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Official integration partnerSnapTradeSnapTrade

Read-only broker sync, powered by SnapTrade

Does Leaf Edge support your broker?

Connect your broker through our SnapTrade partnership for read-only auto-sync, set up Interactive Brokers directly, or upload a CSV export from your platform or trading journal. Here's what we support today.

Leaf EdgeLeaf EdgeΓ—SnapTradeSnapTrade

Official integration partner

Connect your broker in a few clicks

Leaf Edge partners with SnapTrade so you can connect your brokerage in seconds. It's read-only β€” we read your trades to analyse them, but never place orders or move your money. New trades then import on their own.

Read-only accessBank-grade securityYou stay in control
Connect a broker
Integration / BrokerSupported MarketsAuto SyncFile Upload
Interactive Brokers
Interactive Brokers
StocksOptionsFuturesForexCrypto
Charles Schwab
Charles Schwab
StocksOptions
Robinhood
Robinhood
StocksOptionsCrypto
Webull
Webull
StocksOptionsCrypto
Fidelity
Fidelity
StocksOptions
Tastytrade
Tastytrade
StocksOptionsFutures
E*TRADE
E*TRADE
StocksOptions
Trading 212
Trading 212
StocksCrypto
AJ Bell
AJ Bell
Stocks
Coinbase
Coinbase
Crypto
Bybit
Bybit
Crypto
Kraken
Kraken
Crypto
Alpaca
Alpaca
StocksCrypto
Ally Invest
Ally Invest
StocksOptions
TradeStation
TradeStation
StocksOptions
Tradier
Tradier
StocksOptions
Questrade
Questrade
StocksOptions
Wealthsimple
Wealthsimple
StocksCrypto
TradingView (Paper)
TradingView (Paper)
StocksOptionsFuturesForexCrypto
StonkJournal
StonkJournal
StocksOptionsCrypto

Futures: Automatic sync is read-only and covers stocks, ETFs and options. It does not carry futures on any broker. Interactive Brokers can also be synced directly through IBKR's own Flex Query service, which is the route that brings futures in. Bring futures in with an Interactive Brokers Flex Query or a file upload.

File Upload β€” Supported Β· synthetic tests: a tick in the File Upload column means Leaf Edge has a parser for that broker's export. A parser exists and passes tests against synthetic files. It has not yet been reconciled against a real export. No broker has cleared that bar yet, so nothing here is marked as certified. Brokers without a tick connect by sync only.

Configurable API access

Want a hands-on setup? Configure Interactive Brokers Flex queries directly β€” choose which accounts, date ranges, and fields sync, and how often. A precise pipeline for power users. Part of the Pro plan.

Import a file or journal export

No broker connection needed β€” upload a CSV or statement, and the importer detects the format from the file. We have native parsers for Interactive Brokers, Charles Schwab, TradingΒ 212, Robinhood, Webull, Tastytrade, StonkJournal and the major crypto exchanges. Available on the free plan. TradingView and Tradervue exports parse too, but they need Pro or Ultimate.

Good to know

Broker Sync FAQs

Answers for broker sync, file imports, and supported trading platforms.

Visit the help guide
Which brokers does Leaf Edge support?
Leaf Edge supports broker sync through SnapTrade for supported brokerages, direct Interactive Brokers setup for users who prefer configuring Flex queries, and file import for CSV or statement exports. Use the broker directory on this page to check the routes available today.
Is broker sync read-only?
Yes. Broker connections are used to import trades for review. Leaf Edge does not place trades, move money, or execute orders through connected accounts.
Can I use Leaf Edge without connecting a broker?
Yes. You can upload CSV files or statement exports instead of connecting a broker. The Free plan is CSV-only but holds unlimited trades; paid plans add broker sync.
Does Leaf Edge support Interactive Brokers?
Yes. Interactive Brokers can be used with direct setup or file import. Direct setup gives hands-on control over Flex query configuration, while file import remains available when a connection is not the right fit.

Connect your account and start reviewing

Bring your trades in by broker sync or file import, get accurate P&L and analytics, and start reviewing your decisions with Sage. Free to start β€” no card required.