Brokers & Data

Connect brokers, import CSV, instruments, and market data.

Broker data and sync

This article explains what data Tessera shows after you connect or import a broker - trades, account labels, sync timestamps, portfolio curves, and live balances - and how that differs by broker type.

Brokers overview

Tessera connects to brokers in two ways: live sync (API pulls trades and sometimes account data) and CSV import (you upload statement files). Some brokers support both; others are import-only.

Custom CSV import

Custom CSV import is for bringing trade history into Tessera from a broker that does not have a dedicated Tessera integration. You upload a CSV file, map its columns to Tessera’s fields, and your trad

Instruments

Tessera maintains a registry of 1,600+ instruments across major asset classes so your trades, charts, and reports resolve to a single canonical symbol for analytics and market data.

Market data

Market data in Tessera means historical price candles (open, high, low, close over time) used to power reports, the simulator, and Trade Review charts. It is separate from the prices your broker showe