Answer the specific Trade Tracker questions that need broker evidence.
Open Trade TrackerGetting started
Use Data Decisions only when TraderLink needs a factual answer from your broker statement before it can settle an affected trade chain.
Resolve a trade question
Choose the action that matches the evidence for a duplicate, correction, order or missing trade fact.
Review statement issues and history
Use the statement views to inspect what was imported and the history view to revisit a completed decision.
Open-position decisions
Confirm or correct an open position only when the broker evidence supports that fact.
