Tradier Integration

Options‑friendly data sync.

Link Tradier to bring in positions, balances, and options activity for comprehensive analytics.

Official site: https://tradier.com

Coverage

  • Regions: United States
  • Instruments: Stocks, ETFs, Options

What We Sync

  • Holdings
  • Transactions
  • Options positions

How to Connect

Prerequisites

  • Tradier account login

Steps

  1. Open WealthBee → Settings → Linked Accounts.
  2. Choose Connect Broker → Tradier.
  3. Authenticate and confirm read access to your accounts.