Bulk Sync Import & Auto-Sync

There are two ways to sync trades from your broker into Tradavity in bulk:

• CSV Sync — Upload a CSV file from your broker. Tradavity detects duplicates and only imports new trades.
• Auto-Sync — Connect your broker account directly. Trades are imported automatically every 15 minutes.

Choosing a Sync Method

When you click Sync on a trading account, you see a chooser:

• Connect Broker Account (Auto-Sync) — Best if your broker supports it (Tradovate, NinjaTrader, TopStepX). Set it up once, trades sync automatically.
• Import CSV File — Works with all supported brokers. Upload your export file each time.

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Auto-Sync

Auto-Sync connects directly to your broker and imports new trades automatically every 15 minutes.

Supported Brokers

• Tradovate — Demo and Live environments (OAuth login, today's trades only)
• NinjaTrader — Demo and Live environments (uses Tradovate API, today's trades only)
• TopStepX — API key connection, full trade history with SL/TP and fees

More brokers will be added over time. For brokers without Auto-Sync support, use CSV Sync.

Setting Up

1. Go to Settings > Accounts and click Sync on your account
2. Choose Auto-Sync
3. Select your broker from the broker picker (use the search bar to find your broker by name)
4. Tradovate / NinjaTrader: Choose environment (Demo/Live), click Connect, log in via popup, authorize Tradavity
5. TopStepX: Enter your TopStepX username and API key, optionally set a start date, click Connect
6. If you have multiple broker accounts, select which ones to sync (you can select multiple at once)
7. Click Sync Now to import trades immediately

How It Works

• Trades are checked and imported every 15 minutes automatically
• Only new trades are imported — duplicates are detected and skipped
• If your account is in a copy trading group, copies are created automatically
• Click Sync Now any time to trigger an immediate sync

Connection Status

Each connected broker shows a status badge on your account:

• Active (green) — Sync is running normally
• Error (orange) — Last sync had an issue, will retry automatically
• Disconnected (red) — Connection lost. Click Reconnect to re-authenticate

Disconnection & Reconnecting

A connection may disconnect if your broker session expires, you changed your broker password, or the broker API is unavailable for an extended period.

When this happens:

• You receive an email notification with a link to reconnect
• An in-app notification appears
• Click Reconnect to log in again — no data is lost

Security

• Tradovate / NinjaTrader: OAuth login — we never see or store your broker password
• TopStepX: API key stored encrypted (AES-256) — used only for reading trade data
• All access tokens and credentials are encrypted at rest
• Credentials are automatically cleared when disconnected
• Read-only — Tradavity can only read trade data, never place orders

Disconnecting

Click Disconnect to stop Auto-Sync. The token is revoked immediately. Previously synced trades remain in your journal.

Multiple Connections

You can connect multiple broker accounts to the same Tradavity account (e.g., Tradovate Demo + NinjaTrader Live + multiple TopStepX accounts). Each connection syncs independently. For TopStepX, you can select multiple accounts at once during setup.

Each broker account can only be connected to one Tradavity account. To sync the same trades to multiple Tradavity accounts, use Copy Trading.

Limitations

• One-way — trades flow from broker to Tradavity, not the reverse
• Only closed trades are imported (open positions are not synced until closed)
• Sync runs every 15 minutes — there may be a short delay
• Tradovate / NinjaTrader: Only today's trades are available via API. Use CSV Import for historical trades.
• TopStepX: Full history available. Requires a ProjectX API subscription ($14.50/mo with code topstep).

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CSV Sync (File Import)

CSV Sync lets you upload a broker export file to import multiple trades at once with automatic duplicate detection.

How to Sync

1. Go to Settings > Accounts
2. Click Sync on the account you want to import to
3. Choose Import CSV File
4. Select your broker (or it auto-selects if the account has a broker set)
5. Select the export type
6. Upload your CSV file
7. Review the parsed trades — each shows a status (New, Existing, or Conflict)
8. Select which trades to import and click Import

Trade Status in Preview

• New — Not in your journal yet. Will be imported.
• Existing — Already imported (matched by symbol, direction, time, quantity, P&L). Automatically skipped.
• Conflict — Partially matches an existing trade. Review carefully.

Duplicate Detection

Sync uses a 3-tier matching system to prevent duplicates:

1. Broker fill IDs — Exact fill identifier matching (most reliable)
2. Signature match — Same symbol, direction, entry/exit times, quantity, and P&L
3. Fuzzy match — Overlapping time window with matching quantity and P&L within $1 tolerance

Import Options

• Tag as Needs Review — Adds a "Needs Review" tag to imported trades so you can find and annotate them later
• Copy Trading — If the account is in a copy group, copies are created in target accounts automatically

What Gets Imported

Sync imports all data the broker provides:

• Trade date, symbol (normalized), direction, quantity
• All entry/exit executions with prices, quantities, and times
• P&L and fees/commissions
• SL/TP prices (if available in the export)

Auto-calculated values (based on your Calculation Settings):

• Multiplier, total points/pips, holding time
• Expected and realized R:R (if SL/TP available)

Troubleshooting

Sync button not visible

The account needs a broker set. Edit the account to add one.

All trades showing as "Existing"

You already imported these trades. Export a different date range from your broker.

Wrong P&L or multiplier

Check that your account currency matches the export. For futures, verify the symbol is recognized. Edit trades after import to correct values.