Questrade trading journal

About this integration

Questrade is the primary OAuth broker for Canadian retail traders. Handles both Canadian and US-listed instruments, RRSP/TFSA tracking, and multi-currency P&L. The only quirk: Questrade tokens expire every 30 days (not 90 like most brokers) so plan on a brief re-auth every month.

Supported instruments

Access scope

TFQ calls two Questrade endpoints: `/v1/accounts`, and each account's `/executions`. It never reads your positions, your balances, or your order history. Questrade has no authorize redirect: you generate a personal API refresh token yourself under Account Management → Apps, so whatever that token is entitled to do at Questrade, it is entitled to do. There is no consent screen under our control and no read-only grant we can point you at.

Questrade issues this credential through a flow with no scope screen we control, so we cannot promise the token is read-only — only that TradeFlow Quantum never asks it for anything but data. Its actual authority is whatever Questrade attached to it.

Setup

1. 1In Questrade: Account Management → Apps → Personal API token — generate a token
2. 2System → Brokers → Questrade — the card expands inline; there is no Questrade sign-in redirect
3. 3Paste the refresh token and submit
4. 4We exchange it for an access token plus your per-user api_server URL — then click Sync to pull your trades

How the Questrade connection syncs

Connection type

Paste-token. Questrade exposes no OAuth authorize redirect, so there is no broker sign-in screen to bounce through.

Where the token comes from

Your own Questrade account, under Account Management → Apps → Personal API token.

Token endpoint

POST login.questrade.com/oauth2/token.

API host

Per user. The token response returns an api_server URL — something like api05.iq.questrade.com — and every later call has to use that host rather than a fixed one.

Data endpoints

GET {api_server}/v1/accounts, then GET {api_server}/v1/accounts/{id}/executions.

History chunking

The executions endpoint accepts a maximum 30-day date range per request, so a longer window is split into consecutive 30-day requests.

First sync window

The last 90 days, chunked into 30-day requests.

Questrade import caveats

• —Questrade refresh tokens are single-use. Every exchange returns a brand-new refresh token and invalidates the old one, so the stored credential rotates on each sync.
• —The sync keeps equity fills — side Buy or Sell. Questrade also trades bonds, GICs and mutual funds; those rows are ignored.

Why use TradeFlow Quantum instead of Questrade's built-in tools?

• ✓Cross-broker view. If you trade Questrade plus any other broker, TFQ unifies the equity curve, P&L attribution, and mistake-checker across all of them.
• ✓Mistake-checker on YOUR data — surfaces patterns in your Questrade history (time-of-day, setup type, emotional state) the broker won’t show you.
• ✓Long-term data ownership. Questrade’s built-in analytics typically limit history to 90 days or 1 year. TFQ keeps every trade for as long as your account exists, exportable any time — closed trades as CSV, everything including open positions as a JSON backup.