TradePilot
TradePilot

Importing and exporting CSV

Last Updated: August 23, 2026

Bring trades in from a CSV file or export your journal.

  1. To import: open Journal → Import CSV → Choose CSV file → review the preview and supported columns → confirm Import CSV.
  2. To export: use Export CSV on Journal when your plan allows journal export.

If TradePilot flags suspected duplicate trades after import or entry, open the duplicate review panel and use Merge selected when the rows are truly the same trade.

Note: Export may be limited by your plan. Upgrade from Billing if Export CSV is locked.

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