TEFS Evolution allows you to export your order history from the desktop Terminal. The exported file uses semicolons as delimiters and European-style decimal formatting.
Exporting from TEFS Evolution
- Log in to your TEFS Evolution account.
- Open Terminal from the main menu.
- Select Orders History.
- Right-click on the orders list and select Export.
- Use the standard settings and save the file to your computer.
Note: The exported CSV file should contain these headers:
Date/Time; Symbol; Side; Quantity; Price; Gross P/L; Execution fee; Net P/L; Trading exchange; Order type. If you see different headers, double-check that you exported from the correct section.
Importing to Trandence
- Open Trandence and navigate to the Trades page.
- Click the Import Trades button in the top right corner and select Upload CSV.
- Choose TEFS and match your CSV’s timezone.
- Upload your saved file.
- Important: On the Review screen, use the Batch Tags field to assign a custom tag (e.g., “TEFS Live”). This is crucial if you track multiple brokerage accounts within Trandence.
- Click Import & Review Summary to finish.
📎 Download a sample TEFS CSV file to see the expected format.
Need Help?
If your file fails to upload, or if the broker has recently updated their export format, please reach out to us at [email protected]. We’ll help you get your data synced smoothly!