NOTE: The procedure provided below is a general overview of how to import trades from a CSV file. How each user will locate reports and initiate file downloads will vary depending on the online broker's web site. Users should always follow carefully the steps outlined on the appropriate Broker Import Guide.
To import trades from a downloaded CSV file:
From the Account menu, click the from File Import Button.
Choose the downloaded file's location on your hard drive. The default location is "Documents/TradeLog/Import."
Select the designated file and click OK.
Your trades will be automatically imported and matched.
Return to Importing your Trade History