Connect your tools.
Know their access.

Tracking a portfolio, syncing records and placing trades need different permissions. Start with what you want to do, then understand what the connection needs.

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Check the permissions I need ↗Start with the guides →

No login · No API keys · Runs in your browser

One connection. Three boundaries.

▦Your accountYou control the assets

⌘API permissionsLimit what it can do

⊞Connected toolAccess only what it needs

Read accountExecute tradesWithdraw assets

This site explains connections. It does not connect to your account.

IN FOCUS / 02

A portfolio tracker
asks for trading access. Why?

Separate reading, trading and withdrawals. Understanding each permission helps you compare what a tool requests with what you actually need.

Read the guide ↗

START WITH THE PURPOSE

Connection check

Choose a purpose to see the access you should review.

The connection library

All guides →

01 / CONNECT

Prices, portfolios or trades: do you need an API key?

Decide whether a task needs account access before connecting a third-party tool.

Read the guide ↗02 / PERMISSIONS

Read, trade and withdraw: what does each permission allow?

Compare a portfolio dashboard with a trading tool to understand access boundaries.

Read the guide ↗03 / SETUP

Your first tool connection: five things to check before setup

Review provider identity, key type, permissions, outbound IP and revocation before connecting.

Read the guide ↗

Connections need maintenance.

Key types, IP restrictions and interface changes can affect a working connection. Follow the official changes with these notes.

Read maintenance notes →

All guides (12)

Before connecting Permissions & privacy Errors & revocation

Connect your tools.Know their access.

A portfolio trackerasks for trading access. Why?