How to import trades to Compass™?
To import trades, you may upload files containing trade data. These files can be downloaded from your broker or other tools utilized for tracking trades and subsequently uploaded to Compass™.
The process for file upload is as follows:
Select the manual account to which the trades should be added.
2. Click on “Add New Trades”
3. Drag and drop the files.
Please note: Acceptable file formats include .csv, .png, .pdf, and various others.
Ensure the file includes fields for date, symbol, entry/exit price, quantity.
4. Upon successful file upload, proceed to follow the on-screen instructions.
5. Map fields: Compass™ automatically maps standard field names. If any fields are unmatched, select the correct column from the drop‑down list.
6. Once Import is complete, the imported trades appear in your journal and are included in your Compass Score.
How to add trades manually to Compass™?
You can also add trades manually using the table provided. Here are the steps to do that:
Select the manual account to which the trades should be added.
2. Click on “Add New Trades”.
3. Select “Add manually”.
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4. Add the details about the trades like Exchange, Instrument, Timestamp, price, etc.
5. Click on “Save Trades” to add these trades to your account.