Tradesyncer

Tradesyncer is a cloud-based trade copier. Once your broker connections and accounts are configured, copying runs on Tradesyncer’s infrastructure, so you don’t need to keep a desktop app running to…

General Info

A few simple habits will keep your copying stable, predictable, and easy to manage, whether you trade from your desk or on the go.

Best Practices

Important to know, known limitations and upcoming features

Known Limitations List

If trades aren’t copying to your follower accounts, copying feels delayed, or positions don’t match, follow this checklist in order.

Troubleshoot Trade Copying

Connection Troubleshooting: Disconnects, Login Failures, and more

Troubleshoot Connections

Start Here [MUST READ]

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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