How to Auto-Sync Motilal Oswal with TradesViz Step-by-Step Guide

Quick Start

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

Use the first dropdown to choose your trading account, the second dropdown to choose Motilal Oswal,

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.

Motilal Oswalis now available for auto-import for all Indian traders looking for an advanced automated and affordable trade journaling solution.

The sync method is super simple! Here is what you need to do:

Visit tradesviz.com/import
Select the trading account you want to import your trades into
Select "Motilal Oswal API" as the platform
Scroll down the page and click on the "Login & Sync Motilal Oswal" button
In the popup box that appears, you can read more about how this sync works. Now click on "Motilal Oswal login" and you will be redirected to a Motilal Oswal-hosted webpage.

Enter your credentials here (Note: we have no access to this as it's on Motilal Oswal's website) and complete the login process. You may not see this step if you are already logged into the Motilal Oswal website.
Once you have completed the login process, you will be redirected to the import page and the trades import will start automatically.

That is all! Just 2 clicks and you have all your trades with charts, and statistics available in TradesViz!

A few caveats:

Since we do NOT store ANY information - i.e access tokens or any such identification mechanism, you need to do this process whenever you want to sync your trades. The main reason for this is that Motilal Oswal clears all session data every day - so even if we were to store access and refresh tokens, it would be invalid the next day.
You need to sync your trades every day so that you do not lose information - Motilal Oswal API only provides information for trades executed on any given day. For example, you cannot sync yesterday's trades today.

That's it! This is the easiest way to sync your trades from Motilal Oswal trades to TradesViz!

Please let us know if you have any questions or concerns by emailing us at support@tradesviz.com

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.

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.

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.

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.

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

manual sync from the Auto-Sync connections page.

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.

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

Updated on: 29/05/2026

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