How to import trades from AustralianSuper 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 AustralianSuper in the second dropdown.

AustralianSuper Import Instructions
Currently Supported:

Stock

Login to your AustralianSuper account and click on Manage Member Direct button
Once on "Member Direct" page, click on the the INVEST tab at the top of the screen and then click on View Portfolio Activity (Cash Details, Transaction History & Reports)
Under Reports > Report type dropdown list, select Cash Transaction Report and choose your preferred date range and click on Generate button
Download the xlsx file and import it into TradesViz 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