Articles on: Importing Trades from brokers/platforms

How to Import Trades from TEFS/TradeNet to TradesViz Step-by-Step Guide

Quick Start


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

Use the first dropdown to choose your trading account and the second dropdown to choose TEFS/TradeNet.


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


Broker-Specific Instructions


TEFS/TradeNet Import Instructions

Currently Supported:


  • Stocks/CFDs


  1. Login into your TEFS account in your browser.
  2. Click on "Trade History" link on the top.
  3. Select the from and to dates range - then click on "Go"
  4. Now click on "LIST" button on the left side of the screen and wait for the trades to appear on screen.
  5. After you see your trades listed, click on the "EXCEL" icon to download the CSV file.
  6. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.


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

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