AAPL
    RISK
    SYNC
    SCHWAB
    IBKR
    LIVE DATA
    Platform and broker integrations

    Connect Your Trading Platforms and Brokers

    Explore integration support for trade history, manual imports, and live Beacon monitoring.

    Availability varies by integration, account type, and connection method. Check each integration's status below.

    Historical Sync

    9

    Import trade history where supported

    Manual Import

    11

    CSV / Excel uploads when sync is unavailable

    Live Monitoring

    8

    Live position/account data where supported

    Historical Auto-Sync

    Connect your supported platform or broker account where available and import historical trading activity automatically.

    Manual Import

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

    Live Monitoring

    Use live platform or broker position/account data where supported to power Beacon monitoring, size-drift checks, account truth, and live risk context.

    Integration directory

    14 of 14 integrations · search by name, region, asset, or support notes

    • Alpaca

      Read-only access where supported

      Live MonitoringSupported
      Historical auto-syncSupported
      Manual uploadSupported
      EquitiesCrypto
      Supported

      Supported broker connection for eligible accounts and available fields.

    • Charles Schwab / Thinkorswim

      Read-only access where supported

      Live MonitoringPending approval
      Historical auto-syncPending approval
      Manual uploadSupported
      EquitiesOptions
      Planned

      Broker integration pending approval. Manual mode is available from day one.

    • DAS Trader Brokers

      Read-only access where supported

      Live MonitoringNot Available
      Historical auto-syncResearching
      Manual uploadPlanned
      Equities
      Researching

      Import/export formats are being evaluated.

    • Fidelity

      Read-only access where supported

      Live MonitoringNot Available
      Historical auto-syncResearching
      Manual uploadPlanned
      EquitiesOptions
      Researching

      Support depends on available data access.

    • Interactive Brokers

      Read-only access where supported

      Live MonitoringPending approval
      Historical auto-syncPending approval
      Manual uploadSupported
      EquitiesOptionsFuturesFX
      Planned

      Broker integration pending approval. Manual mode is available from day one.

    • Lightspeed

      Read-only access where supported

      Live MonitoringSupported
      Historical auto-syncSupported
      Manual uploadSupported
      EquitiesOptions
      Supported

      Supported broker connection for eligible accounts and available fields.

    • NinjaTrader

      Trading platform

      Real-time syncIn validation
      Historical auto-syncIn validation
      Manual uploadSupported
      Futures
      In validation

      RulesFirst supports NinjaTrader as a trading platform integration. Real-time sync workflows are in validation for eligible accounts and available fields.

    • Public

      Read-only access where supported

      Live MonitoringSupported
      Historical auto-syncSupported
      Manual uploadSupported
      EquitiesOptionsCrypto
      Supported

      Supported broker connection for eligible accounts and available fields.

    • Robinhood

      Read-only access where supported

      Live MonitoringNot Available
      Historical auto-syncResearching
      Manual uploadPlanned
      EquitiesOptionsCrypto
      Researching

      Support depends on available data access.

    • TastyTrade

      Read-only access where supported

      Live MonitoringSupported
      Historical auto-syncSupported
      Manual uploadSupported
      EquitiesOptionsFuturesCrypto
      Supported

      Supported broker connection for eligible accounts and available fields.

    • TradeStation

      Read-only access where supported

      Live MonitoringSupported
      Historical auto-syncSupported
      Manual uploadSupported
      EquitiesOptionsFutures
      Supported

      Supported broker connection for eligible accounts and available fields.

    • TradeZero

      Read-only access where supported

      Live MonitoringPlanned
      Historical auto-syncManual Import
      Manual uploadSupported
      Equities
      Supported

      CSV/parser support available for historical imports.

    • Tradier

      Read-only access where supported

      Live MonitoringSupported
      Historical auto-syncSupported
      Manual uploadSupported
      EquitiesOptions
      Supported

      Supported broker connection for eligible accounts and available fields.

    • Webull

      Read-only access where supported

      Live MonitoringSupported
      Historical auto-syncSupported
      Manual uploadSupported
      EquitiesOptionsCrypto
      Supported

      Supported broker connection for eligible accounts and available fields.

    What RulesFirst does with platform and broker data

    Platform and 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 Beacon monitoring
    Support mobile protection
    Build trading habit analytics

    Integration support legend

    Supported

    Available in the current product.

    In validation

    Integration validation is ongoing; availability depends on provider approval and eligible accounts.

    Manual Import

    Use CSV/Excel exports from your platform or broker.

    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 platform or broker?

    Request integration support and help us prioritize the next connection.

    Platform and broker availability, data freshness, supported fields, refresh frequency, and live alert behavior may vary by provider, 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 trading platform, broker, or official source.