CSV trade import
for your Obsidian trading journal
Import broker CSV exports into Journalit, check the mapping, then review every trade inside your own Obsidian vault.
Supported broker exports
Start with the file your broker actually exports. If your broker is listed here, use the guide before guessing at columns or report names.
Interactive Brokers
CSV
Flex Query Orders export
Tradovate
CSV
Reports → Orders export
TopstepX
CSV
Trades module export
TradeZero
CSV
Trade history export
TradingView
CSV
Paper Trading Order History export
FX Replay
CSV
Analytics export
Bybit
CSV
Trade History export
Hyperliquid
CSV
Trade History export
Blofin
CSV
Order Centre futures trade history export
Sierra Chart
Text/CSV-style export
Trade Activity Log → Save Log As
MotiveWave
CSV
Account → Executions export
ATAS
XLSX
Trading Journal workbook export
Trading Technologies
CSV
Fills widget download
Rithmic
CSV
R | Trader Pro Order History
MetaTrader 4/5
HTML
Account History → Save as Report
Not listed?
Ask in Discord and tell us which broker you want added. We use requests to prioritise new export guides and adapters.
| Broker or platform | Export to use | Format | Journalit path | Guide |
|---|---|---|---|---|
| Interactive Brokers | Flex Query Orders export | CSV | CSV Import | Export guide |
| Tradovate | Reports → Orders export | CSV | CSV Import | Export guide |
| TopstepX | Trades module export | CSV | CSV Import | Export guide |
| TradeZero | Trade history export | CSV | CSV Import | Export guide |
| TradingView | Paper Trading Order History export | CSV | CSV Import | Export guide |
| FX Replay | Analytics export | CSV | CSV Import | Export guide |
| Bybit | Trade History export | CSV | CSV Import | Export guide |
| Hyperliquid | Trade History export | CSV | CSV Import | Export guide |
| Blofin | Order Centre futures trade history export | CSV | CSV Import | Export guide |
| Sierra Chart | Trade Activity Log → Save Log As | Text/CSV-style export | CSV Import | Export guide |
| MotiveWave | Account → Executions export | CSV | CSV Import | Export guide |
| ATAS | Trading Journal workbook export | XLSX | CSV Import | Export guide |
| Trading Technologies | Fills widget download | CSV | CSV Import | Export guide |
| Rithmic | R | Trader Pro Order History | CSV | CSV Import | Export guide |
| MetaTrader 4/5 | Account History → Save as Report | HTML | Broker adapter | Export guide |
How trade import works
The path is intentionally conservative: export the source data, validate the mapping, then let Journalit turn the imported trades into normal journal records on your own device.
- 1
Export your trade history
Start with a broker export, CSV file, or spreadsheet-style journal rather than screenshots or copy-pasted tables. - 2
Map the data correctly
Use a broker guide, a built-in adapter, or manual mapping. In the plugin, this happens inside the CSV Import page. AI-assisted mapping can help interpret unclear columns. - 3
Review the import inside your trading journal
Once imported, trades appear in your Trade Log and dashboards for normal journalling, filtering, and review.
What if your broker is not listed?
A supported guide is best, but you do not need a dedicated adapter for every file. Manual mapping exists for CSV, Excel, and table-style exports that use clear trade-history fields.
Start small
Import a week or month first so bad columns are easy to catch before a full migration.
Map the real fields
Use symbol, side, date, price, quantity, fees, and P&L fields rather than summary rows.
Validate before bulk import
Compare trade count, symbols, fees, and P&L against the source export before trusting the history.
Import paths Journalit supports
Most traders start with broker CSV export. These are the other paths when your history lives somewhere else.
Broker CSV exports
Use a broker guide, supported adapter, or manual mapping for CSV trade-history files.
Spreadsheet trade logs
Bring older Excel-style journals into a structured trade log without retyping the history.
MetaTrader sync
For MT4/MT5 accounts, use automated MetaTrader sync instead of repeated file uploads.
Import docs
Read the full import workflow and product behaviour.
Broker export guides
Follow export instructions for supported brokers before importing.
Bybit, Hyperliquid, and IBKR guides
Start with the most common crypto and multi-asset export paths users search for first.
Free trading journal
See what you can do before paying for any automation features.
Best free trading journal
See why Journalit is a strong free option if you want to avoid another monthly SaaS bill.
Trading journal with notes
See how written context and screenshots fit into the wider workflow.
Trading journal vs Excel
See when a spreadsheet still works and when a dedicated journal becomes the better fit.
Obsidian trading journal
See how trade import fits into the wider workflow.
Validate the import before trusting the history
A trade import is only useful if the imported records match the source file. Treat the first import as a verification step, not a bulk migration.
Start with a small date range
Import a week or month first so errors are easy to spot before you bring in years of trades.
Compare totals against the source
Check trade count, symbols, dates, side, quantity, fees, and P&L against the broker export.
Keep the original export
Do not overwrite the raw broker file. If a mapping needs to be fixed, the original file is your reliable source.
Validate a small sample first
Import a week or month, then compare trade count, symbols, dates, fees, and P&L against the broker export before trusting a full migrated history.
Generic trading journal CSV template
If your broker is not listed, start from a simple CSV shape and map the columns manually. Keep the first import small, then validate the Trade Log before importing years of history.
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 clean field names
Clean messy exports first
What trade import looks like
The import interface is designed to make messy broker and spreadsheet data legible before it touches your trading journal. Manual mapping is the main screen; AI mapping appears as a smaller assistive step rather than a full-screen workflow.
Privacy note
Operational reality
Common concerns before importing
Free vs Pro
Journalit is free for journalling, analytics, reviews, and templates. Pro unlocks automated imports only.
Free
Everything you need to journal and improve.
Includes
- Unlimited trades and accounts
- Trade Log and analytics dashboard
- Built-in templates for trade notes and reviews
- Custom fields, tags, setups, and mistakes
- Works offline with your vault as the source of truth
Pro
Billed yearly ($180 once per year) or $18/month billed monthly.
For traders who want automated imports instead of manual logging.
Everything in Free, plus
- CSV imports for any broker
- Automated MetaTrader 4/5 sync
- AI-assisted mapping for messy exports
- Duplicate detection and multi-account support