Importing Trades via CSV (Add Trade)

The Add Trade CSV import lets you upload a broker export file, preview all parsed trades, then select one trade to fill into the trade entry form for review before saving.

How to Import

1. Click Add Trade in the sidebar
2. Choose Import CSV on the method chooser page
3. Select your Asset Type (e.g., Futures)
4. Select your Broker from the list — use the search bar to find it quickly
5. Select the Export Type (if the broker has multiple options)
6. Set the export timezone (first time only — see below)
7. Drag and drop your CSV file, or click to browse
8. Review the parsed trades in the preview table
9. Select one trade and click Import
10. The trade form fills automatically — review the data and click Save

What Happens After Import

The selected trade's data fills into the trade entry form:

• Symbol, direction, quantity, and multiplier are set automatically
• Entry and exit prices, times (including seconds), and execution details are filled
• P&L, fees, holding time, and SL/TP are populated if available
• You can review and edit any field before saving
• After saving, add strategy, notes, screenshots, and tags as usual

Supported Brokers

Currently supported brokers for CSV import (both Add Trade and Bulk Sync):

• TopStepX — Orders or Trades export
• NinjaTrader — Trades or Executions export
• Tradovate — Fills, Position History, or Orders export
• TradeSea — Order History export
• MetaTrader 4 (MT4) — Account History HTML report
• MetaTrader 5 (MT5) — History HTML report
• TradingView — Paper Trading and connected brokers
• Custom Schemas — Import from any broker using your own column mappings

Use the search bar at the top of the broker picker to quickly find your broker. Brokers not yet supported appear in a collapsible "Coming Soon" section.

Export Timezone

When you import from a broker for the first time, a prompt asks for the export timezone — the timezone of the timestamps in your CSV file.

Common defaults:

• TopStepX / Tradovate / NinjaTrader: US Central (Chicago)
• TradeSea: Central Europe (Berlin)
• MetaTrader 4/5: Eastern European Time (Athens)
• TradingView: UTC or your local timezone

This setting is saved per broker and can be changed later in Settings > Preferences. See Timezone & Time Format for details.

Import Preview

After uploading, a preview table shows all parsed trades with:

• Date/Time — When the trade occurred (in your timezone)
• Symbol — Normalized instrument name (e.g., CME:MNQZ5 becomes MNQ)
• Direction — Long or Short
• Entries — Number of entry fills (expand to see details)
• Qty — Total contracts/shares
• P&L — Net profit/loss (colored by your theme)
• Duration — How long the trade was held

Use the Date dropdown to filter by date. Click Merge Selected to combine multiple trades into one if the automatic grouping separated them.

Trade Grouping

Broker exports contain individual executions (fills), not complete trades. Tradavity groups these into trades based on your settings in Settings > Order Grouping. These settings apply to both Add Trade import and Bulk Sync.

Grouping Modes

• Flat-to-Flat (Recommended) — Groups all executions from position open (0 contracts) to position close (back to 0). Captures complete trade cycles.
• Per Order — Every execution is its own trade. No grouping.
• Time Window — Groups executions within X minutes of each other (default: 5 minutes).

Additional Options

• Merge Partial Fills — Combine fills at the same price into one entry. Recommended ON.
• Same Direction Only — Direction change starts a new trade. Recommended ON.
• Price Proximity — Only group if prices are within X% of each other. Usually OFF.

Troubleshooting

File Won't Parse

• Ensure you selected the correct broker and export type
• Check the file is CSV format (not XLSX)
• MT4/MT5 use HTML reports, not CSV

Trades Not Grouping Correctly

• Try a different grouping mode in Settings > Order Grouping
• Use Merge Selected for specific trades in the preview

Rows Skipped Warning

If you see "X rows skipped", some rows have a different column count than the header. This usually means extra blank columns or malformed rows. Valid rows are still parsed.

Duplicate Trades

Add Trade CSV import does not detect duplicates — check your date range before importing. For automatic duplicate detection, use Bulk Sync.