4th of July Sale, save up to 60% OFFGet Offer

How about if my broker is not listed?

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.

Identify, Optimize, and Protect Your Edge with TraderSync

Try it Free