How to Auto-Sync Upstox with TradesViz Step-by-Step Guide
Quick Start
To auto-sync your Upstox account, visit https://tradesviz.com/import/.
Use the first dropdown to choose your trading account, the second dropdown to choose Upstox,
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
One of the most popular brokers in India - Upstox is now available for auto-import for all Indian traders looking for an advanced, automated, and affordable trade journaling solution.
TradesViz now supports auto-import from Upstox, making trade journaling super easy for all Indian traders!
The sync method is super simple! Here is what you need to do:
- Visit tradesviz.com/import
- Select the trading account you want to import your trades into
- Select "Upstox (API-Auto-Sync)" as the platform
- Scroll down the page and click on the "Login & Sync Upstox Data" button
- In the popup box that appears, you can read more about how this sync works. Now click on "Upstox Login" and you will be redirected to an Upstox-hosted webpage.
- Enter your credentials here (Note: we have no access to this as it's on Upstox's website) and complete the login process. You may not see this step if you are already logged into the Upstox console.
- Once you have completed the login process, you will be redirected to the import page and the trades import will start automatically.
That is all! Just 2 clicks and you have all your trades with charts, and statistics available in TradesViz!
A few caveats:
- Since we do NOT store ANY information - i.e. access tokens or any such identification mechanism, you need to do this process whenever you want to sync your trades. The main reason for this is that Upstox tokens expire within 24 hours - so even if we were to store access tokens, they would be invalid the next day.
- Commissions and fees are not provided by the Upstox historical trades API. We suggest setting up account-based commissions and fees profiles for accurate NET PnL calculations.
That's it! This is the easiest way to sync your Upstox trades to TradesViz!
Please let us know if you have any questions or concerns by emailing us 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: Upstox auto-sync guide.
Updated on: 29/05/2026
Thank you!