CSV import
Bring in your existing trade history from a file all at once.
What it does
When you upload a trade history file (CSV or Excel) downloaded from your broker or exchange, the app recognizes the columns and calculates each trade's average price, P&L, and ending balance to fill in your trading journal. You don't have to move them over one by one by hand.
Step 1 · Upload
- Select a wallet (required)— First choose which wallet (account) the imported trades go into. All trades are attributed to that wallet's currency and asset type. If you have no wallet, you need to create one first.
- Initial balance (optional)— Enter this wallet's starting balance and each closed trade's ending balance accumulates from that value and fills in automatically. Leave it blank to start from 0.
- File —
.csv,.xlsx, and.xlsare supported, up to 10MB. File encoding is auto-detected by default, and if Korean text is garbled you can pick UTF-8 or EUC-KR (CP949) yourself.
Step 2 · Column mapping and preview
After you upload, the file's header is analyzed and columns are recognized automatically. In most cases the preview appears as-is, and only when auto-detection is off do you use "Map manually" to assign a column to each role.
| Role | Required |
|---|---|
| Fill date/time | Required |
| Asset (symbol) | Required |
| Side (buy/sell) | Required |
| Quantity | Required |
| Fill price | Required |
| Fee | Optional |
The preview table shows date/time, asset, side, quantity, entry price, exit price, P&L, ending balance, and status, all calculated. This calculation is the same as at actual save time, so the preview and the saved result don't diverge. The table shows up to 200 rows, but all rows are included in the save.
매수, 매입, and buy are recognized as buy; 매도, 매각, and sell as sell; and commas, currency symbols, and parentheses (negatives) in numbers are handled automatically. Rows where the asset, side, quantity, price, or date/time couldn't be read are excluded with a reason.
Automatic cumulative ending balance
Starting from the initial balance you entered, each trade's P&L is added in chronological order to fill in the ending balance. Rows for entries and open positions leave the ending balance empty, and the cumulative value is recorded on the closing row where P&L is finalized. Since one wallet is one currency, the accumulation stays consistent.
De-duplication and auto-closing leftovers
- De-duplication— Uploading the same file again, or a trade identical to one already saved, is filtered out automatically so it isn't entered twice.
- Auto-closing leftovers— A position left over in the calculation because buy and sell quantities don't match exactly is closed automatically, and the result is shown as "-". If it differs from your actual balance, we recommend adjusting the initial/ending balance yourself later.
Step 3 · Save
Once you confirm, the trades are saved and the progress bar shows the number saved and the estimated time remaining. When saving finishes, you can go to your trading journal to check, or continue importing another file.
CSV upload has a monthly limit by plan (Free is 3 times a month). For detailed limits, see Plans & billing.