How to import trades from Guardian Trading 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 Guardian Trading in the second dropdown.

Guardian Trading Import Instructions
Currently Supported:

Stock

Log into your Guardian Trading account and click on "Activity"
Select your preferred start and ending date you want to export and click on "Go"
Click on the Excel icon at the bottom fo the page to download the Excel file
Open the Excel file and conver it to CSV by clicking on "Save as" to CSV in Excel program
Upload this CSV 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