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

Quick Start

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

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

The purpose of this blog post is to guide you to get this API code from the Oanda website. Here are the steps you need to follow:

1. Log into your Oanda web account, click on "My Account" and then click on "Manage API Access"
2. This will redirect you to the API management page where you can either revoke your old API token and generate a new one OR generate a token for the first time if you have not generated one already. Note that if you already have an existing API token, you can use that token and skip this step. 
3. 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 (Oanda) and now paste the API code in the text field along with the account ID of the account (format: XXX-XXX-XXXXXXXX-XXX - Note: this is NOT your username!) you want to sync. Note that you will have to add "SIM" (without quotes) at the beginning of your account number if it is a simulation/demo/paper trading account.

Finally, click "Connect" and in a few seconds, you should receive a connection successful message which means the linking was successful. If not, please contact us at support@tradesviz.com.

Note: Depending on where you place your trades, you need to select the correct Broker timezone in the auto-import settings. Normally, UTC works for most cases, else, you may need to use UTC-2 which is "America/Noronha". If that doesn't work, you will have to figure out your timezone. Please contact us if you need assistance with this.

Please note that the API key will only be used for fetching account order details. If you ever want to unlink your account, you can either delete the connection from TradesViz's auto-import page or simply revoke the API token via Oanda's API management page.

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: Oanda auto-sync guide.

Updated on: 29/05/2026