Features

Auto-Sync & Import

Automated trade data import from brokers via API and other methods.

More Details

What is Auto-Sync?

TradesViz supports 150+ brokers and 40+ auto-sync platforms with multiple import methods.

Learn more: Auto Import Trades Guide | Import Complete Guide | Import Troubleshooting

Sync Methods

API-Based Auto-Sync

Secure read-only connection (IBKR, TD Ameritrade, Robinhood, Coinbase). Trades fetched every 24 hours.

Real-Time Sync

NinjaTrader, MetaTrader 5, Sierra Chart trades appear instantly after execution.

MT5 Investor Password

Unique server-side sync no local EA required.

Google Drive Sync

For platforms with local files only. Save to synced folder, auto-ingested.

Data Integrity

De-duplication

Composite key prevents double entries on re-import.

Grouping Algorithms

  • Flat Position (FIFO)
  • Symbol-based grouping
  • Multi-leg spread recognition

Coverage

  • Stocks: US, India, Canada, Australia
  • Futures, Forex, Crypto
  • Options with spread detection

TradesViz Features

  • 150+ broker support
  • Real-time adapters
  • Google Drive monitoring
  • Server-side MT5 sync

Where to find it in TradesViz

Import > Auto Sync to configure broker connections. 150+ brokers supported via API, Flex Query, or file upload. Real-time adapters for NinjaTrader, MetaTrader 5, Sierra Chart. MT5 Investor Password sync and Google Drive monitoring for special cases.

Example

IBKR via Flex Query API (daily) + NinjaTrader Real-time Adapter.