Recipes
Implementation guides, not endpoint references. Each recipe chains the exact endpoints, shows working code, lists the mistakes we see in review, and ends with a sandbox walkthrough.
≈ 1–2 days to first settled trade
Build a Trading App
The core loop: create users, fund wallets, quote, trade, and react to settlement webhooks.
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≈ half a day
Handle Webhooks Reliably
Signature verification, at-least-once delivery, dedupe, ordering, and gap reconciliation.
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≈ 1 day
Recurring Investing (DCA)
Scheduled buys with deterministic idempotency keys, market-closed fallbacks, and resting orders.
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≈ 1 day
Bonds, Funds & Fixed Income
Browse, subscribe, track allocation, redeem, and receive distributions for non-equity assets.
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≈ half a day
Dividends & Corporate Actions
Display dividend income, and keep cached holdings correct through splits, mergers, and symbol changes.
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≈ 1 day
Nightly Reconciliation
Prove your ledger matches ours every night: cash, positions, unsettled trades, fees, and tax lots.
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≈ half a day
Build a Portfolio Tracker
Current holdings, delayed-price P&L, dividend history, and partner-level AUM reporting.
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≈ 2 hours
Embed a Market Data Widget
Delayed tickers, charts, and top-movers boards — read-only, no sub-accounts required.
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Sandbox workflow; production allocation is a separate reviewed process
Browse Published Pre-IPO Offerings
Discover published information, inspect USD terms and make an explicitly virtual Sandbox commitment.
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Depends on access, DNS, identity and infrastructure readiness
Install and Renew OnPrem Access
Request access, retrieve separate credentials and install one approved image on your chosen host.
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