How to Import Trades from Ally Bank to TradesViz Step-by-Step Guide

Quick Start

To import your file from Ally Bank, visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account and the second dropdown to choose Ally Bank.

You can also open Import/Export from your profile menu in the top-right corner.

Broker-Specific Instructions

Ally Bank Import Instructions

Currently Supported:

• Stocks
• Stock Options

1. Go to your account page and click on "Activity"
2. Now pick your desired date range and click "Find"
3. Click on "Export to excel" on the right side of the window and download the CSV file.
4. Upload the CSV file by clicking on the "Choose File" box in this page.

Alternative instructions:

1. Log into your Ally account and visit the transactions page
2. Copy all the data in the table (including the headers) into a csv file
3. Save this CSV file and upload it by clicking on the "Choose File" box in this page.

Troubleshooting

• Follow the exact export format shown below for your broker.
• If import fails, re-export a fresh file and try again.
• Ensure required columns are present and headers are unchanged.

Need Help?

Email support@tradesviz.com with your broker/platform details and a sample file attachment.

If your broker is not listed in our supported brokers list, send us the broker name,

website, and CSV/XLS/TXT export format so we can add support faster.

FAQ

Why does my import fail?

Most import failures happen due to changed export format, missing columns, or custom-edited files.

Can I import only a date range?

Yes. Export the date range you want from your broker and import that file into TradesViz.

What should I send support?

Share your broker name, export steps, and one sample file, then email everything to support@tradesviz.com so support can debug or add broker coverage quickly.

Updated on: 18/05/2026