How to Sync Trade Data

Learn how to set up trade feeds to sync your investment transactions from brokerage accounts.

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Trade Data Fields
Setting Up a Trade Feed
How trade syncs behave
Common Use Cases
Related guides

Trade feeds sync your investment transactions including stock purchases, sales, dividends, and other brokerage activity. Track your trading history across multiple accounts.

Buy & Sell Orders

Track all equity trades

Dividends

Dividend payments received

Transfers

Deposits and withdrawals

Options & More

Complex trade types

Trades and the other investment data types.

Trade Data Fields#

Trade Date

When the trade executed

Symbol

Stock ticker symbol

Type

Buy, sell, dividend, etc.

Quantity

Number of shares

Price

Price per share

Total

Total trade value

Fees

Commission and fees

Account

Brokerage account

Setting Up a Trade Feed#

Setup Steps

Connect your brokerage
Go to the Banks tab and connect your brokerage account (Fidelity, Schwab, etc.).
Create a trade feed
Click Create Feed and select 'Trades' as the feed type in the Sources tab.
Select accounts
Choose the investment accounts to sync trades from. Investment accounts can't be mixed with checking/savings accounts in the same feed.
Pick an integration
In the Destination tab, choose which integration receives the data (Google Sheets, Excel, Notion, Airtable, or a database).
Map fields
Configure which trade fields map to the columns in your sheet or table.
Schedule or backfill
Set a recurring schedule for ongoing activity. For history, use "Start from the beginning" in the Sync Now dialog on a fresh feed to pull in all available past trades.

The BankSync bank connection dialog with a search field, showing brokerage institutions available to connect — Brokerages connect from the same Banks tab search as banks

Brokerage Support

Trade data is available for major brokerages including Fidelity, Charles Schwab, E*TRADE, and Robinhood. Data availability (and how far back history goes) varies by institution.

How trade syncs behave#

First sync: trades are event records like transactions, so they can be backfilled. On a new feed the first sync backfills available history; long backfills are processed in 7-day chunks (see Managing Sync Jobs).
Subsequent syncs: incremental runs pick up new activity since the last sync.
Deduplication: each trade is keyed on the provider's unique identifier, so overlapping date ranges and manual re-runs don't create duplicate rows.
One data type per feed: trades, holdings, and balances are separate feed types. Pair a trade feed with a holdings feed if you want both activity and current positions.