Broker sync
Which brokers sync, and how fresh each one is
Every connection is read-only. optiontoolkit can see your fills, assignments and expiries; it can never place, change or cancel an order. If your broker is not listed, manual entry covers everything and you can directly log a new trade from the screener in one click.
Interactive Brokers, every 15 minutes
IBKR connects through its own Flex Web Service. Trades land in your wheels within 15 minutes during market hours, and assignments and expiries reconcile overnight. Setup is a one-time job in IBKR Client Portal; the Sync page walks you through each step.
Six brokers through SnapTrade, refreshed daily
These connect in about a minute through SnapTrade's secure portal. You sign in on your broker's own site; your password never touches optiontoolkit. These six are listed because they report option events properly, so assignments and expiries record themselves.
- Charles Schwab
New SnapTrade customers: allow up to 2 weeks for Schwab to grant access after completing your app profile.
- Robinhood
No portfolio sync for EU-based accounts.
- Fidelity
Data arrives with up to a 24h delay.
- Alpaca
Connects in about a minute.
- tastytrade
Connects in about a minute.
- Webull
Connects in about a minute.
Everything else: manual entry
Manual entry is not a lesser mode. Trades you type land on the same wheel timelines, with the same cost basis math and the same next best actions as synced ones. Many traders start manual and connect a broker later; nothing needs to be redone when they do.