Articles on: Importing Trades from brokers/platforms

How to Import Trades from Sterling Pro Instructions to TradesViz Step-by-Step Guide

Quick Start


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

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


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


Broker-Specific Instructions


Sterling Pro Instructions

Currently Supported:


  • Stocks
  • Options


  1. Go to your Trading Monitor screen, include these columns in the given order: Date, Time, Symbol, Shares, Price, Side.
  2. Note that the Price is the execution price and not the order price.
  3. Now click on "Action" and then "Export All" and make sure the export format is a .txt file.
  4. Upload this file by clicking on the "Choose File" box in this page.



Here's an example of how the lines in your txt file would look like:


23/07/20,10:32:16,AMD,200,61.08,BOT,


23/07/20,10:31:25,AMD,200,61.83,SLD SHRT,



Note: Please make sure to use the execution price in the Trading Monitor and not the order price.


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

Was this article helpful?

Share your feedback

Cancel

Thank you!