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
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.
Select account
Choose the investment account to sync trades from.
Choose destination
Select where to send trade data (Notion, Sheets, or Airtable).
Map fields
Configure which trade fields map to your destination columns.
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