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How to use Auto-Sync journaling

The Auto-Sync feature makes it easy to keep your Tradesyncer Journal up to date by automatically importing your trades directly from your broker connection.

How it works

For every account you add in Tradesyncer, you'll have two ways to sync:

1) Dashboard Sync (daily)

On the Dashboard (Journaling module), you'll see a Sync button.

  • Clicking Sync will sync all accounts currently added to Tradesyncer.

  • It syncs only today's trades, starting from the CME open.

  • All synced trades (including broker fees) are securely stored in your Tradesyncer Journal.

2) Manage Data Sync (custom range)

In Manage Data, you can sync each account individually and choose a specific time range.

  • Recommended for older or backfilling data (previous days or weeks).

  • Also supports managing both autosynced and manually uploaded trades in the same place.

Recommended workflow: Use Manage Data to sync or import older trades, then keep everything up to date with the daily Dashboard Sync, which syncs all accounts for that day.


Managing data

You can delete trades at any time under Manage Data.

  • Manage autosynced and manually uploaded trades from the same page.

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