Auto import trades from Coinbase (Cryptocurrency)

import broker auto crypto
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By TradesViz in Auto Import Trades

In this post, we will explore how to pair your TradesViz account with Coinbase.

This post assumes that you have read the basics about auto importing in TradesViz.

Updated instructions (Sep 2023):

Once you select your trading account and broker as "Coinbase" on the trade auto-import page, a popup box will appear when you click on the "Connect account" button.

 

  1. Navigate to your API settings.
  2. Click the Create API key button.
  3. In the popup dialog configure:
    • API key nickname
    • Portfolio
    • Permissions (Choose READ-ONLY)
    • IP whitelist (do not enter any value here)
  4. Click Create & Download.
  5. Copy and secure your private/public key pair in a safe location.
  6. Click I've saved my key.
  7. Open your key file copy the API key & API secret and paste it into the connection box in TradesViz 

 

THE METHOD BELOW IS OUTDATED


The purpose of this blog post is to guide you to get this API key and secret from the Coinbase website. Here are the steps you need to follow:

  1. Sign into your Coinbase account and click on Settings under profile in the top right corner
  2. Click on "API Access" and then click on "+ New API key"
  3. In the poup that appears,
    1. Select the wallets you want to sync data from 
    2. In the v2 permissions section, check:
      1. wallet:user:read
      2. wallet:accounts:read
      3. wallet:transactions:read

        (Note: We ONLY need read-only permissions.)
         
  4. Now scroll down and click on "Generate"
  5. You will now see the API key and API secret key
  6. Copy these two into the API connection box you saw on TradesViz.

Please note: The sync will not work for the first 48 hours due to restrictions on Coinbase. Please try syncing after 2 days.

 

THE METHOD BELOW IS OUTDATED

Once you select your trading account and broker as "Coinbase" on the trade auto-import page, a popup box will appear when you click on the "Connect account" button.

 


The purpose of this blog post is to guide you to get this API code from the Coinbase website. Here are the steps you need to follow:

  1. Click on the link in the instructions in the popup box shown above
  2. Click on the authorize button (read-only permissions only) for TradesViz
  3. You will now be redirected to a page where you can copy the API code. Click on the copy to clipboard button.
  4. ​​​​Paste the API key in the TradesViz connection page on the import page and click "Connect".  You can also specify the names of the wallets if you want to sync only specific wallets.

Note: This connection only gives us READ-ONLY permission to your account to access your orders/trades. We do not have any other permissions. We do NOT have any trading/transfer of coins/assets permissions. 

Once you see the connection successful message, you can sync your connection.

Please let us know if you have any questions or concerns about the Coinbase auto-sync integration and also about our general Crypto asset type addition to TradesViz!