Provider matrix
Each provider lives in packages/clients/providers/src/providers/
and implements one or more capability interfaces.
Without the relevant env var, the capability is disabled and the
tRPC call returns PRECONDITION_FAILED.
Pricing
Section titled “Pricing”Exchanges
Section titled “Exchanges”User-supplied credentials are AES-256-GCM-encrypted in
user_integration_credentials with ENCRYPTION_KEY. They never
leave your api.
Brokerages & banks
Section titled “Brokerages & banks”Blockchains
Section titled “Blockchains”AI / parsing
Section titled “AI / parsing”Picking what to enable
Section titled “Picking what to enable”Minimum useful set for a self-hoster with a connected crypto exchange:
ETHERSCAN_API_KEYif you have an EVM wallet.HELIUS_API_KEYif you have a Solana wallet.- Either
COINGECKO_API_KEY(paid tier) or rely on the free CoinGecko fallback if your portfolio is small. OPENAI_API_KEYif you want screenshot import.
Public-equity support adds FINNHUB_API_KEY.
Brokerages and banks don’t need an operator-side env var — they work with per-user credentials only.
Maturity
Section titled “Maturity”Adding a provider
Section titled “Adding a provider”See Adding a provider — this is the highest-leverage kind of contribution.