If you would like to import your trade history reports from a broker that is not listed on our Broker Support Page, there are several options:
- Contact your broker to find out what format your reports can be received in. If your broker provides a downloadable trade history in Excel or CSV format, please submit a support request and include a sample download. We can review and suggest the best method to get this data into TradeLog.
- If your broker uses a Clearing Firm we support, you may be able to import with that method. See Broker Support Page
- Import your trades from the Excel-Text filter if these transactions are formatted correctly.
- If your broker provides trade history in QFX format, you can import using that method. See Importing from a QFX File.
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