VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Finatic Review, Pricing, and Features
Finatic
Finatic connects user brokerage accounts to a common API for accounts, balances, positions, orders, and transactions. It also provides broker-specific connection flows, user grants, signed webhooks, sandbox data, and trading where supported.
Best for
- Fintech developers who need one API for brokerage connections, account data, positions, orders, balances, and user-authorized trade submission.
- Trading journal, portfolio, copy-trading, risk, tax, or automation products that would otherwise maintain separate broker integrations.
- Teams that want public docs, generated sandbox data, SDKs, webhooks, and connected-user pricing.
Watch out
- Finatic publishes versioned SDK references and security statements, but no public SOC 2 or ISO report, status page, uptime record, or service-level agreement was found.
- Finatic compliance terms require integrating applications to handle applicable financial regulation, privacy, KYC/AML, tax, security, and user-consent obligations.
Community votes (overall)
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Pricing
Free • From $2/mo · Enterprise · 3 plans
Free
Free developer tier for validating broker connections and small test integrations.
Standard
Pay-as-you-go production tier priced by connected user.
Enterprise
Custom plan for higher volume, direct support, security review, and tailored platform requirements.
Key features
- Connect users to brokerages through a hosted portal and retrieve normalized account, position, order, balance, transaction, fill, and connection data.
- Submit, modify, and cancel orders through a unified trading API when users grant trading permissions and the selected broker supports the requested order workflow.
- Use the TypeScript client, Node server, or Python server SDK. The current API reference lists version 1.0.0 for each.
- Test account, grant, session, data, trading, and webhook flows with generated sandbox data before using production keys.
- Subscribe to signed HTTPS webhooks for account grants, sync, balances, positions, transactions, orders, and reauthentication.
- Support broker integrations through different access modes, including OAuth, API key, credentials, Flex tokens, and MetaTrader-style push agents depending on the broker.
- Use Free for five connected users and 1,000 monthly calls, Standard for 10 connections per user and 10,000 monthly calls, or contact Finatic for Enterprise limits.
- Compliance with applicable financial regulations and user-data obligations remains the integrating application's responsibility.
- Finatic is brokerage connectivity infrastructure, not a retail broker, investment adviser, market-data terminal, portfolio accounting system, or source of trading recommendations.
FAQ
Is Finatic free?
Not entirely. Finatic includes a free tier, but its paid subscription and other options unlock more capacity. Visit the vendor site for current limits and pricing. Enterprise quotes are handled directly with the vendor.
Who is Finatic best for?
Finatic is built for Quants/Developers, Algo Traders, Pro Retail, and Day Traders. It suits intermediate and advanced users.
What platforms and connections does Finatic support?
You can use Finatic on Web. Finatic offers an API (REST) with APIKey authentication. Integrations include NinjaTrader, Tradovate, tastytrade, TradeStation, Trading212, Alpaca + 7 more.
Which markets does Finatic cover?
Finatic covers North America, Europe, and APAC. It tracks Stocks, Options, Futures, Currencies, Cryptos, and Other. Identifiers include Ticker.
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I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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