Question 1

Is there an iPhone app?

Accepted Answer

Yes. [Trade It for iPhone](https://tradeit.app/ios) brings your connected brokerage accounts, holdings, orders, stock and options tickets, and image-to-trade capture into one app. Sign in with your existing Trade It account or get started in the app.

Question 2

What is Trade It?

Accepted Answer

Trade It connects your existing brokerage accounts so you can view holdings and orders and trade stocks, crypto, and options through the web, iPhone app, and supported integrations. It also provides embedded trading tools for communities and investment platforms.

Question 3

What does trading cost?

Accepted Answer

Individuals can start for $9.99/month or $99.99/year. Businesses offering Trade It inside their own product use platform pricing based on active users. See our [pricing page](https://tradeit.app/pricing) for details.

Question 4

Do I need to switch my brokerage?

Accepted Answer

No. Trade It is designed to work with the brokerage(s) you already have. If a brokerage is not supported yet, let us know and we can review it for the roadmap.

Question 5

Which brokerages are supported?

Accepted Answer

Trade It supports many of the most popular U.S. brokerages, and coverage keeps growing. Feature support (like options or take-profit and stop-loss exits) varies by brokerage. See [brokerage coverage](https://tradeit.app/brokerages) for the current list and details.

Question 6

Can I use Trade It with ChatGPT or Claude?

Accepted Answer

Yes. Connect Trade It to ChatGPT, Claude, or any MCP-compatible assistant and it can look at your portfolio and draft trades from your conversation. Nothing is placed until you review and confirm it. See the [MCP setup guide](https://tradeit.app/mcp) for instructions.

Question 7

Is there a Discord bot?

Accepted Answer

Yes. The [Trade It Discord bot](https://tradeit.app/discord-bot) turns community alerts, whether text, screenshots, or messages from other bots, into trade drafts members can review and execute in their own accounts. Account data and brokerage actions stay private to each member. Bot commands require a paid plan.

Question 8

What are Trade Links?

Accepted Answer

A [Trade Link](https://tradeit.app/trade-links) lets you share your trades, no matter how simple or complex, with others! Friends and followers can review the trade, adjust it, and place it in their own connected account.

Question 9

Can I add Trade It to my own app?

Accepted Answer

Yes. Our [SDK](https://tradeit.app/integrate) adds brokerage connections, portfolios, and trading to your product, and the [Trading API](https://tradeit.app/api) gives you direct access if you want to build your own experience.

Question 10

Do I need any investment experience to use Trade It?

Accepted Answer

Trade It is designed to simplify investing and help you make informed decisions. That said, it's helpful to have basic investment knowledge so you're comfortable assessing risk and understanding the nature of the assets you're trading.

Question 11

Is my money safe?

Accepted Answer

Trade It never takes custody of your funds or assets. Your money stays in your chosen brokerage account, protected by their regulatory safeguards. We are only able to send trade instructions when you explictly confirm them. Always review your brokerage's security measures and protections.

Question 12

Does Trade It guarantee returns?

Accepted Answer

No. Trading involves risk, including the possible loss of capital, and past performance is never a guarantee of future results. You should consult a licensed financial advisor before making investment decisions. This platform does not offer financial advice, nor does it operate as an investment firm or financial intermediary.

Question 13

Where is Trade It available?

Accepted Answer

Currently, Trade It is available only to users located in the United States. We're focused on building the best experience for the U.S. market and complying with U.S. laws and regulations, but will expand to other regions in the future.

Question 14

How do I get support if I have questions or issues?

Accepted Answer

Reach out to our support team via Discord or by emailing support@tradeit.app. We strive to respond promptly and help you with any technical questions, account issues, or concerns while using the platform.

Question 15

Can I trade options?

Accepted Answer

Yes, on brokerages that support options. You can place single-leg orders or build multi-leg strategies like spreads, iron condors, and butterflies from one ticket. Options approval is handled by your brokerage.

Question 16

How fast are trades executed?

Accepted Answer

Trades are placed immediately. However, execution times may vary based on market conditions, liquidity, and your brokerage's processing speed.

Question 17

Will Trade It always execute my trading commands?

Accepted Answer

For the most part, yes, but there are some exceptions:

- The number of shares to be bought or sold is less than 0.01.
    - Your brokerage is disconnected at the time of the trade.
    - Your brokerage does not support fractional shares and the amount you're trying to buy or sell rounded to the nearest whole share exceeds available buying power.

Question 18

Can Trade It buy fractional shares?

Accepted Answer

Yes. If your brokerage supports fractional shares, we'll buy the smallest possible number of shares to match the desired investment amount. If it doesn't, we'll round to the nearest whole share (note that this may result in a small difference in the final composition of your holdings or a higher expected purchase price).

Question 19

Can I set a take-profit or stop-loss?

Accepted Answer

Yes, on supported brokerages for Buy entries. You can create bracket orders with a take-profit and/or stop-loss so the resulting long position closes automatically when your target or maximum loss is reached.  Each exit can be a price or a percentage from the entry reference price. Brackets on Sell orders and options are not currently supported.

Frequently Asked Questions