Synchronized portfolios import your positions directly from your broker. It is a one-way data transfer, and no one at TradeStops will ever see your broker credentials.

 

To set up your synced portfolio, take the following steps:

  1. Click Add Portfolio from the Portfolios page.
  2. Select the Synced option (Link to Brokerage).
  3. In the menu that appears, select (or search for) your broker.
  4. Fill out the form that appears with your broker credentials.
  5. The screen will then load and bring in your positions.

Once you have imported your portfolio, the following page will appear.

import portfolio success

IMPORTANT: Many brokers do not provide your Entry Dates and/or Entry Prices. You can manually add this information later with our Bulk Edit feature.