How to import trades from APEX Clearing to TradesViz trading journal?

To import your file, please visit https://tradesviz.com/import by selecting the import button at the bottom left corner of your dashboard or by clicking on your profile icon at the top right corner and selecting "Import/Export". Next, select your trading account in the first dropdown and then the platform as APEX Clearing in the second dropdown.

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.

Please make sure to follow the instructions exactly to import your data correctly. If you still have any issues, please don't hesitate to contact us at support@tradesviz.com with info about your broker/platform and the file as the attachment.

If you do not see your broker on in our supported brokers list, please contact us at support@tradesviz.com with: Broker/platform name & website, CSV/XLS/TXT file of the trades, instructions you used to export the file. Once we get the information, we will add support for your broker/platform as soon as we can.

Updated on: 17/02/2025