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

Quick Start

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

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

Once you select your trading account and broker as "Phemex" 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 this API code from the Phemex website. Here are the steps you need to follow:

1. Log into your Phemexaccount
2. Click on the profile icon on the top right corner and click on API management  and then click on "Create New API Key" button.
3. Next, choose Default API entry in the popup box that appears 
4. Now enter the name for the API as TradesViz and select "Don't Bind" under IP addresses seciton
5. After the above step, you will see your API key and API key secret. 
6. Enter the API key, and API secret key in the TradesViz connection page where you see the box and click "Connect"

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.

That's it! Please let us know if you have any questions or concerns about the Phemex auto-sync integration by sending us an email 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: Phemex auto-sync guide.

Updated on: 29/05/2026