AutoScanTrade

SYNC BROKER, EXPORT, and paper kept apart from live

SYNC BROKER carries your broker's name. It imports trades you placed directly in your broker's own platform into the desk's live records. The desk's own fills are already recorded, and are skipped, so syncing again never duplicates a trade.

Length 2:00Applies to AutoScanTrade LiteIn the guide Journal and analysisFull desk the same topic on the full desk

In this video

The 30-second version

The same topic in thirty seconds, made for a phone screen.

Both videos use AutoScanTrade Lite in paper mode with made-up symbols and prices.

Read the transcript

SYNC BROKER

SYNC BROKER carries your broker's name. It imports trades you placed directly in your broker's own platform into the desk's live records. The desk's own fills are already recorded, and are skipped, so syncing again never duplicates a trade. Fees are not imported: your broker's statement remains the record of money. Reading those records back, in JOURNAL and ANALYSE, comes with the full version only.

EXPORT

EXPORT writes a zip of the day's logs, trade records and settings, beside the program: everything needed to look into a session later. Nothing is uploaded anywhere. The file stays on your PC. Use it when a session needs a closer look, for example after a bad fill.

Paper and live, apart

In paper, your trades are recorded as paper trades. Live trades are recorded as live ones. So your live record holds only live fills, and paper never enters it.

Always separate

The header's realized net only ever counts the mode you are in. So a paper result can never make a live day look better, or worse, than it was. Paper and live results never add together in any total.

Costs you control

Costs come from the commission schedule you enter in the BROKER window, so keep it up to date, and check it against your broker's statement when anything changes. Costs are part of every net you see, in the header and the CLOSED window.