Broker support

Connect your broker

Find your broker, see how its trades get into Leaf Edge, then connect it or import a file.

9 brokers and 16 more file formats

Brokers

Interactive Brokers

Flex reports; coverage depends on the report and asset

Strongest evidence: Checked on real data

  • File import
  • IBKR Flex
  • Auto-sync daily via SnapTrade
Connect Interactive BrokersImport guide for Interactive Brokers
Limits and evidence

Our best-tested broker. Real export files and a real Flex report have been checked; a live journal has not been verified end to end.

ImportsStocksOptionsFutures

Reviewed 24 Sept 2026

File import

Checked on real data

Real files checked · limited coverage

Trade Confirmation CSV and XML have been checked against a real export. Other statement variants have separate limits.

Plan
Every plan, including Free
How current
As current as your latest export: it imports when you upload.
  1. Built: Partly passed
  2. Real data: Partly passed
  3. Re-import: Passed
  4. Live journal: Not yet
What is missing (3)
  • Complete opening history is required; the checked confirmation sample contains 11 incomplete-history entries.
  • Execution files require currency, commission, multiplier and stable fill IDs. Cancellation files and unresolved option events are withheld for reconciliation.
  • Unzoned IBKR execution times are interpreted in Eastern time. Multi-account and overlapping-section files are refused.

Next check: Reconcile a complete real account through upload, journal and repeat import.

Import guide

Direct connection

Checked on real data

Direct Flex · live verification pending

Connect a Flex token and separate Trade Confirmation and Activity Query IDs. Run Fast Sync or Full Sync from Leaf Edge.

Plan
Pro and Ultimate
How current
When you run Fast or Full Sync. Scheduled imports are off.
  1. Built: Partly passed
  2. Real data: Partly passed
  3. Re-import: Passed
  4. Live journal: Not yet
What is missing (3)
  • Scheduled imports are disabled by default and have not been verified on a live account.
  • Linked-account reports require an explicit IBKR account number or an already bound journal. Requests sharing a token are serialized.
  • The corrected real Full report passes strict parsing for both accounts, but six closes lack opening history in its 365-day window. Two historical option reversals change open/close classification from confirmation to Activity; Full reconciliation is necessary. The Today-only Fast report was empty. Unzoned IBKR times are stored as New York wall-clock digits; the true-UTC migration is deferred. Deployed journal writes and fresh-fill latency remain unverified.

Next check: Backfill missing openings, review stored timestamps, then prove a fresh fill, repeat sync and scheduled imports in the deployed journal.

Set up manual Flex import

Automatic sync via SnapTrade

Awaiting verification

Connection option · unverified

IBKR is a delayed connection option. Use direct Flex for the intraday reporting route.

Plan
Pro and Ultimate
How current
A day behind: SnapTrade updates transactions once a day.
  1. Built: Partly passed
  2. Real data: Not yet
  3. Re-import: Not yet
  4. Live journal: Not yet
What is missing (2)
  • SnapTrade updates transactions once a day, a day behind, so today's trades do not arrive through this route. Leaf Edge does not ingest intraday orders.
  • A live broker trade reaching the journal end to end has not been verified.

Next check: Lower priority: prove one broker-confirmed round trip on the intended account.

Import guide

Trading 212

Invest / Stocks ISA only

Strongest evidence: Awaiting verification

  • File import
Import a file Trading 212Import guide for Trading 212
Limits and evidence

Invest and Stocks ISA import by file, tested on synthetic exports. A real account has not been reconciled yet, and CFD accounts are not supported.

ImportsStocks

Reviewed 24 Sept 2026

File import

Awaiting verification

Parser tested · real account unverified

An Invest/ISA parser exists covering both export families with synthetic fixture coverage. The current order-activity export overlaps API history in the same account after isolated PostgreSQL replay. The real CFD export does not verify this route.

Plan
Every plan, including Free
How current
As current as your latest export: it imports when you upload.
  1. Built: Partly passed
  2. Real data: Not yet
  3. Re-import: Not yet
  4. Live journal: Not yet
What is missing (2)
  • No real Invest/ISA account reconciliation is recorded.
  • CFD exports are unsupported and rejected.

Next check: Obtain a consented Invest/ISA export and reconcile it through persistence and the journal.

Import guide

Direct connection

Switched off for now

Built and tested on synthetic data, and switched off until stored broker keys are hardened. Use file import for Trading 212 meanwhile.

  1. Built: Partly passed
  2. Real data: Not yet
  3. Re-import: Passed
  4. Live journal: Not yet
What is missing (4)
  • Live Invest/ISA reconciliation is unverified; scheduled daily refresh is disabled by default.
  • CFD, pence-denominated prices and cross-currency fees are rejected by this path.
  • Corporate actions require reconciliation. The current backfill limit is 20,000 execution/exception observations.
  • Same-account overlap with the current order-activity export family, both import orders, and fractional fill persistence are replay-proven on an isolated database.

Next check: Verify a real Invest/ISA account, pagination, CSV overlap and broker totals before enabling scheduled imports.

Automatic sync via SnapTrade

Experiencing issues

Connection option · unverified

Issue: In our own test on 17 October 2026, a new Trading 212 connection through SnapTrade had brought in no trade history after 13 hours. Use file import for Trading 212.

Invest/ISA connection option only. Provider history and quantity limitations need reconciliation before recommendation.

Plan
Pro and Ultimate
How current
A day behind: SnapTrade updates transactions once a day.
  1. Built: Partly passed
  2. Real data: Not yet
  3. Re-import: Not yet
  4. Live journal: Not yet
What is missing (2)
  • SnapTrade updates transactions once a day, a day behind, so today's trades do not arrive through this route. Leaf Edge does not ingest intraday orders.
  • A live broker trade reaching the journal end to end has not been verified.

Next check: Lower priority: prove one broker-confirmed round trip on the intended account.

Trading 212 CFD

CFD account; separate from Invest / Stocks ISA

Strongest evidence: Unsupported

Not supported by any route. CFD exports are rejected with a message rather than imported wrong.

Limits and evidence

Reviewed 24 Sept 2026

File import

Unsupported

The real CFD export is explicitly rejected. Position totals, FX and overnight financing are not modeled yet.

Direct connection

Unsupported

Trading 212's public API does not cover CFD accounts.

Automatic sync via SnapTrade

Unsupported

The Trading 212 connection covers Invest/ISA, not CFD accounts.

tastytrade

Stocks and equity options in the checked transaction format

Strongest evidence: Checked on real data

  • File import
  • Auto-sync daily via SnapTrade
Connect tastytradeImport guide for tastytrade
Limits and evidence

A real export reconciles for equity options. Stock trades are tested on synthetic files; assignment, exercise and futures options are not covered by the real check.

ImportsStocksOptionsFutures

Reviewed 24 Sept 2026

File import

Checked on real data

Real file verified · limited coverage

Real 6-execution equity-options CSV export reconciles net cash, zero rejections, and journal totals, including explicit option expirations and mini options.

Plan
Every plan, including Free
How current
As current as your latest export: it imports when you upload.
  1. Built: Partly passed
  2. Real data: Passed
  3. Re-import: Passed
  4. Live journal: Not yet
What is missing (3)
  • Assignment, exercise and futures options are not supported by this checked path.
  • Cash movements are not journal executions. Complete opening history is needed.
  • Live end-to-end account certification is still outstanding.

Next check: Verify the complete real export in the journal, including an unchanged repeat import.

Import guide

Direct connection

Switched off for now

Built and tested on synthetic data, and switched off until stored broker keys are hardened. Use file import for tastytrade meanwhile.

  1. Built: Partly passed
  2. Real data: Not yet
  3. Re-import: Passed
  4. Live journal: Not yet
What is missing (3)
  • Live account reconciliation is unverified; scheduled daily refresh is disabled by default.
  • Stocks and equity options, including explicit expirations, have synthetic coverage. Assignment, exercise, futures, and adjusted deliverables remain unsupported.
  • Estimated fees or inconsistent records block completion. Shared third-party OAuth applications need broker approval; personal grants are direct.

Next check: Reconcile a real account through OAuth, repeated sync, corrections and the journal before enabling scheduled imports.

Automatic sync via SnapTrade

Awaiting verification

Connection option · unverified

A third-party connection option; provider order capabilities do not establish intraday journal imports in Leaf Edge.

Plan
Pro and Ultimate
How current
A day behind: SnapTrade updates transactions once a day.
  1. Built: Partly passed
  2. Real data: Not yet
  3. Re-import: Not yet
  4. Live journal: Not yet
What is missing (2)
  • SnapTrade updates transactions once a day, a day behind, so today's trades do not arrive through this route. Leaf Edge does not ingest intraday orders.
  • A live broker trade reaching the journal end to end has not been verified.

Next check: Lower priority: prove one broker-confirmed round trip on the intended account.

Import guide

Charles Schwab

Brokerage accounts; stocks and options

Strongest evidence: Awaiting verification

  • File import
  • Auto-sync daily via SnapTrade
Connect Charles SchwabImport guide for Charles Schwab
Limits and evidence

Offered, not yet proven. The file parser passes synthetic tests; no real Schwab export has been checked.

ImportsStocksOptions

Reviewed 28 Sept 2026

File import

Awaiting verification

Parser tested · real export unverified

A Schwab transactions parser exists, with synthetic coverage of its date, rejected-row and fee handling.

Plan
Every plan, including Free
How current
As current as your latest export: it imports when you upload.
  1. Built: Partly passed
  2. Real data: Not yet
  3. Re-import: Not yet
  4. Live journal: Not yet
What is missing (1)
  • No real Schwab export has been checked.

Next check: Obtain a consented real export and reconcile it through the journal and a repeat import.

Import guide

Direct connection

Not available

Leaf Edge has no direct connection to Schwab. Use file import or SnapTrade.

Automatic sync via SnapTrade

Awaiting verification

Connection option · unverified

A third-party connection option for stocks and options.

Plan
Pro and Ultimate
How current
A day behind: SnapTrade updates transactions once a day.
  1. Built: Partly passed
  2. Real data: Not yet
  3. Re-import: Not yet
  4. Live journal: Not yet
What is missing (2)
  • SnapTrade updates transactions once a day, a day behind, so today's trades do not arrive through this route. Leaf Edge does not ingest intraday orders.
  • A live broker trade reaching the journal end to end has not been verified.

Next check: Lower priority: prove one broker-confirmed round trip on the intended account.

Import guide

Robinhood

Brokerage accounts; stocks and options

Strongest evidence: Awaiting verification

  • File import
  • Auto-sync daily via SnapTrade
Connect RobinhoodImport guide for Robinhood
Limits and evidence

Offered, not yet proven. The file parser passes synthetic tests; no real Robinhood export has been checked.

ImportsStocksOptions

Reviewed 28 Sept 2026

File import

Awaiting verification

Parser tested · real export unverified

A Robinhood account-activity parser exists, with synthetic coverage of orders and open/close handling.

Plan
Every plan, including Free
How current
As current as your latest export: it imports when you upload.
  1. Built: Partly passed
  2. Real data: Not yet
  3. Re-import: Not yet
  4. Live journal: Not yet
What is missing (2)
  • No real Robinhood export has been checked.
  • Robinhood's account reports leave crypto out, so crypto is not imported.

Next check: Obtain a consented real export and reconcile it through the journal and a repeat import.

Import guide

Direct connection

Not available

Leaf Edge has no direct connection to Robinhood. Use file import or SnapTrade.

Automatic sync via SnapTrade

Awaiting verification

Connection option · unverified

A third-party connection option for stocks and options.

Plan
Pro and Ultimate
How current
A day behind: SnapTrade updates transactions once a day.
  1. Built: Partly passed
  2. Real data: Not yet
  3. Re-import: Not yet
  4. Live journal: Not yet
What is missing (2)
  • SnapTrade updates transactions once a day, a day behind, so today's trades do not arrive through this route. Leaf Edge does not ingest intraday orders.
  • A live broker trade reaching the journal end to end has not been verified.

Next check: Lower priority: prove one broker-confirmed round trip on the intended account.

Import guide

Webull

Brokerage accounts; stocks and options

Strongest evidence: Awaiting verification

  • File import
  • Auto-sync daily via SnapTrade
Connect WebullImport guide for Webull
Limits and evidence

Offered with a known limit: Webull's export has no execution ID, so identical fills in the same second can't be told apart.

ImportsStocksOptions

Reviewed 28 Sept 2026

File import

Awaiting verification

Parser tested · real export unverified

A Webull orders parser exists for stocks and options, with synthetic coverage.

Plan
Every plan, including Free
How current
As current as your latest export: it imports when you upload.
  1. Built: Partly passed
  2. Real data: Not yet
  3. Re-import: Not yet
  4. Live journal: Not yet
What is missing (2)
  • No real Webull export has been checked.
  • Webull's export has no execution ID, so identical fills in the same second of a partial export can't be told apart.

Next check: Obtain a consented real export and reconcile it through the journal and a repeat import.

Import guide

Direct connection

Not available

Leaf Edge has no direct connection to Webull. Use file import or SnapTrade.

Automatic sync via SnapTrade

Awaiting verification

Connection option · unverified

A third-party connection option for stocks and options.

Plan
Pro and Ultimate
How current
A day behind: SnapTrade updates transactions once a day.
  1. Built: Partly passed
  2. Real data: Not yet
  3. Re-import: Not yet
  4. Live journal: Not yet
What is missing (2)
  • SnapTrade updates transactions once a day, a day behind, so today's trades do not arrive through this route. Leaf Edge does not ingest intraday orders.
  • A live broker trade reaching the journal end to end has not been verified.

Next check: Lower priority: prove one broker-confirmed round trip on the intended account.

Import guide

Fidelity

US brokerage accounts; stocks and options

Strongest evidence: Awaiting verification

  • Auto-sync daily via SnapTrade
Connect FidelityImport guide for Fidelity
Limits and evidence

Automatic sync through SnapTrade only. There is no Fidelity file import yet.

ImportsStocksOptions

Reviewed 28 Sept 2026

File import

Not available

No Fidelity export format is supported yet.

Direct connection

Not available

Leaf Edge has no direct connection to Fidelity.

Automatic sync via SnapTrade

Awaiting verification

Connection option · unverified

The only route for Fidelity today: a third-party, read-only connection.

Plan
Pro and Ultimate
How current
A day behind: SnapTrade updates transactions once a day.
  1. Built: Partly passed
  2. Real data: Not yet
  3. Re-import: Not yet
  4. Live journal: Not yet
What is missing (2)
  • SnapTrade updates transactions once a day, a day behind, so today's trades do not arrive through this route. Leaf Edge does not ingest intraday orders.
  • A live broker trade reaching the journal end to end has not been verified.

Next check: Lower priority: prove one broker-confirmed round trip on the intended account.

Import guide

E*TRADE

US brokerage accounts; stocks and options

Strongest evidence: Awaiting verification

  • Auto-sync daily via SnapTrade
Connect E*TRADE
Limits and evidence

Automatic sync through SnapTrade only. There is no E*TRADE file import yet, and option expirations through sync are unresolved.

ImportsStocksOptions

Reviewed 28 Sept 2026

File import

Not available

No E*TRADE export format is supported yet.

Direct connection

Not available

Leaf Edge has no direct connection to E*TRADE.

Automatic sync via SnapTrade

Awaiting verification

Connection option · unverified

The only route for E*TRADE today: a third-party, read-only connection.

Plan
Pro and Ultimate
How current
A day behind: SnapTrade updates transactions once a day.
  1. Built: Partly passed
  2. Real data: Not yet
  3. Re-import: Not yet
  4. Live journal: Not yet
What is missing (3)
  • SnapTrade updates transactions once a day, a day behind, so today's trades do not arrive through this route. Leaf Edge does not ingest intraday orders.
  • A live broker trade reaching the journal end to end has not been verified.
  • Option expirations arriving through this route are not resolved yet.

Next check: Lower priority: prove one broker-confirmed round trip on the intended account.

Other file formats

Exchanges, platforms and other journals you can import by file, on every plan including Free. Each has a file parser and none is certified; where a real export has been checked, its note says so.

Using another journal? Read what imports from TradesViz and from Tradervue, and what doesn't.

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Three ways in

Pick how your trades come in.

Use one way in for each account, so no trade is counted twice.

  • File import

    Every plan, including Free

    • Export your history from your broker and drop the file in.
    • You check a preview before anything is saved, with a reason for every row left out.
    • As current as your latest export.
    How file import works

  • IBKR Flex

    Pro and Ultimate

    • Add your Flex token and the query IDs for Trade Confirmation and Activity.
    • You run it from Leaf Edge, as a Fast or Full Sync. Scheduled imports are off.
    • Read-only: Leaf Edge fetches your Flex reports when you run it.
    Set up IBKR Flex

  • Auto-sync daily via SnapTrade

    Pro and Ultimate

    • Read-only. New trades come in by themselves once a day, the day after you place them.
    • You sign in to your broker in SnapTrade's window. Leaf Edge never sees your broker password.
    • Covers stocks, ETFs and options, not futures.
    How SnapTrade works

How we test each route

Four checks, each with a receipt.

Every label on this page comes from these checks, and a route climbs only when one passes. Tests on synthetic data never count as real-data evidence, and checking one account type says nothing about another. Records older than 45 days are flagged for a re-check.

broker accounts tracked route by route
9
routes checked on real data
3
routes verified end to end
0
last reviewed
28 Sept 2026
  1. 01

    Built and tested

    The route exists and passes tests on synthetic data.

  2. 02

    Checked on real data

    A real export or report from a consenting account went through it.

  3. 03

    Re-import proven safe

    Importing the same history again, or through a second route, adds nothing twice.

  4. 04

    Verified in a live journal

    A real account reached a live journal end to end and its owner checked the result.

  • Verified every check passed, owner-confirmed, no open limit
  • Checked on real data a real export or report went through
  • Awaiting verification built and tested on synthetic data only
  • Experiencing issues an active problem is recorded
  • Switched off for now built, not offered yet

What the file labels mean: A parser exists with synthetic fixture coverage. Some formats also have real-file checks; full account and live journal certification is outstanding. Check the method-specific limits. No broker is certified end to end yet. Evidence for a sample does not establish complete account history.

SnapTrade coverage: SnapTrade is a secondary, read-only connection option with broker-specific coverage. It updates transactions once a day, a day behind, so today's trades do not arrive through it. Leaf Edge does not carry futures through this route, and a live trade reaching the journal end to end is not yet verified. IBKR also offers direct, manual Flex sync. Check connection options in Leaf Edge; a provider listing is not proof that trades have reached your journal.

Don't see your broker?

Tell us which broker and account type you use. Requests decide what we build next, and an account holder willing to help is how a route moves from awaiting verification to verified.

Request a brokerHelp verify a route

Help us verify your broker import

A month of Pro for you and a friend.

Pick your broker and the way your trades come in, and tell us what you trade. We agree the scope with you first, run the check together, and record what we find here. When the agreed check is done, you get a month of Pro and a code for a friend.

Create a free accountSign in to request a check
The terms, briefly
  • An agreed check means we agree the scope with you first: which export or connection, which dates, and which checks we run. Importing a file or connecting a broker on its own is not a check.
  • When the agreed check is done, you get a month of Pro (30 days) and one code for a friend. It counts whether the import passes or shows us a problem.
  • The month of Pro needs no card and ends by itself; you go back to Free unless you choose to subscribe. If you subscribe during it, billing starts when you subscribe.
  • Already on Pro or Ultimate? We credit your next bill with a month of Pro (£29) instead.
  • One reward per broker route per person. A route is one broker and one way in: file import, direct connection or SnapTrade.
  • The first passed real-data check on a route no customer check has covered makes you a Founding Verifier: a year of Pro instead of a month, and the Founding Member rate afterwards, locked while you stay. Twenty such seats.
  • Your friend's code works once, for an account that is not yours and not on a paid plan, and each account can use one friend code. It expires 60 days after we issue it.
  • We look only at what you agree to share for the check. /brokers shows the broker, route, scope and dates of a check, never your trades or who you are.
  • We may stop taking new requests at any time. A reward we have already issued stays yours.

Good to know

Broker questions

Plans, how current each way in is, and what the labels mean.

Visit the help guide
Can I import without connecting a broker?
Yes. File import, including TradingView and Tradervue, is available on Free for the listed broker formats. Broker sync is part of Pro and Ultimate. Check the import preview and skipped-row reasons against your statement before relying on your results.
How current is a SnapTrade connection?
A day behind. SnapTrade updates transactions once a day, delayed by one day, so today's trades do not arrive through it. It gives Leaf Edge read-only access and does not carry futures activity. A connection does not prove that every execution has reached your journal.
Does Interactive Brokers import automatically through Flex?
No. You run the direct IBKR Flex import manually in Leaf Edge. Trade Confirmation and Activity Flex queries use separate query IDs. Broker report availability controls when data can be retrieved; Leaf Edge does not guarantee an arrival time or automatic reconciliation of later corrections.
Why is no broker marked verified?
Verified means a real account reached a live Leaf Edge journal end to end, a repeat import changed nothing, and the account owner checked the result. No route has cleared that yet. Where a real export or report has been checked, the route says so, and its limits are listed beside it.

Ready to bring your trades in?

Keep your broker statement to hand and check the preview, skipped rows and imported executions.

Create a free account