How to import trades from Wealthsimple Trader Pro 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 Wealthsimple Trader Pro Instructions in the second dropdown.

Wealthsimple Trader Pro Instructions
Currently Supported:

Stocks

Log into Wealthsimple dashboard
Click on the profile icon at the top right corner and select Documents
Click on "Download CSV" for the months you want to export
Upload this CSV file 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