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114 guides on importing trades, connecting brokers and everything else in RizeTrade.

How often to import trades

Rize Trade does not require a fixed import schedule. How often you bring trades in depends on whether you use broker sync or file upload.

Import History shows what you have already imported and when.Import History shows what you have already imported and when.

Broker sync

When broker sync is enabled, Rize Trade pulls new trades automatically about every 2 hours.

When you first connect a broker, historical trades can import right away.

File upload

File upload is on demand. Export your trades, then upload the file whenever you are ready to review.

A practical routine

Many traders import after each session so review stays fresh. With broker sync that step is already handled. With file upload, export and upload once your session is done.

That after-session habit pairs well with tagging, playbook checks and notes while the day is still clear.

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