How about if my broker is not listed?

If your broker is not listed in TraderSync, you can import your Trades using a CSV file with a generic import template.

To export your trades via generic import:

1. Click on the “Add Trades” button in the sidebar on the left menu.
2. Click on “Import Trades.”
3. Select/type “Generic Import” from the broker’s list.
4. In the right area of the system, you will find a template to be populated with your trades.
5. After populating it, select the date format in TraderSync.
6. Click on “browse” to choose a file.
7. Click on the “Import trades” button.

You can also download the template by clicking here.