Integration Management

The Integration Management section provides a central hub to manage all integrations within the platform. Here, you can connect external data sources, set up APIs and configure automated workflows to ensure seamless communication.

This section includes the following areas:

1. News & AI Recommendation Integrations

   • Learn how to connect news feeds and AI-based recommendation engines to the platform.

   • Set up data sources, manage preferences and automate insights for your portfolios.

2. IB API Connection Setup

   • Guidance to configure the Interactive Brokers (IB) API connection.

   • Ensure secure and accurate data transfer for trades, account updates and reporting.