What it is
Tessera connects to brokers in two ways: live sync (API pulls trades and sometimes account data) and CSV / file import (you upload statement files). Some brokers support both; others are import-only. Use the per-broker guides below for step-by-step export and connect instructions.
What you can do
- Connect API-sync brokers with credentials
- Import CSV/HTML/XLSX statements from supported platforms
- Use Custom CSV for any other broker - see Custom CSV import
- Declare asset classes you trade so symbols resolve correctly
How it works
Live API sync
| Broker | Notes |
|---|---|
| [Liquid Brokers](24-connect-liquid-brokers.md) | DXtrade login; full account sync |
| [OANDA](25-connect-oanda.md) | API token + account ID (live or practice) |
| [Binance Spot](26-connect-binance.md) | API key; on-demand sync |
| [IBKR Flex](27-connect-ibkr.md) | Flex Web Service token + query ID |
| [cTrader](28-connect-ctrader.md) | OAuth connection |
Import-only (no live sync)
| Broker | File type |
|---|---|
| [TradingView](29-connect-tradingview.md) | Strategy Tester List of Trades CSV |
| [TradingView Paper Trading](35-connect-tradingview-paper.md) | Paper Trading Order History CSV |
| [MetaTrader 4](30-connect-mt4.md) | HTML Detailed Report |
| [MetaTrader 5](31-connect-mt5.md) | XLSX Trade History Report |
| [Tradovate](32-connect-tradovate.md) | Orders CSV (futures) |
| [NinjaTrader](33-connect-ninjatrader.md) | Tradovate-format Orders CSV (futures) |
| [Hyperliquid](34-connect-hyperliquid.md) | Trade history CSV (crypto) |
| [Custom CSV](21-custom-csv-import.md) | Any mapped CSV |
CSV import requirements (by broker)
| Broker | What you need |
|---|---|
| [Liquid Brokers](24-connect-liquid-brokers.md) | Account code; statement timezone (IANA); tab-separated statement CSV |
| [OANDA](25-connect-oanda.md) | Account code; Transactions CSV |
| [Binance](26-connect-binance.md) | Account code; statement timezone; Spot Trade History CSV |
| [IBKR](27-connect-ibkr.md) | Flex execution CSV; timestamps must include timezone; ~1 year per file typical |
| [TradingView](29-connect-tradingview.md) | Executing broker name, account name, instrument, asset classes, timezone |
| [TradingView Paper Trading](35-connect-tradingview-paper.md) | Executing broker name, account name, asset classes, timezone (symbols in CSV) |
| [cTrader](28-connect-ctrader.md) | Executing broker name, account code, asset classes; Deals statement CSV |
| [Tradovate](32-connect-tradovate.md) / [NinjaTrader](33-connect-ninjatrader.md) | Futures Orders CSV; account from file; timezone for Fill Time |
| [Hyperliquid](34-connect-hyperliquid.md) | Account name; timezone |
| [Custom CSV](21-custom-csv-import.md) | Column mapping, executing broker name, account name, asset classes, timezone |
Asset classes
Most brokers ask which asset classes you trade (FX, crypto, equity, futures, etc.) at connect or import time. This helps symbol resolution.
- Tradovate / NinjaTrader: futures only
- Hyperliquid: crypto only
Executing broker name
For import-only platforms (MT4, MT5, TradingView Backtest, TradingView Paper Trading, cTrader, Custom CSV), you provide the real broker or prop firm name shown in your account picker - separate from Tessera’s import lane label. For Paper Trading, that is usually Paper.
First CSV import
The first successful CSV import for a supported API broker can create a CSV-only account placeholder until you add live API credentials later.
Limitations
- Import-only brokers never auto-sync - you re-import manually.
- API permissions vary (e.g. Binance trade history vs wallet features) - see Broker data and sync.
- Requires an active subscription.