Accounts and data
Import trades and review the preview
Choose a supported importer, map its fields, review parsed trades, and save to an account.
Use Data or the import action to bring in supported broker and platform files. The importer’s available source list is the authority for current formats; not every broker offers direct sync.
Import a file
- Open Data or the import action and choose the matching platform or universal file importer.
- Select the file requested by that importer. Some integrations accept CSV, some accept a platform-specific report, and some support direct sync.
- Check the parsed preview. Confirm dates, symbol, side, entry and exit values, quantity, and P&L.
- If a generic CSV is used, map its columns to the requested trade fields.
- Choose the destination account and confirm the import.
- Open Trades to check the saved records.
The importer may show a review or mapping step; do not save until the preview is correct. Re-importing overlapping history can create duplicates if the source data differs. For sync sources, see broker sync; for saved copies, see exports and backups.