Trandence

Trandence imports trades from broker-exported CSV/TXT files and normalizes them into sessions, trades, tags, and analytics-ready records. The import flow is designed to catch obvious problems before data reaches your journal.

Before You Import

Export your trade history directly from your broker. Use the broker’s official export tool whenever possible, and keep the original file unchanged.

Before uploading, confirm:

  • The broker selected in Trandence matches the file you exported.
  • The CSV Timezone matches the timezone used by timestamps inside the file.
  • The file covers the intended date range.
  • You have not edited column headers or changed numeric/date formats manually.

Start A CSV/TXT Import

  1. Open Trades.
  2. Click Import Trades.
  3. Select Upload CSV/TXT.
  4. Choose the broker that produced the file.
  5. Set CSV Timezone to the timezone used in the exported file.
  6. Optionally apply an import preset.
  7. Select or drop the CSV/TXT file.

Trandence parses the file and opens the review step before anything is saved.

CSV import screen with broker selection and file upload in Trandence

Import Presets

Presets are useful when the same broker export requires the same settings every time. Use them to reduce repeat setup work for recurring imports.

Use a preset when:

  • You repeatedly import from the same broker account.
  • You always use the same CSV timezone.
  • You want a consistent setup before previewing files.

Review Imported Trades

The preview step lets you inspect the parsed result before saving. It shows import quality checks, parsed trade rows, timezone context, validation issues, and a session snapshot.

Use this step to confirm:

  • Symbols and sides look correct.
  • Open and close times match the broker file.
  • Quantity, prices, commissions, and fees look reasonable.
  • The import is split into the expected session or sessions.
  • Any invalid rows are understood before continuing.

If validation errors appear, fix the source export or import settings before continuing.

Import confirmation step for reviewing parsed trades before saving

Batch Tags

Use Batch Tags on the preview screen to label all trades from the import. This is especially useful when you track multiple accounts, brokers, strategies, or data-cleanup passes.

Examples:

  • TradeZero Main
  • IBKR IRA
  • June review
  • Manual correction

Batch tags make it easier to filter the Trades table later and to identify which import produced a trade.

Multi-Session Imports

When a file contains multiple trading days, Trandence imports and analyzes each session separately. The preview shows session count and date range, then the save step displays progress while sessions are uploaded.

If part of a multi-session import fails, the progress area shows failed dates so you can review only the affected sessions instead of guessing which day needs attention.

Conflict Review

If incoming rows match existing trades but differ in key values, Trandence opens Review Conflicts.

The current conflict workflow supports:

  • Comparing incoming and existing quantity, prices, and commission.
  • Resolving individual conflicts with Keep Existing.
  • Resolving all unresolved conflicts with Keep All Existing.
  • Applying decisions before continuing the import.

Overwrite controls are visible in the UI but disabled for now. Use Keep Existing when Trandence flags a conflict, then re-import only after you intentionally remove or correct the existing data.

Exact duplicates are skipped silently when the existing data already matches the incoming row.

After Import

After saving, Trandence updates the trading record used by:

  • Trades table filters and saved views.
  • Calendar daily P&L and period insights.
  • Journal daily plans and symbol reviews.
  • Day Reports and Symbol Reports.
  • Dashboard analytics and behavioral metrics.

Use History on the Trades page to review previous import jobs, statuses, source types, broker, timezone, counts, skipped conflicts, and imported sessions. For the detailed audit workflow, see Import History.

CSV/TXT import is separate from Broker Sync. Use Broker Sync when you want a paid Pro broker connection instead of uploading files manually.

Broker Guides

Broker-specific pages explain where to export files and which broker option to choose in Trandence. Start with the general workflow here, then follow the broker guide for export details:

Need Help?

If an import fails or your broker changed its export format, send the file type, broker name, timezone, and error message to [email protected].