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

CMEG Import Instructions
Currently Supported:

Stock
Stock Options

Log into your CMEG account and navigate to Reports > Serarch > Executions
Choose your preferred date range and click on Find
Click on "Export to Excel" link at the top right corner of the executions table
Convert your .xls format to .xlsx or .csv by opening your file in Excel and save as ".xlsx" or ".csv" file.
Download this Excel file and upload it 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