Re-sync Connected Apps

Re-sync Connected Apps

If you have made trades on your broker accounts since the last sync, re-sync your connected apps to update your P&L.

Steps to re-sync your apps:

1. Go to Investments.
2. Select the app you want to re-sync from Dashboard> Investment accounts.
3. Click on Sync> Login to your broker app.

All your latest trade data will now be fetched and you will be able to see the updated P&L and tax P&L figures.
Notes
There may be a short delay between when you place a trade and when it becomes available for re-sync. If some recent trades do not appear after re-syncing, please check your broker’s tax P&L report to confirm whether those trades are reflected there.

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