What it is

Tessera connects to OANDA in two ways: live API sync (personal access token + account ID) and Transactions CSV import. Use sync for ongoing updates; use CSV when you want a one-off history load or prefer not to store an API token yet.

What you can do

  • Live sync with an OANDA access token, account ID, and live vs practice environment
  • Import an OANDA Transactions CSV without API credentials
  • Start with CSV, then add live API credentials later
  • Declare asset classes (FX, metal, commodity, index, etc.) so symbols resolve correctly

How it works

Choose a method

MethodBest for
Live syncKeeping the Trade Log up to date from OANDA’s API
Transactions CSVBackfill, practice imports, or connecting before API access

Portfolio growth for OANDA is cumulative trading PnL only (not a full broker balance curve). See Portfolio growth.

Connect with live sync

  1. In the OANDA HUB, generate a personal access token:
  • Log in to your live or practice account.
  • Open Tools → API (or Manage API Access under account services, depending on your division).
  • Click Generate and copy the token. Treat it like a password.
  1. Note your OANDA account ID (the sub-account you trade) and whether it is live or practice.
  2. In Tessera, choose OANDA, paste the access token, enter the account ID, and select Live or Practice.
  3. Connect, then run a sync to pull trades into the Trade Log.

Use a token from the same environment as the account (live token with live account, practice with practice).

Export a Transactions CSV

  1. Log in to the OANDA HUB.
  2. Open Reports → Transaction History.
  3. Select the account, start date, end date, and timezone.
  4. Click Show Transactions, then Export to csv.

Pick the timezone carefully: OANDA embeds the zone (or offset) in the `TRANSACTION DATE` column. Tessera reads that from the file - you do not set a separate statement timezone on import.

Official steps: How to view and download your transaction history report in the HUB.

Import the CSV into Tessera

  1. Choose OANDA → CSV import.
  2. Enter the account code you want Tessera to use for this history (usually your OANDA account ID).
  3. Optionally set asset classes.
  4. Upload the Transactions CSV and import.

Do not use unrelated OANDA exports (for example crypto-only trade pages that are not the HUB Transactions report). First CSV import can create a CSV-only placeholder until you add API credentials.

After connect

  • Sync periodically for API accounts.
  • Re-export and re-import Transactions CSV when you need older or additional history.
  • Wrong HUB timezone on export is a common cause of shifted entry/exit times - re-export with the correct zone if charts look off.

Limitations

  • Growth charts are trading PnL only - deposits and withdrawals are not reconstructed from CSV or API the way Liquid live sync does.
  • API access requires a v20-capable OANDA account and a valid personal access token for that environment.
  • Requires an active subscription.

Resources