React SDK (Deep Integration)

Best for: investment platforms, research products, newsletters with member portals, creator communities, and any web app that wants trading to feel native.

If your product already has users, content, and investing ideas but not the time (or desire) to build brokerage integrations, account syncing, trading UIs, and compliance-heavy plumbing, this integration path is for you.

Trade It lets you embed a full connect-and-trade experience into your platform so users can connect their brokerage and place orders without leaving your site.

Before You Start (Partner Registration)

The deep integration starts by becoming a Trade It partner.

1. Sign up on Trade It.
2. On your first login, select the Organization option, or use the Register a Client Quick Link from your dashboard.
3. Register your OAuth client by providing the following:
   • organization name
   • logo URL
   • client URI
   • redirect URIs
4. Proceed to checkout and set up a payment method.

After checking out, Trade It provisions your client_id and client_secret automatically. Be sure to save the client_secret as it is only revealed once.

You can now use your partner credentials to set up OAuth between your platform and Trade It!

If you have questions or want to discuss your use case, contact us.

What are the credentials for?

• client_id: identifies your app to Trade It.
• client_secret: proves calls are coming from your server.

If you are not ready for OAuth just yet, you can start with Fast Integration (Trade Links) to get set up in minutes.

Integration Guide

Skill

Install the Trade It skill to have your AI coding agent implement the integration for you:

npx skill add trade-it-inc/react-sdk-skill

Once added, your agent can use the trade-it skill to one-shot most of the server-side and client-side integration work.

Package

You can also install the React SDK manually.

npm i @trade-it/react

Please see the following docs to understand the integration in full:

1. Authentication: Set up OAuth and store Trade It tokens per user.
2. Connect a Brokerage: Use the embedded connect modal to let users connect their existing brokerage accounts.
3. Place Trades: Use the trade modal to place equity or options orders on connected brokerage accounts.