Linking Guardian Trading

Asset 47

Guardian Trading is a very popular choice among successful day traders.

They offer competitive volume pricing for active day traders, and both popular Sterling Trader Pro and DAS Trader Pro platforms.

You can link Guardian to kinfo via Velocity clearing to enable automatic updates of trades and performance.

Kinfo works great with Guardian Trading! The integration enables end-users to track their trading performance in a meaningful way using both the mobile app and web version of kinfo.

Linking guide

The link works via Velocity Clearing which is the clearing firm used by Guardian Trading.

This guide will provide you with information about how to link your Velocity Cleating account.(https://ic.velocityclearingllc.com/clientexp/login.aspx).

guardian2

About Security

In order to use kinfo with Guardian Trading, you will use your login to Velocity Clearing 

The access provided by these credentials is limited to reading data about your trading history and open positions. 

With this method, you will never share your actual broker credentials with kinfo and the integration is only granted access to read transaction data in order to calculate trades and performance metrics.

Since the kinfo user is granted access, the following applies:

  • Kinfo NEVER see, store or have access to your real Cobra Trading broker credentials
  • You can choose between doing a one-time import or link your account for automatic updates.
  • Kinfo can NEVER be used to execute trades
  • Kinfo can NEVER touch your money/assets or make any changes to your account

1. Linking Guardian on kinfo

Select Guardian Trading from the listed brokers.

Enter your Velocity Clearing login & password

Select if you want to link the account or do a one-time import

1. Troubleshooting tips

If your link doesn´t work, it´s usually because you have entered the wrong login name.

The login to velocity clearing is a 5 digit number.

It´s not your email and not the login to DAS trader.

3. Track your trading performance

If you completed the steps above your Cobra Trading account should be linked to kinfo and the platform will start tracking your trading performance.

When linking the platform will import x year of history and try to calculate retroactive performance based on transactions.

Going forward, trading performance will be updated daily.

Linked Apex Clearing accounts does not support open positions.

Trades & performance are tracked based on closed out trades and when corresponding buy & sell transactions can be found. If you suspect any errors or have any questions, feels free to reach out on support@kinfo.com

Good luck with your trading!