Importing trades from CSV

Steps

1. Open the importer. Go to Journal → Manage Data and click Import Data on the Import History card.
2. Choose your CSV file. For the generic template, the header row must be: account, symbol, side, qty, price, ts. side accepts BUY/SELL or B/S in any case; ts is ISO-8601 (timestamps without an offset are treated as UTC). Tradovate exports keep their own headers — the importer detects them.
3. Pick a Format. Leave the dropdown on Auto-detect unless you want to force Generic template or Tradovate export.
4. Set a Default account (optional). Rows that don't name an account get this value. Useful for Tradovate exports, which may not carry one.
5. Click Import and read the result. You get a line like Detected: tradovate · 120 rows · 118 imported · 2 skipped, with up to six error lines explaining the skips, and a toast confirming the imported fill count.

What the importer does with your rows

Rows become fills, and fills are paired into trades by the same position math the mirror path uses. Duplicate rows in a re-uploaded file are skipped, not doubled — each fill gets a stable identity from its own values. Naive timestamps in a Tradovate export are read as Chicago time, since that is what Tradovate writes.

Undoing an import

Every upload is a batch, listed on the Import History card with its file name, format, row count, and imported count. Click the delete icon on a batch and confirm — that batch's trades are removed. Unlike mirrored trades, deleted imports do not come back; the CSV file is their only source.