If your broker isn’t on our list, you can still get your trades into TraderSync with a generic CSV file.
- Go to the Accounts page and click Add New Account.
- Type your broker’s name in the search box. If there is no match, you will see Can’t find your broker?
- Under Generic CSV, click Download sample. The sample file downloads and Generic Import opens on the File Upload tab.
- Fill in the sample with your trades (columns: Date, Time, Symbol, Quantity, Price, Buy/Sell, Commission, Fee) and save it as a .csv file.
- Choose the Date Format, click Upload File (or drag and drop your file), and click Import.
You can also choose Add manually to enter trades one execution at a time, or Request to tell us your broker’s name and attach a sample file so we can add it.
