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Broker Sync

Overview​

Trade Echo integrates with SnapTrade for broker sync. Connect your brokerage account to automatically import trades into your Trade Journal.

How to connect​

  1. Go to Profile > Broker Sync
  2. Select your broker from the supported list
  3. Follow the prompts to authorize the connection
  4. Trades will sync automatically after connection

Automatic trade import​

Once connected, trades from your brokerage account are imported into Trade Echo. You can view them in the Trade Journal and use them for performance analysis.

Supported brokers​

SnapTrade supports many major US brokers. Check the Broker Sync section in your Profile for the current list of supported brokerages.

Troubleshooting​

Trades aren't syncing?

  • Check your connection status in Profile > Broker Sync
  • Ensure the connection is active and not expired
  • Try disconnecting and reconnecting your broker
  • Some brokers may require re-authorization periodically

Reconnect if needed

If your connection has lapsed, go to Profile > Broker Sync and reconnect. You may need to re-enter your broker credentials.

Manual trade entry​

If broker sync is not available or you prefer to log trades manually:

  • Use the Add Trade button in the Trade Journal
  • You can also upload trades via CSV or Excel for bulk import