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Algo Trade Analytics Docs

Connect Alpaca

Basic or Professional

Open Account → Integrations → Alpaca to connect the account that supplies broker-reported fills, portfolio history, and entitled market data.

WorkflowPersonal Alpaca connection
Backtest vs Alerts event comparisonNot required; CSV and webhook records are sufficient
Backtest vs Alerts price chartRequired unless the platform IEX stock-bar fallback is enabled
Algo Lab historical barsRequired unless the platform fallback is enabled for the page and symbol
Alerts vs FillsRequired for broker fill and portfolio records
Live Data Feed in Alerts vs FillsRequired, with a Premium or SIP feed and Professional access

The platform fallback is separate from your account. It is limited to IEX stock bars and does not supply fills, portfolio history, crypto data, SIP data, or a personal feed entitlement.

  1. Select Authorize with Alpaca.
  2. Complete Alpaca’s authorization flow and choose the intended paper or live account.
  3. Return to Algo Trade Analytics and confirm the connection appears.
  4. Load a bounded symbol and date range in the workflow you intend to use.

OAuth avoids copying a secret key into the form. If OAuth is unavailable for your account, use the manual connection option.

  1. Select the API-key connection method.
  2. Enter the key ID and secret for the intended Alpaca account.
  3. Choose the feed that matches the entitlement on that account.
  4. Save and verify the connection with a bounded data request.

Treat API credentials as secrets. Do not paste them into documentation, support screenshots, chat prompts, or source control.

The integration offers IEX and Premium (SIP) feed choices.

  • IEX uses data reported through the Investors Exchange. It can differ from a consolidated US-equities view.
  • Premium (SIP) represents the consolidated feed option when the connected Alpaca account is entitled to it.

Select the feed your Alpaca account actually supports. A label in Algo Trade Analytics does not purchase or change the upstream entitlement. Current plan names, availability, and pricing belong to Alpaca’s account and market-data pages and can change independently of these docs.

  1. Confirm the correct paper or live account is selected.
  2. Load one known symbol and a short range containing broker activity.
  3. Compare the returned record count and timestamps with Alpaca’s own history.
  4. If using Live Data Feed, confirm the connection is reported as Premium or SIP; an IEX connection cannot enable that mode.