· Auto Import Trades · 2 min read

Auto import trades from TopStepX or ProjectX

Auto import trades from TopStepX or ProjectX
By TradesViz in Auto Import Trades

In this post, we will explore how to pair your TradesViz account with TopStepX platform.

TopStepX auto-sync requires a separate ProjectX API subscription. This is NOT included with TradesViz. You must subscribe to the ProjectX API independently to enable this integration.
This post assumes that you have read the basics about auto importing in TradesViz.

Once you select your trading account and broker as "TopStepX" in the trade auto-import page, a popup box will appear when you click on the "Connect account" button.


The purpose of this blog post is to guide you in establishing a TopStepX connection on TradesViz. Here are the steps you need to follow:

  1. Go to projectx.com and subscribe to the API plan. Once subscribed, generate an API key from the ProjectX Dashboard.
  2. Fill in your ProjectX username, API key, and account IDs (only if you know them)
  3. Click Connect and the connection will be established 

Once connected, you can click on sync in the connections list to get your trades synced into TradesViz. All our syncs run once per day automatically and you are also able to manually trigger the sync at any time.

Note: This connection only gives us READ-ONLY permission to your account to access your orders/trades. We do not have any other permissions. We do NOT have any trading/transfer of coins/assets permissions. 

That's it! Please let us know if you have any questions or concerns about the TopStepX auto-sync integration by sending us an email at [email protected].

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