Connecting Your Broker
Link your brokerage account to unlock live quotes, real-time data, and automated trading.
Connecting your broker is optional but unlocks powerful features: live market quotes, real-time Greeks in the screener, and automated trading through Roger Option Bot.
Why Connect?
| Without Broker | With Broker |
|---|---|
| Screener uses end-of-day data | Live bid/ask prices and Greeks |
| Watchlist shows delayed quotes | Real-time prices during market hours |
| Manual trade execution only | Roger can place orders automatically |
| Alerts check positions daily | Alerts check every 2 minutes during market hours |
Supported Brokers
| Broker | Quotes | Orders | Options | Notes |
|---|---|---|---|---|
| Charles Schwab | Yes | Yes | Yes | Full options support |
| Tradier | Yes | Yes | Yes | Popular for options-focused traders |
| TradeStation | Yes | Yes | Yes | Also offers a sim/paper trading account |
| tastytrade | Yes | Yes | Yes | Built for options sellers |
| Alpaca | Yes | Yes | Yes | API-first broker, supports stocks and crypto |
How to Connect
- Go to Settings > Brokers
- Click on your broker's card
- You'll be redirected to your broker's website to authorize Tiblio
- Log in to your broker and approve the connection
- You'll be redirected back to Tiblio with the connection active
This uses OAuth, the same secure authorization method used by banking apps. Tiblio never sees or stores your broker password.
What Happens After Connecting
- Tiblio receives a secure access token from your broker
- Tokens are stored encrypted in the database
- Tokens refresh automatically (typically on a 90-day cycle)
- You can disconnect at any time from the Brokers settings page
Paper Trading
If you want to test Tiblio's automation features without risking real money, connect a TradeStation Sim account. This is a paper trading sandbox that lets you practice with all the same features.
Troubleshooting
"Connection expired" or error notification
Broker tokens occasionally expire or get revoked. To fix this:
- Go to Settings > Brokers
- Disconnect the broker
- Reconnect by going through the OAuth flow again
Broker shows as connected but no live data
- Make sure the US stock market is open (9:30 AM – 4:00 PM ET, Mon–Fri)
- Check that Live Mode is enabled on the page you're viewing
- Some brokers have rate limits — data may take a few seconds to load
Which broker should I choose?
Any of the supported brokers will work. Choose whichever you already have an account with. If you're starting fresh and focused on options selling, tastytrade and Tradier are popular choices in the community.
Related
- Quick Start Guide — Full onboarding walkthrough
- Supported Brokers Reference — Detailed per-broker capabilities
- Roger Option Bot — Automated trading (requires broker)
- Alerts — Live position monitoring (enhanced with broker)