FAQ

Do I need a brokerage account to use Zero Terminal?

Yes. Zero Terminal is broker-connected first — you will link a Charles Schwab or TradeStation account via OAuth right after signing up. See Getting Started for the full flow. Interactive Brokers support is on the way. Without a supported broker you can use the demo, but not the live terminal.

Why broker-connected only?

Zero Terminal pulls quotes, positions, and history from your own broker under your own market-data entitlements. We do not redistribute third-party data feeds — every number you see is scoped to the accounts you actually own. This avoids redistribution licensing and keeps the data tied to entitlements you already pay for.

Can I try it before signing up?

Yes. demo.zeroterminal.io is a fully interactive, scripted demo backed by fixture data. No signup, no broker required.

Which brokers are supported?

Charles Schwab (via the Schwab Commercial Market Data API) and TradeStation are live today. Interactive Brokers is coming soon. Both supported brokers connect through OAuth — you authenticate on the broker's own login page and we receive an access token with read-only scope.

Can I connect more than one broker or account?

Yes. A single Zero Terminal user can hold any number of broker connections, and each connection can include multiple accounts. Positions, balances, and risk metrics are unified across the full set.

How often do I need to reconnect my broker?

It depends on the broker — it's their policy, not ours. Schwab requires you to re-authorize the connection on a regular cadence (typically once a week) as part of their security model. TradeStation's tokens are long-lived, so in practice you only re-auth if you change your password, revoke access at the broker, or move accounts. Interactive Brokers' refresh policy will be documented when that integration ships.

When a connection is about to expire — or has expired — Zero Terminal flags it in Settings → Connections and surfaces a banner at the top of the workspace. Reconnection runs the broker's normal OAuth flow: click Reconnect, log in on the broker's page, and you're back in the terminal in a few seconds.

What happens to my data when a connection expires?

Nothing is lost. Position sync pauses for the disconnected broker until you reconnect, but everything Zero Terminal stores about your book — historical positions, P/L history, baskets, watched X accounts, saved Grok and X timeline searches, Command Agent conversations, sentiment cache, and filing analyses — persists unchanged through the disconnect and is immediately available the moment you reconnect.

If you have multiple brokers connected, the others keep syncing normally; only the disconnected one is paused. Treat broker re-auth like signing back into a banking app on your phone — routine, fast, harmless.

Where does my data live?

Application data is stored on infrastructure hosted in the European Union (GCP, Belgium). The service is directed at users in the United States, but your records sit on EU servers. See the Privacy Policy for the full breakdown.

How is my data protected?

OAuth tokens are encrypted at rest. All transport is TLS. We never store your broker login. We do not run third-party analytics, ad tracking, or behavioral profiling.

What is the X timeline feature?

Premium users can curate X account lists — analysts, sector specialists, macro voices — and run searches scoped to those accounts and your tickers, through the official X API. Posts land in TweetDeck-style columns alongside Grok sentiment and SEC filings. Not even Grok on x.com can read your personal following timeline; through the X API, Zero Terminal can.

What is the Command Agent?

A Grok-powered agent with read-only access to roughly thirty internal tools — positions, Greeks, margin, filings, X searches, sentiment. Type a question at the bottom of any screen and it answers in the context of your book. See Command Agent for the full reference and example prompts. Daily turn budgets vary by tier.

Can I plug Zero Terminal into Claude Desktop or my own AI agent?

Yes. We expose all the same tools through an MCP server at https://zeroterminal.io/mcp. Authenticate with Clerk OAuth, point your MCP-aware client at it, and your agent gets the same scoped access the Command Agent has.

How do I get support?

Email support@zeroterminal.io for billing and account issues. Feature feedback and bug reports are welcome on GitHub Discussions.