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

Quick Start

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

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

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

Broker-Specific Instructions

PropReports Instructions

Currently Supported:

• Stock

Type 1:

1. Go to broker_name.propreports.com where "broker_name" is the name of your broker/platform that is using PropReports.
2. Click on "Reports" tab and select "Detailed" in the "Report" dropdown.
3. Select your preferred date range and click "Generate Report" button.
4. Click on "Export to Excel" on the top right side of the table.
5. Convert your .xls/.xlsx format to .csv by opening your file in Excel and save as ".csv" file.
6. Upload this file by clicking on the "Choose File" box in this page.

For Type 1 - Note: If your file is in '.xls' or '.xlsx' format, please open the file via Excel and save it as '.csv' before uploading.

Type 2:

1. Go to broker_name.propreports.com where "broker_name" is the name of your broker/platform that is using PropReports.
2. Click on "Reports" tab and select "Trades" in the "Report" dropdown.
3. Select your preferred date range and click "Generate Report" button.
4. Click on "Export to Excel" on the top right side of the table.
5. Upload this file (.xlsx) by clicking on the "Choose File" box in this page.

For Type 2 - Note: If your file is in '.xls' or '.csv' format, please open the file via Excel and save it as '.xlsx' before uploading.

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