Import Any Broker (Generic CSV) Trades into Tradapt

If your broker isn't listed specifically, you can still import your trades into Tradapt using the generic CSV importer. Any CSV with trade data will work — you just map the columns.

Any

Step-by-step: export from Any Broker (Generic CSV)

  1. 1Export your trade history from your broker as a CSV file
  2. 2Open the CSV in a spreadsheet to check column names
  3. 3In Tradapt, go to Import → CSV Import
  4. 4Upload your file
  5. 5Map your columns to Tradapt fields (date, symbol, side, quantity, entry price, exit price, P&L)
  6. 6Review the preview and confirm the import

Tradapt's CSV importer supports column mapping so you can match any broker's column names to Tradapt's fields. The minimum required fields are: date, symbol, side, quantity, and entry price.

What gets imported

Date (required)
Symbol (required)
Side/Action (required)
Quantity (required)
Entry Price (required)
Exit Price (recommended)
P&L (recommended)
Commission (optional)
Notes (optional)

Ready to import?

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Frequently asked questions

Can I import trades from any broker into Tradapt?

Yes. As long as your broker can export a CSV with trade data, you can import it into Tradapt. Use the column mapping tool to match your broker's column names to Tradapt's fields.

What fields does Tradapt need in the CSV?

Required: date, symbol, side (buy/sell), quantity, and entry price. Recommended: exit price and P&L. Optional: commission, notes, setup tags.

My broker uses a different date format — will it still work?

Yes. Tradapt's importer handles most common date formats automatically. If your format isn't recognised, you can reformat the date column in Excel or Google Sheets before importing.