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

Quick Start

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

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

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

Broker-Specific Instructions

Tradier Import Instructions

Currently Supported:

• Stocks
• Stock options

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

Recommended way to export data for stocks and options:

1. Login to your dashboard and click on the gear icon on the top right corner and navigate to "Data export"
2. Alternatively, you simply visit this link: <https://dash.tradier.com/settings/data-export?type=order>
3. Select "Order" in the data type dropdown and select your preferred date range
4. Click on "Download CSV"
5. Save the CSV file anywhere you want and upload it by clicking on the "Choose File" box in this page.

Note: If you are not able to export using the above instructions or if you want to export both stock and options data, use the below instructions (note that this export does NOT have full timestamp information):

Alternative Instructions

1. Login into your Tradier account.
2. Go to "Activity tab" and select "Export"
3. 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