NOTE: We have been alerted by other customers that Centerpoint has a new portal, and the old way of accessing trade history no longer works.
From a customer provided screenshot, you can go to Activity, and then you can "Export as CSV" to download the correctly formatted CSV file that can be imported into TradeLog.
CenterPoint Import Instructions:
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Log in to the Client Portal (https://precision.clearstreet.io/public/auth/login).
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View your Trades in the Client Portal.
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Select the date range you want to download, and click "Export as CSV".
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Save the CSV file to your Documents/TradeLog/Import folder. (Please note: If you get an error, click Yes to proceed and save the file anyways.)
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Run TradeLog
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Go to the Account menu at the top, and click the from File button.
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Select the CSV file that you just downloaded and click on the Open button. (Note: The default folder shown is Documents/TradeLog/Import. If you saved your downloaded file to a different location, you will need to browse to that location.)
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Click on the Yes button to confirm your import and save.Clicking on the No button will cancel the import.
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