Connectors
Overview
Connectors let you link your Obside account to your brokers and trading platforms. Once the connection is established, Obside can:
Read your balances and positions in real time.
Monitor your portfolio and trigger smart alerts.
Execute orders (depending on your region — see Availability by region).
Connecting a platform
The connection is done from the Platforms section in settings:
Select the platform to connect from the list of supported brokers.
Follow the authorization process (API keys or OAuth depending on the broker).
Once connected, you can name your key (e.g. "My main account") to find it easily.
You can connect multiple accounts of the same broker (for example a personal and a professional account) by adding multiple API keys.
Obside doesn't store your broker password. Connections rely on API keys or a secure OAuth mechanism depending on the platform.
Use in the chat and in agents
Once a platform is connected, you can:
Reference its assets in the chat through the Add → Platforms button → choose the broker → select the assets available at that broker.
Select an API key when launching a live execution.
Enable portfolio monitoring on positions held on that platform.
Multi-broker
Depending on your subscription plan, you can run a single agent on multiple connected platforms simultaneously. See Pricing.
To go further:
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