Once a user has created a new data file, selected the appropriate Broker Name and located a compatible trade history report from the online broker's web site, the user is ready to import trades into TradeLog.
TradeLog currently supports the following methods of importing trades:
BrokerConnect - simply enter your user name and password into your account and TradeLog will automatically login to your online broker's web site and download the appropriate trade history date range. (Only available for select brokers)
Download a CSV file - users download a file containing trade history data from an online broker's website, save the file to their computer, and run an import.
Download an Excel/Text File - users format a file containing trade history data, save the file to their computer, and run an import.
See our Broker Import Filter Support page to identify the import method(s) supported for your online broker.