What it is
Tessera connects to brokers in two ways: live sync (API pulls trades and sometimes account data) and CSV import (you upload statement files). Some brokers support both; others are import-only.
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 | DXtrade login; full account sync |
| OANDA | API token + account ID (live or practice) |
| Binance Spot | API key; on-demand sync |
| IBKR | Flex Web Service token + query ID |
| cTrader | OAuth connection |
Import-only (no live sync)
| Broker | File type |
|---|---|
| TradingView | Backtest CSV |
| MetaTrader 4 | HTML statement |
| MetaTrader 5 | XLSX statement |
| Tradovate | CSV (futures) |
| NinjaTrader | CSV (futures) |
| Hyperliquid | CSV (crypto) |
| Custom CSV | Any mapped CSV - guide |
CSV import requirements (by broker)
| Broker | What you need |
|---|---|
| Liquid Brokers | Account code; statement timezone (IANA); tab-separated statement CSV |
| OANDA | Account code |
| Binance | Account code; statement timezone |
| IBKR | Flex execution CSV; timestamps must include timezone; ~1 year per file typical |
| TradingView | Executing broker name,account name, instrument, asset classes, timezone |
| cTrader | Executing broker name, account code, asset classes |
| Tradovate / NinjaTrader | Futures CSV; account from file; futures asset class |
| Hyperliquid | Account name; timezone |
| Custom CSV | 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, cTrader, Custom CSV), you provide the real broker or prop firm name shown in your account picker - separate from Tessera’s import lane label.
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.