Step-by-Step Broker Connection Guide

How to Connect Your Broker

Broker interfaces may vary slightly due to platform updates.

Purpose

Connect your broker to automatically sync executed trades for journaling, analytics, and self-review.

Security

Read-only access only. Pinbar AI cannot place trades, modify orders, or access funds. All connections are user-authorized.

What to Expect

Each broker uses a different connection method. Select your broker below to view the exact steps.

Delta Exchange

India's leading crypto derivatives exchange — API Key + API Secret (Read-Only)

5 min
Easy

What You'll Need:

  • Active Delta Exchange account
  • 2FA enabled on your account
  • Authenticator app access
1

Go to delta.exchange and click Login in the top right corner

Log in to Delta Exchange

Open your browser and go to delta.exchange. Click 'Login' and enter your credentials.

2

Click your profile icon → Select 'API Keys' from the dropdown

Open API Keys

After logging in, click on your profile icon in the top-right corner. From the dropdown menu, select 'API Keys'.

3

Click the 'Create API Key' button

Click 'Create API Key'

On the API Keys page, click the 'Create API Key' button to generate a new key.

4

Name: 'Pinbar AI' | ✔ Read-Only (Trades, Positions) | ❌ Trading | ❌ Withdrawals

Configure API Key Permissions
Important

Configure your API key with these settings: Name it 'Pinbar AI', enable Read-Only for Trades and Positions, and keep Trading and Withdrawals disabled.

  • Name:
  • ✔ Read-Only (Trades, Positions) — required
  • ❌ Trading — must be disabled
  • ❌ Withdrawals — must be disabled
5

Enter the 6-digit code from your authenticator app

Complete 2FA Verification

Enter your 6-digit 2FA code from your authenticator app to confirm API key creation.

6

Copy both the API Key and API Secret

Copy Your API Key & Secret

Your API Key and API Secret will be displayed. Store these credentials securely. You'll need them to complete the connection.

The API Secret is shown only once. You'll need to create a new key if lost.

7

Dashboard → Settings → Brokers → Connect Broker → Delta Exchange

Connect in Pinbar AI

Go to your Pinbar AI Dashboard → Settings → Brokers → Connect Broker. Select 'Delta Exchange', paste your API Key and API Secret, then click Connect.

You're all set!

Once connected, your trades from Delta Exchange will sync automatically with Pinbar AI.

Disconnecting a Broker

You can disconnect anytime from:

  • Pinbar AI → Settings → Brokers
  • Or directly from your broker's authorized apps section (if supported)

You are always in control of your connections.

Frequently Asked Questions

Is it safe to share my API keys?

Yes, when used correctly. We only request read-only permissions which means we can view your trades but cannot execute any orders or withdraw funds. Your credentials are encrypted and stored securely.

Why does Zerodha require daily reconnection?

Zerodha's API tokens expire daily at midnight as a security measure. You'll need to reconnect each trading day to sync your trades. This is a Zerodha policy, not a Pinbar AI limitation.

What if I can't find API settings in my broker?

Some Brokers require you to apply for API access separately. Contact your broker's support team or check their developer documentation for API access requests.

Can Pinbar AI place trades on my account?

No. We only use read-only API access. Pinbar AI cannot place, modify, or cancel any orders on your trading account. We only read your trade history and positions.

How often does Pinbar AI sync my trades?

You can manually sync trades anytime by clicking the refresh button in your dashboard. We recommend syncing after your trading session ends for complete data.

Still need help?

Our support team is ready to assist you

Contact Support