How to Connect Your Trading Account

Add your trading accounts to the Live Journal to review your real trades. Connect a broker account and sync your trades, or create a manual account and upload your trades from a CSV file. Once your trades are in, you can add notes and tags and review them in Analytics.

Add a trading account

Go to Live → Trading accounts. The Add account panel on the right gives you three options:

Option	What it does
Sync with broker	Connects your broker account so you can sync your trades from it. Available for Tradovate, NinjaTrader, Alpaca, Webull, MetaTrader, TradeLocker and cTrader.
Manual	Creates an account you fill yourself, by uploading a CSV file or adding trades one by one.
Upload file	Imports trades from a CSV file into a new or existing manual account.

Sync with your broker

1. Go to Live → Trading accounts.
2. Under Sync with broker, click your broker or platform. Hover the ⓘ icon next to it for details.
3. Follow the steps to sign in to your broker account.

Your account appears in the list with the status Connected. The first sync can take a few minutes.

Create a manual account

1. Under Manual, click +.
2. Enter a name, choose the currency and Account type (Live, Demo or Prop firm), and add your initial balance and deposit date.
3. Click Create account.

Upload trades from a CSV file

1. Click download CSV template at the top of the Add account panel and fill it in, one row per trade.
2. Drag the file onto Upload file, or click ⋮ next to a manual account and select Upload file.
3. Choose the File timezone and the Account (or + Create new), then click Upload file.

You can also download the template here, with a few example trades to follow:

Attachment

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Sync your trades

Sync a broker account to bring in your most recent trades. New trades only come in when you sync. Manual accounts don't sync.

• One account: click the sync icon (↻) in the Sync column of that account.
• All accounts: click the sync icon (↻) next to the Sync column header.
• Selected accounts: tick the accounts, then click Sync in the bar at the bottom.

If some trades seem to be missing, sync the account again.

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Manage your accounts

Click ⋮ next to an account:

Option	What it does
View in journal	Opens the account's trades in the journal.
Add trade manually	Adds a single trade (manual accounts only).
Upload file	Uploads more trades from a CSV file (manual accounts only).
Manage Transactions	Opens the account's transactions.
Duplicate account	Creates an independent copy with all trades, notes and tags, for example before a prop firm closes a challenge account.
Edit account	Changes the account's details.
Delete	Deletes the account permanently, with all its trades, notes and tags.

Deleting an account can't be undone. There's no separate disconnect option, so if you only want to keep your history, keep the account and stop syncing it.

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Sync problems

Trades are missing or incomplete

Sync the account again, then check the Accounts filter and date range on the Trades tab.

Why it helps: a new sync fetches any trades your broker made available after the last one.

MetaTrader shows an invalid credentials error

Open MetaTrader 5, go to Tools → Options → Server, and copy the login, password and server exactly as shown there. Paste them into FX Replay instead of typing them.

Why it helps: details sent by email from a broker or prop firm can differ slightly from what your terminal uses, and even an extra space breaks the connection.

"Account Not Found" or the wrong account is connected

Check the exact account number in your broker's own platform, then connect again with that number.

Why it helps: if you have more than one account with the same broker, such as a live and a demo account, it's easy to pick the wrong one.

Duplicate or split trades

Check the trade dates and sizes. If one order was filled in parts, for example 3 contracts filled as 1 + 2, select the trades on the Trades tab and click Merge. If it's a real duplicate, select it and click Delete.

Good to know: deleted trades can't be restored, and re-syncing won't bring them back. See What Is the Live Journal?

PnL doesn't match your broker

This is usually a currency or commission difference. FX Replay shows PnL in your account's currency, and brokers can treat commissions differently.

Still stuck? Contact our Support Team and include a screenshot of what you see.

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