Articles on: Importing Trades from brokers/platforms

How to auto-sync trades from Coinbase to TradesViz trading journal?

Quick Start


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


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


Updated instructions (Sep 2023):


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



  1. Navigate to your API settings.
  2. Click the Create API key button.
  3. In the popup dialog configure:
  • API key nickname
  • Portfolio
  • Permissions (Choose READ-ONLY)
  • IP whitelist (do not enter any value here)
  1. Click Create & Download.
  2. Copy and secure your private/public key pair in a safe location.
  3. Click I've saved my key.
  4. Open your key file copy the API key & API secret and paste it into the connection box in TradesViz



THE METHOD BELOW IS OUTDATED




The purpose of this blog post is to guide you to get this API key and secret from the Coinbase website. Here are the steps you need to follow:


  1. Sign into your Coinbase account and click on Settings under profile in the top right corner
  2. Click on "API Access" and then click on "+ New API key"
  3. In the poup that appears,
  4. Select the wallets you want to sync data from
  5. In the v2 permissions section, check:
    1. wallet:user:read
    2. wallet:accounts:read
    3. wallet:transactions:read




(Note: We ONLY need read-only permissions.)
4. Now scroll down and click on "Generate"
5. You will now see the API key and API secret key
6. Copy these two into the API connection box you saw on TradesViz.


Please note: The sync will not work for the first 48 hours due to restrictions on Coinbase. Please try syncing after 2 days.



THE METHOD BELOW IS OUTDATED


Once you select your trading account and broker as "Coinbase" on 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 Coinbase website. Here are the steps you need to follow:


  1. Click on the link in the instructions in the popup box shown above
  2. Click on the authorize button (read-only permissions only) for TradesViz
  3. You will now be redirected to a page where you can copy the API code. Click on the copy to clipboard button.
  4. ​​​​Paste the API key in the TradesViz connection page on the import page and click "Connect".  You can also specify the names of the wallets if you want to sync only specific wallets.


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.


Once you see the connection successful message, you can sync your connection.


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

Updated on: 29/05/2026

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