Articles on: Importing Trades from brokers/platforms

How to Import Trades from CMC Markets to TradesViz Step-by-Step Guide

Quick Start


To import your file from CMC Markets, visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account and the second dropdown to choose CMC Markets.


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


Broker-Specific Instructions


CMC Markets Import Instructions

Currently Supported:


  • Stock
  • Forex
  • CFDs


  1. Login to your account in the CMC Markets desktop application.
  2. Click on "Account" at the top and then "History" from the dropdown.
  3. Change the date range of the data you want to retrieve.
  4. Make sure to sort the data by date
  5. Now click on the menu icon on the top left of the history page and select "Data as CSV" under "Actions" section.
  6. Upload the CSV/EXCEL file by clicking on the "Choose File" box in this page.



Alternative Instructions:


  1. Login to your account in the CMC Markets website.
  2. Select "Order History" from "Accounts" dropdown.
  3. Click on the advanced search to optionally adjust the total date range and click on "Search" to generate data.
  4. Once CSV button at the top right corner of the table is shown, click download next to it.
  5. 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

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