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Brokers

Zero Terminal is broker-connected — every quote, position, and balance you see is pulled from your own broker under your own market-data entitlements. Each supported broker exposes a different surface to ZT, so the data and asset coverage you see in the terminal depends on which broker is connected. This page is the factual matrix of what each one provides.

At a glance

CapabilitySchwabTradeStationInteractive Brokers
Equities✓✓coming soon
Options✓✓coming soon
Bonds (fixed income)✓✗coming soon
Futures✗✓coming soon
Forex✗✗coming soon
Mutual funds✗✗coming soon
Crypto✗✗coming soon
Real-time quotes✓✓coming soon
Native option Greeks✓✗ (computed)coming soon
Fundamentals✓✗coming soon
Market hours✓✗coming soon
Movers✓✗coming soon
Intraday price history✓✓coming soon
Streaming pushroadmaproadmapcoming soon
Order placementroadmaproadmapcoming soon
Transactions history✓✗coming soon

A ✗ in Native option Greeks for TradeStation means ZT computes them client-side via Black-Scholes from the chain quotes — the Risk tab still works, the values are derived rather than vendor-supplied.

Charles Schwab

Asset classes

Asset classSupported
Equities✓
Options✓
Bonds (fixed income)✓ — Treasuries, agency, corporate, and structured notes return as FIXED_INCOME positions and display in a dedicated Bonds section
Futures✗ — the Accounts API does not return futures positions even when hasFuturesAccount is set on the account
Forex✗
Mutual funds✗
Crypto✗

Market data

FeatureNotes
QuotesReal-time equities, options, futures, indices, and forex — under your Schwab market-data entitlements
Option chainsNative Greeks per contract
Price historyIntraday bars (1, 5, 10, 15, 30 minute) plus daily, weekly, monthly
FundamentalsEarnings, ratios, basic financials
Market hoursEquity, option, bond, future, forex sessions
MoversTop gainers and losers per index

Account data

FieldProvided
Equity✓
Buying power✓
Cash balance✓
Maintenance requirement✓
Margin balance✓
Day-trading buying power✓
In margin call flag✓
Positions✓
Transactions history✓

Auth

SettingValue
FlowOAuth 2.0 (authorization code)
Access token TTL~30 minutes (refreshed automatically)
Refresh token TTL7 days — expect to reconnect roughly weekly

Notes

The Schwab Accounts API reports currentDayProfitLoss with currentDayCost already deducted (wash sales, cost-basis adjustments). Zero Terminal adds currentDayCost back so the Day P/L you see in the terminal matches the value displayed in Schwab's own UI.

Bond display conventions. Schwab returns bond prices as percent of par on $1,000 face (e.g. averagePrice=100 means a bond bought at par). Zero Terminal multiplies by face value internally so cost basis and P/L line up with par-dollar math — a Treasury bought at 97.598 with quantity 2 reads as $1,951.96 cost basis, not $195.20. The price column shows the broker's percent-of-par value (e.g. 100.29 means 100.29% of par), which is the standard quote convention for bonds rather than the per-share dollar style used for equities. Bond symbols display as their CUSIP (e.g. 91282CFM8) since Schwab does not expose a human-readable name field — issuer/maturity/coupon detail is on the roadmap. Live bond prices are not currently fed back into the Bonds section; the market value shown comes from Schwab's last position snapshot rather than a streaming quote.

TradeStation

Asset classes

Asset classSupported
Equities✓
Options✓
Bonds (fixed income)✗ — not implemented; if you hold bonds at TradeStation and want them surfaced, file an issue with a sample symbol
Futures✓ — TradeStation is the only ZT-supported broker for live futures positions
Forex✗
Mutual funds✗
Crypto✗

Market data

FeatureNotes
QuotesReal-time equities, options, futures, indices
Option chainsNo native Greeks — Greeks are computed client-side via Black-Scholes from the chain quotes
Price historyIntraday bars plus daily
Fundamentals✗
Market hours✗
Movers✗
Forex quotes✗

Account data

FieldProvided
Equity✓
Buying power✓
Cash balance✓
Required margin✓
Maintenance margin (futures)✓
Day-trading buying power✓
Positions✓
Transactions history✗

Auth

SettingValue
FlowAuth0 OAuth 2.0
Access token TTL~60 minutes (refreshed automatically)
Refresh token TTLNon-expiring — connect once and you're done unless you change your password or revoke access at the broker

Interactive Brokers

Interactive Brokers support is on the way. Once it ships, IBKR will appear in the broker picker on Settings → Connections and the matrix above will be filled in.

Order placement and streaming

Zero Terminal is read-only against both supported brokers today: positions, balances, and transactions where the broker exposes them. Order placement and real-time streaming are on the roadmap, not shipped — anywhere the At a glance table reads "roadmap", that capability is not yet available regardless of which broker you connect.

Reconnecting

Reconnect cadence is set by the broker, not by ZT — Schwab is roughly weekly, TradeStation is effectively never. See How often do I need to reconnect my broker? for the full flow and what you'll see when a connection is about to expire.

On this page
  • At a glance
  • Charles Schwab
  • Asset classes
  • Market data
  • Account data
  • Auth
  • Notes
  • TradeStation
  • Asset classes
  • Market data
  • Account data
  • Auth
  • Interactive Brokers
  • Order placement and streaming
  • Reconnecting

Zero Dev LLC · zeroterminal.io

Zero Terminal is a data enrichment platform. We are not a broker-dealer, investment advisor, or financial planner. Nothing on this platform constitutes financial advice. All data is sourced from public sources and connected broker APIs. Trade at your own risk.

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