Which Brokers Connect to the Financial Tech Wiz Trading Journal?
The Financial Tech Wiz Trading Journal connects to 25+ brokers through Broker Auto Sync, a read-only daily sync. The free account imports broker CSVs, IBKR Flex reports and futures platform files instead.
Supported Brokers at a Glance
Broker Auto Sync is on the paid plan ($19/month or $119/year). How you connect tells you what the broker asks for: sign in on the broker’s own site, enter your broker login in the secure connection window, or paste an API key you create at the broker with read-only permissions. The last column shows the importer to pick on the free account. Column mapper means you upload the broker’s own CSV and match its columns once; the journal saves that mapping for next time. Broker names with a link open their step-by-step journal guide.
| Broker | Region | How you connect | Assets the broker reports | Broker Auto Sync (paid) | Free file import |
|---|---|---|---|---|---|
| Robinhood | US, UK, EU | Sign in with your broker | Stocks, ETFs, options, crypto | Yes | Robinhood CSV |
| Schwab and thinkorswim | US | Sign in with your broker | Stocks, ETFs, options | Yes | Charles Schwab CSV; thinkorswim statement |
| Interactive Brokers | International | Paste a Flex query ID and token | Stocks, ETFs, options | Yes | Flex Query CSV or Flex Web Service |
| Webull | US | Sign in with your broker | Stocks, ETFs, options | Yes | Webull CSV |
| Webull Canada | Canada | Sign in with your broker | Stocks, ETFs, options | Yes | Column mapper |
| tastytrade | US, International | Sign in with your broker | Stocks, ETFs, options, crypto | Yes | tastytrade CSV |
| Fidelity | US | Sign in with your broker | Stocks, ETFs, options | Yes | Fidelity CSV |
| E*TRADE | US | Sign in with your broker | Stocks, ETFs, options | Yes | E*TRADE CSV |
| TradeStation | US | Upload your TradeStation export | Stocks, options (from the file) | Not available (see note) | TradeStation CSV; Portfolio Maestro backtests |
| Tradier | US | Upload your Tradier export | Stocks, options (from the file) | Not available (see note) | Tradier CSV |
| Kraken | International | Paste a read-only API key | Crypto | Yes | Column mapper |
| Public | US | Sign in with your broker | Stocks, ETFs, options, crypto | Yes | Public CSV |
| Coinbase | International | Sign in with your broker | Crypto | Yes | Coinbase CSV |
| Binance | AU, CA, EU, India, UK | Paste a read-only API key | Crypto | Yes | Column mapper |
| Questrade | Canada | Sign in with your broker | Stocks, ETFs, options | Yes | Column mapper |
| Wealthsimple | Canada | Enter your broker login | Stocks, ETFs, crypto | Yes | Column mapper |
| Alpaca | US | Sign in with your broker | Stocks, ETFs, options, crypto | Paper accounts only (see note) | Column mapper |
| Moomoo | US, Canada | Sign in with your broker | Stocks, ETFs, options | Yes | Column mapper |
| Vanguard | US | Enter your broker login | Stocks, ETFs, mutual funds | Yes | Column mapper |
| Chase | US | Sign in with your broker | Stocks, ETFs, mutual funds | Yes | Column mapper |
| Empower | US | Sign in with your broker | Mutual funds | Yes | Column mapper |
| Wells Fargo | US | Sign in with your broker | Stocks | Yes | Column mapper |
| TD Direct Investing | Canada, US | Enter your broker login | Stocks, ETFs | Yes | Column mapper |
| Trading212 | AU, EU, UK, International | Paste a read-only API key | Stocks, ETFs | Yes | Column mapper |
| Degiro | EU | Enter your broker login | Stocks, ETFs | Yes | Column mapper |
| AJ Bell | UK | Enter your broker login | Stocks, ETFs | Yes | Column mapper |
| Stake Australia | Australia | Enter your broker login | Stocks, ETFs | Yes | Column mapper |
| Zerodha | India | Sign in with your broker | Stocks | Yes | Column mapper |
| Upstox | India | Sign in with your broker | Stocks, ETFs | Limited (see note) | Column mapper |
| CommSec | Australia | Enter your broker login | Stocks, ETFs | Limited (see note) | Column mapper |
| Bux | EU | Enter your broker login | Stocks, ETFs | Limited (see note) | Column mapper |
Not available means Broker Auto Sync cannot connect that broker right now: TradeStation and Tradier trades come in through their free named CSV importers, and Alpaca connects paper accounts only. Limited means the connection for that broker currently reports holdings and balances but not trade history. The journal builds trades only from reported executions, so trades from Upstox, CommSec and Bux may not import through Broker Auto Sync; use the free file import for those brokers. Vanguard, TD Direct Investing, CommSec and Upstox connections stay signed in for days rather than months, so expect to reconnect more often. Kraken, Binance and Trading212 connect with an API key: create it at the exchange with view or query permissions only, never trading or withdrawal rights. Trading212 Practice reports no trade history. The broker picker inside Broker Auto Sync shows what is available for your account. Broker status checked November 10, 2026.
What Broker Auto Sync Imports
Broker Auto Sync imports stocks, ETFs, options (including expirations, assignments and exercises), crypto and forex as the broker reports them. Treasury bills and bonds are skipped. It does not import futures; those come in through files, covered below.
The connection is read-only. The journal cannot place, change or cancel orders at your broker. Trades come from reported executions only: holdings never create trades or purchase dates, so a purchase made today may appear on a later sync. Compatible multi-leg option fills can group into one trade when the broker supplies a shared order reference; others import as single legs.
How to Connect Your Broker
Log in to the journal and open Broker Auto Sync from the sidebar, or open Trades, choose Import or sync, then Auto sync with broker.
- Open Broker Auto Sync and click Connect a broker.
- Choose your broker and sign in to authorize the read-only connection.
- Optionally set Import history from; leave it empty to import all the history your broker provides.
- Then tap the journal each broker account should feed: its own journal, a combined journal, or both.
The first sync imports the history your broker makes available, from the date you choose or from the start of what the broker provides. Available history varies by broker. For screenshots and every import method, see how to log trades in the journal.
How Often Trades Sync
Broker Auto Sync refreshes every morning before the market opens, and new activity can arrive sooner when your broker reports it. Use Sync now or Sync all to request an update at any time. Broker processing can delay new fills.
Routine updates never need a reset, so do not clear your trades to resync. If you delete a broker-imported trade, its fills stay skipped on later syncs until you use Restore deleted broker trades.
Unlinking an Account or Disconnecting a Broker
New journal links start with auto sync on. With auto sync on, unlinking an account or disconnecting the broker removes that account’s synced trades from the journal. To keep them, turn auto sync off on the journal link first; the trades then stay as a one-time import. Nothing at your brokerage changes either way.
File Imports on the Free Account
Every file import works on the free account. Open Trades, choose Import or sync, then Import from broker CSV, and pick your broker or platform. A preview shows the trades, skipped rows and duplicates before anything is saved.
- Named broker CSVs: Interactive Brokers, Charles Schwab, Robinhood, Fidelity, tastytrade, Public, Webull, E*TRADE, TradeStation, Tradier and Coinbase.
- Interactive Brokers: on the free account you can import through the IBKR Flex Web Service with your Flex token and query ID, or upload a Flex Query CSV. Broker Auto Sync is the paid option for automatic daily updates.
- Other platforms: thinkorswim account statements, MetaTrader 4 and 5 statements, TradingView paper trading history and strategy trade lists, DAS Trader, and TradeZella or Tradervue exports if you are moving from another journal.
- Anything else: upload any CSV and map its columns once.
Broker Auto Sync does not currently import futures. Export your trades from Tradovate, NinjaTrader or TopstepX and upload the file; the journal applies the contract multiplier.
| Futures platform | File to upload |
|---|---|
| Tradovate | Orders or Fills CSV (filled orders import) |
| NinjaTrader | Executions CSV |
| TopstepX | Trades CSV |
Charts, trade replay and MAE/MFE are not available for futures. The prop firm trading journal guide covers the futures and prop account workflow. A journal linked to Broker Auto Sync shows only the sync option in Import or sync, so keep file imports in a separate journal.
Free vs Paid
Free account: manual entry, CSV and file imports, IBKR Flex import, analytics, trade replay and MAE/MFE, no card. Paid plans ($19/month or $119/year) add Broker Auto Sync, the AI Trading Coach, today’s live and preliminary scan results and the full Official system backtests.
Connect your own journal to Claude or ChatGPT through the MCP server on any account. Paid plans add the full API and MCP server, including scanner results, signals and backtests.
Tracking Several Brokers
Each broker account can feed its own journal, a combined journal, or both, so you can review one account at a time and still see all your trading together. Each journal keeps its own trade history and analytics. The setup and auto sync guide explains how to structure journals, and the best trading journals guide compares the journal with other tools.