Articles on: Importing Trades from brokers/platforms

How to import trades from Lightspeed Instructions 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 Lightspeed Instructions in the second dropdown.




Lightspeed Instructions
Currently Supported:

Stocks
Stock Options

Log into the Lightspeed web site, and click on "My view"
Now click on "Reports" from the top menu.
Click on "Confirm" near the top right and click on the account you wish to see the reports from.
Click "Blotter" from the sub menu and choose the date range according to your preference.
Download the file by clicking on "CSV" button
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

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