Account Setup & Broker Connection
This guide walks you through creating your Tradiary account, connecting it to your trading broker, and syncing your trade history — from registration to your first data on the dashboard.
Create Your Tradiary Account
If you haven't already, sign up for a Tradiary account. You can start with a free plan — no credit card required.
- 1Navigate to the /register page.
- 2Enter your email address and choose a strong password.
- 3Select the plan that fits your needs (you can upgrade at any time).
- 4Click Create Account— you'll be redirected to your dashboard.
Go to the Accounts Page
In the left sidebar, click "Accounts" near the bottom. This is where you manage all your connected broker accounts.
The Accounts page shows all your connected accounts along with their stats — total trades, win rate, and net P&L. Each account is isolated, so your data stays organized per broker or per prop firm challenge.
You can have multiple accounts connected simultaneously. Use the account selector in the sidebar to filter your dashboard, statistics, and calendar by account.
Add Your First Account
Click the "Add Account" button in the top-right corner. A setup wizard will open — choose how you want to connect.
Tradiary supports three methods for adding an account:
Select Your Broker
In the Broker Sync step, choose your broker from the dropdown. Tradiary supports the following brokers and platforms:
Don't see your broker? You can still import trades manually or via CSV. We're continuously adding new broker integrations.
Enter Your Broker Credentials
Each broker requires different credentials. Enter them in the fields provided by the wizard.
Use your Rithmic login (same as R|Trader). Select your server/prop firm from the dropdown.
OAuth is recommended — click Connect and log in via Tradovate's own login page.
Generate a Flex Query in TWS/Client Portal and paste the Token + Query ID.
Use your TradeLocker account credentials and the server URL of your broker.
Click Connect — you'll be redirected to Schwab's authorization page.
Click Connect — you'll be redirected to cTrader's authorization page.
Use your MT4/MT5 account number, investor or main password, and the broker's server address.
Never share your broker credentials with anyone. Tradiary stores credentials encrypted and uses them only to pull trade data — we never execute trades on your behalf.
Test the Connection
After entering your credentials, click Test Connection. Tradiary will verify your credentials and discover available accounts.
A successful test will show a green confirmation with the list of accounts found on your broker. Select the account you want to import and click Continue.
If the test fails, double-check your credentials. Common issues:
- Typo in username or password
- Wrong server selected (Rithmic / MetaTrader)
- Account not yet activated by your broker
- Firewall blocking the connection — try from a different network
Sync Your Trades
Once connected, click Sync to pull your trade history. Tradiary will import all available fills and organize them into completed trades.
After the initial sync, you can re-sync at any time from the Accounts page using the Sync button on your account card. New trades (fills) since the last sync will be imported.
The sync result shows how many new trades were imported. Duplicate trades are automatically skipped.
Syncing only imports completed trades (paired entries and exits). Open positions are not included until they are closed.
You're All Set
Your trades are now in Tradiary. Head to the Dashboard to see your performance metrics, or open the Calendar to review your trading days.