How to Import Trades from Sharekhan to TradesViz Step-by-Step Guide

Quick Start

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

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

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

Broker-Specific Instructions

Sharekhan Import Instructions

Currently Supported:

• Stocks
• Futures
• Options

1. Log into the Sharekhan website and click on Reports and then Transaction Reports
2. To export Equity Trade List file, click on Equity in transaction reports and click on Trade Listing Summary and download the file for the preferred time period
3. To export FNO Trade List, click on FNO in transaction reports and click on Trade List and download the file for the preferred time period
4. To export Equity Bill Summary file, click on Equity in transaction reports and click on Bill Summary and download the file for the preferred time period
5. To export FNO Trade Confirmation file, click on FNO in transaction reports and click on Trade Confirmation and download the file for the preferred time period
6. Save this XLSX file and upload it by clicking on the "Choose File" box in this page.

Note: The following files are supported: Equity Bill Summary, FNO Trade Confirmation, Equity Trade List, FNO Trade List

Note: DO NOT change the file name. Download and import as-is.

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