Trandence

TEFS Evolution permette you to export your order storico from il desktop Terminal. The exported file uses semicolons as delimiters e European-style decimal formatting.

Esportare da TEFS Evolution

  1. Log in to your TEFS Evolution account.
  2. Open Terminal from il main menu.
  3. Seleziona Orders History.
  4. Right-click on il orders list e select Export.
  5. Usa il standard impostazioni e save il file to your computer.

Note: The exported CSV file dovrebbe contain these headers: Date/Time; Symbol; Side; Quantity; Price; Gross P/L; Execution fee; Net P/L; Trading exchange; Order type. Se you see different headers, double-check that you exported from il correct section.

Import in Trandence

  1. Apri Trandence e vai a il Trades pagina.
  2. Fai clic su Import Trades e select Upload CSV/TXT.
  3. Scegli TEFS as il broker.
  4. Imposta CSV Timezone to il timezone used by il 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. Seleziona or drop il exported CSV file.
  7. Rivedi il parsed trades prima saving. Confirm symbols, side, open/close times, quantity, prices, commissions, e il sessione date range.
  8. Usa Batch Tags to label il import, for example TEFS Main or TEFS Replay.
  9. Fai clic su Import & Review Summary to save il import e open il post-import riepilogo.

For il full import workflow, including presets, preview validation, multi-sessione progress, e conflict review, see Importing Trades.

Cosa legge Trandence

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

Trandence conserva i simboli azionari USA supportati, inclusi formati di classe come BRK.A e BRK.B, e organizza le esecuzioni importate in trade completati per la revisione.

Gestione conflitti

Se le righe importate si sovrappongono a trade gia presenti in Trandence, usa Review Conflicts per controllarle prima del salvataggio. L azione piu sicura e Keep Existing, che conserva il trade esistente.

Se devi sostituire dati esistenti, elimina o correggi prima i trade attuali e poi importa di nuovo il file. Puoi controllare gli import completati in Import History.

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

Serve aiuto?

Se your file fails to upload, or if il broker has recently updated their export format, please reach out to us at [email protected]. We’ll help you get your dati synced smoothly!