📱🌐 Platform: Both iOS & Web
👤 Best for: Everyone
🎯 What Does “Connect Brokerage” Mean?
Connecting a brokerage means linking your trading account (Robinhood, Webull, TD Ameritrade, etc.) or Ape Paper Trading Account to Ape AI. Think of it like:- Linking your bank to Mint or Credit Karma
- Connecting Spotify to your car
- Syncing your calendar to your email
🚀 What You Get When You Connect
1. Portfolio Tracking 📊
See all your positions in one place:- Stocks you own
- How many shares
- Cost basis
- Current value
- Profit/Loss (total and %)
- Today’s change
2. AI Portfolio Analysis 🤖
Ask Maverick (Portfolio AI) questions:- “How’s my portfolio doing?”
- “What should I sell?”
- “Am I too concentrated in tech?”
- “Show me my worst performers”
- “Which stock should I add?”
3. Execute Trades from Chat ⚡
Go from idea to order in seconds:- Ask AI for trade idea
- AI recommends a setup
- Tap “Execute Trade” button
- Review order
- Confirm
4. Real-Time Position Updates 📈
Your portfolio updates automatically:- Price changes reflected instantly
- Positions update when you buy/sell
- Profit/Loss updates real-time
- No manual entry needed
5. Personalized News & Alerts 📰
Get news about YOUR stocks:- Breaking news for your holdings
- Earnings alerts for your positions
- Price alerts based on your portfolio
- Risk alerts for your holdings
6. Better AI Recommendations 🎯
AI gives advice tailored to your situation: Without connection:“TSLA looks good for a swing trade. Entry $465.”With connection (AI sees you already own TSLA):
“You already own TSLA at 465 (3.3% gain). Or hold for $490 target.”Context = Better advice
🆓 Start Risk-Free with Paper Trading
Not ready to connect your real brokerage? Claim FREE Ape Paper Trading Account:- Virtual $100,000 to trade with
- Same features as real brokerage
- Risk-free practice
- Real market conditions
- Track performance
- Learning to trade
- Testing strategies
- Trying Ape AI features
- Building confidence
🔒 Is It Safe?
YES. Here’s Why:
1. OAuth 2.0 Authentication- Industry-standard secure connection
- Same tech banks and fintech apps use
- No passwords stored on Ape AI servers
- Tokens encrypted
- Initial connection is view-only
- Can see portfolio, but can’t trade
- Trading requires separate permission
- You control what Ape AI can do
- Disconnect whenever you want
- Instantly revokes access
- One tap in settings
- Partnerships with leading brokers
- Vetted and approved integrations
- Regular security audits
- Not sold to third parties
- Not shared with anyone
- Used only to serve YOU
🤔 What Ape AI CAN See
When you connect (read-only):- ✅ Account balance
- ✅ Positions (stocks/options you own)
- ✅ Cost basis
- ✅ Order history
- ✅ Cash available
- ❌ Your bank account info
- ❌ Social security number
- ❌ Passwords
- ❌ Personal identification details
🚫 What Ape AI CANNOT Do (Unless You Enable Trading)
By default (read-only):- ❌ Cannot place trades
- ❌ Cannot withdraw money
- ❌ Cannot transfer funds
- ❌ Cannot change account settings
- ❌ Cannot access your brokerage login
💡 Why Most Users Connect
”I Want to Track Everything in One Place” 📊
Multiple brokerage accounts?- Connect them all to Ape AI
- See total portfolio value
- Unified profit/loss
- One dashboard
”I Want Personalized AI Advice” 🤖
Generic advice is useless.- AI needs to see your holdings
- Give recommendations based on YOUR portfolio
- Avoid suggesting stocks you already own
- Suggest when to trim/add
”I Want to Execute Trades Faster” ⚡
Speed matters in trading.- AI finds setup
- Execute from chat
- 3 taps vs 20 taps
- Seconds vs minutes
”I Want to Learn Risk-Free” 🎓
Paper trading with Ape account:- Practice with fake money
- Learn without risk
- Test strategies safely
- Build skills
🎭 Benefits by Companion
Blitz (Day Trader) 🚀
Why you need it:- Execute intraday trades instantly
- Track intraday P&L real-time
- Multiple trades per day = speed matters
- See which day trades are working
Maverick (Momentum Trader) 📈
Why you need it:- Monitor swing positions easily
- AI reminds you to take profits
- Track multi-day performance
- Get exit signals
Sage (Long-Term) 🏦
Why you need it:- See long-term portfolio growth
- Track dividend income
- Rebalancing suggestions
- Quality score for holdings
📊 With vs Without Connection
| Feature | Without Connection | With Connection |
|---|---|---|
| AI Chat | ✅ Generic advice | ✅ Personalized to your holdings |
| Portfolio View | ❌ Manual entry only | ✅ Auto-synced |
| Trade Execution | ❌ Not available | ✅ From chat |
| Position Tracking | ❌ Manual updates | ✅ Real-time |
| AI Portfolio Analysis | ❌ Can’t analyze what it can’t see | ✅ Full analysis |
| Personalized News | ⚠️ Based on searches only | ✅ Based on holdings |
| Risk Alerts | ❌ Generic only | ✅ Portfolio-specific |
| Ask Maverick | ❌ Limited | ✅ Full access |
🛑 Reasons NOT to Connect (Valid Concerns)
“I’m not comfortable sharing my portfolio”
Fair. Privacy matters. You can still:- Use AI Chat for research
- Get trade ideas
- Learn with Banana Bites
- Use Themes to find stocks
”I’m worried about security”
Understandable. But:- OAuth 2.0 is bank-level security
- Read-only by default
- Used by millions of users across fintech
- Revocable instantly
”I don’t want Ape AI to accidentally trade for me”
Great news:- Ape AI NEVER trades without confirmation
- Every trade requires your approval
- Face ID/Touch ID authentication
- Trading is opt-in
🎯 Our Recommendation
For Beginners:
1. Start with Ape Paper Trading- Risk-free
- Learn the platform
- Build confidence
- Test strategies
- Once you’re profitable in paper
- When you understand the features
- When you’re ready
For Experienced Traders:
1. Connect Ape Paper Trading First- Test Ape AI features
- See if you like the workflow
- Try trade execution from chat
- Once you like Ape AI
- To unlock full power
- For faster trading
For Privacy-Conscious Users:
Option A: Paper Trading Only- Get most features
- No real account connection
- Keep privacy
- Connect real broker
- Portfolio tracking only
- Disable trade execution
- Can disconnect anytime
❓ FAQ
Q: Does connecting cost extra? A: No! Connecting is free. Same subscription price. Q: Can I connect multiple brokerages? A: Yes! Connect as many as you want. Q: Can I disconnect later? A: Yes! Instant disconnect in Settings. Q: Will my broker know I connected to Ape AI? A: They’ll see an authorized app connection, just like any other fintech app. Q: Does Ape AI charge trading commissions? A: No! Your broker’s commission structure applies. Ape AI adds no fees. Q: What if my broker isn’t supported? A: Use Ape Paper Trading! Or request your broker (we’re adding more). Q: Can I connect my 401k or IRA? A: Depends on the broker. Most retirement accounts can be connected view-only.What’s Next?
Ready to Connect?- Supported Brokerages → - See if yours is supported
- [How to Connect →](<../../Use-Cases/Pre-Investor/Getting Started/choosing-brokerage.md>) - Step-by-step guide
- [Ape Paper Trading →](<../../Use-Cases/Pre-Investor/Getting Started/paper-trading-practice.md>) - Start risk-free
- Portfolio Overview → - What you’ll see
- Portfolio AI→ - Portfolio AI
- Execute Trades → - Trade from chat
Connecting = Unlocking Ape AI’s Full Potential. Start with paper trading, graduate to real money! 🔗🚀