Sync a crypto exchange with an API key

For supported crypto exchanges, you can connect a read-only API key so Metrifly imports your trade history and keeps new trades in sync. Metrifly can’t trade, withdraw, or move assets from your exchange account.

Before you start

Select the portfolio your exchange trades should flow into.
Create a read-only API key at your exchange. Do not enable trading, transfer, or withdrawal permissions.
Keep the API key and secret available while you connect. Some exchanges only show the secret once.
If your exchange lets you restrict API access by IP address, follow the instructions shown in Metrifly for the allowed IPs.

Step 1 — Create a read-only API key at your exchange

In your exchange account, open the API settings and create a new key for Metrifly.

Use the safest available permissions:

Permission	Set to
Read balances / account history	On
Read orders / fills / trades	On
Trading	Off
Withdrawals / transfers	Off

Screenshot placeholder: exchange API-key creation page with read-only permissions selected.

Step 2 — Start the connection in Metrifly

Open Transactions → Add Holdings.
Search for your crypto exchange.
Open the exchange page and choose Direct account link.
Paste the API key, secret, and any passphrase required by the exchange.
Click Test connection or Connect.

Screenshot placeholder: Metrifly Direct account link form for a crypto exchange.

When the connection succeeds, Metrifly returns to the exchange page and starts syncing trades into the portfolio you selected.

Step 3 — Check the connection

Use Broker Connections to manage the connection after it has been created:

Open Broker Connections from the Manage section of the sidebar.
Find the exchange connection.
Check the status and wait for the first import to finish.
Use Sync now if you want to pull the latest trades sooner.

Screenshot placeholder: Broker Connections page showing a connected crypto exchange.

Step 4 — Keep the exchange synced

New trades sync automatically on a daily schedule. To pull the latest data sooner, use Sync now on Broker Connections or on the exchange’s Add Holdings page.

Good to know

Connections are read-only. Metrifly uses the key only to import history and sync new activity.
Imported trades stay in your portfolio. Disconnecting stops future syncs but doesn’t delete trades already imported.
Some activity may need manual entry. If staking rewards, airdrops, transfers, or crypto-to-crypto trades aren’t included by your exchange connection, add them manually.
Connection limits apply. Starter allows up to 3 linked brokers, Standard up to 10, and Pro unlimited. See Compare plans and pricing.

Troubleshooting

Problem	Fix
Direct account link isn’t shown	That exchange doesn’t support direct sync yet. Use file import or manual entry instead.
The connection test fails	Check the key, secret, passphrase, permissions, and any IP restrictions. Create a new read-only key if needed.
Trades aren’t appearing	Confirm you connected from the right portfolio’s Add Holdings page, then run Sync now. Initial imports can take a few minutes.
The connection shows Needs attention	Replace the expired key or reconnect from Broker Connections.
Rewards or swaps are missing	Add them manually with Record staking rewards or Record a crypto-to-crypto trade.