How to import trades from Stake Instructions 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 Stake Instructions in the second dropdown.

Stake Instructions
Currently Supported:

Stocks

Login to your Stake account
Select "Account" and go to Dashboard.
Now select "Transaction report" and select the time period
Select "Excel" as the format and click on "Email report tab" button.
Download the report from your email and upload it to TradesViz by clicking on the "Choose File" box in this page and selecting the XLSX in the file explorer.

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