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Getting Started

  • Overview
  • Quickstart
  • Installation & Configuration

Core Concepts

  • AI Providers
  • Trading Flow
  • Data & Reports

Reference

  • API Reference
  • Plugin System

Operations

  • Security & Privacy
  • Troubleshooting

BrokerBridge Documentation

Everything you need to install, configure, and run BrokerBridge Retail. AI-guided supervised trading for your IBKR account.

Get started in 5 minutes

Install, configure, and see your first trade proposal.

Quickstart

Picture-led steps: subscribe, pip install from GitHub, brokerbridge setup, entitlement .env, doctor, gateway.

Installation & Configuration

System requirements, IB Gateway setup, config file reference, and credential management.

AI Providers

Connect Claude, OpenAI, OpenRouter, or Google AI. Compare providers and configure authentication.

Trading Flow

How the pipeline works: scanning, scoring, AI decisions, risk gates, approval, and execution.

Data & Reports

CSV output schemas, directory structure, and how to analyze your trading data.

API Reference

REST endpoints for setup, credentials, proposals, positions, activity, and health.

Plugin System

Build custom data sources and LLM providers. Architecture overview and tutorials.

Security & Privacy

Local-only architecture, Fernet encryption, machine binding, and security middleware.

Troubleshooting

Common issues with IBKR connections, AI providers, licenses, and CSV output.

BrokerBridge Retail v0.1.0 · Python 3.11+ · Built with FastAPI, Pydantic, and ib_insync

BrokerBridge
BrokerBridge

AI-guided trading with human authority. Your keys, your data, your edge.

Product

  • Capabilities
  • Beta Access
  • Documentation
  • Quickstart

Company

  • Mission
  • Contact
  • Changelog

Legal

  • Terms of Service
  • Privacy Policy
  • Risk Disclosure
  • Security

BrokerBridge is not affiliated with, endorsed by, or sponsored by Interactive Brokers Group, Inc. or any of its affiliates. Interactive Brokers, IBKR, IB Gateway, and TWS are registered trademarks of Interactive Brokers LLC. All other trademarks are the property of their respective owners.

© 2026 BrokerBridge, a Young Money Investments company. All rights reserved.

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