The quickest way to backfill history is a broker CSV. Head to the Brokers hub and drop your file on the dropzone, or use the import button on the Trades filter bar.
Trading a prop-firm account? Tradovate and TopstepX each have a quirk worth reading first — see Importing from Tradovate and TopstepX.
Not a US broker? The preview asks which timezone the file’s timestamps are in and converts them before anything is saved — read Timezones: what clock your trade times are on first, because getting it wrong files every trade on the wrong day.
How it works
- We auto-detect the broker and layout from the file — no format picking.
- You get a preview of the parsed trades before anything is saved.
- P&L and commissions are recomputed from raw fills — the broker's P&L column is ignored.
- Partial fills come in as real legs (see Scaling in and out).
If your broker isn't recognized
Any CSV works through the column mapper — you map its columns to trade fields once. See Importing from any broker with column mapping.
Options rows
A broker statement identifies an option by its 21-character OCC contract symbol — e.g. AEVA 260821P00030000. On import that is split apart: the trade's symbol becomes the underlying (AEVA) and the contract lands in the strike / expiration / call-or-put fields, so the row behaves like any other options trade. Prices are premiums per share and the quantity is contracts, with the ×100 multiplier applied automatically.
Brokers that write the contract in words instead — Schwab's SPY 04/24/2026 709.00 P, Robinhood's SPY 6/12/2024 Call $536.00, Webull, E*TRADE — are read the same way, and an expiry, assignment or exercise closes the contract at $0.
Fixed 3 Sep 2026: Interactive Brokers options rows were previously rejected with “Symbol must be 1-20 characters” because the OCC symbol was imported as the ticker. Stocks and futures in the same file imported normally, so it looked like options simply couldn't be imported. Re-import the statement — the previously-skipped rows come in, and the rows that already imported are recognised as duplicates and skipped.
Re-importing is safe
Duplicate trades are detected and skipped, so you can re-import the same statement any time. See How duplicate detection works.
Fractional shares
Fills in fractions of a share (0.1, 0.25…) are added up exactly: a position bought in pieces and sold in one closes as one trade. Before October 2026 a rounding remainder could leave an extra trade with a size like 6.66e-16 and a P&L equal to its commission — if you see one, it is safe to delete; re-importing the file will not bring it back. Sizes everywhere now show at most four decimals.
On the Free plan
Free records stocks & ETFs only. If your file contains futures, options, forex, or crypto, those rows are held back (never silently dropped) and the import summary tells you how many — upgrade to Essential or Pro to import every asset class.