Your First Sync - Docs

After connecting your trading platform, your first sync pulls all available historical data. Here's what happens behind the scenes.

Click Sync on your dashboard

The blue Sync button on your dashboard triggers a data pull from all your connected platforms simultaneously.

Data is fetched and processed

TradeVera pulls your trades, daily balances, and account data. For Tradovate, this includes full trade history. For Rithmic, this captures a daily P&L snapshot.

Multi-account aggregation

If you have multiple funded accounts, TradeVera aggregates all data into a unified view. Your dashboard shows combined P&L, total balance, and overall stats across all accounts.

Score calculation

After you accumulate 10 or more trading days, your TradeVera Score is calculated. Until then, you'll see your raw stats without a composite score.

Syncing is rate-limited to prevent API abuse. You can sync once every few minutes. The sync status card on your dashboard shows when you last synced and when you can sync again.

If your Tradovate session has expired, TradeVera will automatically redirect you to re-authorize. After reconnecting, your data syncs automatically — no extra steps needed.