Accounts and brokers
Connect trading venues into your Unified Trading Account and manage buying power across all asset classes from a single workspace.
Qoc consolidates every connected venue into one Unified Trading Account (UTA) — a single balance sheet and buying power pool that the agent reads and writes on your behalf.
Venues and connectors
A venue is any place where orders can be placed: an equities exchange, an options market, a crypto exchange, a futures platform, or a cash account. Qoc treats all venues uniformly — the agent never needs to know which underlying system it is talking to.
A connector is the adapter that links a venue into your UTA. Connectors implement a standard interface (quotes, positions, place order, cancel order, fills) so the core agent and guard system work identically regardless of asset class.
Connectors are configured in desk.toml and loaded at qoc up. Each connector holds its own credentials, fetched from the environment or your secret store — credentials are never written into desk.toml directly.
Connecting a venue
qoc connect equities --name main-equities --env-prefix EQ_
qoc connect crypto --name crypto-spot --env-prefix CX_
qoc connect cash --name sweep-cash --env-prefix CA_Generated desk.toml entry
[[connector]]
name = "main-equities"
type = "equities"
enabled = true
[connector.auth]
api_key = { env = "EQ_API_KEY" }
api_secret = { env = "EQ_API_SECRET" }
[[connector]]
name = "crypto-spot"
type = "crypto"
enabled = true
[connector.auth]
api_key = { env = "CX_API_KEY" }
api_secret = { env = "CX_API_SECRET" }Supported venue types
| Type key | Asset class | Order types supported |
|---|---|---|
| equities | Stocks, ETFs | Market, Limit, Stop, Stop-Limit |
| options | Single-leg and multi-leg options | Market, Limit, Stop |
| crypto | Spot and perpetual crypto | Market, Limit, Stop-Limit |
| futures | Futures contracts | Market, Limit, Stop |
| cash | Cash / money-market accounts | Transfer only |
The Unified Trading Account
Once connectors are live, the UTA aggregates positions and cash from every venue into a single balance sheet. The agent queries the UTA — not individual venues — so it can reason about total exposure, buying power, and NAV without needing per-venue logic.
Buying power is computed net of open orders and margin requirements across all connectors. A limit order on the equities venue reduces available buying power visible to the crypto connector's agent decisions.
Check connectivity with qoc status
Run qoc status to see each connector's health, the last quote timestamp, and a summary of UTA buying power. A connector that cannot reach the venue is flagged DEGRADED and the agent will not route orders to it.
Venue type is locked after first connect
The type field in a connector block determines which adapter code Qoc loads. Changing it after positions exist in that connector requires a manual migration — remove the connector, reconcile positions, and re-add.