Help & docs

Other platforms and any CSV

Save the column mapping under a name and reuse it next time.

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Quantower. Use the Trades or executions export. This is a Beta CSV import. Check the preview before confirming so you can see whether the exported rows were recognised. Send us a sample if it isn't recognised.

TradingView. Use the Paper Trading or broker order history export. This is a Beta CSV import, so compare the preview with the file you chose before you confirm. Send us the file if the columns differ.

TradeStation. Use the Filled orders export. This is a Beta CSV import. Look at the preview before saving the trades rather than assuming that choosing the file means its contents have been imported. Send us a sample if the preview is empty.

thinkorswim. Use the Account Statement (CSV). This is a Beta CSV import. Lines that are not trades are skipped. Review the trades in the preview and confirm only when the rows shown are the trades you intended to import.

MotiveWave. Use the Trade export. This is a Beta CSV import with entry and exit on one row. Check the preview against that report before you confirm, keeping the account and date range of the file clear in your own records.

ATAS. Use the Statistics or journal export. This is a Beta CSV import. Check that the preview recognises the file before confirming; a different column name can require a closer look. Send us a sample if a column name differs.

Jigsaw. Use the Fill export. This is a Beta CSV import. Check the preview before you save anything and compare it with the fills you meant to bring into the journal. Send us a sample.

CQG. Use the Fill export. This is a Beta CSV import. Check the preview rather than confirming a file whose contents do not look right. Send us a sample if the headers differ.

Any other platform. Any CSV with time, symbol, side, quantity and price can use the column mapper. This import method is Beta. Save the column mapping under a name and reuse it next time.

Choose the file you want to import. Match its time, symbol, side, quantity and price columns in the column mapper. Check the preview before anything is saved, then confirm when the trades look right. Save the mapping under a name to use it again for the same kind of file.

Send us a sample at support@tiedbook.com if anything looks off.

Supported platforms → · Help & docs →

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