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

1. Log in to your TEFS Evolution account.
2. Open Terminal from the main menu.
3. Select Orders History.
4. Right-click on the orders list and select Export.
5. 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.

Import To Trandence

1. Open Trandence and go to the Trades page.
2. Click Import Trades and select Upload CSV/TXT.
3. Choose TEFS as the broker.
4. Set CSV Timezone to the timezone used by the broker export. For most US equities workflows, this is America/New_York.
5. Optionally apply an import preset if you use saved defaults for this account.
6. Select or drop the exported CSV file.
7. Review the parsed trades before saving. Confirm symbols, side, open/close times, quantity, prices, commissions, and the session date range.
8. Use Batch Tags to label the import, for example TEFS Main or TEFS Replay.
9. Click Import & Review Summary to save the import and open the post-import summary.

For the full import workflow, including presets, preview validation, multi-session progress, and conflict review, see Importing Trades.

What Trandence Reads

Trandence expects the TEFS semicolon-separated export with fields such as Date/Time, Symbol, Side, Quantity, Price, and Execution fee. European decimal commas are normalized during parsing.

Trandence keeps supported US equity symbols, including common share-class formats such as BRK.A and BRK.B, and organizes the imported executions into completed trades for review.

Conflict Handling

If imported rows overlap with trades already in Trandence, use Review Conflicts to compare them before saving. The safest default is Keep Existing, which preserves the trade already in your account.

If you need to replace existing data, delete or correct the existing trades first, then import the file again intentionally. You can review completed imports from Import History.

Sample file: Download a sample TEFS CSV file to see the expected format.

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Need Help?

If your file cannot be uploaded, or if the broker has recently changed its export format, contact us at [email protected]. We will help you get the data imported smoothly.