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:
- Click on the “Add Trades” button in the sidebar on the left menu.
- Click on “Import Trades.”
- Select/type “Generic Import” from the broker’s list.
- In the right area of the system, you will find a template to be populated with your trades.
- After populating it, select the date format in TraderSync.
- Click on “browse” to choose a file.
- Click on the “Import trades” button.
You can also download the template by clicking here.