How to import trades from Tradier 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 Tradier in the second dropdown.
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:
Login to your dashboard and click on the gear icon on the top right corner and navigate to "Data export"
Alternatively, you simply visit this link: <https://dash.tradier.com/settings/data-export?type=order>
Select "Order" in the data type dropdown and select your preferred date range
Click on "Download CSV"
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!