Adding Trades to TraderSync

TraderSync offers three flexible ways to input your trading data:

• Syncing Trades (for supported brokers).
• Import via File (for supported brokers).
• Manually Typing Trades.

Syncing Trades

• Supported Brokers: See [link to supported broker list], “Auto Sync” column.
• How to Sync
  • Click “Add Trades” (top right).
  • Select “Synchronization” (left menu).
  • Choose your broker from the dropdown.
  • Follow the on-screen instructions.
  • Click “Import Trades”.
• Important Notes
  • Trades import up to the settlement date.
  • To fetch new trades, click “Import” again (not automatic).
  • Settlement time and historical data limits vary by broker. Check your broker’s policies.

Import Trades via File

• Supported Brokers: See [link to list]
• How to Import:
  • Click “Add Trades” (top right)
  • Select “Import” (left menu)
  • Choose your broker from the dropdown
  • Follow the on-screen instructions.
  • Click “Import Trades”

Manually Typing Trades

For maximum control or unsupported brokers, enter trades manually:

• Method 1:  Manual Form
  • Click “Add Trades” (top right)
  • Select “Manual Entry” (left menu)
  • Fill in the form
  • To add multiple executions at once, click “Add Executions” before saving.
• Method 2: Trade Detail Page
  • Find the trade (Dashboard or Trades page) and click to open.
  • In the “Balance” view, click “ADD” under the existing executions.
  • Fill in the details, then click the plus icon to save.

Editing Executions

• Find the trade and open its detail page (“Balance” view).
• Click directly on the value you wish to change (e.g., the date)
• Edit the information and save.