tastytrade
Lunch Money logo
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Connect tastytrade to Lunch Money

Automatically sync your portfolio balances and trades to your Lunch Money accounts.

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Secure read-only connectionSimple per-connection pricing

Features

From

tastytrade

  • Secure read-only connection with automatic portfolio syncing
  • Account balances, holdings, and positions
  • Trade history, dividends, and corporate actions

To

Lunch Money

  • Keep your budget up to date with automatic bank sync
  • Map any transaction field to Lunch Money-specific fields
  • Transform transactions with transfer link rules
  • Enrich transactions with clean merchant names, logos, and more (Pro)

Setup

How it works

Step 01

Connect securely

Log in through tastytrade's own authentication flow. Synci never sees or stores your credentials.

Step 02

Pick accounts

Choose which tastytrade accounts you want to sync.

Step 03

Link to Lunch Money

Point those accounts at your Lunch Money accounts.

Step 04

Sync automatically

Balances, holdings, and trades flow from tastytrade to Lunch Money from that point on.

Get started

FAQ

Frequently asked questions

How often does tastytrade sync to Lunch Money?
Synci polls tastytrade for new data every 30 to 360 minutes, depending on your plan. When new balances, holdings, or trades are found, they are transferred to Lunch Money within seconds.
What gets synced from tastytrade to Lunch Money?
Account balances, holdings, and historical trades — including dividends and corporate actions where available. You control which tastytrade accounts sync, and rules can transform data before it reaches Lunch Money.
Is my tastytrade login shared with Synci?
No. Synci connects to tastytrade through a secure data provider, which means authentication happens on tastytrade's own login flow. Your login credentials are never shared with or stored by Synci.
Which provider does Synci use to connect to tastytrade?
Synci currently connects to tastytrade through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage — your login credentials stay between you and tastytrade.