Friday, March 29, 2024
HomeStockBrokerage Portfolio Sync is back!

Brokerage Portfolio Sync is back!


Brokerage Portfolio Sync is back!

Those who have used SwingTradeBot for a few years may remember The last time I announced a portfolio sync was in 2018. Unfortunately, the service I was using went out of business in 2020, so Portfolio Sync stopped working. I was very disappointed when the service disappeared, as auto-sync is a great way to get the latest analysis of your current assets from SwingTradeBot.

Well, I am happy to announce Portfolio Sync is now back! This time by Fast Trading / Passive. Unlike previous service providers, this one actually has a business model – they charge a real fee for their services. 🙂 (and They are backed by Y Combinator) which means two things:

  • I am sure they will keep their word (unlike previous providers) and Continue to add more brokers.
  • this time Only paid SwingTradeBot members can take advantage of Portfolio Sync.

Just started Visit one of your portfolios and click the “Connect to Broker” button.

Click the “Connect via SnapTrade” button on the next page. This will take you to SnapTrade’s website where you can give them access to retrieve your brokerage assets.

Once you’re done granting permissions, just click the “Return to SwingTradeBot” button and you should see your newly synced portfolio in your portfolio list.

Portfolios will be automatically synced twice a day But there’s also a “Sync Now” button on each synced portfolio that you can click to sync instantly.

Here is the list of supported proxies:

  • Ally Investment
  • Alpaca
  • Dejiro
  • Interactive Brokers
  • Questrade
  • RBC Direct Investments
  • Robin Hood
  • bet
  • TD Ameritrade
  • trading post
  • traditional
  • wealth
  • wealth simple trade
  • Webull
  • Zeroda

The list will expand, so if your brokerage is not listed, keep an eye out for announcements of new brokerages.



Source link

RELATED ARTICLES

Most Popular

Recent Comments