Short answers before you add real records.
Coverage. Setup. App Store. Journal.
Short answers.
Which brokers does Heuby support?
Broker coverage comes through SnapTrade and depends on its current provider availability. CSV import and manual entry remain available when a broker is not connected.
How long does setup take?
The broker handoff is designed to be quick. CSV and manual records are also first-class starting paths when you want to build the workspace before connecting anything.
Can Heuby place trades for me?
No. Heuby is a portfolio and record workspace. Trading still happens at your broker.
App Store or web - which should I start on?
Use the web app for setup and deeper tables. The App Store release will focus on quick review once it is available.
What if broker sync is unavailable?
Upload a CSV or enter records manually. Those records feed the same portfolio, allocation, journal, and report views.
How is the journal linked to trades?
Journal entries carry symbols, status, strategy, notes, and dates so the reason can stay beside the trade or position it explains.
Open the signal.
Portfolio. Drift. Trades. Journal.