Bulk Sync Import

The Sync feature lets you import multiple trades at once from your broker's CSV export. Unlike single-trade CSV import, Sync automatically detects duplicates so you only import new trades.

Why Use Sync?

Sync is ideal when you want to:

• Import an entire week or month of trades at once
• Regularly update your journal with new trades
• Avoid manually checking for duplicate imports
• Keep your journal in sync with your broker account

Sync compares your CSV file against existing trades and shows you exactly which trades are new, which already exist, and which might conflict.

Step-by-Step Guide

Step 1: Open Trading Accounts

Go to Settings (gear icon in sidebar). You'll land on Security by default. In the left navigation, go to Trading > Accounts.

Step 2: Click Sync

Find the account you want to sync and click the Sync button in the account card footer.

Step 3: Select Your Broker

If your account already has a broker set, this step is skipped automatically. Otherwise, select your broker from the list.

Supported brokers:

• TopStepX
• NinjaTrader
• Tradovate
• MetaTrader 4 (MT4)
• MetaTrader 5 (MT5)
• TradingView
• Custom Schemas - Create your own import format for unsupported brokers

Step 4: Select Export Type

Some brokers have multiple CSV export formats. Select the one that matches your file:

Broker	Recommended Export
TopStepX	Orders (most detailed)
NinjaTrader	Executions
Tradovate	Trade History
MT4/MT5	Account History
TradingView	Trade History

Step 5: Upload Your CSV File

Drag and drop your CSV file onto the upload area, or click to browse your files.

Step 6: Review Trades

After processing, you'll see a summary showing:

• New - Trades not in your journal (will be imported)
• Existing - Trades already in your journal (will be skipped)
• Conflicts - Trades that partially match existing ones (review carefully)

The trade list shows each trade with its status. You can:

• Click Select All New to select only new trades
• Manually check/uncheck individual trades
• Filter by date using the dropdown

Step 7: Import Options

Before importing, you can enable these options:

• Tag as Needs Review - Adds a "Needs Review" tag to imported trades so you can find and annotate them later

Step 8: Import

Click Import to add the selected trades to your journal. You'll see a summary of how many trades were imported.

Understanding Trade Status

New Trades

These trades don't exist in your journal. They will be imported when you click Import.

Existing Trades

These trades already exist in your journal (matched by symbol, direction, entry time, and P&L). They are automatically skipped to prevent duplicates.

Conflicts

These trades partially match existing ones but have some differences. Review them carefully - they might be:

• The same trade with slightly different data
• A different trade that happens to be similar

What Gets Imported

Sync imports the following data from your CSV:

• Trade date and time
• Symbol (normalized - e.g., MNQZ5 becomes MNQ)
• Direction (Long/Short)
• All entry and exit executions with prices, quantities, and times
• P&L and fees
• Stop loss and take profit prices (if available in export)
• Holding time (calculated automatically)

Sync also auto-calculates:

• Multiplier (based on symbol - e.g., MNQ = 2, ES = 50)
• Total points/pips
• Expected R:R (if SL and TP are available)
• Realized R:R

After Import

After importing, you can edit any trade to add:

• Strategy and setup
• Psychology/emotional state
• Notes and screenshots
• Tags

If you enabled "Tag as Needs Review", go to Trades and filter by the "Needs Review" tag to find your newly imported trades.

Troubleshooting

Sync button not visible

• Make sure your account has a broker connected (edit the account to add one)
• Archived accounts don't show the Sync button

No trades found in file

• Verify you selected the correct broker and export type
• Check that the file is CSV format (not XLSX or other)
• Ensure the file contains closed trades (open positions aren't imported)

All trades showing as "Existing"

• You may have already imported these trades
• Try exporting a different date range from your broker

Wrong P&L or multiplier

• Check that your account's currency matches the export
• For futures, verify the symbol is recognized (common symbols like ES, NQ, MNQ are auto-detected)
• You can edit trades after import to correct any values

Missing SL/TP or R:R values

• Not all broker exports include stop loss and take profit data
• TopStepX Orders export includes this data; other formats may not
• You can add SL/TP manually by editing the trade after import