Broker Integrations

Gilito can connect to your brokerage account to sync your real positions and execute trades directly from signals. This bridges the gap between Gilito's quantitative analysis and your actual investment account, making it easy to act on signals without switching between platforms.

Connecting Your Broker Account

Gilito integrates with brokerages through Snaptrade, a secure aggregation service that connects to dozens of major brokers. You authenticate directly with your broker through Snaptrade's secure widget — Gilito never sees or stores your broker login credentials.

The connection process takes about two minutes. Once connected, Gilito can read your positions and, if you grant permission, place orders on your behalf.

Supported Providers

Through the Snaptrade aggregator, Gilito supports a wide range of brokerages. The exact list depends on your region, but commonly supported providers include:

• Interactive Brokers
• TD Ameritrade / Charles Schwab
• Alpaca
• Tradier
• Questrade
• And many more depending on your region

The full list of supported brokers is shown during the connection flow. If your broker is not listed, Snaptrade regularly adds new integrations.

Position Syncing

Once connected, Gilito automatically imports your current broker positions into your Gilito portfolio. This sync runs periodically to keep your Gilito portfolio up to date with your actual holdings.

• Positions are matched by ticker symbol to assets in Gilito's database
• Quantities and average cost basis are imported when available from the broker
• New positions added at your broker appear in Gilito within the next sync cycle
• Closed positions are reflected automatically

Trade Execution from Signals

With a connected broker, you can act on Gilito's signals directly. When viewing a Buy or Sell signal, a trade button lets you place an order at your broker without leaving Gilito. You can also enable automatic execution through copy trading auto-sync.

Trade execution supports:

• Market orders — execute immediately at the current market price
• Limit orders — set a maximum buy price or minimum sell price
• Order preview — review the estimated cost and impact before confirming

Trade Guardrails

To protect you from accidental or excessive trades, Gilito enforces configurable trade guardrails — safety limits that apply to all trades placed through the platform, whether manual or auto-synced.

• Maximum order size — caps the dollar value of any single trade
• Daily trade limit — limits the total number of trades per day
• Position size limit — prevents any single asset from exceeding a percentage of your total portfolio
• Confirmation requirement — optionally require manual confirmation before orders are submitted to your broker