Brokerage Sync and Import

Connect once. Trades arrive by themselves.

Link your brokerage and Arlo keeps up every day, read-only. Or upload your broker's export file, or type trades in. Whichever you choose, the rest of Arlo works the same.

ConnectedRecommended

Link your brokerage through SnapTrade. Trades sync by themselves every day.

Import

Upload the export file from Schwab, Interactive Brokers, Robinhood or Webull.

ManualFree

Enter trades yourself, from any broker.

Read-only, by design

Brokerage connections go through SnapTrade, and they can only read your activity. You sign in at your broker, so Arlo never sees your brokerage password, and nothing in Arlo can place a trade or move money.

No double counting

Import the same file twice, or a file that overlaps a sync, and Arlo recognises trades it already has. Your history stays clean without you checking line by line.

Which brokers?

Connected sync works with every brokerage SnapTrade supports; you pick yours from the list when you connect. File import reads Charles Schwab, Interactive Brokers, Robinhood and Webull exports. Any other broker works by entering trades by hand.

What you get

  • Connected: every brokerage SnapTrade supports
  • Import: Charles Schwab, Interactive Brokers, Robinhood and Webull files
  • Manual: any broker at all
  • Duplicates caught on every import
  • Read-only; Arlo can never trade or move money

Know where you stand by tonight.

Start free. Upgrade when you want Arlo to do the typing.