Sigma Trade API integration services (Tradier & OpenFinance)

Deliverables checklist

• OpenAPI / Swagger spec for every exposed endpoint
• Protocol and auth-flow report (OAuth 2.0 Authorization Code, token rotation, device binding)
• Runnable source for login, accounts, orders, statements and quotes (Python and Node.js)
• Pytest / Jest test harness with sandbox credentials
• Compliance guidance covering KYC, PII minimization and US broker-dealer rules
• Postman collection and a one-page operations runbook

Tradier as the upstream rail

Sigma Trade is built on Tradier Brokerage, which exposes a clean REST surface plus OAuth 2.0 for third-party apps. Our integrations follow that surface so customers benefit from documented endpoints, a sandbox environment for paper trading, and predictable rate limits — instead of a fragile screen-scraped pipeline.

For projects that prefer broker-direct access, we can also wire your stack straight into Tradier API documentation while keeping the Sigma Trade UX surface for end users.

1. Hispanic-market accounting sync

Bilingual accountants serving Sigma Trade clients pull monthly statements and trade confirmations into QuickBooks, Xero, or local Latin-American accounting systems. Field mapping covers trade_date, settlement_date, symbol, side, quantity, price and commission. The OpenFinance lens treats statements as canonical artifacts that downstream books should reconcile against.

2. Risk & exposure dashboards

A registered investment adviser monitoring multiple Sigma Trade accounts wires the positions endpoint into a Grafana or Looker dashboard. Per-leg options data, including strike, expiry, delta and theta, is aggregated to show concentration risk and assignment exposure across clients without leaving the user-authorized OAuth scope.

3. Tax export & 1099 reconciliation

At year-end, the statement and trade-confirmation APIs feed a tax-engine that emits cost-basis adjustments and wash-sale flags. The pipeline cross-checks raw broker statements against the Sigma Trade mobile activity log so users see one consolidated 1099-B view, useful for both US-domiciled and dual-resident Hispanic investors.

4. Strategy automation & alerts

Power users running covered-call or wheel strategies subscribe to a webhook that fires when any Sigma Trade position crosses a P/L or delta threshold. The webhook payload mirrors the Trade-page Live Open P/L fields — last_price, average_cost, open_pl, open_pl_pct — so downstream automation can place adjustment orders through the same OAuth token.

5. Educational community analytics

Opcion Sigma's online academy, with hundreds of thousands of Spanish-speaking learners, can use anonymized, opt-in Sigma Trade data to measure how lessons translate into real-world strategy adoption. The pipeline aggregates strategy types (long call, vertical spread, iron condor) at the cohort level and never exposes individual identifiers.

OAuth 2.0 authorization code flow

// Step 1: redirect the user to Tradier authorization
GET https://api.tradier.com/v1/oauth/authorize
  ?client_id=YOUR_CLIENT_ID
  &scope=read,trade,market,stream
  &state=sigma-trade-session-7f1a

// Step 2: exchange the returned code for an access token
POST https://api.tradier.com/v1/oauth/accesstoken
Authorization: Basic base64(client_id:client_secret)
Content-Type: application/x-www-form-urlencoded

grant_type=authorization_code&code=AUTH_CODE

// Response
{
  "access_token": "abc123...",
  "expires_in": 86399,
  "scope": "read trade market stream",
  "issued_at": 1714680000,
  "status": "approved"
}

Statement / activity export

POST /api/v1/sigma-trade/statement
Content-Type: application/json
Authorization: Bearer <ACCESS_TOKEN>

{
  "account_id": "VA000001",
  "from_date": "2026-04-01",
  "to_date":   "2026-04-30",
  "type":      "trade,option,journal",
  "format":    "json"
}

// Response (truncated)
{
  "activity": [
    {"date":"2026-04-03","type":"trade","symbol":"SPY",
     "quantity":10,"price":512.41,"side":"buy","commission":0.00},
    {"date":"2026-04-15","type":"option","symbol":"AAPL  260619C00200000",
     "quantity":1,"price":3.45,"side":"sell_to_open","commission":0.35}
  ],
  "next_page": null
}

Live position P/L webhook

POST https://your-app.example.com/hooks/sigma-trade/pnl
X-Sigma-Signature: sha256=...
Content-Type: application/json

{
  "account_id": "VA000001",
  "symbol": "TSLA",
  "quantity": 50,
  "average_cost": 245.10,
  "last_price": 268.92,
  "open_pl": 1191.00,
  "open_pl_pct": 9.72,
  "as_of": "2026-05-02T15:32:11Z"
}

// Recommended handling
- verify HMAC signature
- idempotency by (account_id, symbol, as_of)
- retry budget: 3 attempts with exponential backoff
- fall back to GET /positions on signature mismatch

US broker-dealer framework

Sigma Option Trade LLC is incorporated in the United States and routes orders through Tradier Brokerage, so any integration sits inside the US broker-dealer regime. We respect SEC Rule 15c3-5 Market Access by adding pre-trade risk checks (max order size, fat-finger price collars) on every order endpoint. FINRA Rule 3110 supervision patterns drive how we log access, and FINRA Rule 1032 informs how trading-algo authorship is documented.

Privacy & data handling

For Hispanic users dual-resident in the EU or Latin America, we layer GDPR-style consent on top of US disclosures, scope tokens to the minimum endpoints actually needed, and never persist raw passwords. PII is encrypted at rest, secrets rotate on a 30-day schedule, and consent records are emitted as immutable audit events. Each integration ships with a deletion endpoint so end users can revoke access in one call.

About us

We are an independent technical studio focused on mobile-app protocol analysis and OpenFinance-style API integration. Our engineers come from US broker-dealers, payment networks, mobile reverse-engineering teams and cloud-platform groups, so we know the difference between a marketing press release and a wire-format spec.

• Equities, options, FX, crypto and cross-border payment integrations
• Tradier, IBKR, Alpaca and other broker rails as upstream sources
• Custom Python, Node.js and Go SDKs plus test harnesses
• Full pipeline: protocol analysis → spec → build → validation → compliance
• Source code delivery from $300 — runnable API source plus full docs; pay only after delivery upon satisfaction
• Pay-per-call API billing — call our hosted endpoints and pay only for what you use, no upfront cost

Contact

To request a Sigma Trade integration quote — or share a different target app and requirements — open our contact page.

Contact page

Send us the app name, the data or actions you need (e.g. statement export, options orders, live P/L), the volume you expect, and any sandbox or production credentials you can already share.

Engagement workflow

1. Scope confirmation — pick endpoints (login, accounts, orders, statements, P/L, options chains).
2. Protocol analysis and API design (2–5 business days, depending on scope and Tradier sandbox availability).
3. Build and internal validation against the Tradier sandbox (3–8 business days).
4. Docs, samples, Postman collection, and a regression test suite (1–2 business days).
5. Hand-off and a short walkthrough; typical first delivery is 5–15 business days.

FAQ

Does Sigma Trade expose an official public developer API?

What data can I extract or sync from Sigma Trade?

How do you handle SEC and FINRA compliance?

How long does delivery take?