Connect your broker once. Supported new trades can then enter your Journal automatically.
Before you connect#
Have access to the broker account you want to use. Keep the provider sign-in window open and read the permission request before you approve it.
Connect the account#
- Sign in to Quantprove.
- Open the Journal connection flow.
- Select your broker or platform.
- Follow the provider instructions shown on screen.
- Choose the account if the provider returns more than one.
- Return to Quantprove and wait for the first sync to finish.
- Review the new trades in the Journal.
The exact authorization steps depend on the provider.
Check the connection#
A successful connection appears under connected accounts. Its status shows whether sync is ready, in progress, needs attention, or needs to reconnect.
New trades may enter the Journal as unassigned. Assign them to the correct Saved System before using them in a system comparison.
No broker option fits#
Use trade-file upload when your broker is unavailable or you prefer a file import.
The connection failed#
Open Fix a broker connection for cancelled authorization, missing accounts, sync errors, and reconnect requests.
If the problem continues, contact support with the broker name, account type without its number, exact message, and time of the attempt.