Log in Get started

Trade Imports & Manual Trades

How to import a CSV file

Export trade history from your broker and upload it to Trade Optic.

Last updated 3 September 2026

Export your trade history from your broker as CSV (or Excel saved as CSV).
Open Broker Connections, select CSV Import, or use the import option when logging a trade.
Upload the file and map columns if prompted.
Review the import summary and confirm trades appear in your journal.

CSV format requirements →

Import your first trade →

Was this article helpful?

Related articles

CSV format requirements

Required and recommended columns for successful trade imports.

Import trades with CSV

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

CSV import partially failed

Understand import errors and fix rows that did not import.

Still need help?

If this article did not resolve your issue, contact Trade Optic Support. Do not include passwords, complete API keys or payment details.

Contact Support

← Back to Help Centre

More resources