Viewing profile — timothygoltser

Hey Charles, we're really excited to be working on tooling to make data sharing easier for companies and their customers! The activation energy for setting up robust direct-to-cust…

Thank you - we'll submit a proposal shortly!

Thanks!

Hey all, one of the co-founders of Pipebird here - I'll be around to answer any questions you might have. Would love to hear your feedback!

We collect a user's credentials (usernames + passwords) and exchange them immediately for access and refresh tokens. We use the term "credentials" as we've seen it used colloquiall…

Thanks! Teller looks really cool - there's definitely a real market for what you're doing, though I don't envy your position having to deal with the big banks given how misaligned …

TD Ameritrade is the biggest brokerage we deal with that has a documented public API intended for external use, but the documentation isn't entirely accurate and the rate limits on…

We provision both a live and sandbox app with 3 free test links each so that you can test out the API after signing up - we'll make sure to display that more prominently on our sit…

Thank you! We're going to be adding support for options sometime next week. IB is also on our roadmap, though we don't have an exact timeline for an integration yet.

Definitely - we've gotten this feedback from several of our users and it's a high-priority item for us. We'll be adding the ability to limit scopes on a per-app basis this week.

We've had the same experience in 2022. An afternoon with an HTTPToolkit interceptor is usually all it takes to reverse engineer a brokerage's API; we spend most of our time paving …

Absolutely. We don't have a timeline on it as of yet, but we've received several requests for IBKR support (especially from developers building apps that serve non-US markets), so …

You're right that most retail investors don't pay attention to the specifics of how margin requirements are calculated. To my knowledge, the only brokerage that's readily accessibl…

Agreed - there's no fundamental reason interfacing with traditional brokerages should be as difficult as it is today. We're working to form relationships with all of the brokerages…

While I'm not fully qualified to comment on this (I'm not a lawyer/have no formal experience with securities law), my understanding is that it would depend on if the trader in ques…

We do sanctioned integrations with brokerages wherever OAuth integrations are available such that we don't have to collect credentials, but for the ones without public APIs we do n…

In a sense. There are certainly protections they can implement against non-browser clients; what I meant is that it would be more difficult for them to implement the usual sorts of…

It depends on the nature of the activity that got the account blocked - we place limits on the types of legitimate account activity that are likely to get a user blocked (sending t…

That's a fair point - we've been trying to determine the best way to compress "using reverse-engineered private APIs in violation of their terms, but in practice brokerages don't r…

While we try to form relationships with all of the brokerages we integrate with (including the ones we reverse engineer), we do still have to do the abuse/block dance with their pr…

Different brokerages take different positions on these sorts of integrations - some go after all third-party integrations aggressively (including screen scrapers), while some will …

Thanks!

We see ourselves as somewhat of a spiritual successor to TradeIt - we're trying to provide high-quality access to brokerage accounts so that people can build better investing apps …