Connect Your Broker - Import Positions Automatically

Connecting your brokerage account to SecurePutCalls unlocks the full power of the Position Tracker, enabling automatic import of all your options positions, real-time P&L tracking, Greeks monitoring, expiration alerts, and roll recommendations without any manual data entry. The connection process uses industry-standard OAuth authentication and is completed in under two minutes for most brokers.

Supported brokers include Schwab, Robinhood, Webull, Tastytrade and 30+ other brokers through SnapTrade. Each broker connection requires you to authorize SecurePutCalls through the broker's official login page — your credentials are never shared with or stored by SecurePutCalls. The connection grants read access to your positions and account balance by default. Any separate trading permissions are reserved for authorized administrative or institutional workflows.

After connecting, positions sync automatically every few minutes during market hours and once at market close for end-of-day reconciliation. Multiple broker accounts can be connected simultaneously, with all positions displayed in a unified portfolio view. If a broker connection expires or is revoked, you receive an email notification and can reconnect from the Position Tracker settings page. Step-by-step broker connection instructions with screenshots are available in this tutorial for each supported broker.