Before you start
No live connection is needed. You export a statement or CSV from your broker or platform, then upload it. Imports land into a specific account so your P&L stays accurate per broker, so if you have not added an account yet, add one under Settings, then Connections first.
1. Open the importer
Go to Settings, then Connections, and open the Import files tab. If you already have an account selected on the Trades page, you can also use the Import CSV button there. Either way you land on the Import statement screen.
Pick the Account to import into at the top.
2. Choose your statement type and upload
TradeDNA tries to detect the right type from your account, and you can change it. Supported types:
Generic CSV for any broker, where you map the columns yourself.
ActTrader account statements, from MagnoFX, HankoTrade, and other ActTrader brokers.
MetaTrader 4 / 5 reports, exported from the terminal as HTML.
Tradovate orders reports.
TopstepX / ProjectX trades reports.
Each type shows a short How to get your statement panel with the exact export steps for that platform. Drop your file on the upload box. Files can be up to 10 MB.
For MetaTrader and Tradovate files you will also pick the time zone the file was written in, so your trade times land correctly. Your statement shows this, it is the broker's server time, not your local time.
3. Map your columns (Generic CSV only)
If you chose Generic CSV, match your file's columns to ours. Symbol, Side, Size, Entry Price, and Entry Time are required. Exit price, exit time, stop, target, commission, and swap are optional but worth mapping if your file has them. A live sample of the first few rows shows how your mapping reads, then choose Run Import. Fixed types like MetaTrader and ActTrader skip this step.
4. Review the summary
The Import summary shows how many trades were created, how many duplicates were skipped, and any rows that need a look. Duplicates are expected if you re-upload an overlapping file, we skip them so nothing double-counts. From here choose View trades to see your log.
