Documentation

LinkyFlow for Exchanges

Install the LinkyFlow Add-in

Connect exchange API keys (Binance, HTX, ...)

Exchange API permissions

Build dashboards with the Page Builder

Dashboards (Exchange templates)

Portfolio snapshot

Dividend insights

Buy/sell multiple symbols

Compare a symbol across providers

Constructing Excel formulas

Exchange API reference

ShopFlow for Shopify

Install ShopFlow in Shopify and Excel

Exchange API permissions

You now have an API key, so let's review the permissions and what they mean. List of api keys to check

API restrictions

Enable Reading: Required to access account data. - Enable Spot & Margin Trading: Needed only if you want to place orders from Excel. - Enable Futures: Required only for futures trading. - Enable Withdrawals: Not required for LinkyFlow. Keep disabled for safety. - Enable Internal Transfer / Universal Transfer / Symbol Whitelist: Optional advanced settings.

IP access restrictions

Unrestricted (less secure): Allows any IP address. - Restrict to trusted IPs (recommended): More secure, but requires a fixed IP. LinkyFlow runs through AWS servers (Frankfurt). If you need a fixed IP for your exchange, contact us and we will help you.

Recommended setup for LinkyFlow

Enable Reading to access your portfolio and reports. - Enable Spot & Margin Trading only if you want to create orders from Excel. It's fine to start with a read-only key and upgrade later if you need trading.

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