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. The custom/generic file uses columns such as date, time, symbol, asset_type, price, currency, quantity, commiss, tags, and notes. You can also add stop_loss and profit_target columns.

You can add trades in multiple ways:
1. Manual file import from your broker in tradesviz.com/import (most common).
2. Auto-sync connection from the "Add Auto-sync Connection" tab for supported brokers.
3. API-based login-and-sync flow for selected brokers (platforms marked API-Auto-Sync in the platform list).
4. Manual trade entry from dashboard/import page for hand-entered trades.
For file imports, always follow the exact broker instructions shown on the import page.

Yes, but only using TradesViz templates. Use Custom for execution-level files (one fill per row) and Custom Alt for trade-level files (one full trade per row). Download and follow the official template instructions from tradesviz.com/import. Please note that Custom/Custom Alt are strict schemas and are not placeholders for arbitrary CSV layouts.

First, confirm whether your broker is already supported on tradesviz.com/import. If it is supported, please follow the broker export instructions exactly and make sure you uploaded the correct file/report type. If the broker/format is not supported, use the AI converter flow on the import page: in broker search/no-results or failed import prompts, click Convert it with AI, convert the file using ChatGPT/Gemini (or the provided prompt), and then import the converted CSV using Custom (execution-level) or Custom Alt (trade-level). If you want native broker support added, contact [email protected] with your broker name, a sample export file, and the exact export steps so we can evaluate support. Before upload, review converted rows for accuracy and remove personal account details before using any external AI tool.

Go to tradesviz.com/import, select "Auto import trades", select the trading account and broker you want to connect, and click "Connect" to establish the connection. Once the connection is established, TradesViz syncs it automatically once every 24 hours. The exact sync time is not guaranteed because there are many thousands of connections, but daily sync usually starts after 6 PM ET. If available, the "Sync" button can be used for an on-demand/manual sync.

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.

Use Python, scripts or your own applications to read and search your TradesViz accounts, trades and executions, build custom reports, and manage notes and tags. With the required permissions, you can import supported executions, edit journal entries, update trade risk settings, split or merge trades, and delete selected journal data. Execution imports currently support eligible USD US stocks and fixed-multiplier USD futures, not every asset supported by the website.

Yes. Connect a compatible ChatGPT, Claude or other MCP client to the hosted TradesViz MCP server using browser sign-in; no local MCP server or REST API key is needed. Ask your assistant to summarize recent trades, compare results from retrieved trades, find trades by symbol or tag, or save a review note. Editing and other journal changes require the matching permissions. Connector availability depends on your AI client and workspace settings.

You select the trading accounts and permissions each API key or MCP connection can use. Start with read access and grant editing or deletion separately when needed. Day notes, day tags and general journal notes require a separate opt-in. You can revoke access from the API/MCP dashboard. These tools manage your journal; they cannot place, change or cancel broker orders. AI responses can contain mistakes, so review proposed changes before approving them.