---
title: "How to Sync Trade Data"
description: "Learn how to set up trade feeds to sync your investment transactions from brokerage accounts."
section: "Bank feeds"
canonical: "https://banksync.io/docs/bank-feeds/sync-trades"
---

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

[![Choosing a feed's data type in the source step: a credit-card account offering Transactions, Balances and Loans, and a brokerage offering Trades, Holdings and Orders, with each type mapping its own fields.](https://cdn.banksync.io/videos/feed-data-types.poster.aab068ddd35cd6f7.png)](https://cdn.banksync.io/videos/feed-data-types.74f141571e05bb47.mp4)

[Watch: Choosing a feed's data type in the source step: a credit-card account offering Transactions, Balances and Loans, and a brokerage offering Trades, Holdings and Orders, with each type mapping its own fields.](https://cdn.banksync.io/videos/feed-data-types.74f141571e05bb47.mp4)

## 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**

1. **Connect your brokerage** — Go to the Banks tab and connect your brokerage account (Fidelity, Schwab, etc.).
2. **Create a trade feed** — Click Create Feed and select 'Trades' as the feed type in the Sources tab.
3. **Select accounts** — Choose the investment accounts to sync trades from. Investment accounts can't be mixed with
   checking/savings accounts in the same feed.
4. **Pick an integration** — In the Destination tab, choose which integration receives the data (Google Sheets, Excel,
   Notion, Airtable, or a database).
5. **Map fields** — Configure which trade fields map to the columns in your sheet or table.
6. **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](https://cdn.banksync.io/screenshots/banks/connect-search-brokerage.f87f5fe68a9fcfdb.png "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](/docs/bank-feeds/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.

## Common Use Cases

- **Trade Journal** — Keep a detailed log of all investment decisions
- **Tax Reporting** — Track cost basis and gains for tax preparation
- **Performance Analysis** — Analyze trading patterns and results

## Related guides

- [Connecting Brokerages](/docs/connecting-banks/brokerages): link your investment accounts first
- [How to Sync Holdings Data](/docs/bank-feeds/sync-holdings): current positions to pair with your trade history
- [Managing Sync Jobs](/docs/bank-feeds/managing-sync-jobs): how backfills are chunked, paused, and retried
- [Configuring Field Mappings](/docs/bank-feeds/field-mappings): full reference for the Mapping tab

[Connect Your Brokerage](/docs/connecting-banks/brokerages)