Click here to learn about TradeLog's next generation BrokerConnect powered by SnapTrade.
To import your trade history by using BrokerConnect (if available):
- From the Account menu, click the Broker Connect button.
- If your broker is supported for BrokerConnect through SnapTrade, then first link your account by following these steps: Linking Your Account with SnapTrade. (If your broker is not supported, then follow the appropriate instructions per broker to import: TradeLog Supported Broker List)
- Select a date range, or click one of the radio buttons as seen in the example below. TradeLog will automatically select the From and To date based on your range selection, you can change the From and To date manually as well. For some brokers, there will be a 90 day limit per import, and for some brokers, you cannot import the last 2 calendar days. (See individual broker instructions for limitations, if any.)
Repeat steps above until all data has been imported.
Return to Importing your Trade History
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