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Legacy / Recovery Imports
Broker Positions JSON · legacy
etrade-sync adapter snapshot. Reconciles positions only; it is not the
Bridge activity pull and does not import transactions.
Settings
Copy the pairing token from the terminal and paste it above. The bridge handles OAuth locally.
Market data freshness
During regular market hours, consider spot & option market data stale after:
Outside regular market hours, consider it stale after:
Ticker dropdown order
How tickers are listed in the Dashboard ticker dropdown. Sorting is navigational only — it changes no accounting, no snapshot and no order state.
Portfolio dropdown order
How portfolios are listed everywhere — the portfolio dropdown on every tab, the side panel, the Dashboard cards, the allocation-policy selector. Navigational only: it changes no accounting and fetches nothing. “All portfolios” stays first where it appears.
Broker account routing
Which TradeVault portfolio each E*TRADE account's transactions are imported into. This is read from the portfolio's account id \u2014 there is nothing to confirm at import time. An account that routes to exactly one portfolio is routed automatically; one that matches none or several asks at import. To change a routing, change the portfolio's account id.
Time & calendar
TradeVault time zone:
Expiration alerts
Warn when an open option has:
Allocation policy
What you want each portfolio to look like, as target percentages that total 100%. Stored with the vault. Nothing is measured against it yet.
Starting limit
Where a recommended order price opens:
Auto Walk
How far Auto Walk may concede once an order is working. These are the defaults for the next session; pressing START freezes them for that order, and changing them afterwards does not touch a running session.
Check / walk interval
Step pace
Import a Theta recommendation (JSON file or clipboard paste)