Journalit

Broker Export Guides

You need a clean export before Journalit can import anything reliably. These guides focus on the exact export path for each broker or platform, plus the mistakes that usually break imports.

Best default

Export as CSV when the platform gives you a choice. If it only supports Excel or a supported HTML statement workflow, Journalit can handle that as well.

Overview

Choose the right account

If your platform has demo, live, futures, or sub-accounts, export from the exact account you want to analyse.

Prefer completed trade history

Closed-trade history is usually more useful than raw fills if the platform offers both.

Keep original columns

Do not rename or clean up the file before import unless a guide explicitly tells you to.

Export the widest date range

It is easier to filter inside Journalit than to re-export because your first file was incomplete.

Most searched export guides

These are the guides most likely to solve the first search people make when they are trying to move broker history into Journalit.

Supported Brokers

General Tips

Check timezone assumptions

Some exports use local time, others use exchange time. Keep that in mind when validating imported trades.

Avoid spreadsheet edits

Manual edits often change number formats, timestamps, or delimiters without you noticing.

One platform at a time

If you are migrating multiple brokers, import them separately first so validation is easier.

Keep the raw file

Store the original export somewhere safe in case you need to re-import or troubleshoot later.

Before you import

Use the broker guide first if your platform is listed. If your broker is not listed, Journalit can still import many CSV-style files through manual mapping, but unsupported broker formats may need cleanup or a new adapter.

Validate a sample first

Import a small date range before migrating years of history, then compare the imported trades against the source export.

Use manual mapping for unsupported files

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

Clean messy exports before importing

Remove balances, repeated headers, and report noise before mapping unsupported CSV files.

Request a missing guide

If a supported workflow is missing or a broker changed its export screen, ask in Discord before guessing with a large import.

Next Steps

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