Broker Sync connects a supported brokerage conta to Trandence so trades can be importaçãoed without uploading a CSV/TXT arquivo each time. It is designed for users who want recurring broker-based importaçãos while keeping o same trade reconstruction, reports, e analytics used by normal importaçãos.
Open Broker Sync from o app sidebar.
Access
Broker Sync is disponíveis to paid Pro users. Se your conta is not on paid Pro, Trandence redirects away from o route or mostra a Pro gate explaining that broker sync requer an upgrade.
Trial access unlocks many Pro controls, but o Broker Sync route is guarded for paid Pro access.
Supported Brokers
The atual Broker Sync screen suporta:
- Webull
- Webull Canada
- E*Trade
- Tastytrade
- Fidelity
- Chase
- Charles Schwab
- Robinhood
- Public
- Vanguard
- Moomoo
- Alpaca
Alpaca uses a direct OAuth connection with Trandence. Os outros brokers listados connect through SnapTrade’s seguro broker conexão portal.
Se your broker is not listed, use o CSV/TXT importação workflow instead. See Importing Trades.
Connect A Broker
- Open Broker Sync.
- Escolha a broker card from Connect a Broker.
- Complete o broker authorization flow.
- Return to Trandence depois authorization completes.
- Check Active Connections to confirm o broker, conta badges, connection status, e last sync time.
For Alpaca, Trandence guides you through o broker authorization flow e returns you to Broker Sync depois authorization.
Sync Trades
Clique em Sync Trades on an active connection to fetch broker activity e importação executions into Trandence.
Broker Sync uses o same trade reconstruction behavior as CSV/TXT importaçãos. After sync, o new or updated trade records feed o rest of o platform:
- Trades tabela filters e saved views
- Calendar P&L e período summaries
- Journal Day Reports e Symbol Reports
- Dashboard metrics e behavior analysis
- Risk Analyzer e AI review surfaces
After a sync finishes, Trandence mostra how many trades e executions were created e how many open trades were updated.
Import History
Broker syncs are traceable in Import History. They appear as broker-based importaçãos, so you can review counts, status, e importaçãoed sessãos without exposing o original broker connection details.
Use Import History when you need to confirm counts, investigate a failed or partial importação, or exportação a support report.
Disconnect A Broker
Use Disconnect on an active connection when you no longer want Trandence to sync from that broker conta.
Disconnecting stops future broker syncs for that connection. It does not automatically delete trades that were already importaçãoed. Se you need to remove importaçãoed trades, review o Trades tabela e delete only o records you intentionally want to remove.
Troubleshooting
Se Broker Sync does not importação o dados you expected:
- Confirm your conta has paid Pro access.
- Reopen Broker Sync e check whether o connection status is active.
- Se o broker mostra no contas, disconnect e reconnect o broker.
- Se sync completes with zero new executions, confirm o broker conta has concluídos buy or sell activity in o selecionado período.
- Check Import History for failed or partial jobs.
- Use CSV/TXT importação as a fallback if o broker connection is unavailable.
Precisa de ajuda?
Se a broker connection fails or synced trades do not match your broker conta, send o broker name, conta type, approximate trade date range, e any Import History report to [email protected].