New Feature: Sync Your Brokerage Account to a SwingTradeBot Portfolio

Thanks to the good folks at Trade.it and their API you can now sync your actual brokerage account to a SwingTradeBot portfolio. No longer will you have to manually add & remove positions in order to match what’s in your portfolio. SwingTradeBot will sync your portfolio a couple of times each day to keep things updated for you.

Here’s how to connect to your brokerage:

1. Click the “Link to Broker” button on your portfolio page.

2. Then you will be prompted to select your brokerage from a list. Here are the supported brokerages:

2a. Select your broker and click the “Connect to Broker" button.

 

3. On the next page, click the “Login to Your Broker Account” button.

A window will pop-up asking you to login to your brokerage account. 

You’ll then be asked to allow SwingTradeBot / TradeIt to connect to your account. 

3a. Depending on your broker you may then have to answer a security question.

3b. If you’re connecting an Interactive Brokers account you will have to wait a day or two for them to activate the connection.

4. That’s it! Visit your portfolio to see all the money you’re making

Published by TraderMike in portfolios site updates site features brokers

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