Supported workflows today
Tastytrade and Interactive Brokers are the supported broker paths in the current product. Coverage is designed around reviewing what you own and what changed after sync.
- Tastytrade supports live positions, balances, transaction import, and screener market metrics.
- Interactive Brokers supports positions, balances, and transaction import through Flex queries.
- Public preview routes are available when you want to evaluate the UI without connecting live data.
Security and scope
ThetaTracker is meant to be configured with the minimum permissions your broker allows. The app is explicitly read-only and broker-linked credentials are not intended to be used for trading.
- Prefer read-only permissions wherever your broker supports them.
- Use the setup flow to unlock journal, screener, market, and news views.
- Keep broker review, market context, and journal history in one place after sync.
Frequently asked questions
Can I use ThetaTracker before connecting a broker?
Yes. The public journal, market, screener, and news previews are available so you can inspect the workflow before linking a live account.
Does Interactive Brokers support trade import?
Yes. ThetaTracker supports positions, balances, and transaction import for Interactive Brokers through Flex queries.