Articles on: Importing Trades from brokers/platforms

How to auto-sync trades from Angel Broking to TradesViz trading journal?

Quick Start


To auto-sync your AngelBroking account, visit https://tradesviz.com/import/.
Use the first dropdown to choose your trading account, the second dropdown to choose AngelBroking,
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


We will now explore how to pair your TradesViz account with your Angel One account.


Update: 29th Sep 2023


We no longer support 100% auto sync for Angel as the access is valid for 24 hrs only Therefore, you will have to sync Angel Brokerage every day by manually triggering the process as described below:


  1. Visit tradesviz.com/import
  2. Select the trading account you want to import your trades into
  3. Select "Angel Brokerage API" as the platform
  4. Scroll down the page and click on the "Login & Sync Angel Brokerage" button
  5. In the popup box that appears, you can read more about how this sync works. Now click on " Angel Brokeragelogin" and you will be redirected to an Angel Brokerage-hosted webpage.
  6. Enter your credentials here (Note: we have no access to this as it's on Angel Brokerage's website) and complete the login process.
  7. Once you have completed the login process, you will be redirected to the import page and the trades import will start automatically.


A few caveats:


  1. 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 Angel Brokerage clears all session data every day - so even if we were to store access and refresh tokens, it would be invalid the next day.
  2. You need to sync your trades every day so that you do not lose information - Angel Brokerage only provides information for trades executed on any given day. For example, you cannot sync yesterday's trades today.



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


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



Here are the steps you need to follow:


  1. Click on the link in the instructions in the popup box shown in the picture above.
  2. This will redirect you to a secure Angel One webpage where you need to enter your credentials to authenticate that you are the user of the Angel One account. Note that we have no access to any information in the subsequent pages after you click on the link in the instructions - all actions are done via Angel One's secure pages. You can check the URL in the browser to verify this.**Client ID is NOT your email IDMTM and TOTP has to be set as per Angel broking's new regulations In case, you don't have MPIN or don't know how to generate it please visit - https://trade.angelone.in/  OR  use Angel Mobile App. Visit https://smartapi.angelbroking.com/enable-totp to set TOTP using an authenticator app.**
  3. Once you complete the authentication flow, you will be redirected to a TradesViz.com page where you must copy a code and paste it into the popup box shown as the first image in this blog post.
  4. Once you return to the tradesviz.com's import page, click on the "Auto-import trades" tab, follow the same instructions of selecting the trading account and brokerage platform (Angel Brokerage) and now paste the code in the text field.


That's it! You are now connected to Angel One and your trades will be auto-synced every 24 hrs! You can change the advanced import settings and turn on or off the auto-sync by clicking the auto-import settings on the same import page.



If you have any questions regarding your connections, please contact us at 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: AngelBroking auto-sync guide.

Updated on: 29/05/2026

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