This article explains how to move from supported broker CSV imports to focused, programmatic trade reviews in TradeTally. After importing your history, you can use the REST API to access trade fields such as broker, symbol, side, quantity, prices, dates, tags, and full P&L data. The /api/trades endpoint supports filtering by date range, broker, symbol, and tag, helping you review a defined slice of your history instead of every record at once. The article also covers precomputed analytics available through the API, including expectancy and profit factor, and outlines a practical import, filter, and review workflow. Use the API documentation to confirm exact request, response, and authentication details before implementing.
Read the full article: TradeTally Trading Journal API and CSV Analytics