How to import trades from Upstox 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 Upstox in the second dropdown.

Upstox Import Instructions
Currently Supported:

Stocks
Options
Futures

Log into your dashboard online
Click on "Trade" and select your preferred export period
Click on "Get report" and click on Download
Select the file type as xlsx or csv and download the file
Save the downloaded Excel/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