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Simple CSV uploadAdvanced import tools
Advanced Import Check
Use this page when you need to inspect a CSV before saving it. Most traders should start with the simple upload page.
Upload Your CSV
Choose your broker export. The app will read the rows, group trades, and tell you whether anything needs attention before saving.
Paste CSV instead or view parsed text
Show advanced import settings
File
Waiting
Choose a CSV to start
Rows
0
No file selected yet
Trades
0
Trades appear after upload
Rows To Fix
0
No file selected yet
Import Check
Waiting
Upload a CSV to start
Save Import
Once saved, these trades appear in your trade library, review queue, analytics, and coach.
What happens after upload
1. App checks rows
Waiting
Upload a CSV to start
2. Save import
Waiting
Upload or repair rows first
3. Review trades
0
saved trades will open after saving
Show import review details
Import Session Summary
Not Started
Choose or paste CSV text to start a dry-run import.
Review this row before saving it into analytics.
Rows Parsed
0
0 accepted execution(s)
Repairs
0
0 skipped row(s)
Grouped Trades
0
0 need review
Feedback
0
0 ready trade(s)
Execution Readiness
Execution blocked
Repair rejected rows or mapping issues before feedback review.
write safety: dry-run only
Accepted Executions
0
0 rejected row(s)
Grouped Trades
0
0 need review
Open Positions
none
final position check
Cost Policy
gross-only
costs reviewed separately
Column Mapping Assistant
Map the missing required columns before trusting the preview.
Needs repair
Detected Headers
No headers detected yet.
Editable Row Repair Table
0 row(s), 0 rejected, 0 skipped.
local dry run
Edits update this dry-run CSV text only. Nothing is saved by this flow.
Paste CSV text to inspect row-level repair actions.
Trade Grouping Review
0 grouped trade(s), 0 need review.
No grouped trades are ready yet.
Setup / Playbook Tagging
Setup tags are user labels in this dry run and do not affect feedback or scoring.
Grouped trades can be tagged once the import parser accepts executions.
First Trade Review Walkthrough
Fix the dry-run import before starting a trade review.
1
Choose or paste CSVComplete
Select a sample, open a local CSV, or paste CSV text.
2
Confirm brokerComplete
Make sure the selected broker/export shape matches the CSV.
3
Confirm columnsNeeds repair
Check symbol, side, quantity, price, and time mapping.
4
Repair rowsCurrent
Fix blocking import issues before analysis can start.
5
Confirm grouped executionsNeeds repair
No grouped trade is ready yet.
6
Preview feedbackNeeds repair
Feedback preview appears after at least one valid grouped trade.
7
Inspect replayUpcoming
Use the dry-run replay before saving exists.
8
Check warningsUpcoming
No grouping warnings are attached to the first grouped trade.
9
Save laterNeeds repair
Saving and full analytics start after persistence exists.
Why Am I Seeing This
Import, grouping, and sample mistake explanations are tied to visible facts.
Blockedconfidence_gate
Score 15blocked
Import has rows that must be fixed before saving.
Import row needs reviewimport_repair
empty_csvfix_required
CSV text is empty.
Broker mapping confidence is lowimport_repair
low_mapping_confidencereview
Generic mapping is best effort and should be reviewed. All required execution fields were detected.
Review whether the entry was rushedsample_mistake
1 occurrence(s)medium
Execution clustering can prompt this review, but it is not enough by itself to prove a chase. Matched 1 reviewed trade from execution-only evidence.
Review adds that need chart datasample_mistake
1 occurrence(s)medium
Detected from adverse-price add evidence in the saved execution summary. Matched 1 reviewed trade from execution-only evidence.
Review adds that need chart datasample_mistake
1 occurrence(s)medium
Detected from saved execution facts that count adds after adverse movement. Matched 1 reviewed trade from execution-only evidence.
Execution Feedback Preview
0 of 0 grouped trade(s) produced execution-only feedback.
Valid grouped trades will create a feedback preview here.
Dry-Run Replay Preview
No grouped trade ready / None
Replay appears after the first grouped trade is reconstructed.
Show advanced P/L and cost details
P/L Reconciliation Assistant
P/L reconciliation will appear after grouped trades exist.
Insufficient Data
P/L reconciliation appears after grouped trades exist.
Fee / Commission Visibility
No fee, commission, or broker net amount data was detected in accepted executions.
No Costs Detected
Commission
$0.00
not detected
Fees
$0.00
not detected
Broker Net
n/a
from net amount columns
Currency
n/a
parsed currency
Execution feedback scoring remains gross-only; fees, commissions, and broker net amounts are import-review context for now.
Cost visibility appears after grouped trades exist.
Show technical import diagnostics
Prototype Analysis
No import loaded
Paste or upload execution CSV text.
production write: false
Chart Data Review
Run daily/4h chart data review for completed grouped trades.
Trades
0
0 feedback summaries
Review Queue
2
post-import preview items
Chart Data Review
pending
daily/4h facts attach server-side
Chart Data
none
support/resistance evidence only when available
Execution-only prototype preview. Daily/4h chart data facts can attach after server-side chart data review runs with levels-system data.
Execution Autopsy
Repair the import or add closed trades to generate execution autopsy findings.
Daily/4h Chart Data Review
Entry-near-resistance, clean-room, and add-after-extension review notes appear here after daily/4h context is attached.
Prototype only: this does not write to a production database.
No export or download feature is provided.
Market-context decision review is not run in this browser dry run; server-side trade-analysis can supply precomputed daily/4h decision review facts.
Lower-timeframe support/resistance coaching is intentionally deferred.
Import Readiness Breakdown
Map the missing required columns before trusting the preview.
35/100
Column mapping25
symbol, side, quantity, price still need mapping.
Map the missing required columns before trusting the preview.
Row validity0
0 accepted, 0 rejected, 0 skipped.
Rows are usable for this dry run.
Grouping confidence20
0 grouped trade(s), 0 need review.
Grouped trades look ready for this dry run.
P/L confidence60
0 matched, 0 mismatch, 0 need review.
P/L diagnostics are ready for this dry run.
Duplicate risk100
No duplicate fingerprint signals found.
No duplicate action needed in this dry run.
Broker support65
Generic mapping works best when the file has clear symbol, side, shares, price, and time columns.
Broker coverage is representative and will need anonymized real examples before product calibration.
Repair Carry-Forward
Row edits update the CSV text used by preview, save, grouping, analytics, and chart review items. The original file text is not stored.
no edits
Repair Edits
0
no row edits yet
Rejected Rows
0
must be zero before save
Accepted Execs
0
from current CSV text
Save Source
Current CSV
same text shown above
Import Confidence Gate
Blocked
Fix blocking import issues before analysis can start.
15/100
Import has rows that must be fixed before saving.
No executions were accepted.
Import has review items before commit.
1 review item(s).
low broker mapping confidence.
No rejected rows.
1 fix-required repair item(s).
1 review item(s).
Import Session State
Paste CSV text or choose a sample.
Choose dataCurrent
Paste CSV text or choose a sample.
Parse rowsUpcoming
Parser is waiting for usable CSV data.
Map columnsUpcoming
Map the missing required columns before trusting the preview.
Resolve repairsUpcoming
Fix blocking import issues before analysis can start.
Review tradesUpcoming
Grouped trades will appear after executions are accepted.
Ready laterNeeds repair
Saving and analysis are intentionally deferred in this rough UI.
Before / After Repair Impact
Edit a repair row to compare this preview against the previous parser state.
Accepted
+0
0 current
Rows Fixed
+0
0 rejected now
Skipped
+0
0 skipped now
Grouped
+0
0 current
Confidence
+0
15/100 current
Fix the remaining rejected rows before trusting the preview.
Trade Feedback Preview Comparison
This comparison uses execution-only dry-run feedback and is not saved analysis.
Best Preview
n/a
n/a
Worst Preview
n/a
n/a
Top Risk
n/a
Import row needs review
Repeatable Strength
n/a
Small dry-run sample
Post-Import Review Queue Preview
Review this row before saving it into analytics.
2 preview item(s)
Import row needs review
CSV text is empty.
repair / 95
Review this row before saving it into analytics.
Broker mapping confidence is low
Generic mapping is best effort and should be reviewed. All required execution fields were detected.
repair / 70
Choose the broker manually, confirm the detected columns, or import with the generic execution template.
Execution Anomaly Detector
Import and execution-only checks. Market context used: false.
0 urgent / 0 review
No execution anomalies detected in this dry run.
Generic CSV Import Help
Expected source: Plain execution ledger CSV
symbol
side/action
quantity/shares
price
date/time
Common gotchas
Unknown headers may need explicit mapping.
One row should represent one filled execution.
Use Generic CSV with explicit column mapping when the broker export does not match a known fixture.
Import Error Library
1 matching issue type(s) in this dry run.
Low mapping confidencereview
The headers do not strongly match a known broker shape.
Confirm or enter explicit column mappings.
Show technical import setup details
Broker Mapping Learning Console
Capture this header shape later once persistence exists; it needs mapping learning.
high urgency
Mapping Confidence
low
score 53
Unknown Headers
0
none
Explicit Mappings
0
not_saved
symbolMissing
No header
sideMissing
No header
quantityMissing
No header
priceMissing
No header
timestampOptional
No header
dateOptional
No header
timeOptional
No header
statusOptional
No header
Broker Coverage Confidence
Generic CSV
Generic mapping works best when the file has clear symbol, side, shares, price, and time columns.
Closed stock trade preview
Column mapping diagnostics
Grouped trade review
Repair workflow
Broker coverage is representative and will need anonymized real examples before product calibration.
Real Import Calibration Queue
10 item(s) are waiting for real imports.
Real broker header examplesexecution
Anonymized header rows by broker.
Real repair outcomesexecution
Which user repair steps resolved imports.
Parse success rateexecution
How often imports parse without repair.
Column mapping correctionsexecution
Which fields users most often remap.
Grouping correction rateexecution
How often grouped trades need manual review.
Open-position rateexecution
How often imports leave shares open.
Show privacy, decision, and QA notes
Dry-run privacy
This flow previews pasted or local CSV text in the current app session and does not save imported trades.
No saved import is created here.
No broker CSV export or download feature is added.
Full analytics starts later after persistence exists.
User Decision Capture
These local decisions show what future saved-import events should capture.
0 grouping decision(s) changed in client state.
Feedback preview waiting for review.
Deferred import
Fix blocking import issues before analysis can start.
Mobile QA Notes
7 rough UI panels have mobile checks.
Contract Ready
CSV input stacks without horizontal page scrolling.
Contract Ready
Mapping table stacks without horizontal page scrolling.
Contract Ready
Row repair table stacks without horizontal page scrolling.
Contract Ready
Grouped trade review stacks without horizontal page scrolling.
Contract Ready
Feedback preview stacks without horizontal page scrolling.