Keep your options portfolio current with Broker Sync

Broker Sync connects a supported brokerage account to Optioneer with read-only access so your portfolio can stay updated without manual spreadsheet work.

It brings current broker data and eligible transaction history into the same Optioneer portfolio you use for activity history, positions, dashboard insights, cash tracking, and performance.

Broker Sync is included with active paid Premium. Trial and legacy-plan users cannot connect a broker. Broker connections unlock only with active paid Premium.

Broker connections and sync are unavailable while a subscription is trialing, past-due, canceled, or otherwise inactive.

• Current stock and option positions from broker snapshots
• Current broker cash snapshots
• Eligible broker transaction history
• Portfolio activity, cash ledger, positions, dashboard, and performance

1. Open Settings, then Broker Sync.
2. Select “Add broker connection.”
3. Choose an available brokerage and authorize read-only access.
4. Map each broker account to a new or existing Optioneer portfolio.
5. Select the date where you want transaction import to begin.
6. Check the eligible transactions and duplicate protection before making changes.
7. Import eligible transactions into your selected portfolio.
8. Review the import results in portfolio activity and position history.
9. If an activity cannot be verified safely, Optioneer leaves it out and shows a simple explanation. You do not need to approve or reject provider diagnostics yourself.

Optioneer never places trades or requests trading permissions. Broker Sync is used for portfolio tracking and transaction import only.

Optioneer cannot submit, modify, cancel, or execute orders. It also does not rebalance accounts or trade on your behalf.

Interactive Brokers is currently Optioneer-tested. Additional brokerages may be available through SnapTrade, but availability and data coverage can vary by broker, region, and account type.

A brokerage appearing in SnapTrade's catalog does not guarantee that every account or data type will work with Optioneer. Brokerage names and logos do not imply endorsement or partnership.

Interactive BrokersOptioneer-tested

Charles Schwab

Fidelity

E*TRADE

Robinhood

Webull

tastytrade

TradeStation

Tradier

moomoo

Public

Vanguard

Interactive Brokers is currently the only Optioneer-tested brokerage. The other brokerages shown are representative integrations listed in SnapTrade's public catalog. Optioneer has not individually tested them. Availability and data coverage vary by broker, region, and account type. The secure connection portal shows what is currently available for your account.

Brokerage names and logos are trademarks of their respective owners. Their appearance does not imply endorsement of or partnership with Optioneer.

View SnapTrade's current brokerage catalog

• Recent trades may take time to appear in transaction history.
• Positions and cash can update before the related activity history arrives.
• Ambiguous broker activities are not imported automatically. Settings shows their safe activity type, date, and symbol when available, plus a support option.
• Some option lifecycle events may need review when broker data is incomplete.
• Historical imports into portfolios with existing data use duplicate checks before portfolio changes.
• Available history and data coverage vary by broker, region, and account type.

Open Settings, then Broker Sync to view linked accounts, refresh available broker data, or remove a broker connection. Removing a connection stops future sync. Your existing Optioneer portfolio data remains available unless you delete it separately.