Trades & import
CSV import and broker sync
Bulk-import trades from a CSV or connect MetaTrader.
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Import a CSV
Trades → Import. Upload your broker export and map the columns. Comma, semicolon, and tab-separated files are supported.
CSV import is available on Plus and higher. Imported trades run through your tag rules automatically.
Connect a broker
Trades → Connect → Automatic links supported brokers via API (MetaTrader uses a read-only investor password; others use OAuth or an API key). Pro: 1 account, Max: 2. Closed trades sync on a schedule.
Broker sync needs Pro, Max, or a Pro trial. While preview data is on, use manual entry or CSV import to try the flow — changes are not saved until you use live data.
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