How to Import from Tradovate

Step 1

In your Tradovate platform, click on the “Reports” button. In the default app configuration, it’s located in the right navigation bar.

Step 2

Click on the “Orders” tab located in the top navigation bar.

Step 3

Add any filters you would like from the filter bar.

Step 4

Click on the “Download CSV” button. Save the file in a location you can remember easily.

Step 5

In our app, click the “Choose Orders .csv File” button and select the file you saved from Step 4.

 

Step 6

In your Tradovate platform, with the “Reports” tab from Step 1 still open, click on the “Cash History” tab located in the top navigation bar.

Step 7

Again, add any filters you would like from the filter bar.

 

Step 8

Click on the “Download CSV” button. Save the file in a location you can remember easily.

 

Step 9

In our app, click the “Choose Cash History .csv File” button and select the file you saved from Step 8.

 

Step 10