Onboarding Paths
Choose Your Onboarding Branch
Select how you want to configure your Trading Constitution and behavior logs.
Fresh Trader (Day 1)
No historical trade logs? Build your Trading Constitution from templates, configure daily journals, and track fresh executions.
Best for fresh accounts
Historical CSV Upload
Export statement CSVs from ThinkOrSwim, Interactive Brokers, Robinhood, or Webull and upload them for instant money leak audits.
Best for existing trade logs
Read-Only Broker API
Authorize secure, automated read-only API sync connections. Syncs account balances and executions without order routing access.
Automatic sync intervals
I grant consent to analyze my historical executions and journal files. I explicitly acknowledge that Trade OS operates in a **strictly read-only mode** with no trading execution credentials, order routing permissions, ticker forecasting capabilities, or medical diagnosis tools.