Broker Integration

Connecting brokerages

Argix Labs integrates with multiple brokerages through two primary patterns: OAuth (you approve access at the broker) and API credentials(keys, secrets, or access tokens you generate in the broker's developer or security console). Supported brokers and their current connection mode appear in Settings → Broker Connections and the broker marketplace in the product.

Per-broker reference

For machine-readable metadata (regions, asset classes, authentication mode, maintenance flags), use the in-app broker marketplace or the route pattern /docs/broker/<brokerId>—for example Alpaca or Interactive Brokers.

Authentication models

OAuth (authorization code).Selecting a broker that uses OAuth opens a secure redirect to the broker's consent screen. After you approve the requested scopes, the broker returns the application to Argix Labs with an authorization result; tokens are stored server-side and are not exposed to the browser. Re-authorization may be required when refresh tokens expire or policies change—follow the in-app prompt to reconnect.

API keys and tokens.Brokers that accept static credentials require you to create an API key (and often a secret) or a long-lived access token in the broker's portal. Trading-capable permissions are required for order submission; read-only keys are insufficient for live execution. Many venues issue separate credentials for paper, demo, and live environments—use the pair that matches the mode you selected in Argix Labs.

Maintenance / docs-only integrations

Some OAuth brokers appear in documentation or the marketplace as Maintenance or docs-only until operator-provided OAuth application credentials are configured for your environment. API-key brokers are generally connectable as soon as the adapter is marked available.

OAuth connection (typical flow)

Choose the broker

Open Settings → Broker Connections (or the broker marketplace) and select a brokerage that lists OAuth as its connection method.

Start sign-in

Initiate connection; Argix Labs redirects your browser to the broker-hosted authorization page. No API secrets are typed into Argix Labs for this path.

Approve scopes

Review the consent screen: scopes define what Argix Labs may read or submit (accounts, balances, orders). Approve only if they match your intent.

Return to Argix Labs

After approval, you are returned to the application; the platform stores tokens according to its security model and marks the connection active.

Reconnect when required

If the broker invalidates refresh tokens or you revoke consent at the broker, use Disconnect / Connect again to complete a fresh authorization.

API key and token connection (typical flow)

Open the broker developer portal

Create credentials with trading scope

Generate credentials with order placement enabled where applicable. Store the secret or private material immediately; many portals show it only once.

Select environment

If the broker separates paper and live endpoints, create or copy the credentials that correspond to the environment you will use in Argix Labs.

Enter credentials in Argix Labs

In Settings → Broker Connections, choose the broker, paste or enter the required fields, and run the connection test before saving.

Credential security

Broker credentials and tokens are handled as follows:

Encrypted at rest using authenticated encryption where static secrets are stored
Decrypted only in server memory for connectivity tests and order routing
Not returned to the browser after submission
Excluded from application logs in normal operation

Operational hygiene

Rotate API keys on a defined schedule. If an Argix Labs account may be compromised, revoke or rotate credentials at the broker immediately; disconnect the integration inside Argix Labs as a secondary control.

Order execution

When strategy logic produces an order instruction, the platform submits it through the connected broker adapter using the stored authorization or credentials. A representative sequence:

Execution flow (conceptual)

1. Strategy graph evaluates → order intent
2. Position sizer determines quantity
3. Risk subsystem enforces limits
4. Order submitted to broker API
5. Broker routes to venue / internal matching
6. Execution reports returned
7. Dashboard and positions updated
Audit trails are retained for review.
Client assets remain at the brokerage; Argix Labs does not take custody.

Supported order types (general)

Order type	Description
Market	Executes against available liquidity; slippage possible.
Limit	Price-bounded; non-fill risk if the market does not trade through.
Stop (market)	Becomes a market order once the stop trigger is touched.

Exact availability and parameters depend on the broker and asset class.

Revoking access

Access can be withdrawn from either side:

Remove or disable the connection in Argix Labs Settings
Revoke OAuth consent or rotate API keys at the broker
Close the Argix Labs account if you require full disassociation

In-flight orders

Instructions already accepted by the broker may still execute after revocation. Confirm open orders and positions in the broker's native interface.

Troubleshooting

OAuth: redirect or consent errors

Ensure pop-up blockers allow the broker window; retry Connect. If the broker reports invalid client configuration, the deployment may still be in docs-only mode for that integration.

API key: authentication failed

Verify key/secret or token, environment (paper vs live), and clock skew. Confirm trading permissions are enabled where the broker distinguishes read vs trade scope.

Orders rejected or not placed

Check buying power, symbol eligibility, market session, and broker-specific constraints. Review risk blocks in the strategy graph.

Rate limiting

Brokers enforce request quotas. Reduce evaluation frequency or batch operations if you observe HTTP 429 or equivalent throttling responses.