Integrations
Connect to your custodians, email providers, and data services.
Brokers
Connect to your primary custodians for position sync and trade confirmations.
Upload Statement (CSV)
Import positions from any custodian CSV. Works with IBKR, Schwab, Fidelity, and others.
Interactive Brokers
Flex Web Service · account sync + positions
How to set up Flex Queries
- Log into IBKR Client Portal → Reports → Flex Queries
- Create a new Activity Flex Query with AccountInformation and OpenPositions sections
- Note the Token (32-char code) and Query ID
- Paste both below and click Test & Connect
C
Charles SchwabComing soon
Custody and clearing
F
FidelityComing soon
Institutional custody
A
AltruistComing soon
Modern RIA custody
Connect your inbox to classify incoming custodian email and route trade confirmations to a review queue.
Gmail
Read-only inbox sync · classify and queue trade confirmations
O
OutlookComing soon
Microsoft 365 inbox sync
Data & research
Market data and research feeds to power the Product Library and IC memos.
B
BloombergComing soon
Real-time market data and analytics
M
MorningstarComing soon
Fund data, ratings, and research
Compliance
Third-party compliance checks and regulatory reporting.
P
PreClarityComing soon
Pre-trade compliance checks
C
ComplianceAlphaComing soon
Regulatory reporting automation