Getting started
Getting your trades in.
Connect a supported broker, use IBKR Flex or upload a statement. Choose a route below to see how to bring your records into Leaf Edge.
SnapTrade connection
Authorise a read-only connection through SnapTrade. Activity availability depends on the broker; check the imported results.
Check account coverage before connecting.
Use API Keys
Set up Interactive Brokers Flex reports, save their credentials and run the import manually.
IBKR users who want control over exactly what syncs.
Upload File
Export a statement from your broker and drop the file in. Leaf Edge works out the format for you.
Accounts with a supported export format. Check the limitations first.
On the Free plan, file upload is your route in — broker connections need Pro or Ultimate. TradingView and Tradervue file imports are free too.
Step-by-step import guides
- IBKR trading journalA free statement or Flex report upload, and manual Flex sync on Pro.
- IBKR Flex Query setupBoth Flex Queries, the token, and manual Flex sync on Pro.
- tastytrade trading journalExport your transactions CSV and import it free. Checked on a real export.
- Trading 212 trading journalExport your Invest or ISA history and import it free. Synthetic tests only; no CFD.
- TradingView Paper Trading exportImport your paper trades' Order history free. Proven on a real export.
Another broker, exchange or platform? Every import guide is in the help centre.
1. SnapTrade connection
Check that your broker and account type are covered, then verify what activity reaches your journal. SnapTrade activity is delayed and may arrive the next day; it is not an intraday execution feed.
- 01
On Sync, choose SnapTrade connection.
- 02
Pick your brokerage and sign in on your broker's own site. Leaf Edge never sees your brokerage username or password — the connection is brokered by SnapTrade, and what comes back to us is a read-only authorisation.
- 03
Review the returned accounts and import result. Scheduled checks can retrieve new activity once the broker and SnapTrade make it available; the available history varies.
What happens at your broker differs from one to the next. The SnapTrade guides go through it broker by broker.
Read-only means read-only
The connection can retrieve positions, balances, and executions. It cannot place, modify, or cancel an order, and it cannot move money.
- Brokers occasionally expire an authorisation, often after a password change. The account then shows a reconnect prompt on Sync — reconnect the existing connection rather than adding a second one, or you'll end up with two accounts for the same brokerage.
- A sync reporting success means the sync ran. If the broker returned no new activity, nothing may change. A live trade arriving correctly in the journal has not yet been verified end to end for these connection options.
2. Use API Keys (Interactive Brokers Flex)
Direct API setup is available for IBKR Flex only. Both a Trade Confirmation Query ID and an Activity Query ID are needed for the two manual sync routes. There is no direct IBKR scheduler, delivery-time guarantee or verified automatic correction of earlier executions.
The Flex Web Service guide takes you through the same setup one step at a time.
Connection guide
Set up your broker, step by step
Choose your account type to see the route available in Leaf Edge. Broker API availability alone does not mean Leaf Edge has an integration.
Direct API: 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.
Flex reports; coverage depends on the report and asset
Step 1 of 6
Open Flex Queries
Sign in to the IBKR Portal and open Performance & Reports → Flex Queries (or Menu → Reporting → Flex Queries). Select the account whose trades you want to import.
- Use the same account for both queries. If a query covers linked accounts, enter the account's number as the IBKR Account Number in Leaf Edge; a journal already bound to an account reads only that account's statement. A file you upload must hold one account.
- You'll create two XML reports: an Activity query for your history and a Trade Confirmation query for today's executions.
- Flex sync needs Pro or Ultimate. Uploading a report you run yourself is free on every plan and needs no token.
Your checklist lasts for this page visit. It does not verify credentials, connect an account or run a sync.
Troubleshooting the first IBKR sync
- Invalid token or query
- Check token expiry, account selection and both Query IDs in IBKR. Use the Trade Confirmation ID for Fast Sync and the Activity ID for Full Sync. Saving credentials does not validate them.
- Report pending or no new executions
- Run the report in IBKR to check its contents and date range. Wait for IBKR to generate it, then retry the manual sync after any displayed cooldown. Repeated clicks do not make the broker publish data sooner.
- Missing report fields
- Edit Sections → Trades for Activity, or Sections → Trade Confirmations for Fast Sync. Include Currency, Trade ID, Transaction ID where available, Date/Time, Buy/Sell, Quantity, Price, Commission, Multiplier and Open/Close Indicator (Code on Trade Confirmations). Save the edited query before retrying. General Configuration controls formatting, not these fields.
- Execution times
- The expected format is yyyyMMdd;HHmmss. This format does not identify a timezone. Leaf Edge currently reads unzoned Flex times as UTC; compare an execution with IBKR's timestamp and stated timezone before relying on intraday charts. A successful import does not verify timezone correctness.
- Missing history or unexpected P&L
- Check execution detail, report fields, opening trades before the selected period and any correction or cancellation rows. Compare against the original statement and contact support if they disagree. Do not treat a successful sync as proof of reconciliation.
3. Upload File
Export a supported statement and review the upload preview. File import is available on every plan, subject to the format limits above, and it is the way in for supported broker exports. Trading 212 CFD exports are unsupported. Accepted file extensions are .csv, .xml, and .html statements.
Not sure which file to export? The import guides take you through it broker by broker, starting with Interactive Brokers.
Leaf Edge detects the format from the file's contents, so you don't have to tell it which broker the export came from. If a file isn't recognised, the import reports an error. Review the preview, rejected rows and history warnings before confirming; a recognised format does not guarantee complete history.
Each refusal and each row left out comes with a code. The import error codes page says what each one means and how to fix it.
Interactive Brokers
Brokerages
Crypto exchanges
Other journals and tools
Using another journal? Read what imports from TradesViz and from Tradervue, and what doesn't, before you export.
What the numbers mean
Brokers report executions — individual fills. A journal has to talk in positions: a round trip of what you opened, what you closed, and what you made or lost.
Leaf Edge does that matching for you, oldest fill first. It matters because a single fill has no profit or loss on its own — a buy is just a buy until something closes it. So your trade count in Leaf Edge is usually lower than the number of rows in your export, and that is correct.
Anywhere Leaf Edge shows you P&L, it is showing matched round trips.
Sorting trades into playbooks
Once trades are in, the review workflow wants every trade to be one of two things: linked to a playbook, or marked as an honest no-playbook.
The second is not a cop-out. It is how hedges, accidental fills, and trades from before you started journaling stay out of your playbook statistics without being deleted. The available reasons are Hedge / Risk Management, Accidental Fill, No Matching Playbook, Legacy Trade, and Other.
Go to Sage → Sort. It groups your unorganised trades into candidate setups and lets you accept a group as a playbook or skip it. Once every trade is linked or skipped, your playbook stats describe only the trades you meant to take.
Common questions
- Can I use more than one method?
- Yes, and they can be in different currencies: each trade keeps the currency it traded in, and your P&L is shown in the one currency you pick from the filter bar, converted at the European Central Bank's reference rate on the day each trade closed. Each broker connection shows as its own account in the account filter, and so do TradingView, Tradervue and TradesViz imports, one account each however many files you import. Other uploaded statements, such as IBKR or Trading 212 files, join your journal without an account of their own, so they appear under All Accounts.
- Will importing the same file twice duplicate my trades?
- Leaf Edge checks for repeated executions. Review the import result and account selection, especially when mixing file imports with broker sync. A repeat import does not prove that corrections were reconciled.
- Can Leaf Edge place trades for me?
- No. Every connection is read-only, and there is no order placement anywhere in the product.
- My broker isn't listed.
- Check the broker support page for a compatible file format and account type. If your file is not recognised, contact support with the broker, account type and error message. Do not send credentials or unredacted statements.
- Why is my trade count lower than my broker's?
- Because Leaf Edge counts round-trip positions, not individual fills. A few thousand executions is often a few hundred actual positions.