How to Auto-Sync tastytrade (tastyworks) with TradesViz Step-by-Step Guide

Quick Start

To auto-sync your tastytrade (tastyworks) account, visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account, the second dropdown to choose tastytrade (tastyworks),

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

This guide shows the current (new) way to connect Tastytrade (TastyWorks) to TradesViz.

Before continuing, please read the auto-import basics.

Quick setup (OAuth + account picker)

1. In TradesViz, open Import/Export and choose your target trading account in Step 1.
2. Select TastyWorks/TastyTrade and click Continue to Tastytrade.
3. Log in on Tastytrade and approve read-only access.
4. If your Tastytrade login has multiple accounts, pick one in the TradesViz account picker (last step).
5. Click Connect Account, then click Sync.

Important: You no longer need to manually copy/paste API codes in this flow.

TradesViz only requests read-only permissions. We cannot place orders or move funds.

If you need help, contact support@tradesviz.com.

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: tastytrade (tastyworks) auto-sync guide.

Updated on: 29/05/2026