How to import trades from WealthCharts Instructions 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 WealthCharts Instructions in the second dropdown.

WealthCharts Instructions
Currently Supported:

Futures
Stock
Options

Login to Wealthcharts.com and select the APEX layout and then select your account
Navigate to history on the left side and wait for the trade history to populate
Click the gear cog icon
Select which options you want to view (by default, all are checked)
Click "export to csv" to download the CSV file
Upload this file by clicking on the "Choose File" box in this page.

Note: Your file should have the at least the following columns: 'symbol', 'price\_done', 'qty\_done', 'last\_time'

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