Use import history and follow-up decisions

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

In this guide

Use Import history Choose the follow-up page

Use Import history

Return to Import Trades to see the statements already added for the selected account.

Import history keeps the added statements together for your current Trade Tracker account. It shows the statement period, whether it was saved, and a follow-up link only when an item still needs your review. A statement already saved will never add its trades twice.

Choose the follow-up page

Use the page that matches the work you need to do next.

Upload all available statements for the account before resolving Data Decisions. A later statement may contain the missing executions needed to complete an affected trade automatically.
Open Data Decisions only for a specific item that still needs source evidence after the available statements are uploaded.
Open Daily Trade Tracker to review a current or recent trading day.
Open Quick Trade Entry to add manual executions across past trading dates.
Open Open Positions to view confirmed positions that remain open.

Review the mapping and import result Notifications