> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://tradesviz.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Import Trades from Custom/Generic Format to TradesViz Step-by-Step Guide

## Quick Start

To import your file from Custom/Generic Format, visit [https://tradesviz.com/import/](https://tradesviz.com/import/).
Use the first dropdown to choose your trading account and the second dropdown to choose **Custom/Generic Format**.

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

## Broker-Specific Instructions

Custom/Generic Format Import Instructions
Currently Supported:

* Stocks
* Options
* Futures
* Forex
* Cryptocurrency

1. Click [here](https://us-east-1.linodeobjects.com/tradesviz-public/tradesviz-import-formats/tradesviz_custom_format.csv?v=4) to download the CSV (spreadsheet) and fill in the values manually according to the columns and upload the file.
2. Please note: Custom format and TradesViz format are not the same! Please use only the above sample file with the Custom format selection!

**Note:** In addition to the columns listed listed in the same format, you can also add stop\_loss and profit\_target columns!

## 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](mailto:support@tradesviz.com) with your broker/platform details and a sample file attachment.

If your broker is not listed in our [supported brokers list](https://tradesviz.com/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](mailto:support@tradesviz.com) so support can debug or add broker coverage quickly.