How to Import Trades from APEX Clearing to TradesViz Step-by-Step Guide
Quick Start
To import your file from APEX Clearing, visit https://tradesviz.com/import/.
Use the first dropdown to choose your trading account and the second dropdown to choose APEX Clearing.
You can also open Import/Export from your profile menu in the top-right corner.
Broker-Specific Instructions
APEX Clearing Import Instructions
Currently Supported:
- Stocks
- Stock Options
- Follow the guide here to create an APEX account and link your APEX-cleared brokerage account. Replace all tastyworks ID with your own account ID.
- Once you have your username and password, login to APEX clearing and click on "Apex Online Menu" at the top and select "Activity"
- Now enter your APEX-cleared brokerage account number, make sure "Trades" are selected in the Activity type dropdown, choose your preferred start and end dates and click "Submit"
- After you see the transactions in the table below, click on the "Export to CSV" link on the top right of the table
- Upload the CSV file 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
Thank you!