What you need
Just your normal brokerage login. The connection is read-only: TradeDNA sees your trades and balances, and never places or changes orders. Stocks, options and crypto all come through, along with your history, dividends and deposits.
Supported brokerages include Robinhood, Fidelity, Interactive Brokers, Vanguard, Public, Moomoo, **E*TRADE and tastytrade**.
1. Add the connection
Go to Settings, then Connections, choose Add new account, and pick your brokerage (search for it if it is not under Popular). Stay on the Auto-sync tab and choose Connect.
2. Sign in to your brokerage
A secure portal opens. Sign in with your brokerage login and approve read-only access. Your sign-in stays with your brokerage, and you come back to TradeDNA when it is done.
3. Your history imports on its own
Every account you approved appears in Connections right away. While the first import runs, the account reads Preparing history, then Saving trades, and your trades appear as they are saved. You can keep using TradeDNA while it finishes. After that, new trades arrive on their own, with nothing to upload.
Webull
New automatic Webull connections are paused for now. Pick Webull in Add new account and use the Import file tab to upload your Webull orders file instead.