How to Import Trades from ThinkOrSwim (Alternative) to TradesViz Step-by-Step Guide

Quick Start

To import your file from ThinkOrSwim (Alternative), visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account and the second dropdown to choose ThinkOrSwim (Alternative).

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

Broker-Specific Instructions

ThinkOrSwim (Alternative) Import Instructions

Currently Supported:

• Stocks
• Stock Options
• Futures
• Futures Options
• Forex

Use this import module ONLY if the normal TOS import ("ThinkorSwim (TOS)") does not work for you. This works for both TDA and Schwab's versions of ThinkorSwim.

Note: You can automatically sync your trades by connecting directly with Schwab! Learn more: https://tradesviz.com/blog/auto-import-schwab/

1. Login to your account in the ThinkOrSwim desktop application.
2. Click on the "Monitor" tab on the top and then click on "Account Statements" tab.
3. Make sure to select the an account on the top of TOS client window
4. Select the date range (default: "1 days back from today") and filters according to your preferences.
5. Please make sure all columns are expanded by clicking on the arrow icon ("More fields"/"Less fields") on the top right corner of order history tab and trade history tab (small triangles)
6. On the top right side, click on the 3-lines button and select "Export to file".
7. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Video guide: <https://www.youtube.com/watch?v=Lhi5gg4OTwU>

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