Importing from a CSV File - CenterPoint

CenterPoint Import Instructions:

1.  Log in to the Client Portal (https://precision.clearstreet.io/public/auth/login).

   
2.  View your Trades in the Client Portal.

   
   
    
3.  Select the date range you want to download, and click "Export as CSV".

   
    
    
4.  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.)
    
5.  Run TradeLog
    
6. Go to the Account menu at the top, and click the from File button.

    
7. 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.)
    
8. Click on the Yes button to confirm your import and save.

   Clicking on the No button will cancel the import.