Trade Sync
Trade Sync brings broker activity into Journalit without turning every trading session into a manual data-entry task. Choose your provider below, complete its setup flow, then let Journalit keep the corresponding trade notes current in your Obsidian vault.
MetaTrader 5 no longer supports FTP publishing
MetaTrader 5 Build 6060 removed FTP report publishing on 23 July 2026, so current MT5 terminals cannot use Journalit's FTP-based Trade Sync. Export an English HTML statement and use MetaTrader 4 / 5 Trade Import instead. MetaTrader 4 Trade Sync remains available.
Trade Sync and Trade Import are different
Trade Sync creates an ongoing broker connection. Trade Import handles files such as CSV exports and remains available as a separate backup, migration, and one-off import workflow.
Choose a provider
MetaTrader 4
Generate FTP credentials in Journalit, configure MT4 HTML report uploads, and link detected trading accounts.
Tradovate
Authorise Tradovate on Journalit.co, then synchronise trades with broker-exact commissions and fees for today's activity and the broker-available history you select. No manual commission rules are needed.
Rithmic (Preview)
Approved preview testers can connect their Rithmic system on Journalit.co and keep futures trades synchronised.
cTrader
Authorise read-only cTrader access on Journalit.co, choose account history, assign Journalit accounts, and keep trades synchronised in Obsidian.
How Trade Sync works
Each provider has a different setup, but the journal workflow follows the same general path.
Connect the provider
MetaTrader 4 uses scheduled report uploads. Tradovate and cTrader use OAuth connections on Journalit.co, with cTrader limited to read-only account access. Rithmic connects there with your Rithmic username and password.
Choose the accounts for this vault
Choose which broker accounts belong in the current vault and map each one to a local Journalit account.
Synchronise broker history
Journalit brings new and updated trades into the vault and keeps the matching trade notes current.
Keep local journal context
Broker updates refresh objective trade data without replacing your notes, thesis, tags, screenshots, reviews, or other locally owned annotations.
Sync Trades
Sync Trades synchronises every configured, enabled, and eligible
trade provider in one action. It covers MetaTrader, Tradovate, Rithmic, and
cTrader together, so routine updates do not require a provider picker or a
visit to Settings first.
Home Quick Links
Run Sync Trades from the Home Quick Links row alongside the other daily actions.
Navigation sidebar
Run Sync Trades from the Tools section of the navigation sidebar.
Command palette
Press Ctrl+P and run Sync Trades when keyboard access is faster. No default hotkey is assigned.
Account level choices stay authoritative. Disabled accounts, unmapped enabled accounts, unsaved configurations, and already running jobs are skipped. The action shows a running state with an animated refresh icon, blocks repeat clicks while synchronisation is in progress, and reports consolidated completion or partial failure feedback.
After Sync And Import
Import and synchronisation results include direct handoff actions for the exact operation that just finished.
View N trades
Open the Trade Log scoped to the trade notes written by that operation, with the usual filters preserved and restored on exit.
Review now
Open the recommended review period for the affected trades, with alternative day through year destinations available.
Full Import and Quick Import show their result inline. Manual, broker triggered, and automatic synchronisation share one persistent bottom left result card that remains until dismissed or replaced. Turning Sync Notifications off silences both result cards and fallback completion notices.
Provider differences
MetaTrader 4 connection
Create the upload details in the plugin, then configure scheduled reports in your MT4 terminal.
Tradovate connection
Connect, pause, reauthorise, disconnect, or delete cloud data from Journalit.co.
cTrader connection
Authorise read-only access, choose history, sync, pause, reauthorise, disconnect, or delete connection-owned cloud data from Journalit.co.
Rithmic connection
Choose your Rithmic system and enter your Rithmic username and password on Journalit.co, then sync, update credentials, or disconnect there.
MetaTrader 4 account setup
Journalit detects accounts from uploaded reports and asks where they belong in the vault.
Tradovate account setup
Choose accounts, initial history, and Journalit account assignments inside the plugin.
cTrader account setup
Enable accounts and choose history on Journalit.co, then review the setup and assign each enabled account to a local Journalit account in the plugin.
What reaches your vault
Trade details
Journalit can update the instrument, direction, status, quantities, prices, timestamps, results, and supported costs.
Your journal stays yours
Journalit preserves your note body, thesis, tags, screenshots, setup notes, mistakes, reviews, and custom fields.
Open-position updates
Supported providers can update one trade note as a position moves from open to partially closed and finally closed.
One vault at a time
Provider accounts are explicitly mapped to local vault accounts instead of being assigned to the first available account.
Trade Import remains available
Trade Import is still the right tool for historical migrations, unsupported brokers, manual backups, and file-based workflows.
Trade Import
Map, preview, validate, and import broker files into Journalit.
Broker Export Guides
Find the correct CSV, Excel, or HTML export path for supported platforms.
Tradovate CSV Export
Use Tradovate's Orders report when you need a file-based import rather than automatic synchronisation.
Troubleshooting
Start with the provider-specific guide because the connection and recovery steps differ. If the page reports a provider error, use the built-in email or Discord support action to ask for help.
Troubleshoot MetaTrader 4
Check FTP credentials, report generation, upload logs, account linking, and language settings.
Troubleshoot Tradovate
Check the connection, account discovery, Journalit account assignment, synchronisation, and recovery options.
Troubleshoot Rithmic
Check the Rithmic agreements, credentials, system selection, and synchronisation timing.
Troubleshoot cTrader
Check authorisation, account discovery, Journalit account assignments, note recovery, and connection status.
Choose the guide that matches the connection
Use the MetaTrader guide for MT4 FTP report uploads. MT5 users must use the MetaTrader HTML statement import guide and export the statement in English. Use the Tradovate or cTrader guide for its read-only website connection and vault account setup. Use the Rithmic guide for credential-based futures sync.