Necton Trade API Integration & Open Finance Solutions

Account authentication & session API

We implement the full BTG Pactual homebroker login flow — credential submission, MFA token handling, session cookie / bearer token extraction, and automatic token refresh. This forms the foundation for all downstream data calls. Useful for: SSO bridges, enterprise multi-account management, and automated data pipeline authentication.

Order & execution history API

Paginated retrieval of all order records — buy/sell direction, asset ticker (e.g. PETR4, WINM24), order type (market, limit, stop-loss, OCO), quantity, execution price, fees, and settlement status. Supports date-range filters and export to JSON or CSV. Critical for trade reconciliation, tax reporting, and brokerage back-office workflows.

Portfolio position & P&L sync

Reads the full position snapshot: asset symbol, quantity held, average cost, current market price, daily variation, unrealized gain/loss, and portfolio weight. Enables continuous synchronization to external wealth management platforms, robo-advisors, and ERP systems that need live portfolio exposure data.

Day-trade leverage & risk metrics

Extracts intraday performance figures specific to Necton Trade's exclusive Day Trade Mode — including gross/net P&L, leverage multiple applied (up to 100x), drawdown, and configured stop-loss limits. This data supports real-time risk monitoring dashboards, prop-trading firm reporting, and automated kill-switch integrations.

Flow analysis & market intelligence feed

Necton Trade's flow analysis screens expose aggregated buyer/seller volume data, net flow direction, and institutional vs. retail participation breakdown by asset. We surface this as a structured feed, enabling quantitative strategies, signal generation pipelines, and market microstructure research tools to consume it programmatically.

News & corporate events subscription

In 2024, Necton Trade integrated Reuters as its primary news provider, delivering richer and more comprehensive market news. Our API wraps the personalized news feed and corporate events calendar (earnings, dividends, splits, bond payments) tied to a user's holdings. Useful for: investment newsletters, alert systems, and portfolio-context news aggregators.

Snippet 1 — Account authentication & token acquisition

// POST /api/v1/necton/auth/login
// Initiates session with BTG homebroker credential flow

Request:
POST /api/v1/necton/auth/login
Content-Type: application/json
{
  "username": "user@email.com",
  "password": "••••••••",
  "mfa_token": "123456"   // TOTP if 2FA enabled
}

Response (200 OK):
{
  "access_token": "eyJhbGciOiJSUzI1NiJ9...",
  "refresh_token": "rt_abc123xyz",
  "expires_in": 3600,
  "account_id": "NEC-88321",
  "broker": "BTG_PACTUAL_NECTON"
}

// Error handling:
// 401 → invalid credentials
// 403 → MFA required or invalid OTP
// 429 → rate-limited; retry after Retry-After header

Snippet 2 — Order history retrieval

// GET /api/v1/necton/orders
// Returns paginated executed and pending orders

Request:
GET /api/v1/necton/orders
Authorization: Bearer <ACCESS_TOKEN>
X-Account-Id: NEC-88321

Query params:
  from_date=2025-01-01
  to_date=2025-03-31
  status=EXECUTED       // EXECUTED|PENDING|CANCELLED
  asset_type=EQUITY     // EQUITY|FUTURES|OPTIONS
  page=1&page_size=50

Response (200 OK):
{
  "total": 312,
  "page": 1,
  "orders": [
    {
      "order_id": "ORD-9921433",
      "asset": "PETR4",
      "direction": "BUY",
      "type": "LIMIT",
      "quantity": 200,
      "price": 38.42,
      "net_value": 7684.00,
      "fee": 0.00,
      "status": "EXECUTED",
      "executed_at": "2025-03-14T10:32:11-03:00"
    }
    // ... more orders
  ]
}

// Errors: 401 (expired token), 404 (account not found)

Snippet 3 — Portfolio positions & day-trade P&L

// GET /api/v1/necton/portfolio/positions
// Returns current holdings with live P&L

Request:
GET /api/v1/necton/portfolio/positions
Authorization: Bearer <ACCESS_TOKEN>
X-Account-Id: NEC-88321

Response (200 OK):
{
  "snapshot_at": "2025-03-14T15:55:00-03:00",
  "cash_balance": 12500.00,
  "buying_power": 1250000.00, // 100x leverage (DT mode)
  "total_equity": 94320.50,
  "positions": [
    {
      "asset": "WINM25",
      "asset_type": "FUTURES",
      "quantity": 3,
      "avg_cost": 128500.00,
      "last_price": 129200.00,
      "unrealized_pnl": 2100.00,
      "daily_variation_pct": 0.54
    },
    {
      "asset": "BBAS3",
      "asset_type": "EQUITY",
      "quantity": 500,
      "avg_cost": 22.10,
      "last_price": 23.45,
      "unrealized_pnl": 675.00,
      "daily_variation_pct": 1.83
    }
  ],
  "day_trade": {
    "gross_pnl": 4380.00,
    "net_pnl": 4210.00,
    "leverage_used": 45.2,
    "drawdown_pct": 1.1,
    "stop_limit_status": "ACTIVE"
  }
}

// Polling interval: 5–30 seconds recommended

Brazil Open Finance (BACEN) — Phase 4

Brazil's Central Bank (BACEN) completed the Phase 4 Open Finance extension in April 2024, expanding the mandatory data-sharing framework to include investment accounts, pension products, and insurance. BTG Investimentos is a registered participant in the Open Finance Brasil ecosystem. Our integrations adopt the same consent-flow patterns defined in the BACEN Open Finance technical standards, ensuring compatibility with platforms that consume Open Finance-compliant investment data.

CVM (Comissão de Valores Mobiliários)

The CVM regulates securities markets in Brazil, including best-execution obligations, trade reporting, and post-trade transparency on B3. Data integrations that feed compliance systems (e.g. trade audit logs, position reporting) must align with CVM disclosure and reporting standards. Our order history and position APIs produce output in formats compatible with standard CVM compliance and back-office reporting workflows.

LGPD — Lei Geral de Proteção de Dados

Brazil's LGPD (analogous to GDPR) governs the processing of personal and financial data. All integrations we deliver include: explicit consent capture documentation, data minimization guidance (only fields required for the stated purpose), defined retention policies, and PII handling advice for storage and logging. We provide NDAs and data-processing addenda on request.

About our studio

We are an independent technical service studio specializing in app interface integration and authorized API integration, with engineers who have hands-on backgrounds in fintech, mobile brokerage platforms, protocol analysis, and cloud data pipelines. Our team has delivered integrations for financial apps across Brazil, Southeast Asia, the Middle East, and Europe — working with equities, payments, banking, and open data ecosystems.

We understand Brazil's Open Finance regulatory landscape (BACEN, CVM, LGPD) and B3 market data standards, and we ship end-to-end APIs under compliance and security constraints. Every engagement begins with a clear scope of what data is targeted, how consent is captured, and what the output format must be.

• Equities, futures, options, and FII trading platforms (Brazil B3)
• Payment, digital banking, and PIX-integrated apps
• OpenFinance consent flows and data normalization
• Custom Python / Node.js / Go SDKs, test harnesses, and OpenAPI specs
• Source code delivery from $300 — runnable API source code + full documentation; pay after delivery upon satisfaction
• Pay-per-call API billing — access our hosted endpoints and pay only per call; no upfront fee; ideal for lean teams and usage-based pricing models

Contact us

To request a quote, submit your integration requirements, or ask about Necton Trade API availability, reach us through our contact page. Just provide the app name and a brief description of what data or workflows you need — we handle the rest.

Open contact page

Response within 1 business day · NDA available on request · Engagements available globally

Engagement workflow

1. Scope confirmation — You tell us which Necton Trade data types you need (e.g. order history, portfolio sync, day-trade P&L) and the target output format or system.
2. Protocol analysis & API design — We map the homebroker's request/response layer and design the normalized API specification (2–5 business days, complexity-dependent).
3. Build & internal validation — Source code written and tested against live or sandboxed data; edge cases and error states covered (3–8 business days).
4. Documentation & handover — OpenAPI/Swagger spec, runnable code samples, test cases, and LGPD/compliance guidance delivered (1–2 business days).
5. Support window — 2-week post-delivery support for integration questions; extended SLA plans available.

Typical first delivery: 6–15 business days. Third-party auth or B3 data licensing requirements may extend timelines.

FAQ

What do you need from me to start?

Does this work for corporate / multi-account setups?

How do you ensure compliance with LGPD and CVM rules?

What if the app updates and the integration breaks?