CSV trade import
for your Obsidian trading journal

Import CSV, Excel, and supported broker reports into your trading journal. Preview field mappings, catch incomplete rows and duplicates, then review the resulting trades inside your own Obsidian vault.

Install free
Start Pro trial
Supported brokers
Broker exports/How it works/Import paths/Validation/FAQ/Pricing
Journalit trade import workflow

Supported broker exports

Choose the broker or platform first. Each guide names the exact report, file format, and import path so you do not have to guess which export Journalit expects.

CSV Import · CSV

Interactive Brokers

Flex Query Orders export

CSV import with broker guide · Verified June 2026

CSV Import · CSV

Tradovate

Reports → Orders export

CSV import with broker guide · Verified June 2026

CSV Import · CSV

TopstepX

Trades module export

TopstepX adapter with manual mapping fallback · Verified June 2026

CSV Import · CSV

TradeZero

Trade history export

CSV import with broker guide · Verified June 2026

CSV Import · CSV

TradingView

Paper Trading Order History export

CSV import with broker guide · Verified June 2026

CSV Import · CSV

FX Replay

Analytics export

CSV import with broker guide · Verified June 2026

CSV Import · CSV

Bybit

Trade History export

CSV import with broker guide · Verified June 2026

CSV Import · CSV

Hyperliquid

Trade History export

CSV import with broker guide · Verified June 2026

CSV Import · CSV

Blofin

Order Centre futures trade history export

CSV import with broker guide · Verified June 2026

CSV Import · Text/CSV-style export

Sierra Chart

Trade Activity Log → Save Log As

CSV import with broker guide · Verified June 2026

CSV Import · CSV

MotiveWave

Account → Executions export

CSV import with broker guide · Verified June 2026

CSV Import · XLSX

ATAS

Trading Journal workbook export

CSV import with broker guide · Verified June 2026

CSV Import · CSV

Trading Technologies

Fills widget download

CSV import with broker guide · Verified June 2026

CSV Import · CSV

Rithmic

R | Trader Pro Order History

CSV import with broker guide · Verified June 2026

Broker adapter · HTML

MetaTrader 4/5

Account History → Save as Report

Native broker adapter · Verified June 2026

Not listed?

Tell us which broker to add and we will use requests to prioritise new guides and adapters.

Request a broker in Discord

How trade import works

Export the source, validate the mapping, then make the trades normal journal records.

  1. 1

    Export your trade history

    Start with a broker CSV, spreadsheet-style journal, or supported report, not screenshots or pasted tables.
  2. 2

    Map the data correctly

    Use a broker guide, built-in adapter, or manual mapping in CSV Import. The preview checks dates, symbols, direction, prices, quantity, fees, and P&L before anything is written to your vault.
  3. 3

    Review the imported trades

    Confirm the eligible trades after validation. Repeated imports are matched against existing records so duplicates are not offered as normal new writes.

What if your broker is not listed?

Manual mapping covers CSV, Excel, and table-style exports with clear trade-history fields.

Start small

Import a week or month before moving the full history.

Map real fields

Use symbol, side, dates, prices, quantity, fees, and P&L, not summary rows.

Compare totals

Check trade count, symbols, fees, and P&L against the source export before trusting the history.

Import paths Journalit supports

Most traders start with a broker CSV. These are the other paths when your history lives somewhere else.

Broker CSV exports

Use a broker guide, supported adapter, or manual mapping for trade-history files.

Explore this path

Spreadsheet trade logs

Bring an older Excel-style journal into a structured trade log without retyping it.

Explore this path

MetaTrader 4 sync

Use automated Trade Sync for MT4. MT5 uses the HTML statement import workflow.

Explore this path

More import paths

Import docsBroker export guidesBybit, Hyperliquid, and IBKR guidesFree trading journalFree trading journal guideTrading journal with notesTrading journal vs ExcelObsidian trading journal

Validate the import before trusting the history

The preview separates valid trades, incomplete rows, and duplicates before the import is confirmed. Treat the first file as a verification step, not a blind bulk migration.

Start with a small date range

Import a week or month so errors are easy to spot.

Compare totals against the source

Check trade count, symbols, dates, side, quantity, fees, and P&L.

Read the preview status

Completed, partially completed, and failed previews tell you whether trades are writable or the source needs correction.

Check duplicate matches

A completed preview may contain only matched or blocked trades. Review those classifications instead of importing the same history twice.

See the full preview and validation flowHow duplicate detection worksReview imported trades in Trade Log

Generic trading journal CSV template

If your broker is not listed, start with a simple shape and map the columns manually.

symbol,side,entry_time,exit_time,entry_price,exit_price,quantity,fees,pnl,setup,notes
ES,long,2026-04-29 09:35,2026-04-29 10:12,5241.25,5248.75,1,4.50,375,ORB,"Good execution"

Use explicit field names. Remove balances, repeated headers, and summary rows before a bulk import.

What trade import looks like

Manual mapping makes broker and spreadsheet data legible before it reaches your trading journal.

Manual trade import column mapping in Journalit
Trade import mapping options in Journalit

AI-assisted mapping uses headers and a small row sample. Messy or non-standard files still need manual verification.

Common concerns before importing

No. CSV is common, but the workflow also covers spreadsheet-style journals and other broker export formats that can be mapped safely.

It works most reliably with supported broker guides and common export formats. For everything else, manual mapping exists as the fallback path.

That is exactly where manual mapping and AI-assisted mapping help. You still need to sanity-check the first import instead of assuming the source file is already correct.

Not blindly. For messy exports or unfamiliar brokers, start with a smaller sample range, validate the result, then import the larger history.

Free vs Pro

Journalit is free for journalling, analytics, reviews, and templates. Pro unlocks automated imports only.

Free

$0forever

Manual journaling, flexible reviews, and analytics on your device.

INCLUDES

  • Unlimited trades & accounts
  • Local-first privacy
  • Custom fields & properties
  • Rich markdown notes
  • Analytics dashboard
Download Now
SAVE 17%

Pro

$15/month

Billed annually at $180/year

Skip the spreadsheet cleanup. Sync and import trades into the journal you already review.

EVERYTHING IN FREE, PLUS

  • Automated MT4 sync and MT5 statement import
  • Trade Import for broker exports
  • FTP server for automatic import
  • Multi-account sync support
  • Priority support
Start 14 Day Trial
Learn about MetaTrader 4 sync