Import Trades from CSV

Import your trades from broker CSV files. Supported brokers: Interactive Brokers (IBKR), Charles Schwab/TD Ameritrade, Robinhood, and Webull.

Step 1: Upload CSV File

Step 2: Select Broker

Leave as "Auto-detect" to automatically identify the broker from CSV format. Or manually select if auto-detection fails.

Step 3: Preview & Validate

Upload a CSV file to preview trades

Step 4: Import or Download

⚠ī¸ Important Notes
  • Validation checks data format and required fields
  • Import creates trade files and updates your journal
  • Duplicate trades (same date + ticker) will be skipped
  • You can export your current trades to CSV using the Export button

CSV Import Implementation Status

✓ Frontend UI: Full CSV upload, broker detection, and preview interface

✓ Backend Importers: Broker-specific parsers implemented in .github/scripts/importers/

  • IBKR: Interactive Brokers Flex Query and Activity Statement support
  • Schwab: Schwab/TD Ameritrade transaction exports
  • Robinhood: Robinhood activity history
  • Webull: Webull trade history

✓ Import Pipeline: import_csv.py with auto-detection, validation, and index updates

Usage: Upload CSV via this UI for preview, or use the command-line tool: python .github/scripts/import_csv.py path/to/broker-export.csv