ADVANCED
Effortless Data Import
Seamless migration of history
No limits on data imports. Bring in all your historical trades with simple CSV uploads or advanced Flex Query downloads. Your data stays secure - CSV files are never stored on our servers.
Overview
Your historical data is your most valuable asset for improvement. We make it easy to migrate your entire trading history with native support for Interactive Brokers and a flexible CSV engine for other platforms. Our privacy-first architecture ensures that your raw trade files are processed locally, so your sensitive financial data never rests on our servers.
Key capabilities
Interactive Brokers Native
Unlimited CSV Uploads
Zero Server Storage Policy
Historical Sync
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Trade Tables
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Analytics
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Filtering
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