Importing Trades via CSV
Tradapt supports trade import from any broker that provides CSV exports. Here's how to do it.
Step 1: Export from Your Broker
Navigate to your broker's trade history or account activity section and export as CSV. Common paths:
- Interactive Brokers: Reports > Flex Queries (or Activity > Trade Confirmations > CSV)
- TD Ameritrade: Trade History > Export to CSV
- TradeStation: Reports > Trade Log > Export
- MetaTrader 4/5: Statements > Detailed (right-click) > Save as Report
- Webull: Orders > Export
- Robinhood: Account > Statements > Tax Documents (1099 CSV)
- Generic brokers: Most platforms have a trade history export under Reports or Statements
Step 2: Upload to Tradapt
- In Tradapt's sidebar, go to Import Trades
- Click Upload CSV and select your exported file
- Tradapt will automatically detect the broker format
Step 3: Review the Preview
Before confirming the import, Tradapt shows you a preview of the parsed trades:
- Verify that dates, symbols, quantities, and prices are correct
- If fields are misaligned, your broker format may need a manual mapping step (contact support)
Step 4: Confirm Import
Click Import [N] Trades. Tradapt will process the file and add all trades to your journal.
Supported Broker Formats
Tradapt auto-detects and supports:
- Interactive Brokers (Flex Query format)
- TD Ameritrade / Schwab
- TradeStation
- MetaTrader 4 and 5 (HTML and CSV)
- Webull (order history export)
- Robinhood (1099-B CSV)
- Generic OHLCV trade logs
If your broker isn't listed, use the Generic CSV import. You'll need to map columns manually, but any CSV with date, symbol, quantity, buy/sell, and price can be imported.
Troubleshooting Import Errors
"Format not recognized": Try exporting in a different format from your broker (some offer multiple CSV types). If that doesn't work, use the Generic import option.
Duplicate trades detected: Tradapt uses a deduplication system. If trades from a previous import are detected, you'll be asked whether to skip duplicates or import all.
Date format errors: Ensure your system locale matches the date format in the CSV (MM/DD/YYYY vs DD/MM/YYYY). You can change this in Tradapt's import settings.
Manual Trade Entry
If your broker doesn't offer CSV export, or for tracking specific trades in detail, you can add trades manually:
- Go to Journal > Add Trade
- Fill in all required fields (symbol, direction, entry, exit, quantity)
- Add optional fields: setup type, emotional state, notes, screenshots
Manual entry takes about 60 seconds per trade for the essentials.