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Brokers & Connections

Formion workspace

Formion works with your accounts — you never move funds to us. Connect at formion.ai → Profile → Connections or on your formion.ai dashboard (and for exchange API keys, see How to Start — API Connection).

  • CEX (API key): spot + perps. OKX, Coinbase and Kraken are listed as coming soon. Binance and Bybit can also be linked as demo (testnet) accounts. Create a key with the permissions you want (read-only for tracking, trade for bots — never enable withdrawals) and paste it in. Step-by-step with screenshots on the API Connection page.
  • cTrader (OAuth): link a cTrader account at FP Markets, IC Markets, Pepperstone or another cTrader broker (demo + live) for forex, indices, metals and CFDs. OAuth means no API key or password to share — you authorise Formion from the broker. Neural allows 1 broker account, Pro 5, Institutional unlimited.
  • DEX perps: Hyperliquid and other on-chain venues for perps; on-chain swaps route best-price across EVM, Solana and Sui.
  • Wallets: view-only or trade-ready (encrypted) across EVM, Solana, Sui and TON.
  • Prediction markets: link Polymarket, Kalshi or Limitless to place bets and see positions — see Prediction Markets.
Mode What it does Use for
Read-only imports balances, positions & trade history the Journal, analytics, tracking
Full (trade) can place/manage orders you or a bot trigger manual Trade dock, bots, marketplace strategies

Once connected, your account flows into the Trading Journal automatically and becomes a target for bots and Strategy Lab strategies.