Recipes

Implementation guides for the products partners actually build — each chains the exact endpoints, shows working code, lists common mistakes, and ends with a sandbox walkthrough on its own shareable URL.

Implementation guides for the products partners actually build. Each recipe chains the exact endpoints, shows working code, lists the common mistakes, and ends with a sandbox walkthrough — on its own page, so you can share a single URL with your team.

Build a Trading App

Onboard a user, fund them, and place the quote-gated two-step trade end to end.

Handle Webhooks Reliably

Verify signatures, dedupe by eventId, and reconcile gaps for at-least-once delivery.

Recurring Investing (DCA)

Schedule recurring buys with idempotent trades and settlement-aware balances.

Bonds & Funds

Subscribe sub-accounts to fixed income and money-market funds, and redeem.

Dividends & Corporate Actions

React to dividend.paid and corporateaction.declared so cached quantities never go stale.

Nightly Reconciliation

Pull the daily reconciliation pack and ingest cash, securities, and custody sections.

Build a Portfolio Tracker

Aggregate holdings, tax lots, and realized gains into a per-user statement.

Embed Market Data

Charts, batch quotes, and movers via data keys or a backend proxy.

All recipes live under /partners/docs/recipes.