Import guide

TradesViz

Export your TradesViz executions as a CSV file, one account at a time, then upload it to Leaf Edge.

All import guides
Export
Executions export · CSV
Find it in
Import → Manage/Export Data
Plan
Every plan, including Free
Each file
Up to 4 MB and 2,000 rows
Steps checked
26 September 2026, on a real account
How well it's tested
Parser available · not certified. See the record on the broker page

Before you export

TradesViz's pricing page lists Export Management on its Pro and Platinum plans. If your plan doesn't show the export, that is why.

Export the file from TradesViz

  1. Open Import

    Sign in to TradesViz and open Import: choose Import/Export in the profile menu at the top right, or press the upload icon at the bottom left of the dashboard.

  2. Open Manage/Export Data

    Choose the Manage/Export Data tab.

  3. Select one account

    Under STEP 1: SELECT TRADING ACCOUNT(S), open Trading Accounts, tick one account and press Apply. The file doesn't say which account a fill came from, so export each account on its own.

  4. Choose Executions and Native/ UTC

    Under STEP 2: EXPORT ALL DATA, set Export Type to Executions and Currency/Timezone to Native/ UTC. The defaults give one row per trade, in converted times, and Leaf Edge can't use either.

  5. Download the file

    Press Download/Export. In our own export the file's name ended executions_export_ and the date.

    Nothing downloaded? Check your email for the export, and whether a browser ad blocker stopped the download.

Import it into Leaf Edge

  1. Open Upload File in Leaf Edge

    Sign in to Leaf Edge and open Sync in the top bar. Choose Upload File. File import works on every plan, including Free.

    The Sync page in Leaf Edge with Upload File selected.

  2. Drop the file in

    Drag the file onto Upload Trading Statement, or click the box to choose it. Leaf Edge recognises an export from TradesViz by what is inside it, so there is nothing to pick first. Each file can be up to 4 MB and 2,000 rows.

    The Upload Trading Statement box on the Sync page.

  3. Check the preview

    Nothing is saved yet. Review Import counts the rows as New, Unchanged, Corrections, Skipped and Rejected, and lists each row with its reason. Read every skipped and rejected row before you go on.

    Stock rows import. Option, future, forex and crypto rows are listed with the reason and skipped until we have checked a real file of each.

    If the file holds trades in a currency your journal doesn't have yet, the preview says so. They keep their own currency, and your P&L is shown in the one currency you pick from the filter bar, converted at the European Central Bank's reference rate on the day each trade closed.

    An example preview, from an Interactive Brokers statement: counts of new, unchanged, corrected, skipped and rejected rows above the list of rows.

  4. Commit the import

    Press Commit import to save the trades, or Cancel preview to leave your journal as it was. Leaf Edge pairs the fills into round trips, so you will usually see fewer trades than the file has rows.

    Changed your mind? Undo imported trades appears straight after an import, until your next upload and as long as you haven't started reviewing those trades.

    Leaf Edge after a committed import, with the Open journal and Import history buttons.

What comes in

  • One row per fill, in stocks. Leaf Edge pairs the fills into trades.
  • Tags and notes from TradesViz come across as text in the trade's note, not as Leaf Edge tags.
  • Every TradesViz file joins one TradesViz account in Leaf Edge, and fills there are paired into trades together. Import the account you want to review: a second account's file would be paired with the first one's fills.

If the import doesn't work

  • “This is TradesViz's Trades export, one row per trade.” Export again with Export Type set to Executions.
  • Rows rejected for their time. Export again with Currency/Timezone set to Native/ UTC: those times carry their offset.

Where these steps come from

We followed these steps on a real TradesViz account on 26 September 2026. Menus move from time to time; if yours doesn't match, these pages have the current path:

Sources read on 22 October 2026.

Next

Then review your first trade

Once your trades are in, each one has its own page: link it to a playbook or mark it as an honest skip, grade it, and note what you planned, what you did and what you learned. How a trade review works.

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