A file from your broker
The file is read on your device; the file itself is never uploaded. What you choose to add is saved to your account: the
trades, and each row of the history as your broker wrote it, so deposits and dividends are never counted as profit and an
import can be checked later. Undoing an import deletes what it added.
Interactive Brokers, with a key
You make a key in Interactive Brokers that can only read your reports. When you fetch your history, the key goes through
Slate’s relay to Interactive Brokers and is forgotten: the relay keeps nothing and writes nothing down. If you tick
“Remember on this device”, the key is kept in that browser only.
Log in to your broker, through SnapTrade
You log in on SnapTrade’s own page, so Slate never sees your broker password. SnapTrade keeps the connection and collects
your history once a day. To fetch it, Slate’s server keeps a code SnapTrade gives for your account: only the server can
read it, and it can only read your history. SnapTrade knows you by a number that doesn’t name you. Disconnecting in
Settings removes the connection; deleting your account deletes you at SnapTrade too. (This way is still being tested.)