Trade Imports & Manual Trades

Broker sync vs CSV import

Choose the right method for getting trades into Trade Optic.

Last updated 3 September 2026

  • Broker sync (IG, MT5) — automatic, ongoing updates; best for active accounts.
  • CSV import — one-time or periodic manual uploads; best for unsupported brokers or historical backfill.
  • Manual log — single trades; best for quick entries or corrections.
You can combine methods. Connect your broker for ongoing sync and use CSV for older history your broker no longer exposes via API.

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