How to import trades from E-Trade (CSV/Excel/XLS/XLSX) 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 E-Trade (CSV/Excel/XLS/XLSX) in the second dropdown.

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

Stocks
Stock Options

Go to the E-trade website and click "Accounts" at the top, then click on "Transaction"
Now click the download icon on the upper right of the page (on the right side of help and printer icon)
In the download transactions page, select the desired date range and select xls/excel format download.
Upload the xls/excel file 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