Auto Fetching: let AlphaGen record your trades
Forward your broker's trade emails once; your portfolio updates itself.
- Every portfolio gets its own email address. Create it in the Auto Fetching tab and tap Copy.
- In the email account your broker writes to, add a forwarding rule to that address. Forward only your broker's emails and keep the attachments: the figures are in them.
- Each trade note is read, matched to the right company and added at its price and date.
- Anything it can't read with confidence waits at the top of the tab for you to check.