A Universal Solution for All Platforms
The Generic CSV Importer is a powerful tool that allows you to upload your trading history from any broker or platform, even if it's not directly supported. By following a simple template, you can get all your trades into TradeLicks for analysis.
Step-by-Step Guide
- 1. Download the Template: Click the link below to download the official CSV template. It is crucial to use this file to ensure all columns are mapped correctly.
- 2. Fill in Your Trade Data: Open the downloaded CSV in a spreadsheet program (like Excel, Google Sheets, or Numbers). Carefully enter your trade details under the correct headers. Do not change, rename, or reorder the column headers.
- 3. Save and Upload: Once your data is entered, save the file, ensuring it remains in the .csv format. Do not save it as an Excel (.xlsx), Numbers, or other file type. Finally, return to the Import Trades page, select your file, and click "Import" to upload your trades.
Understanding the Template Columns
Here are the available fields and the correct format for each:
- Open Date / Close Date: The exact date and time for trade entry and exit. The format for this column MUST match the "File Date Order" you select on the import page.
- Type: Must be written as exactly 'Buy' or 'Sell' (case-sensitive).
- Symbol: The market symbol for the asset you traded (e.g., XAUUSD, EURUSD, AAPL).
- Size: The number of shares, contracts, or lots for the trade (e.g., 1 or 0.50).
- Profit/Loss ($): The gross (pre-fee) profit or loss of the trade. Use a negative sign for losses (e.g., -150.25).
- Strategy (Optional): The name of the trading strategy used (e.g., Break and Retest). If left blank, your default import strategy will be used if one is set.
- Timeframe (Optional): The chart timeframe used (e.g., 5m, 1h, 4h). If left blank, your default import timeframe will be used if one is set.
- Fees ($) (Optional): Enter any commissions or fees as a positive number (e.g., 5.50). This will be subtracted from the gross profit to calculate your net P/L.
- Notes (Optional): Any text-based notes or comments you want to add to the trade entry.
💡 The most common import error is an incorrect date format. The date in your file MUST match the "File Date Order" selected on the import page. For example:
- If you select DD/MM/YYYY, use: 22/08/2025 14:30:00
- If you select MM/DD/YYYY, use: 08/22/2025 14:30:00
- If you select YYYY-MM-DD, use: 2025-08-22 14:30:00
- A 12-hour format with AM/PM is also accepted (e.g., 08/22/2025 2:30:00 PM).