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.
Open Trade TrackerIn this guide
Choose a CSV statement
Name the broker, then choose the CSV statement you want to add to your current Trade Tracker account.
Open Import Trades, name the broker that issued the statement, then choose its CSV file. Statements can be imported in any order; TradersLink keeps accepted source evidence with the Trade Tracker records it creates.
Your current Trade Tracker
An import is added to the Trade Tracker account you are already using. When a broker profile is new, TraderLink asks once before adding it.
Review the statement format
Known formats save automatically. Map the columns only when the layout is new.
TradersLink imports a recognized statement after you upload it. When a layout is new, map the columns that contain the ticker, date and time, Buy or Sell side, quantity and price. Add fees, currency or an execution reference when the statement includes them.
Changed layouts are reviewed
A successful mapping can be reused only for the same trading account, broker and statement layout. A changed layout or different broker returns for your review instead of being guessed.