CSV Import Guide
Importing Trades via CSV
TradeLogist supports importing trade data from CSV files exported from your broker or trading platform.
Supported Formats
We support CSV exports from:
- Interactive Brokers
- TD Ameritrade / Charles Schwab
- E*TRADE
- Fidelity
- Robinhood
- Webull
- TradeStation
- Generic CSV format
How to Import
Step 1: Prepare Your File
- Export trades from your broker (see Supported Broker Formats)
- Ensure the file is in CSV format
- Check that required columns are present
Step 2: Upload
- Go to Dashboard → Trades → Import
- Click Upload CSV or drag and drop your file
- Select your broker/format from the dropdown
Step 3: Map Columns
If using a custom format, map your columns:
| Required Field | Description |
|---|---|
| Symbol | Ticker symbol |
| Date | Trade date (YYYY-MM-DD) |
| Action | Buy/Sell or Long/Short |
| Quantity | Number of shares |
| Price | Execution price |
Step 4: Review & Import
- Preview the parsed trades
- Fix any errors highlighted in red
- Click Import Trades
Tips for Successful Imports
- Use UTF-8 encoding for special characters
- Include headers in your CSV file
- Check date formats match your broker's export
- Remove blank rows from your file
After Import
Imported trades will:
- Appear in your trade list immediately
- Be included in analytics calculations
- Maintain their original timestamps