Import trades from any broker into one trading journal
Upload a CSV from any broker, extract trades from screenshots with AI, or forward your confirmation emails. No manual data entry required.
| Symbol | Trade Date | Buy/Sell | Quantity | Price | Brokerage |
|---|---|---|---|---|---|
| BHP | 2025-01-15 | BUY | 500 | 45.20 | 19.95 |
| BHP | 2025-01-15 | BUY | 500 | 45.20 | 19.95 |
| BHP | 2025-01-15 | BUY | 500 | 45.20 | 19.95 |
Any broker
CSV export supported
< 10 min
Average import time
3 methods
CSV, AI extraction, email
Smart
Automatic column mapping
Your trade history should not take hours to set up.
Without smart imports
- Manual trade entry means typing every ticker, price, quantity, and date — for potentially hundreds of trades
- Switching to a new platform feels overwhelming because all your historical data is locked in another tool or spreadsheet
- Copy-pasting from broker reports introduces errors and mismatched formats
- Some platforms require direct broker account access, which raises security concerns
With Swingfolio
- Upload a CSV export from any broker and Swingfolio maps columns automatically — review and confirm in minutes
- Extract trades from screenshots and documents using AI-powered recognition — no manual typing needed
- Forward your broker confirmation emails and Swingfolio extracts the trade details automatically
- No broker login credentials required — Swingfolio never connects to your broker account
Three ways to get your trades into Swingfolio
Smart CSV import
Upload your broker's CSV export. Swingfolio detects columns, maps fields, and lets you review before confirming.
AI-powered extraction
Upload screenshots, broker statements, or PDFs. AI reads the trade details and creates journal entries for your review.
Email forwarding
Forward broker confirmation emails to your dedicated Swingfolio inbox. Trade details are extracted automatically.
Bulk import
Import your entire trade history at once — hundreds or thousands of trades processed in a single upload.
Validation and review
Every imported trade goes through validation. Review and correct any issues before trades are added to your journal.
Instant analytics
Once imported, your performance metrics are calculated immediately. No waiting — see your numbers right away.
Broker import FAQ
Related features and resources
Bring your trades. We will handle the rest.
Import your trading history from any broker in minutes. CSV upload, AI extraction, or email forwarding — your performance metrics are calculated instantly.