Broker sync reduces manual work. CSV import keeps the door open for brokers, prop firms, and markets that do not support direct connections yet.
What broker sync can do
With the right provider, broker sync can import executions, fills, fees, symbols, quantities, and account-level metadata. It should use broker-approved OAuth or API flows, never saved broker passwords.
Why CSV still matters
Not every broker exposes the same data. Some traders use prop firms, international brokers, forex platforms, spreadsheets, or multiple accounts. CSV lets them start journaling today.
What to look for
- Secure provider connection
- Clear import scope
- Editable trades after import
- Timezone handling
- Privacy and row-level security
The best workflow
Use CSV immediately, then connect broker sync when your provider is available. The journal should preserve your review process either way.