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How to Sync Trades from Connected Broker

Overview​

Manually trigger trade synchronization from your connected broker account.

When to Manual Sync​

Common Scenarios​

🔄 After completing trades
🔄 Before reviewing performance
🔄 When auto-sync seems delayed
🔄 After market close
🔄 Before generating reports

Steps​

Method 1: From Accounts Page​

1. Go to Accounts​

  1. Navigate to Settings > Accounts

Screenshot: Settings accounts

2. Locate Your Account​

  1. Find the connected broker account
  2. Check it shows "Connected" status ✅

Screenshot: Connected account

3. Open Menu​

  1. Click three dots (⋮) on the account
  2. Account menu appears

Screenshot: Account menu

4. Click Sync Now​

  1. Select "Sync Now" option
  2. Sync process begins

Screenshot: Sync now option

5. Wait for Completion​

  • Progress indicator shows
  • "Syncing..." message displays
  • Takes 10-30 seconds typically

Screenshot: Syncing in progress

6. Sync Complete​

  • Success message appears
  • Last sync time updates
  • New trades imported

Screenshot: Sync complete

Method 2: From Dashboard​

Quick Sync Button​

  1. On Dashboard page
  2. Click "Sync" button in header
  3. Syncs currently selected account

Screenshot: Dashboard sync button

Success!​

Your trades are synced and up to date.

What Gets Synced​

Imported Data​

✅ New executed orders
✅ Closed positions
✅ Updated open positions
✅ Latest P&L
✅ Fees and charges
✅ Entry/Exit prices
✅ Quantities

Sync Behavior​

  • Only new/changed trades imported
  • Duplicates automatically prevented
  • Existing trades not overwritten
  • Smart reconciliation

Sync Status Messages​

Success Messages​

✅ "Sync completed successfully"
✅ "5 new trades imported"
✅ "All trades up to date"

Info Messages​

ℹī¸ "No new trades found"
ℹī¸ "Already synced recently"
ℹī¸ "Sync in progress"

Error Messages​

❌ "Connection expired - please reconnect"
❌ "Broker API unavailable"
❌ "Network error - try again"

Sync Frequency​

Auto-Sync Schedule​

  • Market Hours: Every 30-60 minutes
  • After Market: Once at 4:00 PM
  • Daily: Complete reconciliation

Manual Sync Limits​

  • Unlimited: Sync as often as needed
  • Cooldown: 30 seconds between syncs
  • Best Practice: After major trading sessions

Last Sync Timestamp​

View when last synced:

  • Shows under account name
  • Format: "Last synced: 5 minutes ago"
  • Updates after each sync

Screenshot: Last sync time

Quick Tips​

  • Sync after day's trading
  • Check sync status before analysis
  • Manual sync faster than waiting
  • Sync all accounts if you have multiple
  • Check sync history for details

Multiple Accounts​

Sync All:

  1. Sync each account individually
  2. Or use "Sync All Accounts" button (if available)
  3. Waits for all to complete

Next Steps​

Troubleshooting​

Sync button disabled? Connection may be expired
Sync failing repeatedly? Check broker API status
Some trades missing? Try full historical sync
Duplicate trades? System prevents this automatically
Sync stuck? Refresh page and retry
Need help? Contact support@tradelyser.com