How to Import Trades from Zerodha Instructions to TradesViz Step-by-Step Guide

Quick Start

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

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

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

Broker-Specific Instructions

Zerodha Instructions

Currently Supported:

• Stocks
• Stock Options
• Future Options
• Index Options

1. Log in to console.zerodha.com and click on "Reports" and select "Tradebook"
2. Select the filters for date and segment according to your preference and click on "View"
3. Once the list of executions loads, click on "Download" on the top right corner of the executions table to download the CSV of these executions
4. Upload this file by clicking on the "Choose File" box in this page.

Note: You can also refer to the official export guide from Zerodha here.

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