Transaction Import Wizard

Transaction Import Wizard - Page 7
Transaction Import Wizard - Page 7
Screenshot of page 7 of the 'Transaction Import' window, which allows you to assign close trade transactions with open trade transactions.
Transaction Import Wizard - Page 5
Screenshot of page 5 of the 'Transaction Import' window, which requires you to specify certain information needed when importing trades like the account, brokerage formula etc.
Transaction Import Wizard - Page 4
Screenshot of page 4 of the 'Transaction Import' window, which allows you to edit the raw values of the trades you are importing.
Transaction Import Wizard - Page 2
Screenshot of page 2 of the 'Transaction Import' window, which allows you to specify certain defaults for the trades you are importing.
Transaction Import Wizard - Page 7Transaction Import Wizard - Page 5Transaction Import Wizard - Page 4Transaction Import Wizard - Page 2
  • Import your trades.
  • Easily edit the imported trades
  • Change close trade assignments.