How to Import Trades from CobraTrading to TradesViz Step-by-Step Guide

Quick Start

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

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

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

Broker-Specific Instructions

CobraTrading Import Instructions

Currently Supported:

• Stocks

• Log into your Cobra trading account and head over to Account and click on "Activity"
• Now click on filter and select "Trades" and select your preferred date range
• Finally, click on the excel icon at the right side
• Upload the CSV/Excel file by clicking on the "Choose File" box in this page.

Alternative instructions:

1. Login to your myclientlink website
2. Navigate to "Account Tab", click on "Trade Executions" and download the excel file
3. Upload the .XLSX/.XLS file by clicking on the "Choose File" box in this page

Alternative instructions:

1. Login to your curvaturesecurities website
2. Navigate to "Activities Tab" and select the desired filters
3. Make sure date type is set to "Trade Date" and "Compress" option is uncheked
4. Click on the cloud download icon at the top right corner of the table to download the CSV file
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