Import Data
Import Trades
Required: trade_id, trade_date, symbol, side, quantity, price, amount
📄
Drag & drop or click to upload
CSV files only
Import Settlements
Required: settlement_id, trade_date, settlement_date, symbol, side, quantity, price, amount
📋
Drag & drop or click to upload
CSV files only
Import Positions
Required: account_id, symbol, quantity, cost_basis, trade_date
📊
Drag & drop or click to upload
CSV files only
Import History
| Time | Type | Filename | Records | Duplicates | Errors |
|---|---|---|---|---|---|
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