Go to Import/Export -> Auto-import trades in TradesViz. In Step 1, select your TradesViz trading account, choose TastyWorks/TastyTrade, click Continue to Tastytrade, approve access, pick an account if prompted, click Connect Account, then click Sync.
If your Tastytrade login returns multiple accounts, TradesViz shows an account-picker step so you can choose the account to link and then click Connect Account.
TradesViz requests read-only access for syncing trades. It cannot place orders or move funds.
Use Python, scripts or your own applications to read and search your TradesViz accounts, trades and executions, build custom reports, and manage notes and tags. With the required permissions, you can import supported executions, edit journal entries, update trade risk settings, split or merge trades, and delete selected journal data. Execution imports currently support eligible USD US stocks and fixed-multiplier USD futures, not every asset supported by the website.
Yes. Connect a compatible ChatGPT, Claude or other MCP client to the hosted TradesViz MCP server using browser sign-in; no local MCP server or REST API key is needed. Ask your assistant to summarize recent trades, compare results from retrieved trades, find trades by symbol or tag, or save a review note. Editing and other journal changes require the matching permissions. Connector availability depends on your AI client and workspace settings.
You select the trading accounts and permissions each API key or MCP connection can use. Start with read access and grant editing or deletion separately when needed. Day notes, day tags and general journal notes require a separate opt-in. You can revoke access from the API/MCP dashboard. These tools manage your journal; they cannot place, change or cancel broker orders. AI responses can contain mistakes, so review proposed changes before approving them.
