How To Import Trade History Using API

TraderFyles simplifies the process of tracking your trades and calculating wash sales by seamlessly integrating with your brokerage account via SnapTrade. Follow the steps below to securely connect your brokerage and start syncing your trade data.

Select New Report "Audit My Broker"

Select the correct tax year and add Account. Once you select add account select "Link Account"

Once you click add you'll be sent to a disclaimer page

Once you select Continue you'll be to search for your broker and pull in your transactions