How to import trades from HargreavesLandown Instructions 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 HargreavesLandown Instructions in the second dropdown.

HargreavesLandown Instructions
Currently Supported:

Stocks

Log into your portfolio page.
Click the "transaction history" tab and at the bottom of the page.
Click on the "Download" button and save this CSV file anywhere in your PC.
Upload CSV you just downlaoded to TradesViz by clicking on the "Choose File" box in this page and selecting the CSV in the file explorer.

Note: You need to add a column named 'Ticker' with the ticker symbol for each row because symbol Ticker info is not present in the default HL CSV file.

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