Setting Up Auto-Sync for Trades

Trade Auto-Sync Explained

Pinbar AI automatically syncs your completed trades from connected Brokers.

How It Works

1. When you close a trade on your broker platform, we detect it
2. Trade data is fetched via secure API
3. AI analysis runs automatically
4. Trade appears in your journal with insights

Sync Timing

• Delta Exchange / Crypto Exchanges: Near real-time (within minutes)
• Zerodha / Upstox / Fyers: Requires daily reconnection due to token expiry
• Dhan: Requires daily token refresh
• Angel One / Groww / 5paisa: Persistent connection — auto-syncs

Manual Sync

If you don't see recent trades:

1. Go to the Live tab or Dashboard
2. Click the "Refresh" button
3. Wait for sync to complete

What Gets Synced

• Entry and exit prices
• Trade timestamps
• Quantities and position size
• Realized P&L
• Symbol and instrument details

What Doesn't Sync

• Cancelled/rejected orders
• Pending orders
• Orders that haven't been filled

Troubleshooting Sync Issues

1. Verify your broker connection is active
2. Check if the trade is fully closed (entry + exit)
3. Try manual refresh
4. Reconnect your broker if issues persist

Contact info@pinbar.ai for sync-related support.