How to import trades from TastyWorks/TastyTrade 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 TastyWorks/TastyTrade in the second dropdown.

TastyWorks/TastyTrade Import Instructions
Currently Supported:

Stocks
Stock Options
Futures
Futures Options

Login to your account in the Tastyworks desktop application.
Click on the Clock icon (or History tab) below the "Activities" tab on the left side.
In the history window which lists your executions, make sure the "transactions" tab is selected (and NOT "year to date") on the top left corner and select the date, day and filters according to your preferences.
In the type filter, make sure "Any" is selected
Finally, click on the "CSV" button on the top right. (Note: If you are not able to see the CSV button or the date range selectors, close the ticker info tab (which is hiding the CSV and the date range below it) by clicking on the arrow pointing to the right on the top of the tab.)
Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Note: For older desktop versions, please make sure that columns such as execution time, price are present in the csv file. To make sure of this, click on the "Trade History" tab in the "Account Statement" section and make sure to click on the "More fields" button (right most - 2 arrows outside) if it's not already selected.

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