Portfolio Analytics Powered by Connect Trade
Integration Summary
| Platform Type | Portfolio analytics and stock-research platform |
| Broker | Fidelity and Schwab (case study focus; Tykr connects additional brokers through the same integration) |
| Integration Method | Connect Trade API |
| Primary Focus | Broker-connected portfolio analytics for retail investors |
| Asset Classes / Data Types | Balances, positions, transactions, and portfolio-linked account data |
| Primary Capabilities | Account connectivity, broker-normalized data models, analytics-ready infrastructure |
| Why It Mattered | One integration gave Tykr normalized account data from Fidelity and Schwab — two of the largest retail brokers in the US — while opening access to additional brokers across Connect Trade's network through the same connection. |
Overview
Tykr is a portfolio analytics and stock-research platform built for retail investors. To deliver meaningful insights, Tykr needs accurate, current brokerage data from the brokers its users actually hold accounts at. By integrating once with the Connect Trade API, Tykr accesses normalized account data from Fidelity and Schwab — two of the largest brokers in the US by assets under management — through a single connection, and reaches additional brokers across the Connect Trade network through the same integration.
The Challenge
Fidelity and Schwab expose different APIs, authentication flows, and data models. Building and maintaining separate integrations for each is a significant ongoing engineering commitment for a team whose core focus is portfolio analytics and stock research, not broker connectivity.
The Solution
By integrating once with Connect Trade, Tykr accesses normalized account data — balances, positions, and transactions — from Fidelity and Schwab through a single API. Connect Trade handles the broker-specific complexity, delivering data in a consistent format regardless of which broker the end user holds their account at. The same integration gives Tykr access to additional brokers across Connect Trade's network.
Results
- One integration, two major brokers: Fidelity and Schwab coverage through a single Connect Trade API connection
- Normalized data model: consistent account data structure across brokers, eliminating the need to handle broker-specific data formats in the analytics layer
- Expanded broker reach: Tykr connects additional brokers across the Connect Trade network through the same integration
Connect Trade enables fintech platforms to add brokerage connectivity through a single API rather than building direct integrations to brokers such as Interactive Brokers, Webull, TradeStation, Tastytrade, and TradeZero.
Tykr uses the Connect Trade API to access normalized account data from Fidelity and Schwab through a single integration, delivering consistent balances, positions, and transactions to its retail investor users. Tykr also reaches additional brokers across the Connect Trade network through the same integration. Connect Trade provides broker-approved connections built on official sanctioned APIs across over 20 brokers. All integrations are compliance approved. Connect Trade does not use screen scraping or reverse engineering.