Articles on: Importing Trades from brokers/platforms

How to Import Trades from Lightspeed Instructions to TradesViz Step-by-Step Guide

Quick Start


To import your file from Lightspeed Instructions, visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account and the second dropdown to choose Lightspeed Instructions.


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


Broker-Specific Instructions


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.


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

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