Everything about connecting
your accounts

1. Create your account at getprofitpal.com (or sign in if you already have one). This same login works in the iOS app.
2. Connect your accounts from the Connections page — brokerages, crypto, prop firms, Qtrade, Shopify. Each type has its own card with its own short flow (guides below).
3. Open the iOS app and sign in with the same email. Your dashboard, widgets, and Live Activity fill in on their own — the app never asks for a broker password.

Steps

1. On the Connections page, choose the Brokerage card and tap Connect with SnapTrade.
2. A secure portal opens — search for your brokerage and sign in there (with your brokerage's own login page, 2FA and all).
3. That's it. Your accounts import automatically within a couple of minutes, even if you close the tab. A brand-new connection may briefly show "first sync in progress" while your brokerage sends its first batch of data.

Had TD Ameritrade? Pick Charles Schwab important

TD Ameritrade no longer exists as a separate brokerage — Schwab acquired it and every TD Ameritrade account was migrated to Schwab. So in the SnapTrade portal, search for "Charles Schwab" and sign in with your Schwab login (the one that replaced your old TD Ameritrade credentials). All your former TD Ameritrade holdings come through it.

Exchange accounts (Coinbase, Kraken, …) via SnapTrade

Use the same Brokerage card: connect with SnapTrade, pick your exchange in the portal, and sign in there. Balances, holdings, and P&L flow in like any brokerage — including fractional coin amounts.

Wallet addresses (BTC & ETH) — no login needed

1. Choose the Crypto card and paste your public wallet address (starts with bc1… for Bitcoin or 0x… for Ethereum).
2. Optionally enter a cost basis — the total amount you put in. Your P&L is then shown as current value vs that number.
3. ETH wallets automatically include major tokens too: USDC, USDT, DAI, WBTC, and WETH, each as its own position.

1. In Qtrade, export your transactions CSV (Account activity → download/export as CSV).
2. On the Connections page choose Qtrade (CSV), then upload the file — or just paste its contents.
3. Optionally enter your current account value so today's number is exact.
4. To refresh later, export a fresh CSV and import it again — Profit Pal rebuilds the history from it.

1. Pick your platform's card on the Connections page.
2. Enter the platform login (and server/URL where asked). Credentials are encrypted at rest and only ever used to read your data.
3. Every funded/demo account under the login imports automatically — rename any of them so they're easy to tell apart.

TopstepX: getting your API key requires ProjectX API subscription

1. Create a free account at dashboard.projectx.com and subscribe to ProjectX API Access ($29/mo — or $14.50/mo with promo code topstep).
2. Link the subscription to your TopstepX profile: in TopstepX, open Settings ⚙️ → API tab → "Add Link".
3. Still in Settings → API, click "Add API Key" and copy the key it generates.
4. In Profit Pal, open the TopstepX card and enter your TopstepX username + that API key. Every eligible account under your profile imports automatically.

How fresh are my numbers?

The Profit Pal backend re-reads every connected account continuously — roughly every 15 seconds — around the clock, even when your phone and computer are off. Crypto positions are additionally re-priced with live market prices, so they don't lag behind exchange syncs.

Just connected a brokerage? Accounts import automatically within a couple of minutes of finishing the portal. The very first data sync from a brand-new brokerage connection can take a few minutes more on the brokerage's side — you'll see "first sync in progress" until it lands.

Weekends & market closed: open positions stay visible with their last known values instead of disappearing.

Read-only, encrypted, minimal

Profit Pal is built read-only from the ground up: it cannot place, modify, or close trades, and it cannot deposit, withdraw, or transfer anything. Brokerage connections use SnapTrade's OAuth flow, so your brokerage password is never seen by Profit Pal at all. Platform logins you do enter (prop firms) are encrypted at rest. The iOS app never asks for any broker credential — connections only happen here on the web.