Import Methods in Tradervue
In Tradervue, there are two primary methods for importing trade data: Standard Import and Broker Sync. Here's an overview of each method:
Standard Import
- Export Your Trade History:
Start by manually exporting your trade history from your broker's platform. This is typically done in a file format such as CSV or Excel.
- Upload to Tradervue:
Once you have exported the file, upload it to Tradervue through the interface provided.
- Data Parsing:
Tradervue will parse the data from the uploaded file and import your trade history into its system.
- Regular Updates:
Note that this method requires you to periodically export and upload new trade data files to keep your Tradervue records current.
Broker Sync
- Automated Data Retrieval:
Broker sync is a more automated process. Tradervue connects directly to your brokerage account via API integration.
- Regular Data Updates:
With broker sync enabled, Tradervue retrieves your trade data directly from your broker. This is typically done on a regular basis, often daily or in real-time.
- No Manual Uploads Required:
This integration eliminates the need for manual exporting and uploading of trade data files.
Limitations of Broker Sync
- Availability:
Broker sync may not be available with all brokers. This limitation can be due to API availability, technological compatibility, or commercial agreements restricting API access.
- Fallback to Standard Import:
If broker sync is not supported by your broker, you will need to use the standard import method, involving manual export and upload of trade data files.
For further assistance or if you have additional questions, feel free to reach out.
Need Help?
If you have questions or encounter issues importing data, please reach out to support@tradervue.com or use the "Contact Us" link below.