Bring in your data

Connect a broker with a read-only key

With a read-only key, Asterholm brings in your data from the broker and keeps itself up to date. The key can read, never trade or withdraw.

Open Connect →

Step by step

  1. Go to Connect (the + Connect button at the top) and choose Connect your brokerage (read-only API).
  2. Choose your broker. Today it works with Interactive Brokers, eToro, Binance, Trading 212, Exante, Freedom24, Tastytrade, the crypto side of Robinhood, Bitso, Coinbase, Bybit, OKX and Indexa Capital.
  3. Open How to create the read-only key and follow the guide on your broker's website. Give it read permissions only.
  4. Paste the key (and the secret, if your broker gives one) and name the connection, for example «IBKR main».
  5. Click Test connection. When the test passes, click Save and import.

What you will see

  • Read-only verified: we checked that the key cannot trade or withdraw. Permissions not verifiable: your broker does not let us check; make sure you gave it read access only.
  • A bar with the import progress. You can leave the page: the import keeps going on its own.
  • After that, the connection updates twice a day and only brings in what is new.

If your plan does not include key connections

You will see the card with a lock. You can upload your broker's statement, which works on every plan, or upgrade your plan.

Common problems and questions

It says «That key can trade or withdraw».
Asterholm only accepts read-only keys. Create a new key at your broker with the read permission only.
It says the broker rejected the credentials.
Check that you copied them in full, that they belong to your real account (not a practice account) and that the key is not revoked or expired.
My broker asks for a list of allowed IPs.
Leave the key without an IP restriction, or use the one shown in your broker's guide on the connection screen.
Where is my key stored?
Encrypted, and it is never shown again. If you delete it from Asterholm, revoke it at your broker too.

Related

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Asterholm is a read-only portfolio viewer. Nothing in this guide is financial advice.