How Brokers & Firms Integrate Pinbar AI
A complete step-by-step walkthrough — from partnership call to full rollout. Typical integration time: 3–5 business days.
Partnership & Onboarding
Day 1
Schedule a Partnership Call
Your business team connects with Pinbar AI partnerships. We discuss your trader base size, technical stack, and integration goals.
Contact info@pinbar.ai or use the Enterprise page form.
Sign Enterprise Agreement
Review terms: data residency, SLA guarantees, pricing model (per-trader or flat fee), white-label rights, and compliance commitments.
Agreement covers: read-only data access, zero trade execution, data encryption standards.
Receive Enterprise Account
Pinbar AI provisions an isolated firm tenant. Your admin receives login credentials to the Enterprise Dashboard.
Login at pinbar.ai/enterprise with your enterprise credentials.
Technical Integration
Day 1–2
Generate API Keys
From the Integration Setup page in your Enterprise Dashboard, generate your API Key (starts with pnbr_live_). The key is shown only once — copy and store it securely. This key is used as a Bearer token in all API requests.
Dashboard → Integration Setup → Generate New API Key
Set Up Server-Side Token Exchange
Your backend calls Pinbar AI's token exchange endpoint with the API key + trader's unique ID. This returns a JWT session token for that trader.
POST https://api.pinbar.ai/firm-token-exchange Headers: Authorization: Bearer YOUR_API_KEY Content-Type: application/json Body: { "external_user_id": "TRADER_12345" } Response: { "ok": true, "access_token": "eyJ...", "user": { ... } }
Add the Embed SDK Snippet
Drop the Pinbar AI SDK script into your trading platform frontend. Add a container element and initialize with your tenant ID and API key.
<script src="https://cdn.pinbar.ai/sdk/v1/pinbar.min.js"></script> <div id="pinbar-analytics"></div> <script> PinbarAI.init({ tenantId: 'YOUR_TENANT_ID', apiKey: 'YOUR_API_KEY', container: '#pinbar-analytics', theme: 'dark', features: ['analytics', 'journal', 'ai-insights'], locale: 'en' }); </script>
Configuration & Branding
Day 2–3
White-Label Branding
Upload your firm's logo, set brand colors, configure a custom domain (e.g., insights.yourplatform.com), and enable SSL.
Dashboard → White-Label Config → Upload Logo, Set Colors, Add Domain
Configure Webhooks
Set up webhook endpoints to receive real-time events from Pinbar AI: trade analysis results, risk alerts, evaluation updates, and daily summaries.
Events: trade.analyzed, risk.alert, evaluation.status_changed, daily.summary Verification: X-Pinbar-Signature header (HMAC-SHA256) Endpoint: https://api.yourplatform.com/pinbar-webhooks
Security & Compliance Review
Verify data flow: read-only broker access, AES-256 encryption, audit trails, and data residency configuration.
Review at pinbar.ai/security and pinbar.ai/trust
Go Live & Monitor
Day 3–5
Staged Rollout
Start with a pilot group of 50–100 traders to validate the integration. Monitor webhook deliveries, trader provisioning, and AI analysis quality.
Dashboard → Overview → Monitor adoption metrics and health alerts
Monitor from Enterprise Dashboard
Track trader adoption, engagement scores, AI-detected behavior patterns (tilt, overtrading), and platform health — all from the Enterprise Dashboard.
Dashboard sections: Overview, Trader Management, Platform Analytics
Full Rollout
Once validated, enable for all your traders. Pinbar AI auto-provisions each trader on first login — zero manual onboarding needed.
Traders see the journaling widget natively inside your platform.
What Your Traders Get
AI-powered features delivered as a native experience inside your platform.
Automated Trade Journal
Every trade auto-logged from broker data — no manual entry. Organized by strategy, instrument, and session.
AI Behavior Analysis
Detects patterns like tilt, overtrading, and consecutive loss streaks with actionable observational insights.
Performance Analytics
Strategy-level P&L, time-of-day analysis, win rate breakdowns, and equity curves — all calculated from real trade data.
Psychology & Mood Tracking
Pre-market mood journal, post-session reflections, emotion tagging, and psychology heatmaps.
What Your Firm Gets
Complete enterprise toolkit to manage, monitor, and grow trader engagement.
Trader Management
Search, filter, and monitor all traders. View engagement scores, export data, and manage access.
Platform Analytics
Adoption trends, weekly active sessions, retention metrics, and revenue impact — all at the firm level.
Health Alerts
AI-detected alerts when traders show elevated tilt scores, consecutive losses, or disengagement patterns.
Real-Time Webhooks
Instant notifications for trader signups, trade syncs, and AI alerts — delivered to your backend.
White-Label Deployment
Your logo, your colors, your domain. Traders see it as a native feature of your platform, not a third-party tool.
Enterprise Security
AES-256 encryption, read-only broker access, full audit trails, and data residency options.
Integration Timeline
Day 1
Partnership call + account setup
Day 1–2
API keys + token exchange + SDK embed
Day 2–3
Branding + webhooks + security review
Day 3–5
Pilot rollout → full launch
Ready to Get Started?
Schedule a partnership call and we'll have your integration live within a week.