Import
Import trades from a broker CSV export using the import wizard.
Import
Click Add Trades in the Trade Log to open the import wizard.
Step 1 — Select Method
- File Upload — import from a broker CSV
- Manual Entry — opens the create trade sheet directly
- Auto Sync — not yet available
A Load demo trades link populates the account with sample ES futures data.
Step 2 — Select Broker
| Broker | Format | Asset Classes |
|---|---|---|
| Rithmic R|Trader Pro | .csv | Futures |
| Sierra Chart | .txt | Futures |
| TradeTracer | .csv | Futures, Forex, Options, CFD |
| Tradezella | .csv | Futures, Forex, Options, CFD |
Click a broker name for detailed export instructions.
Step 3 — Upload File
The wizard shows broker-specific export instructions. Drag and drop your CSV onto the upload zone, or click to browse. Parse errors are shown immediately if the file is unreadable.
Step 4 — Preview and Confirm
The preview shows:
- Number of executions found and skipped
- Number of trades they group into
- Table of recognized executions: Symbol · Side · Qty · Price · Time
Review the list, then click Import N Trade(s) to confirm. Warnings appear for unknown symbols or skipped rows.
Duplicate Handling
Re-importing the same file will not create duplicate trades. Already-imported executions are skipped automatically.