How to import trades from ThinkOrSwim (Alternative) 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 ThinkOrSwim (Alternative) in the second dropdown.
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/
Login to your account in the ThinkOrSwim desktop application.
Click on the "Monitor" tab on the top and then click on "Account Statements" tab.
Make sure to select the an account on the top of TOS client window
Select the date range (default: "1 days back from today") and filters according to your preferences.
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)
On the top right side, click on the 3-lines button and select "Export to file".
Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.
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
Thank you!