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

Quick Start

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

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

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

Broker-Specific Instructions

Questrade Instructions

Currently Supported:

• Stocks
• Stock Options

Note: You can automatically sync your trades by connecting directly with Questrade! Learn more: https://tradesviz.com/blog/auto-import-questrade/

1. Go to Questrade reports and then Account activity.
2. Now select the dates of activity and also the account.
3. Unselect all the options under "Activity types" except for "Trades".
4. Click on export to XLSX and upload this file by clicking on the "Choose File" box in this page.

Note: The above format does not have full timestamps. If you want more accurate data representation, we suggest you export from the IQ Edge platform using the instructions below.

Alternative Instructions:

1. Open the IQ Edge platform and select "Tools" and then "Account".
2. Select the "Executions" tab.
3. Right click anywhere within the Executions window and select "Edit columns".
4. Make sure atleast the following columns are selected: Symbol, Description, Action, Fill price, Fill qty, Account, Commission, Total Value, Time Placed, Exec time.
5. Click "OK" to save these settings.
6. Now again, right click anywhere within the Executions window and select "Export" and save the CSV file.
7. Upload this file by clicking on the "Choose File" box in this page.

Note: We also support imports from Questrade's CFD accounts

Alternative Instructions:

1. Login to Questrade.com Click on Individial FX & CFD account
2. Click on "Historical reports" tab on top menu and then click "open" under trades menu
3. Selec the preferred date range and the type of trades you want to export and click export
4. Upload this 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