How to Import Trades from E-Trade (CSV/Excel/XLS/XLSX) to TradesViz Step-by-Step Guide

Quick Start

To import your file from E-Trade (CSV/Excel/XLS/XLSX), visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account and the second dropdown to choose E-Trade (CSV/Excel/XLS/XLSX).

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

Broker-Specific Instructions

E-Trade (CSV/Excel/XLS/XLSX) Import Instructions

Currently Supported:

• Stocks
• Stock Options

1. Go to the E-trade website and click "Accounts" at the top, then click on "Transaction"
2. Now click the download icon on the upper right of the page (on the right side of help and printer icon)
3. In the download transactions page, select the desired date range and select xls/excel format download.
4. Upload the xls/excel file by clicking on the "Choose File" box in this page.

Note: Alternative solution if you are not able to upload this file:

1. Choose "E-Trade" from the platforms list above
2. Copy the contents of this file manually by opening the file in Excel
3. Paste the copied content into the empty text area below and then click "Upload" at the bottom of the page.

Note: Please import your trades month by month. E-trade does not report side if you export your csv for multiple months together (you can open the file and check the "TransactionType" field).

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