Education Center
Portfolios
How to Create Portfolios – CSV Import
Dec 13, 2021There are three ways that you can set up your broker account on the TradeSmith Finance site. You can: Link to the Brokerage Add Manually Upload from a .csv file This article explains how to upload a .csv file from your broker onto TradeSmith Finance. Once you are logged into the site, go to My Portfolios | Manage | Add…
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How do I synchronize my account with my online broker?
Dec 10, 2021Synchronizing your data is the fastest way to pull in all of your stocks and options. To sync your brokerage account on TradeSmith Finance, go to the My Portfolios tab and then the Manage tab. Next, click add portfolio. Select Link to Brokerage. Next, select your broker. If you don’t see an icon for the broker you can Search for…
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How to Duplicate a Portfolio
Oct 26, 2020Sometimes, it can be helpful to duplicate your portfolio. This is helpful when researching new investments for your portfolio. Duplicating a portfolio in TradeSmith is easy. First, go to the Manage area of My Portfolios. Next, select if your portfolio is Investment or Watch Only. You can see in our screenshot above that we were looking in our Watch Only…
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Which Australian Brokers Do You Support?
Oct 13, 2020Here is a list of Australian brokers that we support for synchronization. Advanced Share Registry Services (Australia) AMG SuperFund (Australia) AMP (Australia) AMP (New Zealand) AMP (WealthView) (New Zealand) AMP New Zealand (New Zealand) AMP North Super Personal (Australia) ANZ – Investments (New Zealand) ANZ (Australia) ANZ (Investor Access) (Australia) ANZ My Portfolio (Australia) ANZ Share Investing (Australia) ANZ Super…
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Syncing an International Portfolio (for outside the U.S.)
Oct 07, 2020This guide is designed to help our customers outside the U.S. sync their brokerage account. If you live in the U.S. and wish to sync your portfolio, please use this link. Our international users can follow along with the video below to sync their portfolio. And, here is a written guide for those who do not want to watch the…
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Known Broker Issues
Sep 25, 2020Included here are the known issues we have faced with the Broker Synchronization feature. Our team is always in the process of improving the synchronizing feature and adding more brokers to our list. Known issues with all Brokers Invalid Login Credentials If you accidentally type the wrong credentials or use a password manager, your brokerage account will not be able…
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Synchronization: Multi-Factor Authentication
Sep 25, 2020Many brokers require an extra field of security. You will need to enter that extra information when syncing with TradeSmith. Currently TradeSmith supports the following Security Challenge types: Two-factor authentication Security Questions IMPORTANT: Failing to respond to the Security Challenge within the allocated time will result in sync failure. Two-Factor Authentication Some brokerages will send you a security code/token to your…
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Synced Portfolio Troubleshooting
Sep 25, 2020Portfolio synchronization errors Your portfolio may fail to refresh due to one of the following reasons. User’s brokerage account is locked. This usually results from too many unsuccessful login attempts. Visit your broker site or contact their customer support to resolve this issue. If your credentials have changed, please update them in TradeSmith. Brokerage needs you to view a new…
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How Do I Edit My Portfolio Name?
Sep 17, 2020When you import your portfolio from your broker, it will come through with the last four digits of your brokerage account’s number. If you only have one portfolio, that’s not too hard to manage. But, if you have multiple portfolios, it might get a little hard to track. Luckily, changing your portfolio name is easy. You’ll do it from the…
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Portfolio Equity Performance Graph
Sep 15, 2020The Portfolio Equity Performance Graph determines the portfolio’s performance by calculating the daily gains and losses of your open and closed positions. You can view the equity percentage change on the graph based on a selected date range. Any date range can be selected; however, if you choose a start date that is prior to the entry date of your…
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