Broker Integrations

VitalHops can connect to your brokerage accounts to automatically sync your investment holdings, keeping your portfolio up to date without manual entry.

Supported Brokers

Connecting a Broker

1. Navigate to Settings or the relevant asset section
2. Click Connect Broker
3. Select your broker from the list
4. Enter your API credentials:
   • API Key — Your broker's API key
   • API Secret — Your broker's API secret
5. VitalHops validates your credentials
6. Click Connect

Your API credentials are encrypted using AES encryption before being stored. VitalHops never stores credentials in plain text.

How Syncing Works

Once connected, VitalHops will:

1. Initial Sync — Import all current holdings from your broker account
2. Automatic Updates — Periodically sync to capture new trades and balance changes
3. Price Updates — Fetch real-time market prices for your holdings

Connection Status

Each broker connection shows its current status:

• Connected — Active and syncing normally
• Syncing — Currently fetching latest data
• Disconnected — Connection lost, needs reconnection
• Error — An issue occurred (check error message for details)

You can also see:

• Number of assets synced
• Last successful sync timestamp
• Any error messages

Managing Connections

Refreshing Data

Click Sync Now on any connected broker to trigger an immediate data refresh.

Disconnecting a Broker

1. Go to the broker connection settings
2. Click Disconnect
3. Confirm the disconnection

Disconnecting a broker removes the stored API credentials but keeps the previously synced assets in your portfolio. You can delete those assets manually if needed.

Security Considerations

• API credentials are encrypted at rest using AES encryption
• Use read-only API keys whenever possible
• Never share your API keys or secrets
• Revoke API access from your broker if you suspect unauthorized access
• VitalHops only reads portfolio data — it cannot execute trades on your behalf

Troubleshooting

If your broker connection shows an error:

1. Verify your API key and secret are correct
2. Check that the API key hasn't expired or been revoked
3. Ensure your broker account is active
4. Try disconnecting and reconnecting
5. Check if the broker's API service is experiencing downtime