How can I Import a file?

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To import your trades:

  1. Add a New Account: Click the “Add New Account” button at the top right of the Accounts page (or click the “+” icon next to an existing account to add more trades to it).
  2. Select Your Broker: Choose your broker from the list, or use the search box to type the broker’s name.
  3. Choose an Import Method: Select “File Upload” to import a file, or “Add Manually” to enter trades by hand.
  4. Follow the Tutorial Instructions: Follow the broker-specific instructions shown in the “Tutorial” panel on the right to get your trade file.
  5. Upload and Import: Drag and drop your file (or click “Upload File” to browse), then click the “Import” button to complete the process.

Note: if your broker doesn’t show instructions, contact the support team and they’ll help you.

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