Another method for importing your positions from your broker is a CSV upload. This is a file type, and it is a spreadsheet of data.

You can get this file from your broker or create a file of your investments yourself.

  • To upload a CSV file, click the “import from file” tab

import from file

  • Simply follow the prompts to import your CSV file into TradeStops.

A more detailed version of this process can be found here

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