1. Keep broker secrets on the backend
API keys, access tokens, refresh flows, and order APIs should be handled by a protected backend. They should not be stored in public HTML, JavaScript, or static website files.
2. Build authentication as a visible workflow
The app should clearly show whether the broker session is connected, expired, or waiting for login. A trader should not discover token failure only after attempting an order.
3. Add order previews before order placement
Before submitting an order, show the instrument, side, quantity, order type, stop, target, estimated risk, and the reason the trade was generated. This prevents accidental execution and improves review quality.
4. Track status, errors, and rejections
Every API response matters. The system should record successful orders, rejections, pending states, partial fills, timeouts, and retry decisions in a readable audit log.
5. Add risk controls before live mode
A broker-connected trading app should include max trades, daily loss limits, cooldowns, manual confirmation, and a kill switch. These controls should be present before any live execution workflow.
6. Validate with paper trading first
Paper trading helps compare the signal logic with live market conditions without real execution. It is a useful stage before enabling broker order workflows.
Optivise builds broker API integration as software infrastructure. We do not provide financial advice or promise trading profits.