Connecting your broker

Connecting a broker is optional. Once connected, Moula syncs your trades automatically, so you don't have to log them yourself.

How it works

Broker connections are handled by SnapTrade through a secure, read-only connection. Moula reads your account activity, but it can never place trades or move money.

Connecting a broker

  1. Open the More menu (⋮) at the bottom of the left menu and click Settings. The Brokers page opens.
  2. Click Connect brokerage and choose your broker in the SnapTrade window.
  3. Sign in to your broker there to authorize the read-only connection.

Supported brokers include Interactive Brokers, Robinhood, Schwab, and many more. The full list is shown in the SnapTrade window.

What gets synced

  • your trades
  • your positions and account balances
  • cash movements such as deposits, withdrawals, dividends, and fees

Syncing again never creates duplicate transactions.

When it syncs

Your broker syncs automatically once a day, and also when your broker reports new activity. You can click Sync now in Settings → Brokers at any time. A new connection shows Importing history until your broker has finished sending your past activity.

Favorites limit

Every stock you trade counts toward your favorites limit. If a sync would bring in more stocks than your plan allows, Moula shows an alert with a link to upgrade, and anything already synced stays as it is.

Disconnecting

You can disconnect from Settings → Brokers at any time. Transactions already imported stay in your journal; only the automatic sync stops.