Dhan is now the first Indian broker to have 100% auto-import integration with TradesViz. We have many brokers from US and other countries and we are also focusing on India to bring seamless journaling capabilities to traders trading in NSE and BSE.
We will now explore how to pair your TradesViz account with your Dhan account.
Once you select your trading account and broker as "Dhan" on the trade auto-import page, a popup box will appear when you click on the "Connect account" button.
Here are the steps you need to follow:
- Click on the link in the instructions in the popup box shown in the picture above.
- This will redirect you to a secure Dhan webpage where you need to enter your credentials to authenticate that you are the user of the Dhan account. Note that we have no access to any information in the subsequent pages after you click on the link in the instructions - all actions are done via Dhan's secure pages. You can check the URL in the browser to verify this.
- Once you complete the authentication flow, you will be redirected to a TradesViz.com page where you will have to copy a code and paste it into the popup box shown as the first image in this blog post.
- Once you return to the tradesviz.com's import page, click on the "Auto-import trades" tab, follow the same instructions of selecting the trading account and brokerage platform (Dhan) and now paste the code in the text field.
That's it! You are now connected to Dhan and your trades will be auto-synced every 24 hrs! You can change the advanced import settings and turn on or off the auto-sync by clicking the auto-import settings on the same import page.
If you have any questions regarding your connections, please contact us at [email protected]!