How to Import Broker History Into a Trading Journal Without Manual Entry

Years of trade history can be tedious to enter one trade at a time, especially when you are switching journals or bringing together records from several sources. This guide explains what TradeTally’s CSV imports support and what to check before relying on an import for your historical record.

Start by listing the broker histories you want to move

Before choosing a journal or preparing files, make an inventory of the broker sources and histories you want to bring over. Separate the sources on your list so you can compare each one with the import options that are documented.

TradeTally imports trade history via CSV from Lightspeed, Charles Schwab, thinkorswim, IBKR, Webull, E*TRADE, Tradovate, Questrade, TradeStation, tastytrade, and TradingView exports. Check your planned sources against that list. If a broker or file type is not listed, do not assume it is supported.

Also note what you need from the history. You may care about specific trade details, options or futures coverage, or keeping records associated with different accounts. Those are separate requirements; support for a CSV source alone does not confirm every detail of how the history is handled.

Import broker history into a trading journal with CSV files

CSV is the documented route for importing trade history into TradeTally. For each supported source you plan to use, locate the relevant CSV trade-history export. The available product information does not establish particular upload steps, a required file layout, or that every historical record will transfer, so avoid treating any of those as guaranteed.

Keep a simple checklist of the source and the history you intend to move. If you are switching journals, this makes it easier to distinguish what you have identified from what the import is confirmed to capture. For more context on this topic, read this guide to importing broker history without manual entry.

For example, suppose you have a hypothetical 2021–2024 history from a listed broker and a separate export from another listed source. The first practical check is whether both sources appear in the supported list and whether each has a CSV trade-history export. That example does not imply a particular file format or guarantee that every row will be imported.

Let large files continue processing in the background

TradeTally processes imports asynchronously. That means large files continue processing in the background after upload, rather than requiring the file to finish processing as part of the upload itself.

If you are working with a large history, do not treat the upload alone as proof that processing is finished. No specific completion time or progress display is established by the available product facts, so avoid planning around an estimated duration.

In the hypothetical example, a file covering several years may be large. The relevant documented detail is that processing continues in the background after upload; the example does not imply how long it will take or what status information will be shown.

Check which trade details the import captures

Imported trades capture symbol, side, quantity, entry and exit prices, dates, and P&L. Use that list to compare what the journal is documented to capture with the information you need to retain from your history.

For a hypothetical trade, imagine a symbol with a quantity of 10, an entry price of $50, an exit price of $54, dates for entry and exit, and a recorded P&L. These are examples of the types of details named in the import facts, not a claim about a required CSV layout or a specific calculation.

If you need other information, identify it before relying on an import. The documented list does not confirm that additional fields are captured. You can review TradeTally’s stated product capabilities alongside your own requirements.

Account for multiple sources without assuming account-level features

TradeTally supports CSV imports from multiple listed sources. That fact does not establish that imported trades are combined, labeled by account, deduplicated, or separately organized. These distinctions matter when you are consolidating broker history or moving from a journal that used account-level groupings.

Before relying on an import, verify any requirement to preserve account-by-account organization or handle overlapping history. For instance, if two hypothetical exports include the same date range, CSV support by itself does not establish whether duplicate records will be identified or how they would be handled.

If you are comparing products as part of a journal switch, TradeTally’s trading journal comparison page is a relevant resource. Treat account organization and overlapping-history handling as questions to verify rather than assumed capabilities.

Use the documented options and futures support

Options and futures trades are supported with specialized analytics. If your history includes either trade type, this establishes that they are within the stated support, but it does not specify particular contract fields or name every available analysis.

Separately, after import, analytics including win rate, profit factor, and expectancy update automatically. These are the named examples; do not infer additional metrics or details about how they are calculated from the import facts alone.

Before moving a large options or futures history, compare your needs with the documented support and captured fields. If you rely on contract-level information beyond symbol, side, quantity, entry and exit prices, dates, and P&L, verify that requirement rather than assuming it is included.

FAQ

Which broker histories can I import?

TradeTally imports CSV trade history from Lightspeed, Charles Schwab, thinkorswim, IBKR, Webull, E*TRADE, Tradovate, Questrade, TradeStation, tastytrade, and TradingView exports. The list does not establish support for an unlisted broker or file type.

Can I import years of history from several accounts?

CSV imports from multiple listed sources are supported, but the available facts do not confirm account-level organization, deduplication, or import limits. Verify any need to keep histories separated or handle overlapping records before relying on the import.

What happens after I upload a large file?

Imports are processed asynchronously, so large files continue processing in the background after upload. No completion time or progress display is specified.

What trade information and analytics are included?

Imported trades capture symbol, side, quantity, entry and exit prices, dates, and P&L. After import, analytics such as win rate, profit factor, and expectancy update automatically. Options and futures trades are supported with specialized analytics.

Review your sources and requirements, then learn more about TradeTally.