Supported Brokers
Capabilities and setup details for each supported brokerage.
Tiblio integrates with five brokerages via OAuth. Each broker supports quotes, order placement, and options trading through their API.
Broker Comparison
| Capability | Schwab | Tradier | TradeStation | tastytrade | Alpaca |
|---|---|---|---|---|---|
| Live quotes | Yes | Yes | Yes | Yes | Yes |
| Options orders | Yes | Yes | Yes | Yes | Yes |
| Stock orders | Yes | Yes | Yes | Yes | Yes |
| Positions | Yes | Yes | Yes | Yes | Yes |
| Account data | Yes | Yes | Yes | Yes | Yes |
| Paper trading | No | No | Yes (Sim) | No | Yes |
Charles Schwab
Full-featured integration supporting equities and options. Schwab's API provides comprehensive account data, positions, and order management.
Setup: Settings > Brokers > Schwab > Authorize via OAuth on Schwab's website.
Notes: Schwab acquired TD Ameritrade — if you previously had a TDA account, use Schwab credentials.
Tradier
A popular choice for active options traders. Tradier's API is fast and built specifically for options-heavy workflows.
Setup: Settings > Brokers > Tradier > Authorize via OAuth.
Notes: Tradier offers commission-free options trading on some plans, making it cost-effective for frequent trading.
TradeStation
Full trading API with an additional simulation (paper trading) environment. The Sim account is excellent for testing Roger bots without risking real money.
Setup: Settings > Brokers > TradeStation > Authorize via OAuth.
Paper trading: Also connect TradeStation Sim separately — it uses its own authorization flow and gives you a sandbox for testing.
tastytrade
Built by options traders for options traders. tastytrade's API supports the full options workflow including multi-leg orders.
Setup: Settings > Brokers > tastytrade > Authorize via OAuth.
Notes: tastytrade is a popular choice in the premium-selling community and pairs naturally with Tiblio's screener focus.
Alpaca
An API-first broker supporting stocks, options, and crypto. Good for traders who want programmatic access and modern tooling.
Setup: Settings > Brokers > Alpaca > Authorize via OAuth.
Notes: Alpaca also supports crypto trading, which can be logged in Tiblio's Trade Journal.
Token Management
How It Works
- After authorization, Tiblio receives a secure access token from your broker
- Tokens are encrypted at rest in the database
- Tokens auto-refresh on approximately a 90-day cycle
- You can disconnect any broker at any time from Settings > Brokers
Token Expiration
Occasionally, a broker token may expire or be revoked (e.g., if you change your broker password). If this happens:
- You'll see an error notification in Tiblio
- Go to Settings > Brokers
- Disconnect the broker
- Reconnect by going through the OAuth flow again
Security
- Tiblio uses OAuth 2.0 — your broker password is never shared with or stored by Tiblio
- Tokens only grant the permissions you approved during authorization
- You can revoke access at any time from your broker's own settings
Related
- Connecting Your Broker — Step-by-step connection guide
- Roger Option Bot — Automated trading (requires broker)
- Alerts — Live alerts (enhanced with broker)