Articles on: Importing Trades from brokers/platforms

How to Auto-Sync Bitfinex with TradesViz Step-by-Step Guide

Quick Start


To auto-sync your Bitfinex account, visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account, the second dropdown to choose Bitfinex,

then switch to the Auto-Sync tab and follow the steps below.


You can also open Import/Export from your profile menu in the top-right corner.


Auto-Sync Setup Instructions


In this post, we will explore how to pair your TradesViz account with Bitfinex.


This post assumes that you have read the basics about auto importing in TradesViz.


Once you select your trading account and broker as "Bitfinex" in the trade auto-import page, a popup box will appear when you click on the "Connect account" button.




The purpose of this blog post is to guide you to get this API code from the Bitfinex website. Here are the steps you need to follow:


  1. Log into your Bitfinexaccount
  2. Click on "API" from your Profile icon dropdown menu on the top right or visit <https://setting.bitfinex.com/api>
  3. Click on "Create new key"
  4. Make sure to select "Read-only" in the permissions box for Account history, orders, and wallets.
  5. Label your key and click on "Generate API key" at the bottom right.
  6. You will receive an email from Bitfinex asking for confirmation - click on "Create API key" in the email.
  7. After the above step, you will be redirected to a Bitfinex page where you will see your API key and API key secret.
  8. Enter the API key and the API secret key in the TradesViz connection page where you see the box above and click "Connect"


More info on getting keys from Bitfinex: <https://support.bitfinex.com/hc/en-us/articles/115003363429-How-to-create-and-revoke-a-Bitfinex-API-Key>


Note: This connection only gives us READ-ONLY permission to your account to access your orders/trades. We do not have any other permissions. We do NOT have any trading/transfer of coins/assets permissions.


That's it! At the moment, we only support <crypto>USD/CURRENCY-type spot transactions. We are working towards more crypto integrations and supporting the full crypto environment.


You will now be able to enter trades like BTCUSDT, ETHUSDT, etc., in your TradesViz.com account and it will be tagged as Cryptocurrency and you will also be able to see charts for it.


Please let us know if you have any questions or concerns about the Bitfinex auto-sync integration and also about our general Crypto asset type addition to TradesViz!


Important Notes About Auto-Sync


  • Auto-sync only brings in recent / new trades going forward. For older history, first do a one-time

manual file import from the Upload File tab, then enable auto-sync.

  • TradesViz uses read-only access wherever the broker supports it. We never request trading,

transfer, or withdrawal permissions.

  • Some brokers (OAuth-based) expire connections periodically and require you to reconnect.


Troubleshooting


  • If the connection fails, double-check API keys / OAuth login and that required permissions are granted.
  • Make sure the trading account in TradesViz matches the asset class (stocks vs. futures vs. crypto).
  • If sync stops bringing in new trades, reconnect the broker from the Auto-Sync connections page.


Need Help?


Email support@tradesviz.com with your broker, the trading account name in

TradesViz, and a screenshot of the error.


If your broker is not yet supported for auto-sync, see our

supported brokers list or contact support to request it.


FAQ


Why are old trades missing after I connected auto-sync?


Auto-sync only fetches recent history. Import a historical CSV/Excel file first from the Upload File

tab, then enable auto-sync for new trades going forward.


How often does auto-sync run?


Connections are synced automatically on a recurring schedule (typically daily). You can also trigger a

manual sync from the Auto-Sync connections page.


Is auto-sync safe? Can TradesViz trade on my account?


No. TradesViz requests read-only access whenever the broker supports it. We do not place trades or move

funds. For OAuth-based brokers, the consent screen will show exactly which scopes are granted.


Full blog post


You can also read the original walkthrough on our blog: Bitfinex auto-sync guide.

Updated on: 29/05/2026

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