How to Import Trades from Kotak Securities to TradesViz Step-by-Step Guide

Quick Start

To import your file from Kotak Securities, visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account and the second dropdown to choose Kotak Securities.

You can also open Import/Export from your profile menu in the top-right corner.

Broker-Specific Instructions

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.

Troubleshooting

• Follow the exact export format shown below for your broker.
• If import fails, re-export a fresh file and try again.
• Ensure required columns are present and headers are unchanged.

Need Help?

Email support@tradesviz.com with your broker/platform details and a sample file attachment.

If your broker is not listed in our supported brokers list, send us the broker name,

website, and CSV/XLS/TXT export format so we can add support faster.

FAQ

Why does my import fail?

Most import failures happen due to changed export format, missing columns, or custom-edited files.

Can I import only a date range?

Yes. Export the date range you want from your broker and import that file into TradesViz.

What should I send support?

Share your broker name, export steps, and one sample file, then email everything to support@tradesviz.com so support can debug or add broker coverage quickly.

Updated on: 18/05/2026