Articles on: Importing Trades from brokers/platforms

How to Import Trades from Robinhood Auto to TradesViz Step-by-Step Guide

Quick Start

To import your file from Robinhood Auto, visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account and the second dropdown to choose Robinhood Auto.

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

Broker-Specific Instructions

Robinhood Auto Import Instructions

Currently Supported:

Stock
Stock Option

Click on "Login" button at the bottom of this page under "Additional Information"
Enter your username (email), password and 2FA code in the popup box and click "Submit"
Account data sync will start after after the above step

Note: Make sure you are using 2FA app (like Google Authenticator) and NOT SMS authentication to get 2FA code.

Note: Please make sure you have turned OFF device authentication and only have 2FA turned on in the app/account settings

Note: MAKE SURE to verify the notification you receive on your phone after clicking on Submit on TradesViz

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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