Bulk Trade Upload & Download Guide

Easily manage your trades by downloading, editing, and uploading CSV files. This feature supports adding, updating, or deleting trades in bulk.
How It Works:
  1. Download your trade data as a CSV using the Download CSV button.
  2. Edit the CSV in Excel, Google Sheets, or any spreadsheet app.
    Tip: Download a blank template by clearing all filters first.
  3. Upload your modified file using the Bulk Upload button.
CSV File Rules:
Column Description Required?
action add: New trade
update: Edit existing
delete: Remove trade
If blank and raw_trade_id is filled, defaults to update. 		Yes*
raw_trade_id Unique trade ID. Required for update or delete. Leave blank for new trades. Yes*
ticker_id, account_id, entry_date, order_direction, quantity, entry_price All core trade fields must be filled for add and update.
entry_date: YYYY-MM-DDTHH:MM:SS (e.g. 2025-06-14T09:30:00)		 Yes (except for delete)
broker, strategy, notes Optional fields for further trade details. No
Need a sample? Download Example CSV
After upload: The system will show a summary of which trades were added, updated, or deleted, plus any errors.
For best results, double-check your edits before uploading.
Questions? See our Bulk Upload Help Page or contact support.