Portfolio
Connecting brokers, reading positions, routing orders, and trade history.
Connecting your broker (deep)
7 min readHow Tradient links to your brokerage via SnapTrade — what we read, what we don't, and how to manage the connection over time.
Trade History
7 min readPortfolio's History tab — every trade from your connected brokers, normalized and queryable, with an equity curve, KPIs, and CSV export.
Reading your positions and P&L
7 min readHow Tradient displays open positions, calculates P&L, and groups multi-leg strategies together.
Sending orders to your broker
8 min readHow Tradient previews, confirms, and routes orders through SnapTrade — equity and multi-leg options.
Thinkorswim format export
5 min readHow Tradient formats trades for paper-trading in Thinkorswim, journaling, or copy/paste into chat.