Broker Sync Is Live

What's new

You can now connect any of 20 brokers — Schwab, Fidelity, Robinhood, and Interactive Brokers and more, with thinkorswim accounts covered by the Schwab connection — and have your round-trip trades sync straight into your calendar, no more copying numbers over by hand.

The connection is brokered by SnapTrade, a dedicated broker-data provider built for exactly this. Your login goes to your broker's own site or SnapTrade's secure portal — never to Trend Chasers.

Read-only, on purpose

Broker sync only reads your trade history. Trend Chasers cannot see your account balance, buying power, or holdings beyond what's needed to reconstruct closed trades — and it cannot place, modify, or cancel a single trade on your behalf.

Think of it as a one-way mirror: your trade history flows in for the journal, and nothing ever flows back out to your brokerage account.

How to turn it on

Open Connect broker from the sidebar, choose your broker from the 20 brokers supported, and approve the read-only connection on your broker's own site. Come back, click Refresh, then Sync trades on your account — your history fills in automatically.

Nothing changes if you'd rather not connect anything. Manual entry works exactly as it always has, and the two mix freely — sync one account, log another by hand.

Syncing happens when you ask for it

On Free, Silver and Gold, Trend Chasers never reaches out to your broker on its own — your trades come in when you open Connect broker and press Sync, and at no other time. Diamond adds an automatic import that runs on weekday mornings, after the US close and before you open the app; it is on by default and there is a switch for it in Settings.

The manual button stayed the default for a reason. A version that synced by itself on app open was briefly live in August 2026 and was withdrawn: it could run before your journal had finished loading, fail to recognise the trades you already had, and import your history a second time. The morning import is the version with that guarantee — it reads a window rather than your whole history, and every trade it brings in is matched against what you already have before anything is written.

Pressing Sync as often as you like is safe. Every synced trade carries an id from your broker, so a trade already in your journal is recognised and skipped rather than added again.

Disconnect anytime

Go to Connect broker and click Disconnect on any linked account. That revokes access immediately — the trades you already synced stay in your journal, but nothing new comes in until you reconnect.