Tradier trading journal

About this integration

Tradier is the broker of choice for options-heavy retail traders who want broker-API access without algorithmic-feeling complexity. Real-time data is included in the standard developer tier. OAuth flow is the simplest of any broker we integrate.

Supported instruments

Access scope

TFQ reads account balances, positions, orders and trade history from Tradier, and calls nothing else. The token Tradier issues reaches further: the authorize request asks for `read,trade`, so the credential we store is allowed to submit orders. Nothing in this product ever submits one — but that restraint is written in our code, not imposed by Tradier's grant.

What we read is limited by our code, not by Tradier. TradeFlow Quantum has no order-placement code path and we do not intend to add one — but because the granted token carries trade permission, treat a compromise of TFQ as reaching this brokerage connection. If that is not an acceptable risk, use the CSV import instead of connecting.

Setup

1. 1System → Brokers → Connect Tradier
2. 2Sign in to Tradier and approve the scope — it includes trade, not read alone
3. 3Redirect back — sync starts immediately, completes in ~45 seconds

How the Tradier connection syncs

Authorization

OAuth 2.0 — authorize at api.tradier.com/v1/oauth/authorize, exchange at /v1/oauth/accesstoken.

API host

api.tradier.com for live accounts, sandbox.tradier.com for sandbox accounts.

Account lookup

GET /v1/user/profile runs first — the account number is read out of the profile before any history call.

Data endpoint

GET /v1/accounts/{account}/history with type=trade, limit=200.

Round-trip pairing

Separate FIFO queues per symbol per side. A buy closes the oldest open short or opens a long; a sell closes the oldest open long or opens a short.

Re-sync safety

Each fill gets a deterministic id built from its date, symbol, quantity, price, cash amount and a per-symbol sequence number, so re-syncing the same history cannot duplicate trades.

Tradier import caveats

• —A history call returns at most 200 events.
• —Tradier signs the quantity rather than naming the side, so direction is inferred: a positive quantity is a buy, a negative one is a sell.

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

• ✓Cross-broker view. If you trade Tradier 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 Tradier history (time-of-day, setup type, emotional state) the broker won’t show you.
• ✓Long-term data ownership. Tradier’s built-in analytics typically limit history to 90 days or 1 year. TFQ keeps every trade forever, exportable to CSV any time.