How to import trades from InteractiveInvestor 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 InteractiveInvestor in the second dropdown.

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.

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