How to Create Portfolios – CSV Import
There are three ways that you can set up your broker account on the TradeSmith Finance site. You can: Link to the Brokerage Add…
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There are three ways that you can set up your broker account on the TradeSmith Finance site. You can: Link to the Brokerage Add…
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Synchronizing your data is the fastest way to pull in all of your stocks and options. To sync your brokerage account on TradeSmith Finance,…
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Sometimes, it can be helpful to duplicate your portfolio. This is helpful when researching new investments for your portfolio. Duplicating a portfolio in TradeSmith is…
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Here is a list of Australian brokers that we support for synchronization. Advanced Share Registry Services (Australia) AMG SuperFund (Australia) AMP (Australia) AMP (New Zealand)…
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This 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…
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Included here are the known issues we have faced with the Broker Synchronization feature. Our team is always in the process of improving the synchronizing…
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Many 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…
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Portfolio 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…
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When 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…
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The 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…
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