
In Connected Accounts, find your broker and account type (for example Paper) and click Connect.
You are redirected to your brokerage to sign in and authorize Quantly.
After you approve access, you return to Quantly. When connection succeeds, the account shows Connected.
What you authorize
Section titled “What you authorize”When you connect via OAuth, you grant Quantly:
- Account access - read account information and positions
- Trading authorization - place transactions at your direction through strategies you deploy
Your credentials stay with your brokerage. Quantly receives secure OAuth tokens, which are encrypted at rest.
Paper vs live
Section titled “Paper vs live”Paper accounts use simulated money. Live accounts trade real capital. Both are included with Quantly Pro.
See Supported Brokers for which brokers offer paper and live today.
See Trading Config for execution settings after you connect.
Troubleshooting
Section titled “Troubleshooting”If connection fails, see Troubleshooting.
Next step
Section titled “Next step”Build your first strategy in Your First Strategy.