How to add a new trade manually?

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Add a trade your broker does not sync by typing it in yourself.

  1. Go to the Accounts page.
  2. Click the + icon at the right end of the row of the account you want to add the trade to. (Or click the three dots and choose Add Manual Trades.)
  3. In the Add Trades window, open the Add Manually tab if it is not already selected.
  4. Leave Market / Asset on Stock (Forex, Crypto, Options and Futures are also available) and choose the Action, Buy or Sell.
  5. Type the Symbol, for example AAPL.
  6. Check the Date and Time of the execution. They start at the current moment.
  7. Enter the number of Shares and the Price, with two decimals. Commissions and Fees are optional.
  8. Have more fills, such as the exit? Click Add Execution + and repeat the same fields.
  9. Click Save. The trade appears in the account and the trade count goes up by one.

Looking for other ways to bring trades in? See all the ways to add trades to TraderSync.

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