To obtain the trade history export from Cobra Trading, please follow the steps below
1. Go to "Gains and losses"
2. Then select "Realized"
3. Finally, choose "Excel export"
Save the file to your computer.
Please double-check that your file has the same columns in the same order as the screenshot below. Only if your format is identical, the import will work.
|Quantity||Symbol||Open Date||Close Date||Description||Unit Cost||Close Price||Cost Basis||Adj Cost Basis||Proceeds||% G/L||Short Term G/L||Long Term G/L|
- How to prepare your Edgewonk import feature: read here
- After you have imported your trades, you can complete the trade input process. Although the final step is optional, we recommend it. The more data you provide about your trading, the more you will get out of the powerful Edgewonk analytics: read more about completing the input