How to import trades from JPM Chase 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 JPM Chase in the second dropdown.

JPM Chase Import Instructions
Currently Supported:

Stock
Stock Options

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

Please make sure to follow the instructions exactly to import your data correctly. If you still have any issues, please don't hesitate to contact us at support@tradesviz.com with info about your broker/platform and the file as the attachment.

If you do not see your broker on in our supported brokers list, please contact us at support@tradesviz.com with: Broker/platform name & website, CSV/XLS/TXT file of the trades, instructions you used to export the file. Once we get the information, we will add support for your broker/platform as soon as we can.

Updated on: 17/02/2025