How to import trades from TradesViz Format 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 TradesViz Format in the second dropdown.

TradesViz Format Import Instructions
Currently Supported:

Stocks
Options
Futures
Forex

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