Tradier
Primary broker path
Best use
Options orders, option chains, account data, sandbox testing
Next step
Keep paper trading first. Add order preview, fill sync, and execution journal before enabling live.
BROKER ROADMAP
Start with paper execution. Add live broker access only after safety proves itself.
Quantara should launch as a signal and analytics subscription first. Broker execution should stay admin-gated, paper-first, and manually confirmed until order preview, fill sync, limits, and kill switches are tested.
Paper ready / live guarded
Interactive Brokers
Advanced future path
Best use
Professional users, broad market access, stronger institutional workflow
Next step
Use after Quantara has stable billing, account permissions, and a clean broker-linking flow.
Schwab / Thinkorswim
User-demand path
Best use
Traders already using Schwab and TOS charting workflows
Next step
Treat as later-stage integration because OAuth/app setup and API access can be slower.
TradingView
Chart workflow
Best use
Chart confirmation, signal review, screenshots, replay memory
Next step
Keep it as the visual decision layer even when broker execution is separate.
Telegram
Operator alerts
Best use
Fast alerts, approval workflow, bot status, manual override messages
Next step
Keep as operator channel; website becomes customer-facing command center.
Robinhood
Low priority
Best use
Only if official API rules and options workflow become reliable for this use case
Next step
Do not prioritize until primary broker and payment system are stable.
Broker launch checklist
The current code already has a Tradier order API path with admin protection, sandbox default, max quantity cap, and live-order kill switch. These are the next pieces needed before broker execution can be customer-ready.
Tradier sandbox token and account ID in Vercel env
Paper-order preview before submit
Max contracts, max daily orders, and live-trading kill switch
Order/fill sync back into Supabase
Per-user broker credential model before public broker linking
Separate manual-confirm mode from future automation mode
Recommended order of work
First sell access to the Live Room, archive, analytics, and AI review. Second, collect enough paper execution data. Third, add Stripe billing and gated subscriptions. Last, offer broker linking only to approved users with explicit manual confirmation.