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Connecting a broker safely

अपडेट 4 अगस्त 2026 · 2 मिनट पढ़ने का समय · 10 विषय-सूची

सरल भाषा में अर्थ

Broker connectors are read-only: they retrieve supported holdings but cannot place, modify or cancel orders.

Where it appears #

Open Brokers to search the server catalogue, see configured/connected status, authorize or paste a temporary token where supported, preview holdings and import them.

Step-by-step workflow #

1. Select the broker. 2. Read its connection method. 3. Complete authorization on the broker's own page or paste only the requested temporary token. 4. Return to XMarketRadar. 5. Preview exact holdings. 6. Confirm the import.

Worked example #

A broker can be configured because its app key exists but disconnected because today's access token expired. Reauthorization changes connection state without changing historical holdings automatically.

How to interpret the result #

Configured concerns operator setup; connected concerns current authorization. Imported/live labels describe evidence returned. Demo or non-live holdings are refused rather than presented as real.

Unavailable and zero #

A genuine source-reported or calculated zero is displayed as 0. Unavailable (—) means verified evidence is absent, unsupported, stale or not computable; it is never silently changed to zero.

Limitations and common mistakes #

Never send tokens through feedback, logs or screenshots. Missing exchange or price stays unavailable; do not guess it. Import review is necessary because broker payloads differ.

Market-specific differences #

OAuth, token lifetime, holdings fields and callback registration differ by broker and country. XMarketRadar preserves the broker-reported identity and refuses unsupported order functionality everywhere.

Related terms and next steps #

Continue with Portfolio, Account, and glossary terms Read-only broker connection, Configured and connected, UCC, T1 quantity and Unavailable.

Educational use only #

This guide is descriptive education, not investment advice, a prediction, a recommendation, or an instruction to buy, sell, rebalance or place an order.

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