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.
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.
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.
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.