Import Trades

Upload a broker CSV and review before importing.

1

Upload

Choose your CSV

2

Review

Confirm import

3

Done

Import complete

Step 1 of 4 — Upload your CSV file

Export a trade history from your broker and drop it below. Nothing is saved until you confirm.

Not using a supported broker?

Download our clean CSV template and upload it — no column mapping needed.

Select your broker

Choosing your broker ensures perfect column matching.

📄

Drag your CSV here

or click to browse

.csv files only

Your file stays local until you confirm import.

What happens next

👁️

Review

Preview every trade before anything is saved to your journal.

⬆️

Import

Trades appear instantly. Open positions are flagged amber.

✔️

Done

Your journal updates automatically.

Field reference

Core

  • Ticker *
  • Side *
  • Asset Type
  • Entry Date
  • Entry Time
  • Exit Date
  • Exit Time

Pricing

  • Entry Price
  • Exit Price
  • Stop Loss

Size & Costs

  • Size / Qty
  • Fees ($)
  • Commissions ($)