Articles on: Importing Trades from brokers/platforms

How to Import Trades from CoinbasePro Instructions to TradesViz Step-by-Step Guide

Quick Start


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

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


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


Broker-Specific Instructions


CoinbasePro Instructions

Currently Supported:


  • Cryptocurrency



Note: You can automatically sync your trades by connecting directly with Coinbase! Learn more: https://tradesviz.com/blog/auto-import-coinbase/



  1. Log on to <https://pro.coinbase.com/>
  2. Navigate to Statements in the top right corner
  3. In the top right corner of the statements list, press "Generate" and select "Fills".
  4. In the dialog box, select portfolio and then select "All Products", set start/end dates and select CSV as format.
  5. Press Generate Report.
  6. You will now receive an email e-mail with the download link.
  7. Download this file and upload to TradesViz 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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