Automatic Account Syncing – Up to 2 Months

When you add your brokerage account to the platform, make sure to select the ‘Auto-Journal’ Feature enabled. By doing so, the system will automatically insert orders/trades from the last two months into the platform’s Journal.

After the brokerage is added, any trade executed on your brokerage website instead of through the platform portfolio will also be captured in the two-month time period.

Finally, there is no need to go to an account’s Order Status tab to update Journal Trade Tabs. Simply log in to the account from the Account Summary Tab. Trade tabs will automatically update for the last 2 months!