API

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WelcomeQuickstartGuidesChangelogSDKs and ToolsAdditional Info

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
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Guides

Turn AI agents into traders on your Public brokerage. Step-by-step guides for plugging Claude Desktop, OpenClaw, and Perplexity into the Public API — plus placing equity, options, multi-leg, bond, and short orders and selling specific tax lots programmatically.

AI Agents & Tools

Recommended

Using our hosted MCP

Connect your Public brokerage to Claude, ChatGPT, Codex, Meta Muse, Perplexity, and Grok, then trade using natural language.

Set it up →

Getting started with the Public CLI

Install the CLI, authenticate with your brokerage, and go from a live quote to a placed order in the terminal.

Connect your Public account to Claude & Claude Code

Add the Public MCP server as a Claude connector, then use it from Claude Code in your terminal.

Connect your Public account to ChatGPT & Codex

Create the Public MCP plugin in ChatGPT, or add the server to the Codex CLI and sign in with OAuth.

Connect your Public account to Meta Muse

Connect Muse to the Public MCP server with your API key, verify account access, and start using natural language.

Connect your Public account to Perplexity

Add the built-in Public connector in Perplexity settings and authenticate with OAuth.

Connect your Public account to Grok

Add Public as a custom connector in Grok and authenticate with OAuth, or upload the Public Agent Skill.

Set up the OpenClaw Trading Agent

Get started with the official Public Agent Skill for OpenClaw and connect your Public brokerage account.

Set up the Perplexity Trading Agent

Get started with the official Public Agent Skill for Perplexity Computer and place your first option order.

Placing Orders

Placing your first equity order

Pull market data, run preflight checks, place an equity order, and verify execution.

Placing your first options order

Fetch option expirations and chain data, run preflight checks, and place your first options order.

Placing your first multi-leg options order

Build strategies like bull call spreads with multi-leg preflight checks and execution monitoring.

Placing your first bracket order

Attach take-profit and stop-loss exits to an entry order so the position closes automatically.

Placing your first bond order

Pull bond quote data, run preflight checks, place the order, and verify execution.

Placing your first short order

Confirm a margin account, check shortability, place the short, and cover the position.

Selling specific tax lots

View unrealized tax lots, drill into a symbol, and choose exactly which lots to sell when closing a position.

Market Data

Backtesting a strategy with market data

Pull historical bar data, normalize it into a price series, and backtest a strategy before placing a live order.

Account & Authentication

Generate a new access token

Mint an access token — required for authenticating all subsequent API requests.

Get account balance

Retrieve account details such as available funds, holdings, and equity distribution.