FAQ

Yes! Our free tier includes 3 team members, 5 connections, and 5 users - free forever. Perfect for getting started and testing the platform.

Finatic supports multiple major brokerages. You can connect your users to their broker accounts through our secure authentication portal. We continuously add support for new brokers based on demand.

Finatic polls broker APIs on a schedule based on your subscription tier. We cache the data in our secure database, so when you query our API, you get fast responses from our cached data rather than waiting for broker API calls. This ensures reliable, near real-time data access without the complexity of managing broker connections yourself.

We offer three tiers with different refresh intervals: Basic (daily refresh), Fast (15-minute refresh), and Near Realtime (near real-time refresh). Each tier is optimized for different use cases, from daily portfolio tracking to high-frequency applications requiring near real-time updates.

Security is our top priority. We use industry-standard encryption, secure session authentication, and never store your broker login credentials. All broker connections are authenticated through secure OAuth flows when available, and we follow strict security best practices to protect your data.

The Finatic API provides access to account information, positions, orders, and order history across all connected brokers. You can build portfolio tracking apps, trading dashboards, risk management tools, tax reporting systems, and more. Our unified API means you can support multiple brokers without writing broker-specific code.

You can cancel your subscription at any time. You can do this from your account billing page in the sidebar.

You can find your invoices in your account billing page in the sidebar, click into the stripe portal.

We accept all major credit cards and a variety of payment processors.

Yes, you can upgrade or downgrade your plan at any time. You can do this from your account billing page in the sidebar.