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 import your trades via generic import:

1. Go to the “Accounts” page (click the “+” icon in the left sidebar).
2. Click “Add New Account” (for a new account) or the “+” icon next to an existing account (in the Actions column).
3. In the broker search box, search for and select “Generic Import.”
4. Under the “File Upload” tab, select the date format.
5. Click “Upload File” (or drag and drop your file) to choose your CSV.
6. Click the “Import” button.

You can also download the template from the Tutorial panel by clicking the “HERE” link.