SoarSoar
Getting started

The connect-broker wizard, end to end

Seven steps from sign-up to a live bot. Here's exactly what happens at each one — and what stays private at every stage.

Open the wizard →
Before you start

What you'll need

  • A funded broker account at any broker Soar supports — see the broker list.
  • A Cloudflare account(free tier is fine). If you don't have one, you can sign up during the wizard — takes about 60 seconds.
  • ~10 minutes the first time through. Most steps are paste-and-continue.
Step by step

The seven steps in order

  1. 1
    Profile intake
    A few questions about your experience level and what you want the bot to do. Soar uses your answers to set a default risk profile — you can override it at any step.
  2. 2
    Review your defaults
    Soar shows you the risk profile it picked for you (Conservative / Standard / Aggressive) and what it means in plain English. You can adjust before continuing.
  3. 3
    Pick your broker
    Choose from Coinbase, Kraken, Alpaca, Interactive Brokers, Gemini, Binance.US, Robinhood, AsterDEX, or Hyperliquid. Each tile shows what assets that broker covers, US-restriction status, and any minimums.
  4. 4
    Lock in your risk profile
    Confirm or customise the risk profile. The slider controls position size as a % of your account, max open positions, and per-trade drawdown limit. Soar can only ever NARROW exposure, never widen it.
  5. 5
    Paste your broker API keys
    Follow the broker-specific Visual Guide to generate keys with the right permissions (read + place orders only — never withdraw). Paste them into Soar. Soar passes them straight into your own Cloudflare Worker without persisting them on Soar servers.
  6. 6
    Cloudflare API token
    Soar deploys your bot to YOUR Cloudflare Workers account so the keys live in YOUR infrastructure. You paste a short-lived token that grants Soar permission to create the Worker; you can revoke it any time from your Cloudflare dashboard.
  7. 7
    Sign the deployment agreement and deploy
    You review and sign a formal agreement (ESIGN-compliant, captured to your Document Center as a PDF). Soar then provisions the Worker, ships your keys into its secret store, and starts the bot. Total time from sign → first heartbeat: ~30 seconds.
What Soar never sees

Key safety — the Op 18 invariant

Soar's hard rule:your broker keys NEVER persist on Soar infrastructure. They live only in YOUR Cloudflare Worker secrets. Soar's servers see them once during the ~30-second deploy window — they're not logged, not cached, not backed up. After deploy, the bot signs broker calls directly from your Worker; Soar is no longer in the call path.
See also

Related help