How to Import Trades from TradesViz Format to TradesViz Step-by-Step Guide

Quick Start

To import your file from TradesViz Format, visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account and the second dropdown to choose TradesViz Format.

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

Broker-Specific Instructions

TradesViz Format Import Instructions

Currently Supported:

• Stocks
• Options
• Futures
• Forex

1. On the left side of this page, click on "Export/Manage" and then "Export Uploads" tab
2. Select an account from the account list and scroll down to the downloads section
3. Select "Executions" for Export Type and "Native" for Currency and click "Download"
4. Save the downloaded 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