AAPL
    RISK
    SYNC
    SCHWAB
    IBKR
    LIVE DATA
    Broker support for imports, analytics, and live protection

    Broker support for live risk protection and trade analytics.

    Connect broker data where supported to import trade history, analyze execution behavior, and power live RiskRobot protection. Manual uploads are available when auto-sync is not supported.

    Broker data is the fuel. RiskRobot is the protection layer.

    Historical Sync

    2

    Import trade history where supported

    Manual Import

    2

    CSV / Excel uploads when sync is unavailable

    Live Risk Protection

    1

    Live position/account data where supported

    Historical Auto-Sync

    Connect your broker account where supported and import historical trades automatically.

    Manual Import

    Upload CSV/Excel exports from your broker or trading platform.

    Live Position Protection

    Use live broker position/account data where supported to power RiskRobot alerts, size-drift checks, account truth, and live risk context.

    Broker directory

    6 of 6 brokers · search by name, region, asset, or support notes

    • Charles Schwab / Thinkorswim

      Read-only access where supported

      HistoricalBeta / Limited
      ManualSupported
      Live alertsBeta / Limited
      EquitiesOptions
      Beta

      Broker permissions, account type, and API limits may apply.

    • TradeZero

      Read-only access where supported

      HistoricalManual Import
      ManualSupported
      Live alertsPlanned
      Equities
      Supported

      CSV/parser support available for historical imports.

    • Interactive Brokers

      Read-only access where supported

      HistoricalPlanned
      ManualPlanned
      Live alertsResearching
      EquitiesOptionsFuturesFX
      Planned

      API integration under review.

    • DAS Trader Brokers

      Read-only access where supported

      HistoricalResearching
      ManualPlanned
      Live alertsNot Available
      Equities
      Researching

      Import/export formats are being evaluated.

    • Robinhood

      Read-only access where supported

      HistoricalResearching
      ManualPlanned
      Live alertsNot Available
      EquitiesOptionsCrypto
      Researching

      Support depends on available data access.

    • Fidelity

      Read-only access where supported

      HistoricalResearching
      ManualPlanned
      Live alertsNot Available
      EquitiesOptions
      Researching

      Support depends on available data access.

    What RulesFirst does with broker data

    Broker data helps RulesFirst turn trade history and live account context into risk awareness, habit analytics, and mobile protection where supported.

    Import trades
    Analyze executions
    Detect behavior patterns
    Power live RiskRobot alerts
    Support mobile protection
    Build trading habit analytics

    Broker support legend

    Supported

    Available in the current product.

    Beta

    Available to early users, but broker limits or data issues may apply.

    Manual Import

    Use CSV/Excel exports from your broker or platform.

    Planned

    On the roadmap, not guaranteed.

    Limited

    Some data, account types, regions, or asset classes may not be fully supported.

    Researching

    Being evaluated based on demand, access, and technical feasibility.

    Don’t see your broker?

    Request broker support and help us prioritize the next integration.

    Broker availability, data freshness, supported fields, refresh frequency, and live alert behavior may vary by broker, region, account type, permissions, market hours, and technical limitations. RulesFirst does not place trades, route orders, custody funds, or guarantee alert delivery. Always verify account, position, and execution information directly with your broker.