Setting Up Broker Connection

This guide walks you through connecting your brokerage account to Gilito so you can sync positions and execute trades directly from signals. For background on how broker integrations work, see the Broker Integrations concept page.

Connecting via Snaptrade

Step 1: Open Broker Settings

Go to Settings > Broker Connection and click Connect Broker.

Step 2: Select Your Broker

A secure Snaptrade widget opens showing all supported brokerages. Search for your broker by name or scroll through the list. Select your broker to proceed.

Step 3: Authenticate with Your Broker

You will be redirected to your broker's login page (or an OAuth consent screen, depending on the broker). Log in with your broker credentials and authorize the connection. Gilito never sees or stores your broker password — authentication is handled entirely by Snaptrade and your broker.

Step 4: Grant Permissions

Depending on your broker, you may be asked to grant specific permissions:

• Read positions — allows Gilito to see your current holdings (required for position syncing)
• Place orders — allows Gilito to submit trades on your behalf (required for trade execution and auto-sync)
• Read account info — allows Gilito to see your account balance and buying power

Step 5: Confirm Connection

Once authenticated, you are redirected back to Gilito. The connection status should show as Connected in your broker settings. Your positions will begin syncing within a few seconds.

Syncing Positions

After connecting, Gilito imports your broker positions into a Gilito portfolio:

• A new portfolio is created automatically named after your broker account
• Existing positions are imported with quantities and cost basis where available
• Syncing runs automatically every few hours to keep positions current
• You can trigger a manual sync from the portfolio page at any time

Placing Orders from Signals

With order placement permissions enabled, you can trade directly from Gilito:

Step 1: View a Signal

Navigate to any asset with an active signal. Buy and Sell signals will show a trade action button.

Step 2: Click Trade

Click the trade button to open the order form. Select the order type (market or limit), enter the quantity or dollar amount, and review the estimated cost.

Step 3: Review and Confirm

Review the order summary including fees, estimated fill price, and any guardrail warnings. Click Confirm Order to submit the order to your broker.

Step 4: Track Execution

The order status updates in real time. Once filled, the position appears in your synced portfolio. You can view order history from the portfolio detail page.

Configuring Trade Guardrails

Trade guardrails are safety limits that prevent accidental or excessive trades. Configure them from Settings > Broker Connection > Guardrails:

• Maximum order size — the largest dollar amount for a single order (default: $5,000)
• Daily trade limit — maximum number of orders per day (default: 10)
• Position size limit — maximum percentage of portfolio in a single asset (default: 25%)
• Require confirmation — when enabled, every order shows a confirmation dialog before submission (default: enabled)