Connect Tradier to your portfolio
Your Tradier holdings land in your Celsmar portfolio and update every night. Celsmar only reads them: it never sends orders or moves money.
What you need
To connect Tradier we ask for these API details. You paste them into your portfolio and we store them encrypted:
- Access token
Where to create it at Tradier
In Tradier: Settings → API Access → create or copy your production access token (not the sandbox one).
How to connect Tradier, step by step
- Create the key at TradierIn Tradier: Settings → API Access → create or copy your production access token (not the sandbox one).
- Paste it into your portfolioIn Celsmar, open Portfolio, click Connect broker and pick the broker. We check the key works by reading your holdings before storing it.
- Review and importYou see every holding with its quantity and average price before importing it. From then on, whatever you buy or sell is recorded every night, and anything you entered by hand is left alone.
What Celsmar reads from Tradier
Your stock and ETF holdings, with their quantity and average purchase price. If the broker does not give the average price of a holding, we ask you for it before importing instead of making it up.
Security
The key is stored encrypted with AES-256 on servers in the European Union and never goes back to your browser. Disconnect whenever you like and it is deleted.
Frequently asked questions
Can Celsmar trade in my Tradier account?
Celsmar never sends orders or moves money. Tradier does not offer read-only keys, so the key you create could also trade: we warn you before storing it and Celsmar only uses it to read your portfolio.
How often does my Tradier portfolio update?
Every night, automatically, and whenever you press Sync in the portfolio (at most once a minute). Whatever you buy or sell at the broker is recorded on its own.
How much does connecting Tradier cost?
Connecting brokers is part of the Pro plan, with up to five brokers at a time; on Enterprise, as many as you like. On Free you can see the brokers and how they connect.
What if I would rather not create a key at Tradier?
You can import a Tradier statement as CSV or Excel, or a screenshot of your holdings, and review them before they go into the portfolio.
Your portfolio, up to date on its own
Connect your broker in a couple of minutes and stop typing in every buy and every sell.
Connect Tradier →Celsmar has no commercial relationship with Tradier; trademarks belong to their owners. This is information on how to connect your account, not financial advice.