Moving years of broker history into a new journal is best treated as a migration project rather than retyping trades. The article walks through practical steps: confirm your broker or platform CSV export is supported by the journal, gather and organize CSVs by account and date, upload files to TradeTally, and allow large imports to finish processing in the background. After processing, spot-check representative trades (symbol, side, qty, prices, dates, P&L), include options/futures files if relevant, and only then review updated analytics. It also recommends keeping original CSVs, working in a clear sequence, and using a checklist to compare journals before committing years of data.
Read the full article: Import Trade History to a Trading Journal