Go to tradesviz.com/import, select your broker, follow the instructions on the page to export your file from your brokerage platform and upload it to TradesViz.

1. Yes, it is possible to add trades/executions manually by clicking on the plus ("+") button at the top left corner of your dashboard and clicking on "Add trade"
2. We do have a generic format (download link) that you can download and fill in and import by selecting "Custom" as the platform on TradesViz import page.

Go to tradesviz.com/import, select "Auto import trades" and now select the trading account you want to add a connection to and also the broker you want to connect to and click on "Connect" to establish a connection. Once the connection is successful, you can click on "Sync" button to sync your trades. If you want this connection to sync with your account every 24-hrs, then click on "Auto import settings" and check "Auto sync all accounts" and save the settings.

This could be due to several reasons. Most of the time the issue is with entering the login ID instead of the account ID in the initial connection step or re-using an API code. Please check our detailed blog post here: https://www.tradesviz.com/blog/auto-import-schwab/. If you still have issues, please contact us at [email protected].

To export all your trades or executions, go to tradesviz.com/import and select "Export/Manage" and then select "Existing Uploads". Now select the trading account you want to export. If you want to just export the trades, leave the options as default ("Trades" and "Base") and click "Download". If you want to use this file to import into TradesViz in the future, click on "Executions" and "Native" as the options and then click on "Download".

Go to tradesviz.com/import and select "Export/Manage" and then select "Existing Uploads". Once you select a trading account, you will see a list of the trades files you have imported into this account. Now, you can delete or download these imports.

If you think your trades are grouped frequently, you can change this by using the "Group executions based on flat-positions + symbol" option in the "Advanced settings" in the import page. or simply select "Scalper/stock settings" profile in the same section.

You can try using the "Attempt Advanced grouping of options" option under the "Advanced settings" in the import page. It is suggested to test this first on an empty trading account so make sure you are satisfied with the results before using it on your regular trading account.

All brokers have limits on how much history is provided from the broker side. These are limitations of the brokers and not of TradesViz. We provide approximate limitations based on API guidelines in an information box in the connection popup when you establish the connection. We highly suggest importing all your historical data manually once and then setting up auto-sync connection with sync from date after the last trade in your account to ensure seamless continuity of data.

This can be due to 3 reasons:
1. If your connection was previously working, then your token may have expired. You need to re-generate a new token by following the first few steps of this page:
https://www.tradesviz.com/blog/auto-import-interactive-brokers/
(Choosing a longer expiry token is better if you do not want to do this process frequently.)
After you get the new token, click "Edit" in the connections list, paste the new token, and save the connection.
(There is no need to make any changes to your flex query. You can re-use the flex ID)
Now you can sync your IBKR connection again.

2. When establishing connection, you checked the "web service query" checkbox but used flex query input. Please make sure NOT to check the "web service query" checkbox.

3. IBKR servers are under maintenance


If your connection is working, but if you do not see any trades, please make sure to setup both flex and trade confirm queries. More info: https://www.tradesviz.com/blog/auto-import-interactive-brokers/

Schwab auto-sync connections have an expiry of 7 days (limit set by Schwab API). Therefore, you need to refresh your connection by clicking on "Refresh connection" in the connections list page in your import page. After connection is refreshed, you should be able to sync.

This is likely because you have not imported all your historical trades. All brokers/platforms have limits on how much data provided via auto-sync. Please make sure to import all your historical trades first and then set up the auto-sync connection with a sync from date after the last trade in your account to ensure seamless continuity of data.