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Broker Sync

Forward broker confirmation emails to your unique TradeBeat address and trades are imported automatically. Use the forwarding address listed below to forward your trade confirmation.

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Per-broker setup

How it works

  1. Log in to your broker and set trade-confirmation emails to forward to the address above.
  2. Or manually forward a confirmation email any time.
  3. TradeBeat detects the broker, extracts your trade, and adds it to your journal automatically.