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Documentation Index

Fetch the complete documentation index at: https://docs.tradealign.app/llms.txt

Use this file to discover all available pages before exploring further.

If your broker isn’t directly supported (Topstep, Tradovate, or Interactive Brokers), you can still import trades from any CSV file by mapping columns yourself.

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Step 1: Prepare your CSV file

Your CSV needs at minimum these 5 columns (the headers can be named anything):
Required FieldDescription
SymbolTicker or contract name (e.g., ES, NQ, MNQ)
SideTrade direction — long/buy or short/sell
Entry DateDate and time of trade entry
Entry PricePrice at entry
QuantityNumber of shares or contracts
Common optional columns that improve your data:
Optional FieldDescription
Exit DateDate and time of trade exit
Exit PricePrice at exit
FeesTotal commissions and fees
P&LProfit or loss amount
Don’t have a CSV yet? Click Download Template in the import wizard to get a pre-formatted file with example data you can fill in.

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Step 2: Start the import

  1. Click the Add Trade button
  2. Select your account
  3. Choose Manual CSV Import
You can also start from Settings → Accounts → select an account → Upload Trades.

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Step 3: Upload your CSV

  1. Click the upload area or drag and drop your file
  2. TradeAlign reads your file headers and attempts to auto-match columns
If the system recognizes common header names (like “Symbol”, “Price”, “Quantity”), it will suggest mappings automatically.

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Step 4: Map your columns

For each TradeAlign field, select the matching column from your CSV:
  • Required fields are marked with a red asterisk — all 5 must be mapped
  • Common optional fields (Exit Date, Exit Price, Fees, P&L) are shown by default
  • Additional fields (Stop Loss, Take Profit, Asset Class, etc.) are collapsed behind a toggle
If your CSV includes a P&L column, trades import directly with the provided profit/loss. Without P&L, TradeAlign reconstructs trades from individual fills using the entry and exit prices.

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Step 5: Save your mapping (optional)

If you’ll import from this broker again:
  1. Toggle Save this mapping for future imports
  2. Name it after your broker (e.g., “NinjaTrader”, “TradingView”)
  3. Click Save
Next time you import, your saved mapping appears as a quick-select button.

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Step 6: Preview and import

  1. Review the preview table showing the first 5 trades
  2. Verify symbols, sides, dates, and prices look correct
  3. Click Import Trades

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Step 7: Verify your trades

After import, navigate to the Trades Page to confirm:
  • All expected trades are present
  • Entry/exit prices, times, and symbols are correct
  • P&L values match your records

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Troubleshooting

All 5 required fields must be mapped before you can proceed. Check that Symbol, Side, Entry Date, Entry Price, and Quantity each have a CSV column selected.
TradeAlign supports common date formats including YYYY-MM-DD HH:mm:ss, MM/DD/YYYY HH:mm:ss, and others. If your dates aren’t recognized, try reformatting them in your CSV before uploading.
TradeAlign uses content fingerprinting to prevent duplicates. If you import the same file twice, previously imported trades are automatically skipped.
Free plan users are limited to 50 trades. If your import exceeds the remaining limit, you’ll need to upgrade to Pro or reduce the import size.
Once your trades are imported, you can begin journaling and reviewing them on the Trades Page.