Brokers & API Connections

Import trades with CSV

Upload trade history files when a direct broker connection is unavailable.

Last updated 3 September 2026

CSV Import is available for any broker whose direct integration is not yet live. Select CSV Import from Broker Connections or use the import option when logging a trade.

Export trade history from your broker's platform or account statements.
Ensure required columns (symbol, direction, entry/exit, size, P/L, timestamps) are present.
Upload through Trade Optic and review the import summary for errors.

CSV format requirements →

Import or log your first trade →

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