Importing From Excel

To import a trade history report from Excel:

• Open your Excel file of trade history (formatted per our guidelines). Click Edit, Select All or use the keyboard shortcut Ctrl + A.
     
• Copy the data to the Windows clipboard by clicking Edit, Copy or use the keyboard shortcut Ctrl + C.
   
• Create a new file (Creating a new file) or open an existing file within TradeLog, and select the appropriate broker account tab.
   
• From the Account menu, click the from Excel button.

  
   
• Your trades will automatically be imported and matched.
   
• Verify the accuracy of your import by launching the Open Positions Window. Click the Open Trades toolbar button. Compare the list of open positions in this window with the last trade history report imported.  If the positions match, your import was accurate.