Importing Trades

Supported Brokers

TiltedTrades supports imports from the following platforms:

File Upload Process

Follow these steps to upload a trade file:

1. Export Trades from Your Broker

   Refer to your broker's documentation for how to export trade data. Most platforms have an "Export Trades" or "Trade History" option.

2. Open the Upload Modal

   In TiltedTrades, click the "Upload Data" button in the sidebar. This opens the file upload dialog.

3. Select Your Broker/Data Format

   Choose your broker from the dropdown. Only brokers you've already configured in Settings will appear here, plus the "Custom Upload" option which is always available.

4. Upload the File

   Click "browse" or drag-and-drop your file into the upload area. Most brokers accept CSV files, though some also support Excel formats (XLSX, XLS).

5. Monitor Progress

   A progress bar shows the upload and processing status. Processing typically takes 5-30 seconds depending on file size.

6. Review Results

   Once complete, you'll see a summary showing how many trades were imported, updated, or skipped.

Auto-Sync (API Connection)

Some brokers support automatic trade syncing via API, eliminating the need for manual file uploads.

Supported Auto-Sync Methods

• NinjaTrader/Tradovate: OAuth connection to sync your NinjaTrader or Tradovate trades automatically
• DxFeed: Credentials-based connection for DxFeed-enabled platforms
• Rithmic: Credentials-based connection for Rithmic-based platforms

Many prop firms also support auto-sync through one of these methods.

Setting Up Auto-Sync

1. Go to Settings > Broker Settings
2. Click "Add Broker" or "Add Prop Firm"
3. Select your platform and follow the setup wizard
4. For OAuth methods: You'll be redirected to authorize the connection
5. For credential methods: Enter your login details (DxFeed and Rithmic require you to log in each time you sync - credentials are never stored)
6. Once connected, click "Sync Data" in the sidebar to pull your trades

Benefits of Auto-Sync

• No manual file exports needed
• Trades appear in TiltedTrades automatically
• Always up-to-date data
• Reduced risk of forgetting to upload

Broker-Specific Instructions

NinjaTrader

1. In NinjaTrader, go to Control Center > Tools > Account Performance
2. Select your account and date range
3. Click Export and choose CSV format
4. Upload the exported file to TiltedTrades

Tradovate

1. Log into Tradovate web platform
2. Go to Reports > Trade Log
3. Set your date range
4. Click Export and download the CSV
5. Upload to TiltedTrades or enable API sync

AMP/CQG

1. Log into AMP Clearing portal
2. Navigate to Reports > Trade History
3. Select account and date range
4. Export as CSV
5. Upload the file to TiltedTrades

Custom CSV Format

If your broker isn't natively supported, you can create a custom CSV file using our template format.

Required Columns

The custom upload template requires specific columns. Download the template to see the exact format:

• broker: Your broker name
• date: Execution timestamp
• symbol: Contract symbol (ES, NQ, CL, etc.)
• side: Buy or Sell
• quantity: Number of contracts
• price: Execution price
• executionid: Unique ID for each execution
• account: Account identifier
• fees: Commission/fees for the trade
• instrument type: Type of instrument (e.g., Future)

Download Template

Download our template from Settings > Broker Settings > Custom Uploads section. Click the "Template" button to get a properly formatted file to fill in.

Duplicate Detection

TiltedTrades automatically detects and handles duplicate trades:

How It Works

• Each trade is identified by timestamp, symbol, action, quantity, and price
• If an identical trade already exists, it's marked as a duplicate
• You'll see duplicate count in the upload summary
• Duplicates are not imported, preventing double-counting

Updating Existing Trades

If you re-upload a file with trades that have changed (e.g., corrected commission), TiltedTrades will update the existing records rather than creating duplicates.

Troubleshooting Upload Issues

File Format Errors

If you see "Invalid file format" errors:

• Verify you selected the correct broker/data format
• Ensure the file is in an accepted format (CSV, or Excel for some brokers)
• Check that required columns are present
• Remove any header or footer rows that aren't trade data

Timezone Issues

If trades appear on the wrong dates:

• Go to Settings > Broker Settings and verify the timezone setting for your broker
• Note: OAuth-synced accounts (NinjaTrader/Tradovate) don't need timezone configuration as the data is already in UTC
• For file uploads, delete the incorrect trades from the broker card in Settings, then re-upload with the corrected timezone

Missing Trades

If some trades didn't import:

• Check the upload summary for error messages
• Verify the trades are present in your source file
• Look for formatting issues in the CSV (extra commas, quotes, etc.)

Best Practices