For Firms · Fincrest API

Run systematic option strategies from your own systems.

Your systems send a strategy's positions; the API answers with concrete orders — contract, side, quantity, limit price — and the reason behind each one. Your team decides, and places them at your own broker. No app to install, no change to how you execute.

How It Works

One check, every few minutes

A strategy runs as a loop your systems drive. The API never places an order.

1

Send the positions

What your broker holds for the strategy, and what filled since the last check. Over HTTPS, with your firm's API key.

2

Get the orders back

Ready-to-place order legs with limit prices, alerts for anything that needs a person, and why each rule acted or waited.

3

Decide and place

Your desk or your own systems approve, and place the orders at your broker — on your terms, under your controls.

4

Report and repeat

The next check carries the new positions and fills. The strategy keeps its plan between checks in a signed token you hold.

Why Firms Use It

The strategy engine, without handing over your operation

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Your broker, your execution

Orders are placed by you, at the broker you already use. Nothing about your accounts' credentials ever reaches us.

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Nothing stored

Positions are used for the check and not kept. The strategy's memory travels with you, signed so it can't be altered.

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Your data or ours

Send your own market data, or name a venue and the platform fetches it — crypto derivatives, US index and equity options, CME futures.

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Every decision explained

Each answer shows which rules fired, which waited, and the numbers they compared — for your desk, your compliance team and your audit trail.

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Alerts to your team

When a position needs a person rather than an order, the answer says so — and your nominated contacts are told by e-mail or Telegram.

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Proven before live money

A shadow period on your real positions, a test-exchange run with real fills, replays and backtests — before anything goes live.

Who It's For

Built for firms that run their clients' accounts

Asset managers, RIAs, family offices and hedge funds whose own teams manage client portfolios under the firm's licence — and want systematic, rule-driven option strategies without building the engine themselves.

We work only with firms. The API isn't offered to individual investors.

Onboarding

1
Agreement and keys
Your firm's API account, keys for testing and for production, and the limits that suit your book.
2
Strategy settings
The strategies and risk profiles for your accounts, set up with our team.
3
Market data
The platform's data, or your own data provider's key — your choice per market.
4
Test, then go live
A shadow period and a test-exchange run, with partner documentation for your developers throughout.

Developer documentation — getting started, the check loop, the API reference, a testing guide and sample clients — is provided to onboarded firms.

Get Started

Talk to us about
API access for your firm

Tell us about your firm, your markets and your accounts. We'll walk your team through the API, the strategies and the onboarding plan.