> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://tradesviz.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to auto-sync trades from Tradier to TradesViz trading journal?

## Quick Start

To auto-sync your Tradier account, visit [https://tradesviz.com/import/](https://tradesviz.com/import/).
Use the first dropdown to choose your trading account, the second dropdown to choose **Tradier**,
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 Tradier to TradesViz.

**Before continuing, please read the [auto-import basics](/blog/auto-import-trades).**

![Tradier connection setup](https://tradesviz.com/media/blog/auto_import_tradier/auto_import_tradier-1.png)

### **Quick setup (OAuth + account picker)**

1. In TradesViz, open Import/Export and choose your target trading account in Step 1.
2. Select **Tradier**, choose sync mode, and click **Continue to Tradier**.  
   
     
   
   **Note:** If you have already imported your historical data, you can choose live intraday orders. If not, you need to first import historical orders OR sync historical orders using the historical data connection and then set up a live intraday connection.  
   
     
   
   **Note:** Do NOT set up both connection types in the same account - this will lead to duplicates due to different timestamps (historical data does not provide timestamps).
3. Log in on Tradier and approve read-only access.
4. If your Tradier login has multiple accounts, pick one in the TradesViz account picker.
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](mailto: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](https://tradesviz.com/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: [Tradier auto-sync guide](https://www.tradesviz.com/blog/auto-import-tradier/).