PiTrade

Partner APIs Overview

Welcome to the PiTrade Partner APIs documentation. This comprehensive guide provides developers with everything needed to integrate with our trading platform and build powerful applications.

PiTrade offers two distinct API integration flows to suit different use cases:

Integration Flows

Flow 1: PiTrade Native APIs (Standard Flow)

Our native APIs provide a simplified, streamlined interface for common trading operations. Ideal for partners who need essential trading and portfolio functionality.

Capabilities:

  • Place market orders (immediate execution)
  • Retrieve portfolio information
  • Monitor trade execution status
  • Schedule trades for future execution

Advantages:

  • Simple, intuitive API design
  • Quick integration
  • Managed order types (market orders)
  • Multi-portfolio support

Limitations:

  • Limited to market order types (no limit orders, stop-loss, etc.)
  • Advanced order features not supported

Flow 2: Interactive Brokers Direct API Access (Advanced Flow)

For advanced trading requirements, connect directly to Interactive Brokers APIs through our bearer token gateway. This flow unlocks full Interactive Brokers functionality while maintaining PiTrade's security standards.

Capabilities:

  • Market and limit orders
  • Advanced order types (stop-loss, conditional orders, etc.)
  • Full Interactive Brokers API ecosystem access
  • Real-time margin impact calculations
  • Order preview validation

Advantages:

  • Complete Interactive Brokers trading functionality
  • Advanced order types and strategies
  • Comprehensive margin and position analytics
  • Direct access to Interactive Brokers documentation

Limitations:

  • Single trading portfolio per account
  • Requires Interactive Brokers session management
  • More complex implementation

Getting Contract IDs:

To place orders via Interactive Brokers APIs, you need contract IDs for the securities. Interactive Brokers provides a CSV file with fractional share contract IDs:

  • Download: Interactive Brokers Fractional Shares CSV
  • Format: Symbol, Main Exchange, Description, IB Contract ID, Scheduled Ineligibility Date
  • Usage: Look up the IB_CONTRACT_ID for your ticker symbol, use in order requests

Getting Started

To begin using the Partner APIs:

  1. Obtain Credentials - Get your clientId and apiKey from PiTrade Support
  2. Generate JWT Token - Create signed JWT tokens using your credentials
  3. Make API Calls - Use the token in the Authorization header for all requests
  4. Handle Responses - Process responses and implement error handling

Authentication Flow

All API requests require JWT authentication. Here's the basic flow:

  1. Create a JWT payload with your clientId and expiration time
  2. Sign the JWT with your partner apiKey
  3. Include the token in the Authorization: Bearer <JWT_TOKEN> header
  4. Make your API request

Error Handling

All API responses include appropriate HTTP status codes:

  • 200 OK - Request successful
  • 400 Bad Request - Invalid request parameters
  • 401 Unauthorized - Authentication failed or token expired
  • 403 Forbidden - Insufficient permissions
  • 429 Too Many Requests - Rate limit exceeded
  • 500 Internal Server Error - Server error

Support

For technical support or questions about the Partner APIs:

  • Review the detailed endpoint documentation
  • Check common issues and troubleshooting guides
  • Contact PiTrade Support

Next Steps

Choose your integration path:

For Standard Trading:

For Advanced Trading (Interactive Brokers Direct Access):

More in Partner APIs

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PiTrade

PiTrade gives investors in over 190 countries access to the U.S. stock market through real, transparent portfolios you can build yourself or invest in Strategizer Portfolios. As an SEC-registered investment adviser, powered by Interactive Brokers, PiTrade makes investing more transparent and accessible.

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This content is provided for informational purposes only and is not intended as and may not be relied on in any manner as investment advice, a recommendation of any interest in any security offered herein. All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results, and investors should consider their own investment goals, risk tolerance, and financial situation before investing. The information contained herein is subject to change.

The platform "PiTrade" is operated by Pioneer Advisory LLC, a subsidiary of Pioneer Investing Inc. which holds ownership rights related hereto.

Advisory services are provided by Pioneer Advisory LLC, an SEC-registered investment adviser.

Brokerage and clearing services are provided by Interactive Brokers LLC, a SEC-registered broker-dealer, member FINRA/SIPC, to retail customers for US-listed, registered securities and ETFs on a self-directed basis.

The registrations and memberships above in no way imply that the SEC, FINRA, or SIPC has endorsed the entities, products or services discussed herein.

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Pioneer Advisory LLC. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.

For more information regarding Interactive Brokers, please visit www.interactivebrokers.com

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