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…
Read now
Archive
December 2021
How do I synchronize my account with my online broker?
Synchronizing your data is the fastest way to pull in all of your stocks and options. To sync your brokerage account on TradeSmith Finance,…
Read nowOctober 2020
How to Duplicate a Portfolio
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…
Read now
Which Australian Brokers Do You Support?
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)…
Read now
Syncing an International Portfolio (for outside the U.S.)
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…
Read nowSeptember 2020
Known Broker Issues
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…
Read now
Synchronization: Multi-Factor Authentication
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…
Read now
Synced Portfolio Troubleshooting
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…
Read now
How Do I Edit My Portfolio Name?
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…
Read now
Portfolio Equity Performance Graph
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…
Read now