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 CSV or Excel history, verify the mapping and destination account, understand Units/Lots and review duplicate and Demo Mode behavior.

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

1.1.25 accuracy note: The embedded YouTube recording predates the final 1.1.25 interface. The written workflow below reflects the current 1.1.25 application scope; an updated recording is tracked in the tutorial automation work.

Current 1.1.25 workflow

Open Settings > Database > Import, choose the CSV/XLSX file and review the template or custom mapping before committing the batch.

  • The current Custom dialog maps Symbol, Direction, Entry/Exit Date, Entry/Exit Price, Quantity, Fees and Swap.
  • Quantity is units. Convert source lots to units before using the Custom workflow.
  • Confirm the destination journal account and import base-currency context.
  • Review the import summary and use a repeat import to confirm duplicate protection when needed.
  • Custom file import does not populate Initial SL/TP, Planned Targets or broker-observed Stop History; add richer planning/review data afterward when needed.

Demo Mode can start a new file import only below 20 persisted trades. Once an authorised import starts, the complete selected batch is processed rather than being truncated at 20.