Articles on: Importing Trades from brokers/platforms

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

Quick Start


To auto-sync your Tradovate account, visit https://tradesviz.com/import/.
Use the first dropdown to choose your trading account, the second dropdown to choose Tradovate,
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 Tradovate to TradesViz. This works for both live and demo accounts, including NinjaTrader Brokerage accounts that authenticate through Tradovate.


Before continuing, please read the auto-import basics.


Tradovate connection setup


Quick setup (OAuth + account picker)


  1. In TradesViz, open Import/Export and choose your target trading account in Step 1.
  2. Select Tradovate and click Continue to Tradovate.
  3. Log in on Tradovate and approve read-only access.
  4. Back on TradesViz, choose account(s) in the Tradovate picker in the last step:
  • First checked row links to your currently selected TradesViz account.
  • Additional checked rows can create new TradesViz accounts (subject to your account limit).
  1. Click Connect Selected, then click Sync.


Important: You no longer need to manually copy/paste API codes or account IDs in this flow.


TradesViz only requests read-only permissions. We cannot place orders or move funds.


If a connection token expires later, use the one-click refresh link shown in the auto-sync connection card.



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 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: Tradovate auto-sync guide.

Updated on: 29/05/2026

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