Instructions to self-host Questrade Tracker

1. 1.

   Create a personal app within your Questrade account.

   Learn more by visiting the Questrade API documentation.

2. 2.

   The name and description for your app are irrelevant but make sure both OAuth scopes are selected and your redirect URI is set.

   Note: Questrade requires your redirect to be https so you will need to use a service like ngrok.

3. 3.

   Clone the Questrade Tracker repo.

4. 4.

   Update the consumer key and redirect URI in your local .env file with the info from your Questrade personal app.

5. 5.

   Run the app locally.

6. 6.

   Visit http://localhost:3000/connect and authorize the app to access your Questrade account:

   Authorize