How to import trades from Sharekhan 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 Sharekhan in the second dropdown.

Sharekhan Import Instructions
Currently Supported:

Stocks
Futures
Options

Log into the Sharekhan website and click on Reports and then Transaction Reports
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
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
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
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
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

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