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How to View Broker Connection Status

Overview​

Check the connection status and health of your broker accounts.

Steps​

1. Navigate to Accounts​

  1. Go to Settings > Accounts
  2. View all your configured accounts

Screenshot: Accounts page

2. Check Status Indicators​

Each account shows:

  • Broker name and logo
  • Account name
  • Connection status (colored indicator)
  • Last sync time
  • Quick actions menu

Screenshot: Account card with status

Connection Status Types​

🟢 Connected (Green)​

  • Meaning: Active and syncing
  • Status: "Connected"
  • Action: None needed

Screenshot: Connected status

🟡 Pending (Yellow)​

  • Meaning: Authorization in progress
  • Status: "Pending Authorization"
  • Action: Complete OAuth flow

Screenshot: Pending status

🔴 Disconnected (Red)​

  • Meaning: Not connected
  • Status: "Disconnected"
  • Action: Click "Connect" to reconnect

Screenshot: Disconnected status

🟠 Expired (Orange)​

  • Meaning: Authorization expired
  • Status: "Connection Expired"
  • Action: Re-authorize

Screenshot: Expired status

⚫ Error (Gray)​

  • Meaning: Connection error
  • Status: "Connection Error"
  • Action: Check credentials, retry

Screenshot: Error status

Detailed Connection Info​

View Details​

  1. Click on any account card
  2. Expands to show full details:
    • Connection type (OAuth/API)
    • Last successful sync
    • Total trades synced
    • Auto-sync status
    • Error messages (if any)

Screenshot: Expanded details

Connection Health Score​

Some accounts show health indicator:

  • Excellent: All syncs successful
  • Good: Minor issues, mostly working
  • Poor: Frequent failures
  • Critical: Not working

Last Sync Information​

Sync Timestamp​

  • Shows exact date and time
  • Relative time: "5 minutes ago"
  • Absolute time: "Oct 30, 2024 at 2:30 PM IST"

Sync Status​

  • ✅ "Synced successfully"
  • ⏳ "Syncing now..."
  • ❌ "Last sync failed"
  • ⚠️ "Partial sync"

Screenshot: Sync information

Connection Mode Display​

Auto-Sync Accounts​

  • Shows "Auto-Sync Enabled" badge
  • Green checkmark indicator
  • Displays sync schedule

Manual Import Accounts​

  • Shows "Manual Import" badge
  • No auto-sync schedule
  • Shows last import time

Quick Actions from Status View​

For Connected Accounts​

  • Sync Now: Manual sync
  • View Trades: See imported trades
  • Edit: Update credentials
  • Disconnect: Stop connection

For Disconnected/Expired​

  • Connect/Reconnect: Start authorization
  • Delete: Remove account
  • Edit: Change settings

Screenshot: Quick actions menu

Status Page Quick View​

Header Summary​

At top of Accounts page:

  • Total accounts
  • Connected count
  • Issues count
  • Last sync status

Screenshot: Status summary

Monitoring Connection Health​

Best Practices​

✅ Check status daily
✅ Re-authorize expired connections
✅ Investigate error states promptly
✅ Keep one account connected minimum
✅ Monitor sync timestamps

Warning Signs​

⚠️ Multiple failed syncs
⚠️ Status keeps expiring
⚠️ Trades not appearing
⚠️ Connection cycling

Quick Tips​

  • Green = Good, Red = Action needed
  • Check before important analysis
  • Re-authorize proactively
  • Keep backup manual import method
  • Monitor email for connection alerts

Next Steps​

Troubleshooting​

Status stuck on pending? Complete OAuth authorization
Shows connected but not syncing? Try manual sync
Connection keeps expiring? Check broker API status
Can't see status? Refresh accounts page
Need help? Contact support@tradelyser.com