Import Trades

Import Trades

To import trades go to Accounts --> Import



  1. Select the Account you wish to import
  2. Select your Broker
  3. The directions will be on the right hand side to download from your broker. 
  4. Once you have downloaded the file from you broker Click on Browse and find the file.
How do you break apart trades that are imported?
We break apart transactions by stock symbol and dates. 




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