Inspect
Consolidated portfolio
Review supported Equity and Crypto holdings together, then move into standalone account-level views without losing account identity.
- All-account overview
- Equity and Crypto separation
- Account-by-account drill-down
Advanced mode · Connected accounts
Research, connect, review and route from one mobile workflow
ShareKeyX Advanced combines every Premium research feature with supported broker and Binance Spot connections, account-aware portfolios, explicit order tickets, risk controls and auditable timelines.
43broker connection profilesPlatform-specific setup
2trade asset tabsEquity Stocks and Crypto
2portfolio perspectivesConsolidated and standalone
0AI-triggered ordersUser confirmation is required
The Advanced workspace
Every connected-account module keeps account identity visible
The Advanced bottom navigation remains available across its screens, while the active account context and account switcher prevent accidental cross-account routing.
Connect
43 broker profiles
Choose the exact broker and platform, then use its dedicated OAuth, TOTP, XTS, token or credential flow instead of a generic form.
- Broker and platform validation
- Encrypted user/account separation
- Daily OAuth where required
Connect
User-owned Binance Spot
Advanced users connect their own scoped Binance key for account, portfolio, user-stream and permitted Spot-order operations.
- No platform-key fallback
- No withdrawals or transfers
- No margin or futures
Route
Equity and Crypto tickets
Search the supported instrument universe, inspect the available quote, choose the connected account, lock the ticket and explicitly confirm Buy or Sell.
- Equity exchange context
- Binance crypto search
- No exchange picker for Binance
Follow
Orders and timelines
Track the immutable request, validation, routing, provider acknowledgement, fill, rejection, cancellation and reconciliation sequence.
- Idempotent client reference
- Provider-status mapping
- Broker/exchange record authority
Control
Rate and pressure guardrails
Aggregate, user, account and provider controls protect the system. Under order pressure, the service can restrict intake to eligible limit orders or stop routing.
- No speed guarantee
- Bounded retries and fallbacks
- Ticket-based error reporting
Order ticket
One deliberate sequence from search to provider state
Quotes and provider responses can change. The workflow validates the current request, shows the data timestamp, requires a final review and records each transition.
- 01
Choose the asset tab
Use Equity Stocks for supported broker instruments or Crypto for a linked Binance Spot account.
- 02
Search and validate
Resolve the canonical instrument, available live or latest price, exchange where relevant, quantity and allowed order fields.
- 03
Choose a connected account
Route only through the explicit user account. The selector is hidden when no eligible account is linked.
- 04
Lock and review
Freeze the selected instrument and show side, quantity, order type, price, account, estimated value, warnings and data time.
- 05
Confirm the instruction
A deliberate user confirmation creates an idempotent order request. AI and research content cannot trigger it.
- 06
Sequence and reconcile
Apply rate and risk controls, route when enabled, then reconcile the authoritative broker or exchange state into the timeline.
Portfolio architecture
Consolidated first, standalone when account detail matters
Supported holdings are not flattened into an anonymous total. Asset class, provider, account and freshness remain available for investigation.
Consolidated
- All supported linked accounts
- Equity and Crypto sections
- Aggregate value and allocation
- Provider and refresh state
Standalone Equity
- Broker account selector
- Holdings and positions
- Available funds where supported
- Account-specific order path
Standalone Crypto
- User-owned Binance Spot account
- Spot balances and holdings
- Crypto symbol search
- No exchange selector
Data integrity
- No account selector when none is linked
- Loading, empty, stale and error states
- Latest available provider timestamp
- Manual refresh and reconciliation
Research before routing
Begin with canonical search, company evidence and a visible quote state
Advanced mode does not replace the Basic research system. Search still opens the same company record, and the order ticket keeps instrument identity, exchange context and available price separate from AI analysis.
Equity search
- Company, symbol or ISIN
- Supported exchange and account
- Available live or latest price
- Buy and Sell only after selection
Crypto search
- Binance-supported Spot symbols
- User-linked Binance account
- Available live or latest price
- No irrelevant exchange option
Research boundary
- Company screen remains accessible
- AI never submits an order
- Educational analysis only
- User reviews every instruction
Execution and security controls
Fast paths stay bounded by correctness, capacity and provider authority
Server-side sequencing, idempotency, credential isolation and reconciliation reduce avoidable failure without promising a fill, a price or a fixed execution time.
Credential separation
Every secret stays bound to its user, account, broker and platform. A credential belonging to another broker or platform is rejected.
Pressure-aware intake
Rate limits apply across the platform as well as user, account and provider scopes. Limit-only or stop controls can protect order sequencing under pressure.
Corrective lifecycle
Bounded retry, cancellation, reconciliation and support-ticket evidence provide a recoverable path when providers time out or disagree.
Clear boundaries
Connected workflows do not remove market, provider or user responsibility
Advanced account and order workflows are conditional on an active entitlement, supported account and instrument, verified user-owned credentials, provider and jurisdiction eligibility, adequate rate-limit capacity, and enabled server execution controls. The broker or exchange record is authoritative. AI never autonomously places an order.
What ShareKeyX helps users do
- 43 broker-specific connection profiles and platform variants
- User-owned Binance Spot connection with strict credential separation
- Consolidated and standalone portfolio views where provider data permits
- Explicitly confirmed, conditional order routing with timelines and reconciliation
What the current product does not do
- Autonomous, AI-triggered or guaranteed order execution
- Binance withdrawals, transfers, margin or futures
- Mutual-fund purchase, SIP, mandate, redemption or settlement
- Guaranteed quote freshness, fill price, speed, return or suitability
Credential, website and educational-use disclosures
ShareKeyX platform credentials are used only for market data. Account, portfolio, user-stream and permitted Spot-order operations require the Advanced user’s own scoped Binance credentials. There is no credential fallback; withdrawals, transfers, margin and futures are not supported.
Signed-in website users can purchase one-time AI credit packs through customer-bound Razorpay Payment Links and subscriptions through Razorpay Subscriptions where web billing is enabled. Native app purchases remain billed by Apple or Google and all clients use the same server-owned wallet and entitlements.
ShareKeyX reports, chat, market data and connected-account tools are for educational research only. They are not personalized investment advice and must not be used as the sole basis for an investment or other financial decision. Data may be delayed, partial, stale, assessed or unavailable, and no price, speed, execution or outcome is guaranteed.
Prepare before connecting
Browse setup guides Use the exact guide for your broker or exchange
Review required fields, security scopes, daily-login requirements and troubleshooting before entering credentials in the app.
ShareKeyX mobile
Markets on the Go
Move between the dashboard, markets, company research, charts, and AI reports in one consistent mobile experience.
Mobile feature descriptions reflect the ShareKeyX 5.0.3 release candidate. Availability can depend on store approval, platform, account, region, subscription, provider data and staged server controls; verify the current in-app state before relying on it.
