How to import trades from Interactive Brokers 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 Interactive Brokers in the second dropdown.

Interactive Brokers Import Instructions

Currently Supported:

• Stocks
• Options
• Futures
• Forex

Note: You can automatically sync your trades by connecting directly with Interactive Brokers! Learn more: https://tradesviz.com/blog/auto-import-interactive-brokers/

1. Go to IB account portal and sign-in with your username and password.
2. On the top of the dashboard, click on the "Performance & Reports" and then click on "Third-Party Reports" in the dropdown.
3. In the Third-Party Reports page, be sure to select the account(s) from which you want to import the trades from by clicking on the account ID link on the top near "Third-Party Reports" text.
4. Select "TradeLog" in the Provider section
5. Select the period according to your preference and click "Download". Make sure a valid date period where you have made trades is selected! Otherwise the import will not work since the file will be empty!
6. A file with the extension '.tlg' will automatically be downloaded.
7. Upload this file by clicking on the "Choose File" box in this page.

Vanguard Import Instructions

Currently Supported:

• Stock
• Stock Options

1. Log into your Vanguard home page, select "My accounts" and then "Transaction history"
2. In the Transaction history page, select "Download"
3. Select "CSV" in Step 1 and the date range in Step 2 as per your preference
4. Download and upload this file by clicking on the "Choose file" box in this page.

World Trade Forex Import Instructions

Currently Supported:

• Forex

1. Log into your WorldTradeForex account, click on Menu and then on Account History
2. Choose your preferred date range and click Apply
3. Export the trades in CSV format
4. Download and upload this file by clicking on the "Choose file" box in this page.

RBC Direct Investing Import Instructions

Currently Supported:

• Stock

1. Log into your RBC Direct Invest home page
2. Click on your account number and select the preferred date period to export and click on download CSV
3. Upload this file by clicking on the "Choose file" box in this page.

TopStepX Import Instructions

Currently Supported:

• Stock
• Futures
• CFD

1. Log TopStepX home page (http://topstepx.com/trade)
2. Select Trades at the bottom of the page and click on "EXPORT" button to download the CSV file
3. Upload this file by clicking on the "Choose file" box in this page.

DO NOT USE ANY OTHER FORMATS! Only the trades export will show you correct stats.

Please make sure to choose the correct timezone as broker import timezone (you can open the file to check the zone/offset).

ICICI Securities Import Instructions

Currently Supported:

• Stock
• Future Options

• Supported formats: Tradebook (CSV or XLSX only)

SamsungPop Import Instructions

Currently Supported:

• Futures

• Log into POP HTS application
• Visit menu number 2348 and export the data as Excel file
• Upload this file by clicking on the "Choose file" box in this page.

Tradetron Import Instructions

Currently Supported:

• Index options

1. Log into your Tradetron account and select "Strategies" from the menu at the top.
2. Now select then select "Deployed" to get to the deployed strategies page
3. Click on the three dots on the top right corner of the strategy and select "Download Data" to download the excel file.
4. Download and upload this file by clicking on the "Choose file" box in this page.

DXtrade Import Instructions

Currently Supported:

• Forex
• Stock
• CFD

1. dxtrade console (any broker)
2. Navigate to "Trading Journal" and make sure to open a tab for "Order History"

3. Right click at the top of the table and click on view page source (this is for Chrome, you will find the same options for Firefox also)
4. You will now see a developer console open on the right side of your window. Scroll up and click on the element that says "scrollable__scrollable__.."

(Right click the image > open in new tab to view the full size image)

Here's a video showing the process:

5. Once the HTML is copied, simply paste it in the box below and click on Upload

Questions? Contact us!

HeldenTrader Import Instructions

Currently Supported:

• Stock

1. Log into your HeldenTrader platform and click on the Account menu at the top.
2. Now choose report type "Executed Orders Report" or "Order History Report" and select your preferred date range.
3. Finally select "Export to CSV" in the "Export to.." dropdown and save this file.
4. Upload this file by clicking on the "Choose file" box in this page.

Colmex Pro Import Instructions

Currently Supported:

• Stock

1. Log into your MTS account.
2. Click Trade History, then select a date range you wish to export trades for.
3. Click "Excel", and download the CSV file.
4. Upload this file by clicking on the "Choose file" box in this page.

Alpaca Import Instructions

Currently Supported:

• Stock
• Options

1. Log into your Alpaca account and navigate to Documents tab under Accounts
2. Click on the download link for any date (trade_confirmation_json)
3. Upload this JSON file by clicking on the "Choose file" box in this page.

Note: We also support csv imports

Freestoxx Import Instructions

Currently Supported:

• Stock
• Stock Option

1. Log into your Freestoxx account and generate the HTML account statement
2. Upload this HTML file by clicking on the "Choose file" box in this page.

JPM Chase Import Instructions

Currently Supported:

• Stock
• Stock Options

1. Log in to your Chase.com account
2. Select your account then click on "Investments" and then "Transactions"
3. Select a preferred date range by choosing "Custom date range" option in the dropdown
4. Once the data is displayed, click on "Things you can do" and then on the CSV option under "Export as" sub-menu
5. Upload this file by clicking on the "Choose file" box in this page.

Robinhood Auto Import Instructions

Currently Supported:

• Stock
• Stock Option

1. Click on "Login" button at the bottom of this page under "Additional Information"
2. Enter your username and password in the popup box and click "Submit"

If you have 2-FA enabled:

• Enter the 2-FA code after the submission prompt and click "Submit" again
• Account data sync will start after after the above step

If you do NOT have 2-FA:

• The first time you clicked on submit should automatically start the data sync

Note: We highly suggest using an authenticator app based 2-FA method for easy sync connection.

Read more: https://robinhood.com/us/en/support/articles/twofactor-authentication/

We highly suggest using an authenticator app like Goolge authenticator.

Zerodha Auto Import Instructions

Currently Supported:

• Stock
• Stock Option
• Future
• Future Option

1. Click on "Login" button at the bottom of this page under "Additional Information"
2. Follow the instructions in the popup box

Fyers Auto Import Instructions

Currently Supported:

• Stock
• Stock Option
• Future
• Future Option

1. Click on "Login" button at the bottom of this page under "Additional Information"
2. Follow the instructions in the popup box

AngelBroking Auto Import Instructions

Currently Supported:

• Stock
• Stock Option
• Future
• Future Option

1. Click on "Login" button at the bottom of this page under "Additional Information"
2. Follow the instructions in the popup box

IFT Pro Import Instructions

Currently Supported:

• Stocks

1. Login to the iFund website.
2. Click on "Reports" and then on "Trade History".
3. Choose your preferred date range and click on "View report".
4. Click on the "CSV" in the top right corner and download the file.
5. Upload this file by clicking on the "Choose file" box in this page.

T4 Desktop Import Instructions

Currently Supported:

• Future

1. Login to your account on T4 website.
2. Click on the "Historic Data" link at the top corner.
3. Choose your preferred date range.
4. Now click on "Historic Order Book" and click on the "CSV" link to download the file.
5. Upload this file by clicking on the "Choose file" box in this page.

Freedom Finance Import Instructions

Currently Supported:

• Stock
• Stock Options

1. Click on Generate Reports button in the terminal to get the reports excel file
2. Upload this file by clicking on the "Choose file" box in this page.

Alternative Instructions:

1. Log into https://tradernet.global/ and choose Profile and then Traders
2. Choose TRADES TABLE and export the data as XLSX
3. Upload this file by clicking on the "Choose file" box in this page.

Note: Please makes sure the following columns are present: Security, Type, Trades, Opening, Closing, Entry Price, Exit point, Profit, Amount, Currency

Motilal Oswal Auto Import Instructions

Currently Supported:

• Stock
• Stock Option
• Future
• Future Option

1. Click on "Login" button at the bottom of this page under "Additional Information"
2. Follow the instructions in the popup box

PropReports Auto Import Instructions

Currently Supported:

• Stock
• Stock Option

1. Click on "Login" button at the bottom of this page under "Additional Information"
2. Enter your username, password and other details in the popup box and click "Submit"

Rithmic Auto Import Instructions

Currently Supported:

• Futures

1. Click on "Login" button at the bottom of this page under "Additional Information"
2. Enter your username, password and other details in the popup box and click "Submit"

TC2000 Import Instructions

Currently Supported:

• Stock
• Stock Option

1. Log into your TC2000 desktop platform
2. Go to "Trading" menu and then select "Export Trade History"
3. Upload this file by clicking on the "Choose file" box in this page.

Blueberry Markets Import Instructions

Currently Supported:

• Forex

KuCoin Import Instructions

Currently Supported:

• Cryptocurrency

Note: You can automatically sync your trades by connecting directly with KuCoin! Learn more: https://tradesviz.com/blog/auto-import-kucoin

Coinex Import Instructions

Currently Supported:

• Cryptocurrency

1. Log in to your account, click on "Assets" in the upper right corner, and select "History" from the drop-down menu.
2. Select "Spot" on the History page, and then click on "Export data" in the upper right corner to access the data export interface for all accounts.
3. Choose your preferred Data Range, Account, and Assets and click on "Export"
4. Upload this file by clicking on the "Choose File" box in this page.

Note: Reference: https://www.coinex.com/en/blog/3213-how-to-view-and-export-transaction-history-on-coinex

Kraken Import Instructions

Currently Supported:

• Cryptocurrency

Note: You can automatically sync your trades by connecting directly with Kraken! Learn more: https://tradesviz.com/blog/auto-import-kraken/

1. Log in to your kraken account, on the homepage, click on History tab.
2. Select the product you want to export and select export type as trades
3. Choose your preferred Data Range, choose CSV as export type and click on "Submit"
4. Upload this file by clicking on the "Choose File" box in this page.

HTX Import Instructions

Currently Supported:

• Cryptocurrency

Note: You can automatically sync your trades by connecting directly with HTX! Learn more: https://tradesviz.com/blog/auto-import-htx/

1. Log in to your HTX (Huobi) account and go to "Orders" and navigate to "Trade History"
2. Select the market (Spot or Futures), choose your preferred date range and choose CSV as the export format
3. Upload this file by clicking on the "Choose File" box in this page.

OspreyFX Import Instructions

Currently Supported:

• Forex
• CFD

• Log in to your account, navigate to the Accounts and click "View account" of the accounts you want to export from
• Select the dates you want to export under the Trade History section
• Click on the 3 dots icon above the trade history next to your account number and click on "Export account History"
• Upload this file by clicking on the "Choose File" box in this page.

TradeLocker Import Instructions

Currently Supported:

• Forex
• CFD

• Log in to your account, navigate to the Accounts and click "View account" of the accounts you want to export from
• Select the dates you want to export under the Trade History section
• Click on the 3 dots icon above the trade history next to your account number and click on "Export account History"
• Upload this file by clicking on the "Choose File" box in this page.

Mexc Import Instructions

Currently Supported:

• Cryptocurrency

• Log in to your account, navigate to the Order History and then to Export order history section
• Click on bulk order export and choose the preferred date range and click generate to download the Excel file
• Upload this file by clicking on the "Choose File" box in this page.

AG Shares and Securities Import Instructions

Currently Supported:

• Stock

• Log into your AGS trade hub by visiting https://agssl.in/
• Navigate to tradebook at the bottom of the page and click on "export all data in csv"
• Upload this file by clicking on the "Choose File" box in this page.

Delta Exchange Import Instructions

Currently Supported:

• Cryptocurrency

• Log into Delta Exchange account and click on Futures at the top
• Click "Order History" at the bottom and then click "Download"
• Once the Order History page opens, click on the Download button to downlaod the OrderHistory CSV
• Upload this file by clicking on the "Choose File" box in this page.

Clear Street Import Instructions

Currently Supported:

• Stock

1. Log into your Clear street account and navigate to Activity page
2. Make sure to select all transaction type and choose your preferred date range to export
3. Click apply and then click on "Export" link above the result table to export the data as CSV
4. Upload this file by clicking on the "Choose File" box in this page.

Alternative Instructions

1. Log into your Clear street account and navigate to Activity page
2. Right click on the Activity table and click on export as CSV
3. Upload this file by clicking on the "Choose File" box in this page.

Tradeplus Import Instructions

Currently Supported:

• Future options

Forex.com Import Instructions

Currently Supported:

• Forex

1. Login to Web Trader
2. On the tab bar, click "Create New"
3. On the new tab, click the three dots on the top right corner
4. Click the plus (+) on History
5. In the new History window select "More History"
6. Select the date range, click "Search"
7. Click "Export to Excel" and download the file
8. Upload this file by clicking on the "Choose File" box in this page.

Note: If Excel does not work for you, try to export as CSV or save as CSV and upload that file.

Note: If none of the imports work, try opening your file and check if your file has column headers. If not, please make sure to export with column headers.

Here are the default column headers:

Date,Details,Closing Serial No,Opening Serial No,Action,Is Close By,Quantity,Remaining Quantity,Opening Price,Closing Price,Account Ccy,Spread Cost,Realised P&L,Convert Rate,Trade Ccy,Trade P&L

Oanda Import Instructions

Currently Supported:

• Forex
• CFDs

Note: You can automatically sync your trades by connecting directly with Oanda! Learn more: https://tradesviz.com/blog/auto-import-oanda/

1. Log into oanda.com with the option "Forex and CFD trading" selected in the dropdown at the top.
2. Now click on "View my trading transaction history".
3. Select the preferred trading account and the date as well as the timezone.
4. Finally click on "export as .csv" and Upload this file by clicking on the "Choose File" box in this page.

Quantower Import Instructions

Currently Supported:

• Futures

1. Log into your Quantower application, click on the 3 lines icon on the left of "Orders History" and select "Export data".
2. In the Popup box that appears, click on "Check All Columns" and then click "Export file" at the bottom of the popup box.
3. Upload this file by clicking on the "Choose File" box in this page.

Alternative Instructions

1. Log into your Quantower application, click on the "Trades panel" near "Orders History" select "Trades" under "Portfolio" section.
2. In the Popup box that appears, click on "Check All Columns" and then click "Export file" at the bottom of the popup box.
3. Upload this file by clicking on the "Choose File" box in this page.

Trading212 Import Instructions

Currently Supported:

• Stocks

Note: You can automatically sync your trades by connecting directly with Trading212! Learn more: https://tradesviz.com/blog/auto-import-trading212/

1. Log into your Trading 212 account and go the "History" tab
2. Click on the "Download" button on the top right corner and select the desired date range.
3. Please also check all the possible boxes such as Transactions etc.,
4. Click Export and download the CSV file
5. Upload this file by clicking on the "Choose File" box in this page.

IG Markets Instructions

Currently Supported:

• Stocks
• CFDs
• Forex

1. Log into your IG account and click on "History" on the left side.
2. Now click on "Trade History" tab and select the preferred period and wait for the report to be displayed.

ALT: You can also click on "Transactions" tab and select the date range (if the above CSV from the above step did not work for you)

3. After you can see all your executions, click on "Download CSV" option in the header.
4. Upload this file by clicking on the "Choose File" box in this page.

Questrade Instructions

Currently Supported:

• Stocks
• Stock Options

Note: You can automatically sync your trades by connecting directly with Questrade! Learn more: https://tradesviz.com/blog/auto-import-questrade/

1. Go to Questrade reports and then Account activity.
2. Now select the dates of activity and also the account.
3. Unselect all the options under "Activity types" except for "Trades".
4. Click on export to XLSX and upload this file by clicking on the "Choose File" box in this page.

Note: The above format does not have full timestamps. If you want more accurate data representation, we suggest you export from the IQ Edge platform using the instructions below.

Alternative Instructions:

1. Open the IQ Edge platform and select "Tools" and then "Account".
2. Select the "Executions" tab.
3. Right click anywhere within the Executions window and select "Edit columns".
4. Make sure atleast the following columns are selected: Symbol, Description, Action, Fill price, Fill qty, Account, Commission, Total Value, Time Placed, Exec time.
5. Click "OK" to save these settings.
6. Now again, right click anywhere within the Executions window and select "Export" and save the CSV file.
7. Upload this file by clicking on the "Choose File" box in this page.

Note: We also support imports from Questrade's CFD accounts

Alternative Instructions:

1. Login to Questrade.com Click on Individial FX & CFD account
2. Click on "Historical reports" tab on top menu and then click "open" under trades menu
3. Selec the preferred date range and the type of trades you want to export and click export
4. Upload this file by clicking on the "Choose File" box in this page.

Fidelity Instructions

Currently Supported:

• Stocks
• Stock Options

1. Log into your Fidelity account.
2. Click on "Accounts & Trade", and select Portfolio. [OR] Click on "Accounts"
3. Click the "Activity & Orders" tab, and expand the History section. [OR] Click on "Hisory"
4. Choose the your preferred export duration time period and click "Go". Note: Please remember Set the sort order to sort by ascending date.
5. Click the download link on the right side of the page and save the CSV.
6. Upload this file by clicking on the "Choose File" box in this page.

Note: Alternative instructions offer a way to import data with timestamp. But you need to import the file on the same day of trading.

Alternative Instructions:

1. Log into your Active Trader Pro platform.
2. Click on "Trade & Orders" and then click "Orders"
3. Right-click anywhere on the new window that popped up and click "Export" in the new menu to export a CSV file.
4. Upload this file by clicking on the "Choose File" box in this page.

City Bank Instructions

Currently Supported:

• Stocks

1. Log into the account at https://www.citi.com
2. Select brokerage account.
3. Select the "Access Investment Details" button next to the Portfolio values.
4. The user is redirected to the brokerage website.
5. Select the "Portfolio" Tab.
6. Use the "Viewing" drop-down menu to select the appropriate account.
7. Select the "Transactions" option in the tab header.
8. Select your preferred date range and transaction types (Note: We only support trading transactions (buys, sells))
9. Click download and save the file.
10. Upload this file by clicking on the "Choose File" box in this page.

HSBC Bank Instructions

Currently Supported:

• Stocks

1. Log into the account at https://www.us.hsbc.com
2. Select brokerage account.
3. Select the Manage button in the upper right corner.
4. Select the option "Go To Brokerage Account"
5. Select "Accept and proceed" when asked to confirm that you are leaving the HSBC website.
6. Select the "Portfolio" Tab.
7. Use the "Viewing" drop-down menu to select the appropriate account.
8. Select the "History" option in the tab header.
9. Select your preferred date range and transaction types (Note: We only support trading transactions (buys, sells))
10. Click download and save the file.
11. Upload this file by clicking on the "Choose File" box in this page.

UBS Bank Instructions

Currently Supported:

• Stocks

1. Log into the account at https://www.ubs.com/us/en.html
2. Select "Accounts" and then "Activity"
3. Select the account from the "Account" dropdown.
4. Select the Date Range and Activity Types from the transaction history header.
5. Select the download button in the upper right corner adjacent to the portfolio value.
6. Select the "Access Investment Details" button next to the Portfolio values.
7. The user is redirected to the brokerage website.
8. Select the "Portfolio" Tab.
9. Use the "Viewing" drop-down menu to select the appropriate account.
10. Select the "Transactions" option in the tab header.
11. Select your preferred date range and transaction types (Note: We only support trading transactions (buys, sells))
12. Click download and save the file.
13. Upload this file by clicking on the "Choose File" box in this page.

HeyForex Instructions

Currently Supported:

• Forex

WOO X Instructions

Currently Supported:

• Cryptocurrency

1. Log into your account and click on Profile at the top right corner and select Orders
2. Select all instructions and click on download
3. Upload this CSV file by clicking on the "Choose File" box in this page.

Trade Navigator Instructions

Currently Supported:

• Futures

1. In the Trade Navigator application menu bar, click on "Trading" and then on "Trade Reports"
2. Select in the "General Filters" section "Account" and "Date Range" with the relevant values and select in the "Direction" section the value "Both"
3. Once the new window "Performance Report" pops up select in the "Analysis" tab the line item "Trades"
4. In the menu bar click on the disk icon "Export"
5. Upload this file by clicking on the "Choose File" box in this page.

Myfxbook Instructions

Currently Supported:

• Forex

1. Go to your account/portfolio page on Myfxbook.com
2. On the top right side of the chart, click "Export" and select "CSV"
3. Upload this file by clicking on the "Choose File" box in this page.

Forextester Instructions

Currently Supported:

• Forex

1. Log into your ForexTester client and go to account history
2. In the account history tab, right click and click on "Export History to Excel"
3. Upload this file by clicking on the "Choose File" box in this page.

CIBC Instructions

Currently Supported:

• Stocks
• Stock Options

1. Log into your CIBC account
2. Go to "Accounts" > "History of transactions" and choose your preferred date range and export the file
3. Upload this file by clicking on the "Choose File" box in this page.

MotiveWave Instructions

Currently Supported:

• Futures
• Stocks
• Forex

1. Log in to MotiveWave and connect to your preferred broker.
2. Select the "Account" tab at the bottom of the MotiveWave console.
3. Now select the "Trades" tab on the top of the bottom window section.
4. Click on the "Export to CSV File" icon on the right side of the window to download your trades.
5. Upload this file by clicking on the "Choose File" box in this page.

Note: If you are using multiple accounts in Motivewave, the csv file would contain executions from all accounts.

If this is the case for you, please makes sure to create trading accounts on TradesViz that have exactly the same names as the account names in the "Account" column in the csv file and import the same csv into each trading account in TradesViz.

TradesViz will NOT split a single csv and distribute the trades into each trading accounts.

Example: If you have 2 trading accounts named Account1 and DemoAccount1 in your file, create 2 trading accounts with these names in TradesViz.

Then first import the csv file into Account1 by choosing Account1 as the trading account in this import page and repeat the same for DemoAccount1.

If no matching accounts are found in the csv, all executions will be imported in the selected TradesViz trading account.

Rithmic Trader Pro Instructions

Currently Supported:

• Futures

1. In R Trader, go to "Recent Orders" or "Order History" if you want to export older trades.
2. Select the account you want to export along with the date.
3. Right-click anywhere in the column headings in the Completed Orders section, click Add/Remove columns, add the "Qty Filled", "Order Number" columns and click OK.
4. Export as a CSV file by clicking on the clipboard icon at the top and save it anywhere on your PC.
5. Upload this file by clicking on the "Choose File" box in this page.

Note: Please use only CSV files. Do not rename a xlsx or xls to CSV and upload. It will not work. Instead, open the xlsx/xls file and save it as CSV and then upload.

Wealthsimple Trader Pro Instructions

Currently Supported:

• Stocks

1. Log into Wealthsimple dashboard
2. Click on the profile icon at the top right corner and select Documents
3. Click on "Download CSV" for the months you want to export
4. Upload this CSV file by clicking on the "Choose File" box in this page.

AMPFutures Instructions

Currently Supported:

• Futures

1. Log into your CQG account
2. On the left side menu, click on Trade and select "Download Fill Reports" and then "Make selections".
3. Upload this file by clicking on the "Choose File" box in this page.

Note: If your import does not work, please try the "CQG" as the platform in this page and try importing your file again

FinecoBank Instructions

Currently Supported:

• Stocks

1. Log into your FinecoBank account and click on Portfolio tab at the top
2. Now click on "Reports" and then on "Orders"
3. In the orders page, click on Export to excel
4. Upload this file by clicking on the "Choose File" box in this page.

Bitget Instructions

Currently Supported:

• Cryptocurrency

1. Log into your Bitget account
2. On the left side, click on "Orders" and then click on the asset type you trade
3. Now click on "Orders" tab and then click on "Export data" button on the right side
4. Now select your preferred date range, choose Type of document as CSV (if available) or EXCEL and download the file
5. Upload this file by clicking on the "Choose File" box in this page.

Alternative Instructions:

1. Log into your Bitget account
2. On the left side, on "Order History" under the asset type you are tradnig (spot/margin ect.,)
3. Now select your preferred date range, choose Type of document as CSV (if available) or EXCEL and download the file
4. Upload this file by clicking on the "Choose File" box in this page.

Alternative Instructions:

1. Log into your Bitget account and visit https://www.bitget.com/order/mcp?tab=2

OR3. Visit Order History and navigate to "Future Trades"

4. Now select "Order History" and click on "Export"
5. Upload this file by clicking on the "Choose File" box in this page.

Alternative Instructions:

1. Visit the assets page: https://www.bitget.com/en/asset
2. Under the orders section, select spot or futures and choose the preferred trading date range
3. Export data and upload this file by clicking on the "Choose File" box in this page.

Note: You can automatically sync your trades by connecting directly with Bitget! Learn more: https://tradesviz.com/blog/auto-import-bitget/

CQG Instructions

Currently Supported:

• Futures
• Futures Options

1. Log into your CQG account
2. On the left side menu, click on Orders.
3. Now click on the 3 dots on the top right corner and select "Download orders in view"
4. Alternatively, you can also download the csv from the Fills tab
5. Upload this file by clicking on the "Choose File" box in this page.

Note: It is suggested to export and import on the same trading day!

Alternative Instructions 1:

1. Log into your CQG account in the CQG desktop application
2. On the left side, click on "Add new page"
3. Add the "Fills" widget
4. Make sure to hide/remove the "Account" column by clicking on the 3 dots icon and by selecting "Manage columns"
5. Finally, click on the 3 dots icon again and click "Download today's fill report"
6. Upload this file by clicking on the "Choose File" box in this page.

Note: It is suggested to export and import on the same trading day!

Alternative Instructions 2:

1. Log into your CQG account in the CQG QTrader desktop application
2. On the left side, click on "Add new page" or click on "Page" > "Sample pages" > "Clean"
3. Add the "Trade" button at the top and click on "Orders and Position" and click on "Logon" button on the left side
4. Now click on "Setup" on the left side and click on "Statement Report"
5. Make sure only "Orders", "Order Fills", "Child orders" and "Filled" is checked
6. Choose "Excel Spreadsheet" at the top and save it to any location
7. Upload this file by clicking on the "Choose File" box in this page.

Alternative Instructions 3:

1. Log into your CQG account in the CQG QTrader desktop application
2. On the left side, click on "Add new page" or click on "Page" > "Sample pages" > "Clean"
3. Add the "Trade" button at the top and click on "Orders and Position" and click on "Logon" button on the left side
4. Now click on "Setup" on the left side and click on "Statement Report"
5. Make sure only "Orders", "Order Fills", "Child orders" and "Filled" is checked
6. Choose "Excel Spreadsheet" at the top and save it to any location
7. Open the excel file and click on "CQG STATEMENT REPORTS" at the top and click on "Full Orders Report"
8. Export or copy this data to a separate xlsx file and save it.
9. Upload this new saved file by clicking on the "Choose File" box in this page.

TraderEvolution Instructions

Currently Supported:

• Stock
• Forex

1. Log into the TraderEvolution software and click on "Account" dropdown at the top and select "Reports"
2. Now, in the Reports box that opens up, click on the "Report type" dropdown and select "Trades report"
3. Finally, select the preferred date range of the trades you want to export and click on "Export to CSV"
4. Upload this file by clicking on the "Choose File" box in this page.

Alternative Instructions:

1. Open your Trader Evolution Platform and open the filled orders window.
2. Right click and select Export
3. Now select you preferred dates and make sure to select The following columns: Date/time, Symbol, Side, Quantity, Price, Execution Fee, Net P/L, Trading Exchange, Symbol Type and download the file
4. Upload this file by clicking on the "Choose File" box in this page.

TDAmeritrade (Alt) Instructions

Currently Supported:

• Stock
• Stock Options

Note: You can automatically sync your trades by connecting directly with Schwab! Learn more: https://tradesviz.com/blog/auto-import-schwab/

1. Log on to https://invest.ameritrade.com/
2. Click on "My account" tab and then select "Transactions" under "History and Statements"
3. Select your desired date range
4. Click on "Download"
5. Upload this file by clicking on the "Choose File" box in this page.

Note: Timestamp info (HH:MM:SS) is NOT available in the transactions.csv file that you upload. All dates will have a default time of 11:59:59.

It is suggested to use "ThinkorSwim" import format selection under "Select Broker/Trading Platform" if you want to import your recent trades (AccountStatement.csv).

Use this format only for importing all your old trades that are NOT available via the ThinkorSwim export.

Note: If your csv file is named "AccountStatement.csv", then use ThinkorSwim" import format selection under "Select Broker/Trading Platform".

PropReports Instructions

Currently Supported:

• Stock

Type 1:

1. Go to broker_name.propreports.com where "broker_name" is the name of your broker/platform that is using PropReports.
2. Click on "Reports" tab and select "Detailed" in the "Report" dropdown.
3. Select your preferred date range and click "Generate Report" button.
4. Click on "Export to Excel" on the top right side of the table.
5. Convert your .xls/.xlsx format to .csv by opening your file in Excel and save as ".csv" file.
6. Upload this file by clicking on the "Choose File" box in this page.

For Type 1 - Note: If your file is in '.xls' or '.xlsx' format, please open the file via Excel and save it as '.csv' before uploading.

Type 2:

1. Go to broker_name.propreports.com where "broker_name" is the name of your broker/platform that is using PropReports.
2. Click on "Reports" tab and select "Trades" in the "Report" dropdown.
3. Select your preferred date range and click "Generate Report" button.
4. Click on "Export to Excel" on the top right side of the table.
5. Upload this file (.xlsx) by clicking on the "Choose File" box in this page.

For Type 2 - Note: If your file is in '.xls' or '.csv' format, please open the file via Excel and save it as '.xlsx' before uploading.

Degiro Instructions

Currently Supported:

• Stock

Note: You need to manually edit the csv file:

1. Change the column headers from your language to English
2. Make sure you have the columns that represent: Date, Time, Stock, Quantity, Price, Currency and Transaction costs (in the same column names as listed here)
3. Stock column is the stocks ticker symbol (AAPL, MSFT) not the full company name.
4. Save the file and upload it

ATAS Instructions

Currently Supported:

• Future

1. In the ATAS desktop application, open "Statistics"
2. Click on "Export Statistics"
3. Save this file anywhere on your dekstop and upload it

Alternative Instructions

1. Navigate to "C:\Users\USERNAME\Documents\ATAS\Database\MyTrade.cbd"
2. Upload the .cdb file

Ameriprise Financial Instructions

Currently Supported:

• Stock

1. Log into your Ameriprise Financial account in the browser.
2. Navigate to the "Portfolio" tab, select "Activity" and then "Account Activity".
3. Now select the accounts from which you want to export trades and select the preferred date range.
4. Finally, click on "Donwnload" button and select "Download as CSV"
5. Upload this file by clicking on the "Choose File" box in this page.

CoinbasePro Instructions

Currently Supported:

• Cryptocurrency

Note: You can automatically sync your trades by connecting directly with Coinbase! Learn more: https://tradesviz.com/blog/auto-import-coinbase/

1. Log on to <https://pro.coinbase.com/>
2. Navigate to Statements in the top right corner
3. In the top right corner of the statements list, press "Generate" and select "Fills".
4. In the dialog box, select portfolio and then select "All Products", set start/end dates and select CSV as format.
5. Press Generate Report.
6. You will now receive an email e-mail with the download link.
7. Download this file and upload to TradesViz by clicking on the "Choose File" box in this page.

Coinbase Instructions

Currently Supported:

• Cryptocurrency

Note: You can automatically sync your trades by connecting directly with Coinbase! Learn more: https://tradesviz.com/blog/auto-import-coinbase/

1. Log on to <https://coinbase.com/>
2. Click on your profile picture and click on "Reports"
3. Now choose "Transaction history"
4. Select the preferred date range, select "All assets" and then finally check all option under the fill types.
5. Click on generate CSV report
6. Upload this file by clicking on the "Choose File" box in this page.

VelocityTrade Instructions

Currently Supported:

• CFDs

1. Log in to your Velocity Trade portal via your broker/intermediary
2. On the home page, select reporting on the left, select the account which you want to export in the drop down menu and then select "Trade History Report".
3. Select the preferred data range and then click "Download CSV"
4. Upload this file by clicking on the "Choose File" box in this page.

Lightspeed Instructions

Currently Supported:

• Stocks
• Stock Options

1. Log into the Lightspeed web site, and click on "My view"
2. Now click on "Reports" from the top menu.
3. Click on "Confirm" near the top right and click on the account you wish to see the reports from.
4. Click "Blotter" from the sub menu and choose the date range according to your preference.
5. Download the file by clicking on "CSV" button
6. Upload this file by clicking on the "Choose File" box in this page.

Alternative Instructions

1. Log into the Lightspeed web site, and click on "My view"
2. Now click on "My Accounts" and then "Trading Reports" and finally "Account View".
3. Click on your account number to choose the account to view.
4. Click "Blotter" from the sub menu and choose the date range according to your preference.
5. Download the file by clicking on "CSV" button
6. Upload this file by clicking on the "Choose File" box in this page.

Alternative Instructions

1. Click on "New" button in top left toolbar in Lightspeed Trader
2. Click on "Orders" to open a window containing all completed executions.
3. Right click anywhere in the Orders window and click "Save to File" (Do NOT change the default file name (YYMMDD-orders...txt))
4. Upload this .txt file by clicking on the "Choose File" box in this page.

Zerodha Instructions

Currently Supported:

• Stocks
• Stock Options
• Future Options
• Index Options

1. Log in to console.zerodha.com and click on "Reports" and select "Tradebook"
2. Select the filters for date and segment according to your preference and click on "View"
3. Once the list of executions loads, click on "Download" on the top right corner of the executions table to download the CSV of these executions
4. Upload this file by clicking on the "Choose File" box in this page.

Note: You can also refer to the official export guide from Zerodha here.

Paytm Money Import Instructions

Currently Supported:

• Stocks
• Stock Options
• Future Options
• Index Options

1. Log into your Paytm Money account and go the "Account" page
2. Navigate to "Statement" and then "Trade book"
3. Now select the Email option
4. Download the XLSX file
5. Upload this file by clicking on the "Choose File" box in this page.

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.

HDFC Securities Import Instructions

Currently Supported:

• Stocks
• Index Options
• Futures

1. Visit https://www.hdfcsec.com/ and log into your account
2. To export your equities trades, click on "Reports" and "Trade details" under "Equity Reports". In the same page, click on Export to excel.
3. To export your equities trades, click on "Reports" and "Trade details F&O" under "F&O & Currency Reports". In the same page, click on Export to excel.
4. Upload any of these files by clicking on the "Choose File" box in this page.

Trademetria Instructions

Currently Supported:

• Futures
• Stocks
• Options

1. Visit your account settings by clicking on the gear icon at the top right corner of your dashboard
2. In the Account settings tab, select the account you want to export and click on "Export Order History"
3. Upload this file by clicking on the "Choose File" box in this page.

NinjaTrader 7/8 Instructions

Currently Supported:

• Futures
• Stocks
• Forex

NT8 Instructions:

1. In the control center, click on the "Executions" tab
2. Now wait for the orders to be populated and right click inside the window and select "Export"
3. Export to CSV and Upload this file by clicking on the "Choose File" box in this page.

Alternative:

1. In the control center, click on the "NEW" at the top and then on "Trade Performance"
2. In the display dropdown, click on Executions and select the date range and click Generate
3. Right click anywhere in the execution rows and export to CSV
4. Upload this file by clicking on the "Choose File" box in this page.

Alternative (USE ONLY if you cannot export from Executions tab):

1. In the control center, click on the "Report" tab
2. Now wait for the trades to be populated and right click inside the window and select "Export"
3. Export to CSV and Upload this file by clicking on the "Choose File" box in this page.

Other versions:

1. In the NinjaTrader control center, click on "Account performance"/"Trade performance"/"Trader Summary" (based on your NinjaTrader version)
2. Now choose date, account and other filters so that NinjaTrader fetches all your executions
3. After the data has been loaded by NinjaTrader, click on the dropdown at the top right and click "Executions"
4. You will now see a list of all executions - right click anywhere and click on "Export"/"Save as" and make note of where you saved the CSV file
5. Upload this file by clicking on the "Choose File" box in this page.

Web version:

1. Log into your NinjaTrader account online and click on the user profile icon at the top right corner and then select "Statements"
2. Select the desired date range, choose "Fills" as report type and click on "Download CSV"
3. Upload this file by clicking on the "Choose File" box in this page.

Note: You can also refer to the official export video guide from NinjaTrader on YouTube here.

Note: If you are looking for real-time sync of your trades with NinjaTrader 8, you can follow our guidehere.

EdgeProX Import Instructions

Currently Supported:

• Futures

1. Log into your EdgeProX platform and click on "Account Info" tab at the bottom of the screen.
2. In the accounts page, click on the EXCEL icon at the top right corner of the Trades section
3. Upload this file by clicking on the "Choose File" box in this page.

Note: Make sure atleast the following columns are present: Account, Underlying, Symbol, Exchange, Time, Action, Quantity, Price.

Sterling Pro Instructions

Currently Supported:

• Stocks
• Options

1. Go to your Trading Monitor screen, include these columns in the given order: Date, Time, Symbol, Shares, Price, Side.
2. Note that the Price is the execution price and not the order price.
3. Now click on "Action" and then "Export All" and make sure the export format is a .txt file.
4. Upload this file by clicking on the "Choose File" box in this page.

Here's an example of how the lines in your txt file would look like:

23/07/20,10:32:16,AMD,200,61.08,BOT,

23/07/20,10:31:25,AMD,200,61.83,SLD SHRT,

Note: Please make sure to use the execution price in the Trading Monitor and not the order price.

TD Ameritrade Direct Instructions

Currently Supported:

• Stocks
• Options

1. Log into https://webbroker.td.com and click "Trading" tab and then "Order Status".
2. Now click on the "Historical" tab and make sure to select your preferred date range.
3. Click on the download icon on the right side of the screen near the filter button to download the CSV file.
4. Upload this file by clicking on the "Choose File" box in this page.

Alternative instructions for TD Advanced Platform:

1. Log into your TD Advanced Dashboard
2. Under Account Details tab > Historical Orders > Click on the 3 lines icon at the left side and click on "Export List as CSV" after choosing your preferred date range
3. Upload the .CSV file by clicking on the "Choose File" box in this page

24kMarkets Instructions

Currently Supported:

• Stocks
• CFDs
• Forex

1. Log into your 24kMarkets account and visit your accounts page
2. Select the account you want to download the report for and choose the date range
3. Click on the 3 dots icon and select export account history and select CSV file to download it
4. Upload this file by clicking on the "Choose File" box in this page.

Hyperliquid Instructions

Currently Supported:

• Cryptocurrency

1. Log into your Hyperliquid dashboard
2. Click on Connect at the top right corner to connect your wallet
3. After connection, click on Trade history tab at the bottom of the page and click on "Export to CSV"
4. Upload this file by clicking on the "Choose File" box in this page.

Kiwoom Instructions

Currently Supported:

• Stocks

Open 계좌정보(2118) and click on 기간별주문체결내역.

Specify the date in which you want to retrieve information and click on 조회 to search.

Right click on the searched information and extract file by clicking on Excel로 저장.2. Upload this file by clicking on the "Choose File" box in this page.

AliceBlue Instructions

Currently Supported:

• Stocks
• Futures
• Options

1. Log into https://bot.aliceblueonline.com/ and click on the top right dropdown and click "Backoffice"
2. Now click on the "Click here to login".
3. After you have logged into the back office, choose "Bills & Contracts" and then select "Bills".
4. Now choose the trade file and click on Excel export
5. Upload this file by clicking on the "Choose File" box in this page.

TradingSim Instructions

Currently Supported:

• Stocks
• Futures

1. Log into https://tradingsim.com/
2. Launch the simulator and find the Analytics icon on the bottom-right of your screen, which can also be found as a red chart icon on top of your chart.
3. Now scroll down to Trade Log and click on the Order tab. There you will see the Export icon. This will allow you to export your trade history as a CSV file.
4. Click the Export button, and save the CSV file.
5. Upload this file by clicking on the "Choose File" box in this page.

FXCM Instructions

Currently Supported:

• Forex
• CFD

1. Log in to your FXCM Trading Station: https://tradingstation.fxcm.com/
2. On the left sidebar, click on Report.
3. Choose the date range you wish to export, and select HTML from the Format list. Type: Combined Account Statement.
4. Then click Run Report.
5. A pop up window will show. Right click and click Save As.
6. Upload this file by clicking on the "Choose File" box in this page.

JForex Instructions

Currently Supported:

• Forex
• CFD

1. Log in to the JTrader platform
2. Open reports in platform. You will be redirected to your personal cabinet (client area)
3. In this area, select "Position report"
4. Selected the preferred date and time range and click "Apply" and then click on "Export" at the top right corner.
5. Upload this file by clicking on the "Choose File" box in this page.

KOT4X Instructions

Currently Supported:

• Forex

1. Log in to your KOT4X account
2. Click on "Account" and then select the preferred date range
3. Now select the Export account history option and download the CSV file
4. Upload this file by clicking on the "Choose File" box in this page.

Tradervue Instructions

Currently Supported:

• Stocks
• Stock Options
• Futures

1. Please ask Tradervue support to send you an full export CSV export of all your executions.

Note: The trades export function from Tradervue's trades table also works but none of the options are labeled and it's missing options data so all of them will be considered as stock. Raw executions import is recommended.

Croesus Instructions

Currently Supported:

• Stocks
• Stock Options

HargreavesLandown Instructions

Currently Supported:

• Stocks

1. Log into your portfolio page.
2. Click the "transaction history" tab and at the bottom of the page.
3. Click on the "Download" button and save this CSV file anywhere in your PC.
4. 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.

Stake Instructions

Currently Supported:

• Stocks

1. Login to your Stake account
2. Select "Account" and go to Dashboard.
3. Now select "Transaction report" and select the time period
4. Select "Excel" as the format and click on "Email report tab" button.
5. Download the report from your email and upload it to TradesViz by clicking on the "Choose File" box in this page and selecting the XLSX in the file explorer.

Webull Instructions

Currently Supported:

• Stocks
• Stock Options
• Futures

Note: You can automatically sync your trades by connecting directly with Webull! Learn more: https://tradesviz.com/blog/auto-import-webull/

1. Go to your Account page in the Webull app.
2. Click on the download/export symbol on the top right corner and then click submit.
3. Now check your Webull registered email - you will now receive a CSV file via email from Webull.
4. Download this CSV file and upload it to TradesViz by clicking on the "Choose File" box in this page.

Alternative instructions for Webull Australian Clients:

1. Log into your Webull app
2. Swipe to the 'Document tab' (on the top navigation bar) to view your account statements and trade confirmations
3. Upload the .XLSX file by clicking on the "Choose File" box in this page

Freetrade Instructions

Currently Supported:

• Stocks

1. Open your Freetrade app and head to the Activity tab. Here you will see your Activity Feed.
2. Navigate to the top right of the screen, and you will see an arrow pointing up, this is the download button.
3. Click on this button to download a CSV export of your Activity Feed.
4. Upload this file to TradesViz by clicking on the "Choose File" box in this page.

GerchikCo Instructions

Currently Supported:

• Stocks

1. On the Trade Zero Platform, click on the "Account Details" in the main page of the trading account section
2. Nagivate to the "Trades" tab and export your CSV file
3. Upload this file to TradesViz by clicking on the "Choose File" box in this page.

T-Investment/Tinkoff Bank Instructions

Currently Supported:

• Stocks

1. Log into your brokerage account and select the section named "Actions" and click on "Expand"
2. Now choose "Statements and Reports" and in the new page that loads, click on "Brokerage Report"
3. Choose the desired range, select Excel as the format and click on the "Download report" link
4. Upload this file to TradesViz by clicking on the "Choose File" box in this page.

DBOSecurities Instructions

Currently Supported:

• Stocks

Trade Nation Instructions

Currently Supported:

• Stocks
• CFDs
• Forex

1. Visit platform.tradenation.com and select Transation history
2. Under "View" dropdown, selected the preferred date period and select Trades
3. Click on "Download as CSV" to download the CSV file
4. Upload this file to TradesViz by clicking on the "Choose File" box in this page.

Fyers Instructions

Currently Supported:

• Stocks
• Futures
• Future Options

1. Log into your Fyers account page
2. Open the trade book
3. Select your preferred instruments and the date range
4. Download this CSV file and upload it to TradesViz by clicking on the "Choose File" box in this page.

Note: If your date range is more than 90 days, you may need to export multiple trade books and upload them.

Alternative instructions:

1. Log into your Fyers webpage
2. Click on maximize panel and then click on "orders" and then "more"
3. Now click on "Export data", select "Orders" and finally click on "Export"
4. Upload the .XLSX file by clicking on the "Choose File" box in this page

eToro Instructions

Currently Supported:

• Stocks

1. Log into your eToro account/platform and go to your portfolio.
2. On the left upper corner, you will see three boxes - check the first box which is for trade history.
3. Now on the right upper corner, choose settings and account statement and after that, choose the date.
4. Finally, make sure to select the "XLS" file format and download this file.
5. Upload this file by clicking on the "Choose File" box in this page.

Note: Only transactions from "Closed Positions" or "Transactions Report" tab is imported to ensure consistency.

XM Instructions

Currently Supported:

• Forex

1. Please contact XM support to get a CSV file of your trading history.
2. Upload this file by clicking on the "Choose File" box in this page.

WealthCharts Instructions

Currently Supported:

• Futures
• Stock
• Options

1. Login to Wealthcharts.com and select the APEX layout and then select your account
2. Navigate to history on the left side and wait for the trade history to populate
3. Click the gear cog icon
4. Select which options you want to view (by default, all are checked)
5. Click "export to csv" to download the CSV file
6. Upload this file by clicking on the "Choose File" box in this page.

Note: Your file should have the at least the following columns: 'symbol', 'price_done', 'qty_done', 'last_time'

Wells Fargo Instructions

Currently Supported:

• Stock
• Options

1. Log into your Wells Fargo account and visit the brokers page
2. Click on the "Activities" tab
3. Now select the date range and click on "Download" to download the XLS file
4. Upload this file by clicking on the "Choose File" box in this page.

Multicharts Instructions

Currently Supported:

• Futures

1. In Multicharts, open your orders and positions tracker.
2. From the orders tab, configure the criteria for your report (Account,Date Ranged, etc).
3. Right click on the report and select, export to excel.
4. Select Save As, and save the file as an excel file.

Day Trade The World Instructions

Currently Supported:

• Stocks
• Futures

1. Log into your account on DTTW.com
2. Go to TMS (or Live) processes and select trade details and then the market.
3. Select the office, trader and dates based on your preferences
4. Download the ZIP file and extract the CSV file from it.
5. Upload this CSV file by clicking on the "Choose File" box in this page.

Exness Instructions

Currently Supported:

• Forex

1. Please contact Exness support to get a CSV file of your trading history.
2. Upload this file by clicking on the "Choose File" box in this page.

Schwab Import Instructions

Currently Supported:

• Stocks
• Options
• Futures

Note: If you are using csv file from ThinkorSwim platform, please choose "ThinkorSwim" from the platform list.

1. Log into your Schwab account.
2. Click on "Accounts" and then History.
3. Select the date range and click on "Go" to view all your trades.
4. Now click on the export Export link at the top right of the page and save the file in CSV format.
5. Upload the CSV file by clicking on the "Choose File" box in this page.

Alternative Instructions

Note: The file exported by following the above instructions will not have timestamp field. Please use the instructions below if you want your file to include timestamp information.

1. Log into your ScreetSmart Edge platform
2. Navigate to "Account Details" and then "Order Status"
3. Right-click anywhere over the Account Details area
4. Select "Export" and then select CSV format
5. Upload the CSV file by clicking on the "Choose File" box in this page.

Alternative instructions for Schwab StreetSmart Central (Note: This file does NOT have timestamps)

1. Log into your ScreetSmart Edge platform
2. Accounts and click on "Activity"
3. Choose your preferred date range and select "All trades" in the Type dropdown
4. Click on the "Download" icon at the top right corner > Click on "Excel" option
5. Open this xls file in Excel and save it as .csv
6. Upload the CSV file by clicking on the "Choose File" box in this page.

TradeZero Import Instructions

Currently Supported:

• Stocks
• Stock Options

1. Go to https://www.tradezero.co/ and sign-in with your username and password.
2. Click on "My Account" at the top and then select "Account Overview" from the dropdown.
3. Now click on "Trades" tab in the "My account" section.
4. Select your preferred date range and click on the Excel logo to download the CSV file.
5. Upload the CSV file by clicking on the "Choose File" box in this page.

Alternative instructions for download from ZeroPro platform

1. In the ZeroPro platform, naviggate to the portfolio window and click on the order history tab at the bottom of the window
2. Right click anywhere in the orders tab and select export to file
3. Upload the XLS file by clicking on the "Choose File" box in this page.

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).

E-Trade (CSV/Excel/XLS/XLSX) Import Instructions

Currently Supported:

• Stocks
• Stock Options

1. Go to the E-trade website and click "Accounts" at the top, then click on "Transaction"
2. Now click the download icon on the upper right of the page (on the right side of help and printer icon)
3. In the download transactions page, select the desired date range and select xls/excel format download.
4. Upload the xls/excel file by clicking on the "Choose File" box in this page.

Note: Alternative solution if you are not able to upload this file:

1. Choose "E-Trade" from the platforms list above
2. Copy the contents of this file manually by opening the file in Excel
3. Paste the copied content into the empty text area below and then click "Upload" at the bottom of the page.

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).

mStock (Mirae Asset) Import Instructions

Currently Supported:

• Stock
• Futures
• Options

1. Log into the mStock website and navigate to "Menu" and click on "Help"
2. On the help page, click on "Reports" and select your preferred Trade history and Duration and click on the email button
3. You will receive an email with the file. Download this file and save it on your desktop.
4. Upload the XLSX file by clicking on the "Choose File" box in this page.

Alaric Securities Import Instructions

Currently Supported:

• Stock

1. Log into the auth.alaricsecurities.net website and navigate to "Reports and Statements"
2. Choose report type as trades and download this file
3. Upload the XLSX file by clicking on the "Choose File" box in this page.

MatchTrader Import Instructions

Currently Supported:

• Forex
• CFDs

1. Log into the match-trader.com platform
2. Navigate to the "Closed Positions" and choose the date range and symbols you want to export
3. Now click on the download icon on the end of the column headers at the right side to download the CSV file
4. Upload the CSV file by clicking on the "Choose File" box in this page.

Motilal Oswal Import Instructions

Currently Supported:

• Stock

1. Contact Motilal Oswal support/Relationship manager and please ask them to send your the TradeSummary XLSX/ODS file
2. Upload the XLSX/ODS file by clicking on the "Choose File" box in this page.

CityIndex Import Instructions

Currently Supported:

• CFDs

1. Log into the City Index web trading platform
2. At the top, select "Performance Analytics Tab" and click on "Review" on the lefet side panel
3. In the popup, select "Journal" and on the right side of the screen, select "Export" to download the CSV file
4. Upload the CSV file by clicking on the "Choose File" box in this page.

E-Trade Power Import Instructions

Currently Supported:

• Stocks
• Stock Options
• Future

1. Go to the E-trade Power platform (E-trade dashboard > Trading > Power E-trade)
2. Select the Account tab > Orders > section and select the desired date range
3. Click on the download button to download the CSV file
4. Upload the CSV file by clicking on the "Choose File" box in this page.

Alternative Instructions:

1. Go to the E-trade Power platform
2. Navigate to "History" under Accounts tab
3. Click on the download button to download the CSV
4. Upload the CSV file by clicking on the "Choose File" box in this page.

CMC Markets Import Instructions

Currently Supported:

• Stock
• Forex
• CFDs

1. Login to your account in the CMC Markets desktop application.
2. Click on "Account" at the top and then "History" from the dropdown.
3. Change the date range of the data you want to retrieve.
4. Make sure to sort the data by date
5. Now click on the menu icon on the top left of the history page and select "Data as CSV" under "Actions" section.
6. Upload the CSV/EXCEL file by clicking on the "Choose File" box in this page.

Alternative Instructions:

1. Login to your account in the CMC Markets website.
2. Select "Order History" from "Accounts" dropdown.
3. Click on the advanced search to optionally adjust the total date range and click on "Search" to generate data.
4. Once CSV button at the top right corner of the table is shown, click download next to it.
5. Upload the CSV file by clicking on the "Choose File" box in this page.

Marketech Import Instructions

Currently Supported:

• Stock

1. Login to your account and click on the orders panel on the left side of the trading screen.
2. Select the history tab next to the gear tab in the top right of the panel.
3. Change the date range of the data you want to retrieve and select export to CSV.
4. Upload the CSV file by clicking on the "Choose File" box in this page.

F1 Trade Import Instructions

Currently Supported:

• Stocks

1. Go to app.f1trade.com/dashboard and sign-in with your username and password.
2. Click on "Reports" and then select "Trade History".
3. Change the date range of the data you want to retrieve.
4. Click the CSV button at the top left of the trade data to download the CSV file.
5. Upload the CSV file by clicking on the "Choose File" box in this page.

MerrillEdge Import Instructions

Currently Supported:

• Stocks
• Stock Options

1. Log into your Merrill Edge account and select the "Account" tab.
2. Use the "Show" dropdown to select the desired timeframe of trades you want to export.
3. Expand the details of each trade.
4. Select "Export" and choose "CSV" format and download the CSV file.
5. Upload the CSV file by clicking on the "Choose File" box in this page.

TD365 Import Instructions

Currently Supported:

• CFDs
• Forex

1. Login on to TD365.com
2. Launch the CloudTrade platform
3. Open the tab named 'Transaction history'
4. On the right side of the tab, open the dropdown menu named 'View'
5. Select 'All times' and 'All transactions' from the drop down menus
6. Click 'Download as csv'
7. Upload the CSV file by clicking on the "Choose File" box in this page.

TradingView Import Instructions

Currently Supported:

• Stocks
• Futures
• Forex
• CFDs
• Cryptocurrency

1. Login on to your TradingView account
2. Launch any technical chart
3. At the bottom, click on "Paper trading" (or relevant tab with your trading info in it)
4. Click on "History" tab and click on the 3 dots icon on the rightmost corner of the table and make sure all columns are checked and are visible in the table.
5. Now click on the dropdown that has the TradingView logo (or relevant platform's logo through which you are trading)
6. Now select "Export data"
7. In the popup that appears, click on "History" and click "Export"
8. Upload the CSV file by clicking on the "Choose File" box in this page.

Note: Please make sure your export file has the columns in English. Here is an image that can help you identify the correct page.

Note: If you see incorrect pnl or open position, it is likely due to missing data in the file. TradingView continually deletes older data so you csv might not have ALL the data.

Therefore, if you do see open positions or wrong pnl after import, open your CSV file and check the last few rows to see if it has complete information for that date. If not, delete those rows for that incomplete date and import again.

IIFL Import Instructions

Currently Supported:

• Stock

1. Login into your IIFL securities account
2. "My account" dropdown at the top of the page
3. Navigate to "Trade Details" and then click on "Listing"
4. In the trade listing window select report type as "Date wise summary"
5. Now choose your preferred date range
6. Finally, chose Equity/Currency/IIL commodity and press show and the choose excel icon to export the Report
7. Upload the XLS file by clicking on the "Choose File" box in this page.

Nest Instructions

Currently Supported:

• Stock
• Options

1. Open your Nest platform
2. Navigate to the "Completed orders" section
3. Right on this page and select export to CSV
4. Upload the XLS file by clicking on the "Choose File" box in this page.

Note: Make sure your XLS file has the following colunmns: Exhg. Seg, Buy/Sell, Trading Symbol, Total Qty, Nest UpdateTime, Status, Average Price

Quantfury Instructions

Currently Supported:

• Cryptocurrency
• Forex

dYdX Instructions

Currently Supported:

• Cryptocurrency

1. Navigate to https://trade.dydx.exchange/portfolio/history
2. Connect your wallet
3. You will your trades show up in the Trades table
4. Click on "Export" button at the top right and choose "Trades"
5. Upload the CSV file by clicking on the "Choose File" box in this page.

Scotiabank Import Instructions

Currently Supported:

• Stocks

1. Login to the Scotia iTrade online account via the website.
2. Click on the investment account you want to download the transaction from and Click on the "Transaction History" tab
3. Select the desired time frame for the trade history.
4. Click on the Download Data button located above the Quick Menu.
5. Near the bottom of the pop-up, click on "Download transaction #1-XX" (XX = number of transactions that will be downloaded) to download the CSV file.
6. Upload the CSV file by clicking on the "Choose File" box in this page.

TradeStation Import Instructions

Currently Supported:

• Stocks
• Options
• Futures

Note: You can automatically sync your trades by connecting directly with TradeStation! Learn more: https://tradesviz.com/blog/auto-import-tradestation/

1. Navigate to TradeManager in your TradeStation application.
2. Select the "Orders" tab on the bottom of the screen.
3. From the "Status" drop-down at the top of the same screen, select "Filled Orders".
4. Now select the date range according to your preferences and click on the "Retrieve Orders" button.
5. Copy all the content by pressing Ctrl+A and then Ctrl+C (Note: Please make sure the column headers are also selected!)
6. Paste (Ctrl+V) the copied content into the empty text area below and then click "Upload" at the bottom of the page.

Note:

If you have a lot of spread trades in your account, the prices will not be correctly imported. Use the alternative import method given below.

But the format below does not have HH:MM:SS data! TradesViz fills it in as 09:30 as default.

Alternative Format 1:

1. Go to clientcenter.tradestation.com
2. Go to Accounts > Equities > Trades and other Transactions
3. In this window, select your desired date range and select web as the format.
4. Copy all the content by pressing Ctrl+A and then Ctrl+C (Note: Please make sure the column headers are also selected!)
5. Paste (Ctrl+V) the copied content into the empty text area below and then click "Upload" at the bottom of the page.

Alternative Format 2:

1. Log into your TradeStation account by going to www.tradestation.com
2. Go to Accounts > Equities Accounts > Tax Center
3. In this window, select your account number, file format as TradeLog and your preferred date range and click "Download".
4. Open this CSV file via Excel and Copy all the content by pressing Ctrl+A and then Ctrl+C
5. Paste (Ctrl+V) the copied content into the empty text area below and then click "Upload" at the bottom of the page.

Alternative Format 3:

1. Log into your TradeStation account by going to www.tradestation.com
2. Go to Accounts > Futures > Trades & Other Transactions
3. In this window, select your account number, and select "Trade Blotter (CSV)" as Transaction Type
4. Open this CSV file via Excel and Copy all the content by pressing Ctrl+A and then Ctrl+C
5. Paste (Ctrl+V) the copied content into the empty text area below and then click "Upload" at the bottom of the page.

NOTE:If the CSV files from Alternative format 2,3 does not work, please try importing the CSV file directly by choosing "TradeStation (CSV)" as the platform.

TradeStation Import Instructions

Currently Supported:

• Stocks
• Options
• Futures

Note: You can automatically sync your trades by connecting directly with TradeStation! Learn more: https://tradesviz.com/blog/auto-import-tradestation/

1. Log into your TradeStation account by going to www.tradestation.com
2. Go to Accounts > Equities Accounts > Tax Center
3. In this window, select your account number, file format as TradeLog and your preferred date range and click "Download".
4. Upload the CSV file by clicking on the "Choose File" box in this page.

Alternative Format:

1. Log into your TradeStation account by going to www.tradestation.com
2. Go to Accounts > Futures > Trades & Other Transactions
3. In this window, select your account number, and select "Trade Blotter (CSV)" as Transaction Type
4. Open this CSV file via Excel and Copy all the content by pressing Ctrl+A and then Ctrl+C
5. Paste (Ctrl+V) the copied content into the empty text area below and then click "Upload" at the bottom of the page.

MetaTrader4 Import Instructions

Currently Supported:

• Forex
• Futures
• CFDs
• Stock

1. Go to your MetaTrader Terminal window and select "Account History" tab.
2. Right-click in the account history and select the time period you want to export.
3. Again, Right-click in the account history and select "Save as Report".
4. Save the report as .htm file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Note: Please make sure your export file is in English.

Note: If you are having issues with your PnL being incorrect (multiplier/leverage issue), PLEASE contact us!

AustralianSuper Import Instructions

Currently Supported:

• Stock

1. Login to your AustralianSuper account and click on Manage Member Direct button
2. Once on "Member Direct" page, click on the the INVEST tab at the top of the screen and then click on View Portfolio Activity (Cash Details, Transaction History & Reports)
3. Under Reports > Report type dropdown list, select Cash Transaction Report and choose your preferred date range and click on Generate button
4. Download the xlsx file and import it into TradesViz by clicking on the "Choose File" box in this page.

APEX Clearing Import Instructions

Currently Supported:

• Stocks
• Stock Options

1. Follow the guide here to create an APEX account and link your APEX-cleared brokerage account. Replace all tastyworks ID with your own account ID.
2. Once you have your username and password, login to APEX clearing and click on "Apex Online Menu" at the top and select "Activity"
3. Now enter your APEX-cleared brokerage account number, make sure "Trades" are selected in the Activity type dropdown, choose your preferred start and end dates and click "Submit"
4. After you see the transactions in the table below, click on the "Export to CSV" link on the top right of the table
5. Upload the CSV file by clicking on the "Choose File" box in this page.

Pionex Clearing Import Instructions

Currently Supported:

• Cryptocurrency

1. Log into your account and go to Settings > Custom Support > Export transaction history
2. Enter your email here and and submit the form. You will receive an email with a download link.
3. Unzip this file and upload the trading.csv file by clicking on "Choose File" box in this page.

Capital.com Import Instructions

Currently Supported:

• Stocks/CFDs
• Forex

1. Log into your account on Capital.com
2. On the left side, click on the Reports tab
3. Choose "Activity", select your preferred data range and click on "Send report"
4. You will receive an email with the excel/csv file
5. Upload the CSV file by clicking on the "Choose File" box in this page.

Note: Make sure your csv file has the following columns: 'Instrument Symbol', 'Currency', 'Quantity', 'Price', 'Source', 'Status', 'Timestamp'

BlackArrow Import Instructions

Currently Supported:

• Futures

1. Go to your BlackArrow platform and open the orders list
2. Right click in the orders list box and click on Export
3. Choose your preferred date range, account
4. Choose Status, Asset and Side as "All", check "Format data" and click on Export
5. Upload the CSV file by clicking on the "Choose File" box in this page.

Edgewonk Import Instructions

Currently Supported:

• Forex
• Stock
• CFDs
• Futures

1. Go to your Journal tab and click on the download button to download the Excel file
2. Upload the Excel file by clicking on the "Choose File" box in this page.

MetaTrader5 Import Instructions

Currently Supported:

• Forex
• CFDs
• Futures
• Stock

1. Go to your MetaTrader Terminal window and select "History" tab.
2. Right-click in the account history and select "Report" and then "HTML".
3. Save the report as .HTML file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Note: Please make sure your export file is in English.

Note: Strategy Tester Reports are also supported.

Note: If you want to import tags also, rename your file to end with __tag

Note: If you are having issues with your PnL being incorrect (multiplier/leverage issue), PLEASE contact us! (support@tradesviz.com)

MetaTrader5 Import Instructions

Currently Supported:

• Forex
• CFDs
• Futures
• Stock

1. Go to your MetaTrader Terminal window and select "History" tab.
2. Right-click in the account history and select "Report" and then "HTML".
3. Save the report as .HTML file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Note: ONLY USE THIS FORMAT if you have grouping issues with the normal "MetaTrader5" import

Note: Please make sure your export file is in English.

Note: Strategy Tester Reports are also supported.

Note: If you are having issues with your PnL being incorrect (multiplier/leverage issue), PLEASE contact us! (support@tradesviz.com)

Trade The Pool Import Instructions

Currently Supported:

• Stock

1. Log into your platform navigate to the accounts section
2. Click on "Terminal" and click on "Orders history" or "Filled orders" (both formats work)
3. Upload the CSV/Excel file by clicking on the "Choose File" box in this page.

SBI Securities Import Instructions

Currently Supported:

• Stock

1. Export Equity Trade Details (xlsx) file from SBI securities dashboard
2. Upload the CSV/Excel file by clicking on the "Choose File" box in this page.

OptionsAI Import Instructions

Currently Supported:

• Options

1. Request for your executions data to be exported to XLSX (if you have an XLS file, please open the file and save it as XLSX).
2. Upload the Excel file by clicking on the "Choose File" box in this page.

Pocket Option Import Instructions

Currently Supported:

• Stock
• Forex
• CFDs

1. Log into your platform and click on the trading icon on the top left and then click on the Trading History icon
2. Select either demo or live/real account, select your preferred date range adn click on Apply and then click on"Export to XLS"
3. Upload the CSV/Excel file by clicking on the "Choose File" box in this page.

Empower Import Instructions

Currently Supported:

• Stock

1. Log into your Empower account and click on "History" tab at the top
2. Select your preferred date range to export and click "Download" at the bottom
3. Upload the Excel file by clicking on the "Choose File" box in this page.

EXANTE Import Instructions

Currently Supported:

• CFDs

1. Log into your EXANTE account and navigate to the client area
2. Click on Portfolio on the left side and then click on Trades tab
3. Choose your preferred date range and click on the XLS button to generate a export file
4. Upload the Excel file by clicking on the "Choose File" box in this page.

Alternative instructions:

1. Log into your EXANTE account via the trading platform
2. Navigate to reports and then trade blotter
3. Selected the prefererd date range and export the Excel file
4. Select your preferred filters (date, account etc.,) and click on "Download in CSV"
5. Upload the Excel file by clicking on the "Choose File" box in this page.

RoboForex Import Instructions

Currently Supported:

• Forex

1. Log into your RoboForex account and navigate to "Accounts" and click on "Account History".
2. Selected the preferred date range and click on "Generate a report" to download the excel file.
3. Upload the Excel file by clicking on the "Choose File" box in this page.

RoboMarkets Import Instructions

Currently Supported:

• CFDs

1. Log into your RoboMarkets account and navigate to Portfolio
2. Navigate to "History" and click on "Reports"
3. You will receive an email with your statement. From that zip file extract only Transactions.csv file
4. Upload the CSV file by clicking on the "Choose File" box in this page.

XTB Import Instructions

Currently Supported:

• CFDs
• Forex
• Stock

1. Log into the Xstation5 web platform and click on "History"
2. Now, under "Closed positions" section, select the preferred date range and make sure all symbols are selected in the dropdown and all columns are selected for export
3. Finally, click on download as CSV and save it
4. Upload the CSV file by clicking on the "Choose File" box in this page.

Bookmap Import Instructions

Currently Supported:

• Futures

1. Log into your Bookmap application
2. Click on File menu and then Export and click on Export orders
3. Save the CSV to any location on your desktop
4. Upload the CSV file by clicking on the "Choose File" box in this page.

GainFutures Import Instructions

Currently Supported:

• Futures

1. Log into your Gain futures account online
2. Click "Reports" on the right side panel and click on "Live account reports"
3. Now click on "Trade log" under Orders section in the Site map page
4. Select your preferred filters (date, account etc.,) and click on "Download in CSV"
5. Upload the CSV file by clicking on the "Choose File" box in this page.

Alternative instructions:

1. Log into your Gain futures account online
2. Click "Reports" on the right side panel and click on "Live account reports"
3. Now click on "Trades" under Orders section in the Site map page
4. Select your preferred filters (date, account etc.,) and click on "Download in CSV"
5. Upload the CSV file by clicking on the "Choose File" box in this page.

TastyWorks/TastyTrade Import Instructions

Currently Supported:

• Stocks
• Stock Options
• Futures
• Futures Options

1. Login to your account in the Tastyworks desktop application.
2. Click on the Clock icon (or History tab) below the "Activities" tab on the left side.
3. In the history window which lists your executions, make sure the "transactions" tab is selected (and NOT "year to date") on the top left corner and select the date, day and filters according to your preferences.
4. In the type filter, make sure "Any" is selected
5. Finally, click on the "CSV" button on the top right. (Note: If you are not able to see the CSV button or the date range selectors, close the ticker info tab (which is hiding the CSV and the date range below it) by clicking on the arrow pointing to the right on the top of the tab.)
6. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Note: For older desktop versions, please make sure that columns such as execution time, price are present in the csv file. To make sure of this, click on the "Trade History" tab in the "Account Statement" section and make sure to click on the "More fields" button (right most - 2 arrows outside) if it's not already selected.

Note: If you trade a lot of options that expire worthless, please uncheck the "Auto add closing executions for expired options?" option below. You only need to do this if the default setting (checked) does not generate the correct PnL for you on TradesViz.

Ally Bank Import Instructions

Currently Supported:

• Stocks
• Stock Options

1. Go to your account page and click on "Activity"
2. Now pick your desired date range and click "Find"
3. Click on "Export to excel" on the right side of the window and download the CSV file.
4. Upload the CSV file by clicking on the "Choose File" box in this page.

Alternative instructions:

1. Log into your Ally account and visit the transactions page
2. Copy all the data in the table (including the headers) into a csv file
3. Save this CSV file and upload it by clicking on the "Choose File" box in this page.

ThinkMarkets Import Instructions

Currently Supported:

• Stocks

Sharekhan Import Instructions

Currently Supported:

• Stocks
• Futures
• Options

1. Log into the Sharekhan website and click on Reports and then Transaction Reports
2. To export Equity Trade List file, click on Equity in transaction reports and click on Trade Listing Summary and download the file for the preferred time period
3. To export FNO Trade List, click on FNO in transaction reports and click on Trade List and download the file for the preferred time period
4. To export Equity Bill Summary file, click on Equity in transaction reports and click on Bill Summary and download the file for the preferred time period
5. To export FNO Trade Confirmation file, click on FNO in transaction reports and click on Trade Confirmation and download the file for the preferred time period
6. Save this XLSX file and upload it by clicking on the "Choose File" box in this page.

Note: The following files are supported: Equity Bill Summary, FNO Trade Confirmation, Equity Trade List, FNO Trade List

Note: DO NOT change the file name. Download and import as-is.

Tiger Brokers Import Instructions

Currently Supported:

• Stocks
• Forex
• Futures
• Stock Option

1. Log into your Tiger brokers acccount in the browser
2. Click on "Reports", select the preferred date range, select "CSV" and make sure to check "display detailed trading records" and click "Export"
3. Upload the CSV file by clicking on the "Choose File" box in this page.

Pareto Securities Import Instructions

Currently Supported:

• Stocks

1. Log into your paretosec.com account and click on My account tab
2. Now click on "Portfolio report" and then click "Get Report"
3. Choose your preferred date range and click on "Export to excel"
4. Upload the XLSX file by clicking on the "Choose File" box in this page.

Alternative Instructions:

1. Log into your paretosec.com account and click on My account tab
2. Now click on "Contract Notes" and then click "Get Report"
3. Choose your preferred date range and click on "Export to CSV"
4. Upload the CSV file by clicking on the "Choose File" box in this page.

TraderSync Import Instructions

Currently Supported:

• Stocks
• Forex
• Futures
• Stock Option

• Please ask TraderSync support to send you an full export CSV export of all your trades or download it from your accounts/import page.

TradeZella Import Instructions

Currently Supported:

• Stocks
• Forex
• Futures
• Cryptocurrency
• Stock Option

• Export your trade CSV and Upload the CSV file by clicking on the "Choose File" box in this page.

CobraTrading Import Instructions

Currently Supported:

• Stocks

• Log into your Cobra trading account and head over to Account and click on "Activity"
• Now click on filter and select "Trades" and select your preferred date range
• Finally, click on the excel icon at the right side
• Upload the CSV/Excel file by clicking on the "Choose File" box in this page.

Alternative instructions:

1. Login to your myclientlink website
2. Navigate to "Account Tab", click on "Trade Executions" and download the excel file
3. Upload the .XLSX/.XLS file by clicking on the "Choose File" box in this page

Alternative instructions:

1. Login to your curvaturesecurities website
2. Navigate to "Activities Tab" and select the desired filters
3. Make sure date type is set to "Trade Date" and "Compress" option is uncheked
4. Click on the cloud download icon at the top right corner of the table to download the CSV file
5. Upload the CSV file by clicking on the "Choose File" box in this page

moomoo Import Instructions

Currently Supported:

• Stocks
• Stock Options

• Log into the moomoo desktop application and click on the Trade button on the left sidebar
• Now select "Orders" window and then click on "History" tab
• Now pick your desired date range and click on the export button on the top right corner to download the CSV
• Upload the CSV file by clicking on the "Choose File" box in this page.

Alternative instructions:

1. Log into the moomoo desktop application and click on the Accounts button on the left sidebar
2. Navigate to "History" tab, choose your preferred date range
3. Now click on the 3 lines icon on the right side (hamburger menu) and export to CSV
4. Upload the .CSV file by clicking on the "Choose File" box in this page

OKX Import Instructions

Currently Supported:

• Cryptocurrency

Note: You can automatically sync your trades by connecting directly with OKX! Learn more: https://tradesviz.com/blog/auto-import-okx/

1. Log in to your OKX account and select assets > "My assets" on the top right corner
2. Select Report center tab and then Order history tab
3. Now pick your desired date range and click "Download"
4. Upload the CSV file by clicking on the "Choose File" box in this page.

Deribit Import Instructions

Currently Supported:

• Cryptocurrency

Note: You can automatically sync your trades by connecting directly with Deribit! Learn more: https://tradesviz.com/blog/auto-import-deribit/

1. Log into your Deribit dashboard (paper or live)
2. Navigate to the "Trade History" tab
3. Make sure all the columns are selected in the Columns side bar on the right side
4. Check "All instruments", "All" and "Include old" in the options bar at the top
5. Click on the download CSV button
6. Upload the CSV file by clicking on the "Choose File" box in this page.

Tradingtechnologies Import Instructions

Currently Supported:

• Futures
• Futures Options

1. Login to your account in the Tradingtechnologies desktop client.
2. Click on "Widgets" at the top and then select "Fills" in dropdown menu
3. Right click inside the window and select "Request download", select date/time range and set your preferred date and time frame and click 'Ok'
4. A zip file will be downloaded
5. Extract the zip file save the .CSV file anywhere you want and upload that file by clicking on the "Choose File" box in this page.

SierraChart Import Instructions

Currently Supported:

• Futures

1. Login to your account in the SierraChart desktop client.
2. Click on "Trade" and then "Trade Activity Log" on the main window menu
3. Now click on "Trade Activity" tab at the top of the Trade activity window
4. At the top left of the Trade Activity Log in the list of Activity Types, make sure "Fills" is selected and then use other filters to filter what trades you want to import.
5. Click on "Apply" to make sure the filters are applied.
6. In the same window, click on "File" menu and then "Save" to save the .TXT file anywhere you want and upload that file by clicking on the "Choose File" box in this page.

Saxo Bank Import Instructions

Currently Supported:

• CFDs
• Forex
• Stock
• Stock Options

1. Login to your SAXO account
2. Go to "Account" and then "Historical reports" and select "Trades"
3. Now select your preferred period and asset types to export
4. Export it in excel format
5. Open the spreadsheet and delete the sheets named "Trades" and "Trade Booked Amount". You should be left with only one sheet called "TradesWithAdditionalinfo"
6. Save in excel format and upload that file by clicking on the "Choose File" box in this page.

Alternative instructions:

1. Login to your SAXO account
2. Navigate to "Download report" and choose "Closed position report" and download the excel file
3. Upload the .XLSX file by clicking on the "Choose File" box in this page

cTrader Import Instructions

Currently Supported:

• CFDs
• Forex
• Stock

1. Please use the FTMO import platform to export your cTrader trades
2. Select "FTMO" from the platforms list above

Alternative instructions:

1. Log into your cTrader account in the application
2. Go to the "History" tab and click on Statement and select "Excel"
3. Make sure to toggle (check) all the trade detail columns
4. Upload the .XLSX or .htm file by clicking on the "Choose File" box in this page

Note: The following columns must be present: 'Opening Time', 'Closing Time', 'Entry Price', 'Closing Price', 'Symbol', 'Opening Direction', 'Closing Direction', 'Order ID', 'Closing Quantity'

Note: Please make sure to choose them on cTrader platform when exporting your file.

FTMO Import Instructions

Currently Supported:

• CFDs
• Forex
• Stock

1. Log into the FTMO Client Portal
2. Click on "Metrix" to view the Trading Journal
3. Click the drop down arrow on the Export button to and select CSV, then click blue Export button.
4. Upload the CSV file by clicking on the "Choose File" box in this page.

Desjardins Import Instructions

Currently Supported:

• Stock

1. Log into Desjardins account and click on "My accounts" tab and select the account you want to export data for.
2. Now click on "History" > "Order" and select your preferred date range.
3. Click on "Export" to export the CSV and download it.
4. Upload the CSV file by clicking on the "Choose File" box in this page.

Alternative Instructions

1. Log into the Market-Q platform
2. Right click in the account manger, choose orders window and click on export to CSV
3. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Phemex Import Instructions

Currently Supported:

• Cryptocurrency

1. Log into the Phemex Client Portal and visit the Contract Order history page
2. In this page, select the preferred date range and click on Export
3. Upload the CSV file by clicking on the "Choose File" box in this page.

Alternative Instructions

1. Log into the Phemex Client Portal and click on Order History tab on the left
2. Select the "Trade History" tab and click on Generate History Report.
3. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Fortrade Import Instructions

Currently Supported:

• CFDs
• Forex

1. Log into the web trader platform
2. Click on "Export to excel" in the closed trades area
3. Upload the CSV/Excel file by clicking on the "Choose File" box in this page.

OptionNETExplorer Import Instructions

Currently Supported:

• Stock
• Stock Option

1. Open the OpenNETExplorer software
2. Click Reports on the upper ribbon it will open the Reports dialogue
3. Now choose an account to export data and make sure the report type is "Detail"
4. Click on the export button and save the CSV file
5. Upload the CSV file by clicking on the "Choose File" box in this page.

Tradovate Import Instructions

Currently Supported:

• Futures

Note: You can automatically sync your trades by connecting directly with Tradovate! Learn more: https://tradesviz.com/blog/auto-import-tradovate/

1. Login to your account in the Tradovate desktop client.
2. On the top, click on dropdown with your account name and click the small gear icon to go to the "Account reports" section.
3. Now click on the Orders tab (NOT THE PERFORMANCE TAB) and select the date, day and filters according to your preferences and click on "Download Report".
4. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Note: DO NOT IMPORT Performance.csv! READ THE INSTRUCTIONS AGAIN IF YOU EXPORTED THE WRONG FILE.

Note: If you want to import your commissions and fees also, please follow the instructions below:

1. After you download the Orders.csv file from the Tradovate platform, select the "Cash history" tab in the "Account reports" section
2. Select the same date range you selected when you exported Orders and download the CSV file
3. Open both the CSV files in Excel
4. Copy all the contents of the Cash.csv file (file exported from the Cash history tab) and paste it AFTER the last row in the Orders.csv file (file exported from the Orders tab)
5. Save this CSV file and upload it by clicking on the "Choose File" box in this page.

Tradier Import Instructions

Currently Supported:

• Stocks
• Stock options

Note: You can automatically sync your trades by connecting directly with Tradier! Learn more: https://tradesviz.com/blog/auto-import-tradier/

Recommended way to export data for stocks and options:

1. Login to your dashboard and click on the gear icon on the top right corner and navigate to "Data export"
2. Alternatively, you simply visit this link: <https://dash.tradier.com/settings/data-export?type=order>
3. Select "Order" in the data type dropdown and select your preferred date range
4. Click on "Download CSV"
5. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Note: If you are not able to export using the above instructions or if you want to export both stock and options data, use the below instructions (note that this export does NOT have full timestamp information):

Alternative Instructions

1. Login into your Tradier account.
2. Go to "Activity tab" and select "Export"
3. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Binance Import Instructions

Currently Supported:

• Cryptocurrency

Note: You can automatically sync your trades by connecting directly with Binance! Learn more: https://tradesviz.com/blog/auto-import-binance

1. Log into Binance.com and navigate to Orders
2. Navigate to "Futures order"
3. Click on Trade History and export your trades
4. Make sure your exported file has the following columns: Date(UTC), Symbol, Side, Price, Quantity, Amount, Fee, Fee Coin, Quote Asset

Note: If your file is in xls/xlsx format, please open the file in Excel and save it as .csv and then upload it. We do not support .xls or .xlsx format for this platform. Renaming the file to .csv will not work.

Iress Import Instructions

Currently Supported:

• Stock

1. Open Iress platform
2. Click on to "New sheets"
3. Select "Widgets", and "Trades" and finally "Dates"
4. Click on the down arrow button at the top right corner to download the CSV file
5. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

AngelBroking Import Instructions

Currently Supported:

• Stock
• Option

1. Log into your Angel broking account
2. Select "Trades and Charges" and choose the preferred date range
3. Click on the "Download Trade History" to download the CSV/XLSX file
4. Save the CSV/XLSX file anywhere you want and upload it by clicking on the "Choose File" box in this page.

TrendSpider Instructions

Currently Supported:

• Stock
• Forex

1. Log into your TrendSpider account and visit the Stategy tester page
2. Click on "RUN" and the click "Downlaod test results as CSV"
3. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Note: This is for exporting trades from the TrendSpider's backtesting platform.

Note: DO NOT change the name of the file you are uploading. Download and upload as-is without changing anything.

Firstock Import Instructions

Currently Supported:

• Stocks
• Stock Options
• Future Options
• Index Options

1. Log into your Firstock account and click on "BO Reports"
2. Now click on "Reports" button and then select the "Trade registry" tab
3. Select the "Quote wise detail" option, select your preferred date range and click Submit
4. Save the XLS file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Cubeplus Import Instructions

Currently Supported:

• Stocks
• Stock Options
• Future Options
• Index Options

1. Log into your Cubeplus account and click on "Reports" under profile icon
2. Now click on "Reports" button and then select the "Trade registry" tab
3. Select the "Date wise detail" option, select your preferred date range and click Submit
4. Save the XLS file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Infinity Futures Import Instructions

Currently Supported:

• Futures

1. Login to client portal and launch dashboard.
2. At the bottom of page you will find trade history and a button that says "download CSV file" - click on this button.
3. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

FirstTrade Import Instructions

Currently Supported:

• Stock
• Stock Options

1. Login to FirstTrade account
2. Click on "Accounts" Tab and then click "History" menu.
3. Now select the preferred date ranges and download format as CSV and click "Download"
4. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Nelogica/ProfitPro Import Instructions

Currently Supported:

• Future
• Stock

1. Login to ProfitPro application
2. Click on "Trading" menu at the top and then click on "List of Orders"
3. In the new window that appears, click on "Executed" at the top and select your preferred entry and exit date.
4. Right click in this area and select "Export order list CSV"
5. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

5paisa Import Instructions

Currently Supported:

• Stock

1. Log into your 5paisa dashboard and click on "Reports" on the left side and then on "Transactions"
2. Select the preferred date range and the equity type and click on "Download excel report"
3. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

ProRealTime Import Instructions

Currently Supported:

• Stock
• Future
• Forex

1. Log into your ProRealTime account and click on "Trading" on the top left menu and select "Order List"
2. Right click anywhere in the order list and click on "Share" and then on "Export"
3. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

ProRealTime Import Instructions

Currently Supported:

• Stock
• Options

1. Log into your account and click on "Trade Details"
2. Select your preferred date range and click on CSV
3. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

ThinkOrSwim (Alternative) Import Instructions

Currently Supported:

• Stocks
• Stock Options
• Futures
• Futures Options
• Forex

Use this import module ONLY if the normal TOS import ("ThinkorSwim (TOS)") does not work for you. This works for both TDA and Schwab's versions of ThinkorSwim.

Note: You can automatically sync your trades by connecting directly with Schwab! Learn more: https://tradesviz.com/blog/auto-import-schwab/

1. Login to your account in the ThinkOrSwim desktop application.
2. Click on the "Monitor" tab on the top and then click on "Account Statements" tab.
3. Make sure to select the an account on the top of TOS client window
4. Select the date range (default: "1 days back from today") and filters according to your preferences.
5. Please make sure all columns are expanded by clicking on the arrow icon ("More fields"/"Less fields") on the top right corner of order history tab and trade history tab (small triangles)
6. On the top right side, click on the 3-lines button and select "Export to file".
7. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Video guide: <https://www.youtube.com/watch?v=Lhi5gg4OTwU>

ThinkOrSwim (TDA/Schwab) Import Instructions

Currently Supported:

• Stocks
• Stock Options
• Futures
• Futures Options
• Forex

This works for both TDA and Schwab's versions of ThinkorSwim.

Note: You can automatically sync your trades by connecting directly with Schwab! Learn more: https://tradesviz.com/blog/auto-import-schwab

1. Login to your account in the ThinkOrSwim desktop application.
2. Click on the "Monitor" tab on the top and then click on "Account Statements" tab.
3. Make sure to select the an account on the top of TOS client window
4. Select the date range (default: "1 days back from today") and filters according to your preferences.
5. Please make sure all columns are expanded by clicking on the arrow icon ("More fields"/"Less fields") on the top right corner of order history tab and trade history tab (small triangles)
6. On the top right side, click on the 3-lines button and select "Export to file".
7. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Video guide: <https://www.youtube.com/watch?v=Lhi5gg4OTwU>

Note: trasactions.csv file from TD Ameritrade website does not work with this import format! Use "TDAmeritrade (transactions.csv)" selection under "Select Broker/Trading Platform" to import your transactions.csv file!

Note: If you are still having issues importing your TOS files, please try using "ThinkOrSwim (Alternative)" as platform selection above and try importing your file again.

Note: If your upload failed, then please check:

• If there are entries in the trading entries "Cash balance section" section of your csv file.
• If there are entries in the "Account Trade History" section of your csv file.
• If "Trade Account History" section of your csv file has the columns "Exec Time", "Spread", "Side", "Qty", "Symbol" "Exp", "Strike", "Type" and "Price". Use default settings in ThinkorSwim client (Customize > Load defaults) if possible for error-free import.
• If you have exported the file ONLY from ThinkorSwim client and not from TD Ameritrade website.

If you still have any other issues, please send us an email ([support@tradesviz.com](mailto:support@tradesviz.com?Subject=ThinkorSwim Import Issues)) and we'll get back to you within 48 hrs.

ThinkOrSwim (TDA/Schwab) Import Instructions

Currently Supported:

• Stocks
• Stock Options
• Futures
• Futures Options
• Forex

Use this only if you are not able to get all trades imported with the normal ThinkorSwim import module

This works for both TDA and Schwab's versions of ThinkorSwim.

Note: You can automatically sync your trades by connecting directly with Schwab! Learn more: https://tradesviz.com/blog/auto-import-schwab

1. Login to your account in the ThinkOrSwim desktop application.
2. Click on the "Monitor" tab on the top and then click on "Account Statements" tab.
3. Make sure to select the an account on the top of TOS client window
4. Select the date range (default: "1 days back from today") and filters according to your preferences.
5. Please make sure all columns are expanded by clicking on the arrow icon ("More fields"/"Less fields") on the top right corner of order history tab and trade history tab (small triangles)
6. On the top right side, click on the 3-lines button and select "Export to file".
7. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Video guide: <https://www.youtube.com/watch?v=Lhi5gg4OTwU>

Note: trasactions.csv file from TD Ameritrade website does not work with this import format! Use "TDAmeritrade (transactions.csv)" selection under "Select Broker/Trading Platform" to import your transactions.csv file!

Note: If you are still having issues importing your TOS files, please try using "ThinkOrSwim (Alternative)" as platform selection above and try importing your file again.

Note: If your upload failed, then please check:

• If there are entries in the "Account Trade History" section of your csv file.
• If "Trade Account History" section of your csv file has the columns "Exec Time", "Spread", "Side", "Qty", "Symbol" "Exp", "Strike", "Type" and "Price". Use default settings in ThinkorSwim client (Customize > Load defaults) if possible for error-free import.
• If you have exported the file ONLY from ThinkorSwim client and not from TD Ameritrade website.

If you still have any other issues, please send us an email ([support@tradesviz.com](mailto:support@tradesviz.com?Subject=ThinkorSwim Import Issues)) and we'll get back to you within 48 hrs.

TEFS/TradeNet Import Instructions

Currently Supported:

• Stocks/CFDs

1. Login into your TEFS account in your browser.
2. Click on "Trade History" link on the top.
3. Select the from and to dates range - then click on "Go"
4. Now click on "LIST" button on the left side of the screen and wait for the trades to appear on screen.
5. After you see your trades listed, click on the "EXCEL" icon to download the CSV file.
6. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

DAS Trader Pro Import Instructions

Currently Supported:

• Stocks
• Futures
• Stock Options

1. On the platform, click on the Trade menu and then select "Trade Log"
2. In the list of executions, right click and then select Export.
3. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.
4. In addition to uploading the file, please also fill in the date of the executions in the additional information section below.

Alternative Instructions

1. On the platform, click on the Trade menu and then select "Reports"
2. Select "CSV" in the format, "Tickets" in the report items and also "Show training orders/trades"
3. Select a folder you want to export to and upload this file to TradesViz
4. This format contains full date information, so additional information is not used

Note: You can combine this method with Google Drive auto sync (make the destination directory a google shared folder) and let it sync automatically everyday.

Robinhood Import Instructions

Currently Supported:

• Stocks
• Options

Note: You can automatically sync your trades by connecting directly with Robinhood! Learn more: https://tradesviz.com/blog/auto-import-robinhood/

1. Robinhood does not provide any way to download CSV file from your dashboard.
2. But it is possible to request for a CSV/PDF file via emailing Robinhood support.
3. Just email asking for a CSV/PDF of your trade executions and you will receive one very soon from Robinhood.
4. Save the CSV/PDF file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Note: It is suggested to use the API sync method if you trade options.

Kotak Securities Import Instructions

Currently Supported:

• Stocks
• Options

1. Copy the transactions/orders data into a Excel or CSV file and upload this file

Instructions for Kotak Neo:

1. Log into to Kotak Neo website and click on Orders tab
2. Click on the download symbol and save the CSV file
3. Upload this CSV file by clicking on the "Choose File" box in this page.

Alternative Instructions:

1. Log into Kotak website and click on "Trade reports" and then click on "Transaction Statement"
2. Upload this CSV/Excel file by clicking on the "Choose File" box in this page.

FundedTradingPlus Import Instructions

Currently Supported:

• Stocks
• CFDs
• Forex

1. Visit FundedTradingPlus website trading dashboard
2. Click on the "Closed Positions" tab
3. Click on the download button athe top right corner to download the trades CSV
4. Upload this CSV file by clicking on the "Choose File" box in this page.

Dhan Securities Import Instructions

Currently Supported:

• Stocks
• Options

1. Visit My Profile on Dhan Dashboard
2. Click on "Statement & Reports"
3. Select "All exchange transactions" under Statements & Reports and Select Duration
4. Click on "Download as CSV file"
5. Upload this CSV file by clicking on the "Choose File" box in this page.

JigsawTrading Import Instructions

Currently Supported:

• Futures

1. Log into your JigsawTrading platform.
2. Go to the workspace bar and click "Orders".
3. Choose your preferred data range and click on the save icon.
4. Save the downloaded Excel/CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Nordnet Import Instructions

Currently Supported:

• Stocks

1. After logging in to your account, hover over "mina sidor" (My pages)
2. From there press the transaktioner (transactions) tab
3. Choose your preferred data range and press "exportera CSV" button
4. Save the downloaded Excel/CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Note: We currently only support Swedish, Danish and Norwegian language files. If your language is different, please contact us at support@tradesviz.com with translations for your file in English.

BingX Securities Import Instructions

Currently Supported:

• Cryptocurrency

1. Log into your BingX account and navigate to the help section.
2. Click on "Export Statements/Orders" section.
3. Select the type of file you want to export.
4. Click on "Generate" button and wait for the file to be downlaoded.
5. Save the downloaded Excel/CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Note: If your import does not work, open the file in Excel, save as .csv and try importing again.

VolFix Import Instructions

Currently Supported:

• Futures

1. Log into your VolFix platform
2. Navigate to Market watch > Component > Market replay and click on Positions to CSV
3. Save the downloaded Excel/CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Note: This file should contain the following atleast the following columns: Symbol, Side, Size, Open Price, Close Price, Open Date, Close Date

Alternative Instructions

1. Log into your VolFix platform
2. Navigate to Market watch > Component > Statement choose the orders and export CSV
3. Save the downloaded Excel/CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Note: This file should contain the following atleast the following columns: Symbol, Side, Filled, Fill Price, Completed, State, Id

Nuvama Import Instructions

Currently Supported:

• Stocks
• Options
• Futures

1. Log into your dashboard online
2. Click on Reports
3. Click on Transaction History
4. Select the preferred period and choose file format as Excel and click "Download"
5. Save the downloaded Excel/CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Upstox Import Instructions

Currently Supported:

• Stocks
• Options
• Futures

1. Log into your dashboard online
2. Click on "Trade" and select your preferred export period
3. Click on "Get report" and click on Download
4. Select the file type as xlsx or csv and download the file
5. Save the downloaded Excel/CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

StockTrader.com Import Instructions

Currently Supported:

• Stocks

TradePro Import Instructions

Currently Supported:

• Futures

DBS Bank Import Instructions

Currently Supported:

• Stock

1. Log into your DBS bank account and navigate to Invest tab and then Click on "MY account"
2. Select your preferred date range and click on "Export to Excel" at the top right corner
3. Save the downloaded Excel file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Bybit Import Instructions

Currently Supported:

• Cryptocurrency

Note: You can automatically sync your trades by connecting directly with ByBit! Learn more: https://tradesviz.com/blog/auto-import-bybit

1. Log into your Bybit account and click on "Orders" at the top
2. Now select "Derivative Orders" and "USDT Perpetual" or the appropriate selection based on if you trade spot/derivatives.
3. Now select Trade History and click Export
4. Save the downloaded CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

CMEG Import Instructions

Currently Supported:

• Stock
• Stock Options

1. Log into your CMEG account and navigate to Reports > Serarch > Executions
2. Choose your preferred date range and click on Find
3. Click on "Export to Excel" link at the top right corner of the executions table
4. Convert your .xls format to .xlsx or .csv by opening your file in Excel and save as ".xlsx" or ".csv" file.
5. Download this Excel file and upload it by clicking on the "Choose File" box in this page.

Alternative Instructions

Note: You can use PropReports format for importing your CMEG files. Choose PropReports in the platform dropdown above and import your file.

Note: You can automatically sync your trades by connecting directly with PropReports! Learn more: https://tradesviz.com/blog/auto-import-propreports

Plus500 Import Instructions

Currently Supported:

• CFD
• Stocks
• Options
• Forex

1. Log into your Plus500 account and go to "My closed positions"
2. Now select the preferred date range and click on the mail symbol.
3. You will receive an email (to your registered email address) with the CSV file of your trades.
4. Download this CSV file and upload it by clicking on the "Choose File" box in this page.

SAS Online Import Instructions

Currently Supported:

• Stock
• Options
• Futures

1. Log into your SAS Online account and click on the "Orders" tab.
2. Now click on "Trades" and click on the download button on the top right side.
3. Download this CSV file and upload it by clicking on the "Choose File" box in this page.

Optimus Futures Import Instructions

Currently Supported:

• Futures

1. At the top of the trading window, on the far left side of the 'Control Center Toolbar', click on the logo icon.
2. In the 'Sidebar' screen, under the 'Portfolio' group, click on the 'Orders History' panel.
3. When the 'Orders History' panel appears, in the top left-hand corner of the window, click on the hamburger icon. When the drop-down menu appears, click 'Export Data'.
4. When the 'Export to file' window appears, select the columns of data you wish to export. By default, the export format is set to 'Comma separated'.
5. Make sure all the columns are selected
6. When ready, click the 'Export File' button.
7. Download this CSV file and upload it by clicking on the "Choose File" box in this page.

InteractiveInvestor Import Instructions

Currently Supported:

• Stock

1. Log into your InteractiveInvestor account and select "Portfolio" and then "Transaction History" from the menu
2. Select your Account number, desired date range and currency (Note: The csv files will only download transactions in currency. If you have transactions in multiple currency, please make sure you are choosing the appropriate options and download more csv files).
3. Select Export to download the CSV file
4. Download this CSV file and upload it by clicking on the "Choose File" box in this page.

Guardian Trading Import Instructions

Currently Supported:

• Stock

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

TradesViz Format Import Instructions

Currently Supported:

• Stocks
• Options
• Futures
• Forex

1. On the left side of this page, click on "Export/Manage" and then "Export Uploads" tab
2. Select an account from the account list and scroll down to the downloads section
3. Select "Executions" for Export Type and "Native" for Currency and click "Download"
4. Save the downloaded CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Custom/Generic Format Import Instructions

Currently Supported:

• Stocks
• Options
• Futures
• Forex
• Cryptocurrency

1. Click here to download the CSV (spreadsheet) and fill in the values manually according to the columns and upload the file.
2. Please note: Custom format and TradesViz format are not the same! Please use only the above sample file with the Custom format selection!

Note: In addition to the columns listed listed in the same format, you can also add stop_loss and profit_target columns!

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