Single source of truth for Whale Docs terminology. Product pages link here instead of re-defining these terms.
| Term | Definition |
|---|---|
| Longport Whale | The SaaS securities business solution for brokers; the product this portal describes. |
| Whale Docs | The unified documentation portal for Longport Whale. It is a portal, not an API product. |
| Whale SDK | The umbrella name for Whale client SDK products, containing the graphical WhaleApp SDK and the UI-free WhaleCore SDK. |
| WhaleApp SDK | The graphical SDK in Whale SDK, delivered as iOS, Android, and WebTrade form factors. |
| WhaleCore SDK | The UI-free data SDK in Whale SDK, targeting iOS, Android, and Web. iOS and Android are available; the WebAssembly version for Web is in development. It provides market-data subscriptions, WebSocket connectivity, request signing, and token renewal. |
| WebTrade | The WhaleApp SDK form factor for web pages, iframes, or WebView containers. |
| Broker API | Institution-grade API for Server-to-Server integration or a Broker’s self-built administration system. Requests originate from a Broker-controlled server and may cover approved data and SaaS back-office capabilities. |
| Trading API | The customer-scoped HTTP API used by a Broker App with WhaleCore SDK when the Broker builds the securities UI from scratch. |
| OpenAPI | Open capabilities for Broker Customers building algorithmic trading, quantitative analysis, and developer tools. MCP and other AI-native interfaces let a Customer authorize AI access to account, asset, quote, and fundamental data. |
| Term | Definition |
|---|---|
| Broker | The licensed securities firm that purchases and operates Longport Whale; also the authorization boundary of Broker API. |
| Customer | The end customer served by a broker; the authorization boundary of Trading API and OpenAPI. |
| Broker Developer | A developer building server-side integrations or in-house clients on behalf of the broker. |
| Broker App Developer | A developer integrating WhaleApp SDK (iOS, Android, or WebTrade) or WhaleCore SDK into Broker App. |
| Developer Customer | A Broker Customer using OpenAPI for algorithmic trading, quantitative analysis, developer tools, or AI applications. |
| Term | Definition |
|---|---|
| Broker-scoped Authorization | Institution-level access granted by the broker; can reach data across the broker’s approved scope. |
| Customer-scoped Authorization | Access granted by a single customer; covers only that customer’s private data plus platform-public content. |