How to import your trades from a CSV
Founder of TradeStack. Builds the importer and reviews every broker export format by hand.
Export a trade history or account balance CSV from your broker, then drop the file into TradeStack's importer. The columns are auto-detected and mapped, duplicates are skipped, and your P&L calendar fills in instantly.
Step 1: export the CSV from your broker
Every major platform can export trade history. Tradovate uses Account Balance History, NinjaTrader uses Trade Performance, MetaTrader uses the account statement, TradingView uses the list of trades, and IBKR uses Flex Queries or Activity Statements.
Step 2: drop the file into the importer
Click Import trades in TradeStack and drop the CSV in. The parser fingerprints the column headers, detects which broker produced the file, and maps date, symbol, side, quantity, entry, exit, fees and P&L automatically.
Step 3: check the preview and confirm
Before anything is saved you see a preview of the parsed rows. Partial fills are paired into round-turn trades, and every trade gets a stable ID so re-importing the same file never creates duplicates.
If your format is not recognized
Use Try anyway to run the lenient parser, which looks for any date, symbol and P&L columns. If it still fails, the minimum a CSV needs is a date column and a realized P&L column.
Frequently asked
Which brokers are supported?
Any broker that exports CSV. Auto-detected formats include Tradovate, NinjaTrader, Rithmic, TradeStation, Tastytrade, Webull, IBKR, TradingView, MetaTrader 4, MetaTrader 5 and cTrader.
Will re-importing duplicate my trades?
No. Each trade is given a stable source ID from its broker fields, so importing the same file twice is a no-op.
Does importing cost anything?
No. CSV import is free and unlimited in TradeStack.
Sources
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