How to add transactions via file import

To add transactions to a portfolio using a CSV file:

1. Go to the Transactions tab.
2. Click the Import button in the upper right corner of the table. A pop-up window with import settings will open.
3. Or click on the dropdown menu next to the Add transaction button in the upper right corner and select the Import transactions option.

Import settings

• File upload: Drag the CSV file into the window or click the Browse button to select it from your device. Maximum file size — 25 MB.
• Replace full transaction history: If this option is enabled, the entire current transaction history will be replaced with the ones specified in the uploaded file. By default, import works in merge mode, where:
  • Only unique transactions are added.
  • If all trade parameters (Symbol, Side, Qty, Fill Price, Commission, Closing Time) fully match an existing one, it will not be added again.
• Example file: For convenience, an example CSV file with transactions in the required format is available. The download link is directly in the import window — Download example.

After upload

1. Make sure the correct import option is selected.
2. Click the Import button — transactions will be added to the portfolio for supported instruments.

Note: If there are format errors, a message will appear indicating the line where the error occurred. In this case, transactions will not be added.

File format

The CSV file must contain the following fields: Symbol, Side, Qty, Fill Price, Commission, Closing Time. More on the format: How to create a portfolio via transaction import.