Add broker accounts | Voters

Add broker accounts

João Rodrigues

Give the possibility to add a broker account (like bank accounts) to track the transactions instead of importing from a file. The advantage would be that the transaction will appear on the app automatically without the need to upload a file every time a transaction is done

April 2, 2023

Diogo Cardoso

We're thinking about this and have started looking into different ways to do it. The problem is that a lot of trading platforms don't let you connect to them from the outside, and the solutions we've found so far aren't perfect - either they make users give up their login details or they need a special browser extension.

For now, we recommend just uploading a file with your trading data every week or every month, depending on how often you trade.