Get Forgalis TradingJournal
Get Forgalis TradingJournal
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Video 03 ยท Forgalis TradingJournal tutorial

Import Trade History

2 min 53 sec Play the walkthrough here or open it on YouTube.

Import trade history from CSV or Excel, verify the template and column mapping, choose the target account and review the import result.

This walkthrough explains the product workflow and does not provide trading advice.

What this tutorial covers

This walkthrough follows the supported file-import workflow for bringing existing trade history into Forgalis TradingJournal.

  • Select a CSV or Excel trade-history file and choose an import template.
  • Review the required and optional column mappings against the preview.
  • Choose the target journal account and confirm the file currency when requested.
  • Review the added and skipped rows, including the duplicate-protection result from a repeat import.