Frequently Asked Question
Usage
What markets/assets do you cover?
You can use TraderSync for Stocks, Options, Forex, Futures, and Futures Options.
Do you have a mobile app?
Yes, available for TraderSync users.
Do you have a tutorial to learn how to use the platform?
We are constantly working on providing video tutorials on this section.
How can I delete all my trades to start fresh?
- Go to the Trades page
- Click on the checkbox on the header of the table. This will select all trades.
- Select Delete trades from Actions
- Click Submit
Can I generate a report for my taxes?
No, the platform is only intended for journal use, not for tax purposes.
Can I track my account balance?
No, most brokers fail to provide us with all the account adjustments for TraderSync to properly match the account balance. For example, ThinkorSwim most of the time do not report on commissions.
Importing
How many trades can I import?
Unlimited under any of the paying account types.
Which broker do you support?
Review the list of our brokers here.
How long does the app takes to import my trades?
No more than 30 seconds.
I do not see my broker, can you add it?
Yes, under the import page select OTHER under the broker input. Type the name of your broker and then attach us the csv with your exported trades from your brokers. As long as this attached file contains everything we need, we will add it in just a few days.
Billing
What is your refund policy?
We provide a 7 days free trial for users to check out the application before purchasing. This is why we do not provide refunds.
How do I get charge for the annual membership?
You will get charged one amount for the total amount of the year. You will be enrolled on a subscription and your discount will always be present as long as you do not cancel your account.
What payment method do you accept?
Credit cards only.
How can I cancel my subscription?
Click on Account Plan under Profile, then click Cancel Subscription.
Charting
Charts for CFDs
The system doesn’t show pre/post market data for CFD charts meaning that trades placed at those hours, won’t show entry/exit points correctly.