Step 3: Import Trade History - Tutorials

Importing Trade History (3:17 min.)

Learn the general steps for importing brokerage trade history into TradeLog software for active traders. Accurate trade history is important for accurate tax reporting.

Importing from a Downloaded CSV or Text File (1:26 min.)

TradeLog users can often import from a downloaded trade history report from their online broker. This tutorial will teach you how to do this in the software for tax reporting and schedule d purposes.

Importing Trade History from the Web (1:36 min.)

TradeLog software users can import trade history directly from some broker websites, this tutorial lesson will demonstrate how. TradeLog uses broker trade history to generate accurate trade accounting and tax reporting.

Importing from Excel or Text file (for non-supported brokers) (20:23 min.)

This TradeLog software tutorial video will demonstrate how to import trade history from an Excel of text file format. This method is used for brokers not supported by TradeLog.