Accounts and data
Connect a broker or sync source
Set up a supported direct sync connection and understand how it differs from file import.
Some import sources support a direct connection; others only accept files. Check the source chooser in Data for the current availability and required credentials.
Connect and sync
- Open Data and choose a source marked as a direct account sync, or open Settings → Connections for connected sign-in providers.
- Follow that provider’s credential or authorization form. Enter credentials only in the JJI connection flow.
- Select the account and date/history options requested by the source.
- Start a sync and wait for the job status to complete.
- Review the imported trades in Trades and confirm the destination account.
Direct sync availability varies by provider and account. A saved provider connection does not mean every historical record is supported. Do not assume an automatic schedule unless the source’s status and UI state it. TradingView alert ingestion is configured separately; see webhooks.