How to Import Trades from E-Trade to TradesViz Step-by-Step Guide

Quick Start

To import your file from E-Trade, visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account and the second dropdown to choose E-Trade.

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

Broker-Specific Instructions

E-Trade Import Instructions

Currently Supported:

• Stocks
• Stock Options
• Futures
• Futures Options

1. Go to the E-Trade web site and click "Accounts" at the top, then go to "Complete View".
2. Click on "View All Alerts" in the Alerts section to open the alerts.
3. By clicking and dragging, select the rows of data you wish to import from the list of alerts, and press CTRL+C to copy.
4. Paste the copied content into the empty text area below and then click "Upload" at the bottom of the page.

Note: Alternative solution if you are not able to copy/paste from the alerts section:

1. Choose "E-Trade (CSV/Excel)" from the platforms list above

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