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.