Instead of exporting CSVs, you can connect your brokerage once and let trades sync in automatically. This runs through SnapTrade, a broker-connection service, and is available on Essential and Pro plans.
Connecting a brokerage
- Open Settings → Broker Sync.
- Click Connect a brokerage and complete the secure connection portal.
- Map the connected brokerage account to one of your Ledger accounts.
The exact steps differ per broker — see Connecting each broker for auto-sync for the step-by-step (Interactive Brokers in particular needs a couple of setup steps first).
What syncs
We pull your trade activity — including years of history for backfill — and turn it into trades and legs, de-duplicated against what you already have. Multi-fill orders keep their legs. You can trigger a manual Sync now or let it run on a schedule.
Balances
After a sync, the linked account's starting balance is set so your displayed current balance matches the broker's total value.
When your plan changes
- Free trial: a trial includes auto-sync. When the trial ends without a subscription, auto-sync pauses. The reminder a few days before the end says so if you have a broker connected.
- Free plan, or a cancelled subscription: every connection pauses.
- Moving to a plan with fewer connections: your oldest connections keep syncing, up to what the plan includes. The newest ones pause.
A paused connection shows Paused by plan on the Brokers page. It isn't deleted: trades already synced stay in your journal, and subscribing or upgrading resumes it on the next scheduled run, with no need to reconnect. File imports keep working on every plan.
If a sync stops working
Broker connections can expire or be revoked on the broker's side — see Fixing a broker connection that stopped syncing for the fix.
Note: broker coverage and availability depend on the connection service and your plan. See Supported brokers.