Complete the import

Once you have downloaded the correct statement from your trading platform (click here), you can complete the last step and import the file.

First, go to the Imports tab which is located on the left menu.

Then, select the Import Type (1). This is where you choose your platform/broker.

Now choose the setup (2) you want to assign to the imported trades. Under Settings > Setups you can create new setups.

Then either drag and drop your statement file into the box at (3) or click the "Click here" button to choose the statement file through the explorer.

Finally, click the "Upload File"(4) button to start the import process.

The import is now starting as indicated by the active import message at the top (1).

In the table below you see the currently active imports (2).

The import may take a few minutes. Please do not re-upload the same statement twice.