How to import trades from Nest 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 Nest Instructions in the second dropdown.
Nest Instructions
Currently Supported:
Stock
Options
Open your Nest platform
Navigate to the "Completed orders" section
Right on this page and select export to CSV
Upload the XLS file by clicking on the "Choose File" box in this page.
Note: Make sure your XLS file has the following colunmns: Exhg. Seg, Buy/Sell, Trading Symbol, Total Qty, Nest UpdateTime, Status, Average Price
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
Thank you!