How do I set up automatic trade syncing between DAS Trader Pro and TradesViz?

Setting up automatic trade syncing requires a two-part process. First, you must sign the Third Party Drop Copy Consent Rider within DAS Trader Pro (Help > Market Data Agreement > Optional tab). Second, you navigate to the TradesViz Import page, select the Auto-Sync tab, choose DAS Trader Pro from the broker list, and fill out the connection form with your full name, broker name, DAS Login ID, and DAS email address. Once both steps are completed and verified (allow up to 3 business days), your trades are automatically imported into the TradesViz online trading journal every day.

What asset types does the DAS Trader Pro auto-sync support in TradesViz?

The DAS Trader Pro auto-sync integration with the TradesViz trading journal supports three asset types: Stocks, Stock Options, and Futures. As long as you execute your trades via DAS Trader Pro, the TradesViz trade tracker will sync them regardless of which broker you use.

When are my DAS Trader Pro trades synced to TradesViz each day?

DAS transmits your trade data at 4 AM EST, and the TradesViz auto-import picks it up at 5 AM EST. There is a one-day delay on DAS's side, meaning all trades from the current day will be available in your TradesViz trading log the next day. This daily automated sync eliminates the need for manual CSV exports.

Why is my DAS Trader Pro auto-import not working on TradesViz?

The most common reason the auto-import fails is that the DAS-side Third Party Drop Copy Consent Rider was not completed. Without signing this agreement in DAS (Help > Market Data Agreement > Optional tab), DAS will not send any trade data and the sync cannot function. Other troubleshooting steps include verifying that the email in the DAS agreement matches your TradesViz account email, double-checking your DAS Login ID, and ensuring at least 3 business days have passed since submitting your request. If issues persist, contact support@tradesviz.com.

Does the DAS Trader Pro integration give TradesViz access to modify my trading account?

No. The connection gives TradesViz strictly READ-ONLY access to your trade data. The TradesViz online trading journal does NOT have any trading or account modification permissions. The integration is designed solely to import your trade history for analysis and journaling purposes.

Can I import historical trades from DAS Trader Pro into TradesViz?

Yes. When signing the Third Party Drop Copy Consent Rider on DAS, you can choose to include historical trade data covering up to the previous 6 months. This data is sent the next day at 4 AM EST after completing the agreement. For best results, the article recommends manually importing your historical trades via CSV into your TradesViz trading log before setting up auto-sync, and then setting the 'Sync from date' to the day after your last imported trade to avoid duplicates.

Does my broker matter for the DAS Trader Pro and TradesViz integration?

No, your broker does not matter. As long as you execute trades via DAS Trader Pro, the TradesViz trade tracker can sync your trades automatically. You can use brokers like Cobra Trading, Interactive Brokers, CenterPoint Securities, or any other broker that connects through DAS Trader Pro. During setup, you simply specify your broker name in the connection form on the TradesViz Import page.

Where can I find my DAS Login ID for the TradesViz auto-sync setup?

Your DAS Login ID (User ID) is displayed in the title bar of the DAS Trader Pro application window. It is the username you enter when logging into the platform. You need to provide this ID accurately in the TradesViz connection form to ensure the auto-import to your trading journal works correctly.

Do the email addresses on DAS and TradesViz need to match for auto-sync?

Yes, this is a critical requirement. The email address you use for the DAS Market Data Agreements must be the same email address you use on your TradesViz account. If there is a mismatch, the auto-sync between DAS Trader Pro and your TradesViz online trading journal will not function properly.

Can I manually trigger a trade sync from DAS Trader Pro in addition to the automatic daily import?

Yes. In addition to the automatic daily sync at 5 AM EST, you can manually trigger a sync at any time from the connections list on your TradesViz Import page. This gives you flexibility to update your TradesViz trading log on demand, ensuring your trade tracker always reflects your latest available data.

Auto import trades from DAS Trader Pro

In this post, we will walk you through how to set up automatic trade syncing between your DAS Trader Pro account and TradesViz.

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

Overview

DAS Trader Pro is a popular direct-access trading platform used by active stock, options, and futures traders. With TradesViz's auto-import feature, your trades from DAS will be automatically synced to your TradesViz account daily at 5:00 a.m. EST - no manual CSV exports needed!

Please note: As long as you execute trades via DAS Trader Pro, you can sync your trades - it doesn't matter what broker you use!

Supported asset types: Stocks, Stock Options, and Futures.

⚠ Important: Two-part setup required

Setting up DAS auto-import requires completing steps on both the DAS platform and TradesViz. You must complete Part 1 (DAS side) first — without signing the consent rider on DAS, the sync cannot work even if you fill out the form on TradesViz.

Please follow the official DAS Trader and TradesViz Integration guide from DAS for step-by-step screenshots: https://dastrader.com/docs/das-trader-and-tradesviz-integration/

Part 1: Enable Integration on DAS (Must Do First)

You must sign the Third Party Drop Copy Consent Rider on the DAS platform before doing anything on TradesViz. Without this step, DAS will not transmit your trade data and the sync will not work.

Before you begin

The email address you use for the DAS Market Data Agreements must be the same as the email you use for TradesViz.
For the smoothest process, complete the DAS consent rider between 5 AM and 11 PM EST.

Steps on DAS

Open DAS Trader Pro and navigate to Help > Market Data Agreement.
In the portal, click on the Optional tab.
Find "THIRD PARTY DROP COPY CONSENT RIDER (Optional)" and click Sign.
Read the agreement carefully. If you want to include your historical trade data (up to 6 months), select Yes and fill in the date range.
Complete your signature and click "I agree" at the bottom.
You will receive a confirmation email from DAS.

Timing notes from DAS:

Current-day data (regular daily data) is normally sent the day after the request is completed in the Agreement Portal at 4 AM EST.
If you are integrating historical data, it is sent the next day at 4 AM EST after completing the agreement. The current-day data is then processed the following day.
Historical data is only available for the previous six months.

Part 2: Connect on TradesViz

After you have completed the consent rider on DAS (Part 1 above), follow these steps on TradesViz:

Step 1: Navigate to Auto-Import

Go to your TradesViz Import page and select the "Auto-Sync" tab. Choose your trading account from the dropdown, then select "DAS Trader Pro" from the broker list and click "Connect account".

Step 2: Fill Out the Connection Form

A form will appear requesting the following information:

Full Name: Your full name as registered with your broker
Broker Name: The name of your broker (e.g., Cobra Trading, Interactive Brokers, CenterPoint Securities, etc.)
DAS Login ID (User ID): This is the username you use to log into DAS Trader Pro. You can find it in the title bar of your DAS platform window.
DAS Email Address: The email address associated with your DAS account

Where can I find my DAS User ID?

Your DAS User ID is displayed in the title bar of the DAS Trader Pro application window. It's the username you enter when logging into the platform.

Step 3: Confirm and Submit

Check the consent checkbox confirming that you understand your information will be sent to DAS Inc. for verification purposes, then click "Connect".

Step 4: Wait for Verification

Your request will be submitted to DAS for verification. Please allow up to 3 business days for the setup to be completed. You will receive a confirmation email once your account has been connected.

How the Sync Works

Once your account is verified and connected, DAS will automatically transmit your trades to us.
DAS sends trade data to us at 4 AM EST. Our sync then picks it up at 5 AM EST.
Note: There is a delay on DAS's side — all trades from the current day will be available for sync the next day.
If you chose to include historical data in the DAS consent rider, that data is also sent the next day at 4 AM EST. Historical data covers the previous 6 months.
If you've already configured your trade synchronization with DAS, you won't need to take any further action.

Important Notes

This connection gives us READ-ONLY access to your trade data. We do NOT have any trading or account modification permissions.
DAS supports stocks, stock options, and futures trade data.
The email address you used in the DAS Market Data Agreement must be the same email you use on TradesViz.
Historical data import depends on what DAS makes available (up to 6 months). For best results, manually import your historical trades via CSV before setting up auto-sync, and set the "Sync from date" to the day after your last imported trade.
You can also manually trigger a sync at any time from the connections list on your Import page.

⚠ Sync not working? The most common reason is that the DAS-side consent rider (https://dastrader.com/docs/das-trader-and-tradesviz-integration/) was not completed. Without signing the Third Party Drop Copy Consent Rider in DAS (Help > Market Data Agreement > Optional tab), DAS will not send any trade data, and the sync cannot function.

Troubleshooting

If your auto-import is not working after the setup period:

Verify you completed the DAS consent rider: Go to Help > Market Data Agreement > Optional tab in DAS and confirm the Third Party Drop Copy Consent Rider shows as signed. This is the #1 reason syncs don't work.
Make sure the email in the DAS agreement matches the email on your TradesViz account.
Double-check that your DAS Login ID was entered correctly on TradesViz.
Ensure that at least 3 business days have passed since your request.
Contact us at [email protected] if you continue to experience issues.

For the full step-by-step guide with screenshots from DAS, refer to the official DAS Trader and TradesViz Integration documentation: https://dastrader.com/docs/das-trader-and-tradesviz-integration/

That's it! Once both sides are set up, your DAS Trader Pro trades will be automatically imported into TradesViz every day, giving you powerful analytics and journaling capabilities for all your trades.

If you have any questions or concerns about the DAS Trader Pro auto-sync integration, please send us an email at [email protected].