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Import trade history

Station streams live read-only activity after you connect a broker. For older books, use Console import so analytics, journal, and behavioral scoring have enough history.

CSV or contract note

  1. In Console, open Dashboard → Import.
  2. Select your broker format or universal CSV mapping.
  3. Upload the export; review the preview for symbol and P&L columns.
  4. Confirm the import. Large files may finish in the background.

Manual entry

Use manual entry when a broker is not listed or you only need a handful of trades. Each row should include symbol, quantity, prices, fees if known, and realized P&L where applicable.

After import

Check Trades and Journal for completeness. Import does not place orders or change broker state.

Step-by-step broker API setup lives in Broker connection guides (Station on macOS).