Importing your Trade History

 
Once a user has created a new data file, selected the appropriate Import Filter and located a compatible trade history report from the online broker's web site, the user is ready to import trades into TradeLog.
 
TradeLog currently supports several methods of importing trades:  
  
  • BrokerConnect - simply enter your user name and password into your account and TradeLog will automatically go to your online broker's web site and download the appropriate trade history date range.
     
  • Copy from Web Browser - users display a trade history report on a web browser, copy the data to the Windows clipboard and run an import
     
  • Download a Text File - users download a file containing trade history data from an online broker's web site, save the file to their computer in the default location "c:\my documents\tradelog\import" and run an import
     
See our Broker Import Filter Support page to identify the import method(s) supported for your online broker.