Notifications and imports

Import a statement

Add a broker CSV statement to your Trade Tracker. Known layouts import automatically; a new layout can be mapped by you or reviewed privately with AI.

Review the mapping and import result

Understand what happens after a statement is saved and when a follow-up is needed.

Use import history and follow-up decisions

Find prior imports and use the appropriate Trade Tracker page for the next step.

Notifications

See what finished, what needs your attention and where to find every update in TraderLink.

Discord notifications

Choose which TraderLink updates you would also like to receive by Discord message.

Discord notification roles

Choose which TradersLink server mentions you want to receive.

Email notifications

Choose which TradersLink updates you would like by email.

When a statement will not import

Choose the right next step when TraderLink does not yet recognize your statement format.