Bring your trading history into one place: connect supported brokerages with read-only access, import IBKR Flex reports, or start free with CSV. Imports are deduplicated across accounts, so every review starts from what actually happened.
Read-only by design
Broker connections are read-only. Leaf Edge never places trades and your credentials never touch our servers.
More than one way in
SnapTrade broker sync, direct IBKR Flex imports, and CSV importers for common platforms — the free tier starts with CSV.
Clean, deduplicated history
Executions are matched and deduplicated across accounts, so your stats and reviews are built on accurate fills.
Three ways in
- 01
Connect your broker
The recommended path on a paid plan. Pick your brokerage and authorise a read-only connection through SnapTrade — you sign in at your broker, not here, and trades start arriving automatically.
- 02
Or connect Interactive Brokers directly
IBKR has its own route on a paid plan: paste a Flex token and your query IDs, and Leaf Edge pulls the report itself — a fast query for today's fills, a full one for the year to date.
- 03
Or upload a statement
No connection required, and it works on the free plan. Drop in a CSV, XML or HTML export — IBKR Flex, TradingView, Tradervue, StonkJournal, Robinhood, Trading212 and Schwab formats are all parsed.
Read-only, by design
You sign in at your broker, not here
A broker connection is authorised through SnapTrade, our brokerage-connection provider: you authenticate on your broker's own page, and the connection Leaf Edge receives is requested read-only — enough to see your fills, not to act on them.
- Leaf Edge never places an order at your broker — no code path does
- Connections are requested with read-only scope through our provider
- Disconnect at any time from the account menu, or at your broker
After the first import
Every account in one place, with its freshness on show
Accounts sit together with how they were connected, the trade count each one contributed, and when it last synced. Brokers connected through SnapTrade refresh automatically every fifteen minutes; IBKR and uploaded statements sync when you run them, from the same panel.
- See at a glance which account a trade came from, and by which route
- A last-synced timestamp on every account, so stale data is visible
- Multiple accounts roll into one consolidated performance view
Start free
A statement file is enough to begin
You do not need a live connection to use Leaf Edge. Export from your platform, drop the file in, and the parser reads your fills and imports them — then Sage offers playbook and tag suggestions you can apply or ignore.
- Works on the free plan, up to the free tier's trade limit
- IBKR Flex, TradingView, Tradervue, StonkJournal, Robinhood, Trading212, Schwab and HTML formats
- Crypto exchange exports are parsed too, including Coinbase and Kraken
Plan availability
Free imports files · Pro and Ultimate connect brokers
Free accounts import trades from CSV and statement files. Connecting a live brokerage account needs Pro or Ultimate. Pro connects up to five brokerage accounts; Ultimate is unlimited and syncs more often.
Compare plansCommon questions
Yes. Broker connections are requested with read-only scope, which lets Leaf Edge read your executions and account data and nothing else. Leaf Edge never places, modifies, or cancels an order at your broker — nothing in the product can.