Sync option trades from Alpha into the dashboard cache, run sync-completeness diagnostics for the selected scope, then review the read-only synced trade book below. Manual entry and CSV upload are intentionally not part of this workflow.
1. Confirm sync scope
Read the configured portfolio scope and pending-trade setting before changing sync controls.
2. Preview before writing
Keep dry run enabled until fetched, normalized, rejected, and reconciliation counts look right.
3. Verify the trade book
After a successful write, confirm source status, recon status, quantities, premiums, and fees below.
Start with a dry-run preview. Use the full-scope diagnostic when you need to check the selected Alpha scope against the dashboard cache. Turn dry run off only when the preview is understood and the write is intentional.
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This table shows Alpha-synced rows only. Use it to confirm that the latest sync wrote the expected portfolio, source status, source recon status, quantity, price, multiplier, premium, and fee fields.
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