How to connect Merrill Edge
Merrill Edge connects by file import. It is quick, and the Merrill Edge preset does the mapping for you.
Export a statement from Merrill Edge
Download your trade history or account statement from Merrill Edge as a CSV or supported file. It takes a minute inside your Merrill Edge dashboard.
Drop it into TradeStella
Drag the file onto the importer. The Merrill Edge preset recognizes the format and maps every fill, so nothing is left to hand-entry.
Review your journaled stocks trades
Every trade lands tagged with its setup and session. Re-export whenever you want to bring new activity in, or set a routine that fits how you trade.
What you get with Merrill Edge on TradeStella
Once your Merrill Edge trades are in, the whole cockpit works on them.
Auto-journal every stocks fill
Every Merrill Edge trade lands in your journal complete with entry, exit, size and result. No spreadsheet, no copy-paste, no forgotten trades.
Setups tagged for you
TradeStella labels each stocks trade with its setup and session, then groups them so you can see which of your plays actually make money.
Prop-firm rule guardrails
Track trailing drawdown, daily loss and profit targets against your Merrill Edge account limits, with a warning before you get near a breach.
Analytics and Edge Health
Net P&L, win rate, expectancy, profit factor and a live Edge Health read tell you what is working across your stocks trades and what is leaking money.
Trade replay
Step back through any Merrill Edge trade bar by bar to see exactly where you entered, where you should have, and what the setup really did.
An AI coach that knows your history
Ask the coach why a week went sideways or what to drill next. It answers from your own Merrill Edge trades, not generic advice.
Asset classes on Merrill Edge
TradeStella journals every asset class you trade on Merrill Edge.
Merrill Edge and TradeStella, answered
Does TradeStella work with Merrill Edge?
Yes. TradeStella imports Merrill Edge trades by file. Export a CSV or statement from Merrill Edge, drop it into the importer, and the Merrill Edge preset maps every fill into your journal.
Is importing my Merrill Edge trades safe?
Yes. File import never touches your Merrill Edge login or funds. You export your own statement and upload it, so TradeStella only ever sees the trade data you choose to share.
Can I track a prop-firm challenge on Merrill Edge?
Yes. TradeStella watches trailing drawdown, daily loss and profit targets against your Merrill Edge account and warns you before you approach a limit, so a challenge is far less likely to blow up on a rule breach.
Does TradeStella import Merrill Edge Stocks trades?
Yes. TradeStella handles every asset class Merrill Edge offers, including stocks. Each trade is journaled, tagged by setup, and included in your analytics and AI coaching.
Related brokers
Other platforms TradeStella supports that trade like Merrill Edge.
