API

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WelcomeQuickstartGuidesChangelogSDKs and ToolsAdditional InfoFAQ

Authorization

POSTCreate personal access token

List Accounts

GETGet accounts

Account Details

GETGet account portfolio v2GETGet history

Tax Lot Selling

GETGet unrealized tax lotsGETGet unrealized tax lots for symbolGETGet unrealized tax lots csv

Instrument Details

GETGet all instrumentsGETGet instrumentGETSearch bonds

Market Data

POSTGet quotesGETGet bond detailsPOSTGet option expirationsPOSTGet option chainGETGet bars v2GETGet bars v2 with aggregation

Orders

POSTPreflight single legPOSTPreflight multi legPOSTPlace orderPUTReplace orderPOSTSearch ordersPOSTPlace multileg orderGETGet orderDELETECancel order

Option Details

GETGet option greeksPOSTGet strategy quote

Event Contracts

POSTGet event summaryGETGet event categoriesGETGet event details
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Additional Info

Supplementary reference material to be aware of when building your integration.

Order Limits

Minimum and maximum order quantities, notional amounts, and price increments across equities, options, and crypto.

How Greeks Are Calculated

How option Greeks — delta, gamma, theta, vega, and rho — are computed and exposed on the API.

Account Capabilities

How to tell whether an account can trade on margin, trade options, or trade crypto, and how to handle crypto entitlement errors.

Advanced Orders

Stop and stop-limit orders, good-till-date expiration, extended-hours and 24/5 sessions, bracket orders, and cancel-replace, with examples.

Order Lifecycle & Reconciliation

Preflight, bracket legs, tracking and polling orders, fill details, and matching history transactions to orders.