How to import trades from E-Trade 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 in the second dropdown.

E-Trade Import Instructions
Currently Supported:

Stocks
Stock Options
Futures
Futures Options

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