Auto-Sync: How It Works

Auto-Sync: How It Works

Auto-sync is TraderNest's automatic trade import feature. Once you connect an exchange via API, TraderNest periodically pulls your latest trades without any manual effort on your part. This article explains how auto-sync works, how often it runs, and how to manage it.

What Auto-Sync Does

When you connect an exchange via API, TraderNest establishes a read-only connection to your exchange account. At regular intervals, TraderNest queries the exchange API for any new trades since the last sync. When new trades are found, they are automatically imported, parsed, and added to your trade history.

The data synced for each trade includes:

• Entry and exit prices — The exact prices at which you entered and closed each position.
• Position size — The size of your position in the base currency or contracts.
• Direction — Whether the trade was long or short.
• Realized P&L — Your profit or loss on the trade after closing.
• Fees — Trading fees, funding fees, and other charges associated with the trade.
• Timestamps — When the trade was opened and closed.
• Trading pair — The instrument you traded (e.g., BTCUSDT, ETHUSDT).

How Often Does It Sync?

TraderNest syncs your trades automatically at regular intervals, typically every 15 to 30 minutes. The exact frequency depends on the exchange and server load. You do not need to open TraderNest or take any action — syncing happens in the background.

For most traders, this means your trade history is never more than 30 minutes behind your actual trading activity.

How to Manually Trigger a Sync

If you want to see your latest trades immediately without waiting for the next automatic sync, you can trigger a manual sync:

1. Go to Settings > Exchanges.
2. Find the exchange you want to sync.
3. Click the "Sync Now" button (or the refresh icon) next to the exchange.
4. TraderNest will immediately pull any new trades from that exchange.

Manual syncs are useful when you have just closed a trade and want to see it reflected in your dashboard right away.

How to Check Sync Status

You can view the status of each connected exchange in Settings > Exchanges. For each exchange, you will see:

• Connection status — Whether the exchange is connected and active (green), disconnected (gray), or errored (red).
• Last sync time — When TraderNest last successfully pulled data from this exchange.
• Trades synced — The total number of trades imported from this exchange.

What Happens If Sync Fails

Occasionally, a sync may fail due to exchange API issues, expired API keys, rate limiting, or network problems. When this happens:

• The exchange status in Settings changes to show an error indicator (usually a red or amber icon).
• TraderNest will automatically retry the sync on the next scheduled interval.
• If the failure persists across multiple retries (e.g., because your API key expired), you will see a persistent error message on the exchange card in Settings.
• To fix a persistent error, click on the exchange, check the error message, and follow the suggested resolution (often reconnecting with fresh API credentials).

How TraderNest Handles Duplicate Data

TraderNest uses trade IDs and timestamps provided by the exchange to identify unique trades. If the same trade is returned by the exchange API on multiple syncs (which can happen), TraderNest automatically skips the duplicate. You will never see doubled trades in your history from auto-sync.