Adding Investment Data
How to import historical trades & sync future trades
- Automating Cash Transactions
- Sync your Crypto Exchange Account
- Sync Your Stock Broker Account
- Automated Trade Importing
- Add a Holding Manually
- Adding a Cash Account
- Add Holdings with the Custom Spreadsheet File Uploader
- Adding Your First Investments
- Finding your API Keys
- Using The Broker File Upload Tool
- How To Add A Custom Investment To Your Account
- How To Connect Your BTC Markets & Navexa Accounts
- Connect Navexa and Interactive Brokers (IBKR)