Broker Synchronization

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Tradovate Synchronization

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Prerequisites

• Active Tradovate account
• Deltalytix Plus subscription
• Your Tradovate credentials

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Setting Up Tradovate Sync

1. Navigate to the Import page in your dashboard
2. Select Tradovate from the Direct Account Sync category
3. Enter your Tradovate credentials
4. Click Connect to authorize the connection

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How It Works

1. Authentication: Connects to your Tradovate account using secure OAuth
2. Data Retrieval: Fetches your trade history from Tradovate API
3. Processing: Converts trades to Deltalytix format
4. Import: Saves trades to your account

// Example: Tradovate sync API endpoint
export async function POST(request: NextRequest) {
  const body = await request.json();
  const accountId = body?.accountId as string | undefined;

  if (!accountId) {
    return NextResponse.json(
      { success: false, message: "accountId is required" },
      { status: 400 }
    );
  }

  const tokenResult = await getTradovateToken(accountId);
  if (tokenResult.error || !tokenResult.accessToken) {
    return NextResponse.json(
      { success: false, message: tokenResult.error },
      { status: 400 }
    );
  }

  const syncResult = await getTradovateTrades(tokenResult.accessToken);
  return NextResponse.json({
    success: true,
    savedCount: syncResult.savedCount ?? 0,
    ordersCount: syncResult.ordersCount ?? 0
  });
}

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Rithmic Synchronization

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Prerequisites

• Active Rithmic account (Paper Trading or Live)
• Deltalytix Plus subscription
• Rithmic username and password

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Setting Up Rithmic Sync

1. Navigate to the Import page
2. Select Rithmic from the Direct Account Sync category
3. Complete the connection form:

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Account Selection

<Switch
  id="sync-all"
  checked={allAccounts}
  onCheckedChange={(checked) => {
    setAllAccounts(checked)
    if (checked) {
      setSelectedAccounts([])
    }
  }}
/>

<Input
  placeholder="Search accounts..."
  value={accountSearch}
  onChange={(e) => setAccountSearch(e.target.value)}
/>

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Synchronization Management

// API endpoint for managing synchronizations
export async function POST(request: NextRequest) {
  const body = await request.json();
  const synchronization: Partial<Synchronization> = body;

  await setRithmicSynchronization(synchronization);
  return NextResponse.json({
    success: true,
    message: "Synchronization updated successfully"
  });
}

export async function DELETE(request: NextRequest) {
  const body = await request.json();
  const accountId = body?.accountId;

  await removeRithmicSynchronization(accountId);
  return NextResponse.json({
    success: true,
    message: "Synchronization removed successfully"
  });
}

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Rate Limits

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Saved Credentials

• Credentials are saved automatically when “Save for Next Login” is checked
• Multiple credential sets can be managed
• Duplicate credentials are automatically merged
• Credentials include account selection preferences

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Troubleshooting

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Tradovate Issues

• Verify your Tradovate credentials are correct
• Check that your account is active
• Ensure you’re using demo credentials for demo accounts

• Confirm trades exist in your Tradovate account
• Check the date range of available trades
• Verify your account has trading history

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Rithmic Issues

• Check your internet connection
• Verify Rithmic servers are operational
• Re-enter your credentials and try again

• Wait at least 8 minutes before attempting another sync
• Use saved credentials to avoid repeated authentication

• Double-check username and password
• Verify server type matches your account (Paper vs Live)
• Ensure correct location is selected

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Best Practices

1. Regular Syncing: Sync your accounts regularly to keep data up-to-date
2. Save Credentials: Use the save feature to avoid re-entering credentials
3. Monitor Progress: Watch the sync progress indicator to ensure completion
4. Verify Data: Check imported trades after syncing to ensure accuracy
5. Account Organization: Use account groups to organize synced accounts

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Security

• OAuth 2.0 authentication for Tradovate
• Encrypted credential storage
• Secure API connections (HTTPS)
• No plain-text password storage
• Token-based authentication with expiration

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Related Resources