How to Start an Import
You can bulk import trades by clicking the "+ Add Trade" button from the Journal or Dashboard and selecting the "Import from CSV" option. This will take you to the import page.
The 4-Step Import Process
The import process is broken down into four simple steps:
- Select Account: Choose the account you want to import the trades into.
- Select Platform/Format: Choose your broker or platform from the list. This tells our system how to read your file correctly.
- Select File Date Order: It's crucial to select the correct date format (e.g., DD/MM/YYYY) that matches your file so that trade times are imported accurately.
- Upload File: Drag and drop your file into the designated area or click to select it from your computer.
Platform-Specific Instructions
When you select a platform from the dropdown (like cTrader or MT5), a card with specific instructions will appear on the right. This guide will show you exactly how to export the correct report from your trading platform to ensure a smooth import.
💡 After importing, check your To-Do List. The system may create tasks for you to add missing details like a Strategy or Notes to your newly imported trades.