Skip to main content
Portfolio sync is how Podium Markets keeps Ivy up to date on your investments. After you connect a brokerage account, Podium periodically polls your latest holdings, positions, and balances so that Ivy always has accurate, current data when you ask about your portfolio. This page explains what gets synced, how often, and what to do if something looks off.

​
What syncs

The following data is pulled from each connected brokerage account. The exact fields available depend on what your broker’s API exposes — brokers vary in how much detail they share.
  • Holdings — the securities, ETFs, options, and other assets you own across your connected accounts
  • Positions — quantity held, average cost basis, current market value, and unrealized gain or loss
  • Cash balance — your available cash, including settled funds
  • Realized P&L — closed-position gain and loss history, where your broker makes this data available
Ivy uses all of this data to give you accurate, personalized analysis. The richer the data your broker exposes, the more context Ivy has to work with.

​
Sync frequency

Podium syncs your portfolio data automatically at regular intervals throughout the day. You do not need to do anything to keep your data current — as long as your brokerage connection remains authorized, Podium handles refreshes in the background. The sync cadence is designed to keep Ivy’s view of your portfolio current during market hours. During off-hours, syncs will be less frequent since account data changes less often.

​
Sync status

You can check whether your portfolio data is current directly from the Accounts section in Settings.
  • Green indicator — the connection is active and your data is up to date
  • Warning or error indicator — if Podium encounters a problem syncing your account, an alert will appear with guidance on next steps
If your last synced timestamp looks stale or you see a warning indicator, try triggering a manual refresh first. If the problem persists, re-authorizing your brokerage connection usually resolves it.
If your broker revokes Podium’s API access — for example, after a password change, a security event on your brokerage account, or an expired authorization — the connection will stop syncing. You will need to re-authorize Podium from the Brokerages section to restore the link. See Connect Your Brokerage Account for reconnection steps.