Blog Posts Tagged with Brokers

Sync Your Fidelity Portfolio with SwingTradeBot

Good news for those of you who have Fidelity brokerage accounts -- you can now sync your Fidelity portfolios to SwingTradeBot . Here's the current list of supported brokerages:

Brokerage Portfolio Syncing is Back!

Those of you who've been using SwingTradeBot for a few years may remember when I last announced portfolio syncing in 2018.  Unfortunately the service I was using went out of business in 2020 and so the portfolio syncing stopped working.  I was very disappointed when that service went away because the automatic syncing was a great way to stay up-to-date with SwingTradeBot's analysis on your current holdings.

Well I'm glad to announce that portfolio syncing is now back!  This time it's powered by SnapTrade / Passiv.  Unlike the previous service provider, this one actually has a business model -- they're charging actual money for their services. :-)  (And they're backed by Y Combinator) That means two things:

New Feature: Sync Your Brokerage Account to a SwingTradeBot Portfolio

***We've switched to a new syncing service. See the details here***

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: