Articles on: Importing Trades from brokers/platforms

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

Quick Start


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

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

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 Pionex.


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


Once you select your trading account and broker as "Pionex" 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 the API key and secret from the Pionex website. Here are the steps you need to follow:


  1. Log into your Pionex account at https://www.pionex.com
  2. Navigate to your account settings by clicking on your profile icon in the upper-right corner.
  3. Click on "API management" or go directly to https://www.pionex.com/en/apiManagement
  4. Click on "Create API Key"
  5. Make sure the API key has Read permission enabled. You do NOT need to enable any trading or withdrawal permissions.
  6. Complete any required verification (2FA, email, etc.).
  7. After the above step, you will see your API Key and Secret Key. Copy both immediately as the secret key will only be shown once.
  8. Enter the API key and the Secret key in the TradesViz connection page and click "Connect"


Important: You MUST enter the symbols you want to sync. Pionex API requires a symbol parameter to fetch trade fills. Enter just the base coin names separated by commas (e.g., BTC, ETH, SOL). TradesViz will automatically try common quote currencies (USDT, USDC, BTC, ETH) for each symbol you enter.


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


Note: Pionex API currently only supports spot transactions. Futures and margin trades are not available through their API at this time. If Pionex adds support for additional asset types in the future, we will update the integration accordingly.


Note: Pionex returns a maximum of 100 fills per API request. TradesViz will automatically paginate through your trade history, but for best results we recommend importing your full historical data via CSV first, then setting up the auto-sync connection with a "Sync from date" set to after the last date of your imported executions.


You will now be able to see trades like BTCUSDT, ETHUSDT, etc., in your TradesViz.com account tagged as Cryptocurrency with full charting support.


Please let us know if you have any questions or concerns about the Pionex 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: Pionex auto-sync guide.

Updated on: 29/05/2026

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