Importing your broker CSV

A journal is only useful once it holds your actual trading. Rather than re-typing months of history, export a CSV from your broker and upload it on the Import page — we detect the format, match buys to sells, and build closed trades with entry and exit prices already paired.

Supported formats

We ship dedicated parsers for 10 formats: Generic, ThinkOrSwim, Interactive Brokers, MetaTrader 4, MetaTrader 5, NinjaTrader, cTrader, TradingView, Tradovate, and Charles Schwab. See the full list with per-broker notes.

If your broker is not listed, choose "Generic" and map the columns yourself. Most brokers export something close enough that the generic mapper recognises the headers on its own.

How to import

1. Export a trade history or transaction CSV from your broker. Account statements and tax documents usually will not work — you want the per-fill or per-order export.
2. Open the Import page and pick the trading account the trades belong to.
3. Select your broker from the list, or leave it on Generic.
4. Drop the file in. You will see a preview of the detected columns and a count of the transactions found before anything is saved.
5. Confirm the import. We match opening and closing fills first-in-first-out to build completed trades.

Re-importing is safe

Every imported row is fingerprinted, and the fingerprint is unique per trading account. Importing a statement that overlaps one you have already uploaded skips the rows you already have instead of duplicating them, so you can safely re-export a wider date range rather than trying to find the exact boundary of your last import.

After each import you will see a tally of how many trades were added and how many were skipped as duplicates. Manually logged trades are never fingerprinted, so they are never affected by an import.

If the import looks wrong

• Nothing detected — you probably exported an account statement rather than a trade or order history. Look for an export labelled trades, orders, executions, or fills.
• Trades are open that should be closed — the export is missing the closing fills, often because the date range started after the position was opened. Re-export with an earlier start date; duplicates will be skipped.
• Prices or sizes look wrong — check whether your broker exports a per-share price or a total notional value, and whether the file uses a comma as a decimal separator.

If a supported broker's export does not parse cleanly, report it from the Import page. The report sends only your file's column names — no account numbers, balances, or trade values leave your browser.