Creating Your First Account

Account Types

TradeRonin supports three types of accounts:

Type	Description
Connected (Broker)	Auto-syncs via API
CSV Upload (Broker)	Import from file
Manual Entry or Upload	Enter trades by hand or Upload with generic CSV

---

Creating a Connected Broker Account

Use this for brokers with API access (Interactive Brokers).

1. Go to Settings → Accounts
2. Click "+ Add Account"
3. Select "Broker"
4. Choose your broker (e.g., Interactive Brokers - Must have Auto-Sync tag)
5. Choose Auto-Sync
6. Enter your credentials
7. Add you account Settings (Optional)
8. Click "Create account"

Once connected, trades sync automatically every day or manually by clicking Sync button.

---

Creating a CSV Upload Account (Broker)

Use this for brokers that export CSV files.

1. Go to Settings → Accounts
2. Click "+ Add Account"
3. Select "Broker"
4. Choose your broker
5. If broker supports multiple methods, choose "Upload File"
6. Name your account (e.g., "Questrade TFSA") & add you CSV file.
7. Add you account Settings (Optional)
8. Click "Create Account"

After creating, click "Upload CSV" to import more trades.

---

Creating a Manual Entry or Upload Account

Use this if you want to enter trades by hand.

1. Go to Settings → Accounts
2. Click "+ Add Account"
3. Select "Manual Entry"
4. Name your account
5. Add you account Settings (Optional)
6. Click "Create Account"
7. After creating, click "Upload" to import trades.

---

Account Settings

After or during creation of an account, you can configure these settings:

Setting	Description
Name	Display name for the account
Matching Algorithm	FIFO, LIFO, or WAC
R-Value	Your risk per trade (for R-multiple stats)
Starting Balance	Account balance for % calculations

---

Managing Multiple Accounts

You can add multiple accounts (depending on your plan) from different brokers:

• Each account tracks trades separately
• Dashboard shows combined stats
• Filter by account anytime

---

Related Articles

• Connect Interactive Brokers →
• Upload Questrade Trades →