Why Use CSV Import for Trades?
Manually entering trades can be time-consuming, especially for active traders. Importing trades via a CSV file allows you to quickly upload multiple trades at once, ensuring accuracy and efficiency.
Steps to Import Trades Using a CSV File
1. Select Your Account
Select the account to which you want to import trades
2. Select Broker
Select the broker, there is only TradeReview format for now. If you want us to add your broker then please contact at [email protected] and provide an example of your csv import and we'll do our best to add it as soon as possible.
3. Prepare Your CSV File
Click on the right side to download the csv template
Ensure your file is formatted correctly with necessary columns:
Entry Date
Entry Time
Symbol
Type (stock or option)
Price
Quantity (add "-" in case of selling)
Commission (Optional)
Fee (Optional)
Tags (Optional)
Notes (Optional)
Save your file in
.csvformat.
Notes:
Options symbol format: YHOO150416C00030000
Component | Value | Location in symbol |
Root Symbol | YHOO | YHOO150416C00030000 |
Expiration Year | 2015 | YHOO150416C00030000 |
Expiration Month | 04 | YHOO150416C00030000 |
Expiration Day | 16 | YHOO150416C00030000 |
Cal or Put | Call | YHOO150416C00030000 |
Strike Price* | $30.00 | YHOO150416C00030000 |
*The decimal point falls 3 places from the right in the options symbol: 00000.000