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Step 1: Export trades from Tradovate

  1. Log in to your Tradovate account
  2. Navigate to your Account or Reports section
  3. Select the date range for the trades you want to export
  4. Click Export or Download and choose CSV format
  5. Save the file to your computer
Make sure you export the complete trade history for the period you want to analyze. Partial exports may result in missing data.

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Step 2: Open TradeAlign settings

  1. Click the Profile Icon in the bottom-right corner
  2. Select Settings → Accounts
  3. Select the account you want to import trades into
If you haven’t added an account yet, see Add a Trading Account first.

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Step 3: Upload the CSV file

  1. Click CSV Import
  2. Select the Tradovate import option
  3. Choose your exported CSV file
  4. Confirm the upload
TradeAlign will automatically parse and structure the data based on Tradovate’s export format.

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Step 4: 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
  • Position sizes and P&L match your records

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Troubleshooting

Make sure the CSV was exported in the correct format and that the date range covers the trades you need.
If you import the same file twice, duplicates may appear. Use bulk actions on the Trades Page to clean up.
Trades are imported into the account you selected in Settings. Double-check your account selection before uploading.
Once your Tradovate trades are imported, you can begin journaling and reviewing them on the Trades Page.