Broker trade integration | Voters

Broker trade integration

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Characteristic Stingray

I have 2 part Q:

This is for the Advisor Core (not Pro) and client portfolios

Can I connect with Tasty Trade?
Do I have to manually click 'update' each day or once I set it up it automatically does it?

Thanks

August 16, 2025

Conor MacNeil

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Closing as no reply for 3+ days.

Conor MacNeil

Hey Anthony,

We don't support a tasty trade integration at this time, and I don't have an ETA on when we will. We are currently working on IBKR, Orion, and soon Fidelity.
Right now, yes. But we are very close to rolling out automated daily syncs for integrations. We are testing it internally now.

Characteristic Stingray

Conor MacNeil ok. So if I get the pro sub I can scan the monthly pdf from tasty to upload, otherwise i would manually enter?
I also use a lot of option strategies for hedging these accounts, i could not enter any on my portfolio but I assume I could do that in model portfolio and client accounts right? Otherwise my presentations on model portfolio will look more volatile.
Thanks

Conor MacNeil

Characteristic Stingray: Hey Anthony, 
This use case isn't something we really support too well today as we don't currently support options data inside of Koyfin. 
We do support the ability to create custom data series, where you can represent the historic price of the options with a CSV upload, but they are not updated as we don't carry the data. 
The PDF upload idea would work in practice, but this isn't really what the PDF uploads are for. Moreover, while a PDF upload will create an option position, it stands mostly to show the current price and value, as well as portfolio exposure. It's a snapshot of the position, and won't update the following day (because we don't carry the data). 
PDF statements are typically used by advisors who are creating a portfolio for a prospective client, one which they don't yet have on their custodial platform (because they are not yet a client). They do this to present a proposal of the client's current portfolio vs the advisor's proposed portfolio.