How to Import Trades from Finvasia to TradesViz Step-by-Step Guide

Quick Start

To import your file from Finvasia, visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account and the second dropdown to choose Finvasia.

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

Broker-Specific Instructions

Finvasia Import Instructions

Currently Supported:

• Stocks
• Index Options
• Futures

1. Visit https://finvasia.com/, hover over the login and click on 'Back office'.
2. Login and choose 'Trade Confirmation CM' or Trade confirmation FO' from the quick links.
3. Now select "Trades Confirmation" and select your preferred date range and click on the submit button
4. Click on "Download data" button to start the download of the .HTML or .XLS file
5. Upload this file by clicking on the "Choose File" box in this page.

Note: Old instructions:

1. Log into your account by visiting https://prism.finvasia.com/ and go the "Manage Account" page
2. Now select "Trades Confirmation" and select your preferred date range and click on the submit button
3. Click on "Download data" button to start the download of the CSV file
4. Upload this file by clicking on the "Choose File" box in this page.

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