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Custom Broker Upload Instructions

How to upload trades from a non-supported broker to Chasing Returns.

Yulia Plaksina avatar
Written by Yulia Plaksina
Updated over 7 years ago

If you are currently not trading on one of our supported brokers, you can still take advantage of our trade log analysis.

To do this, you need to save your trade log in the below format.

There is a sample on the Upload screen to help you, simply select 'Download Sample', replace the sample data with your own, and ensure that each row has consistent formats β€” particularly date and time formats.

This upload supports and ONE of the following currencies: EUR, GBP, USD. All trades must be in the same currency.

If you have any difficulty please email support@chasingreturns.com and we will be happy to help.

Note: If you are saving your CSV from Excel on Mac OS X, please make sure to choose the option 'Save as Windows Comma Separated (.csv)' to avoid issues.

Optional: You are able to tag strategy. Create a new column after the default ones and tag as 'Strategy A', 'Strategy B' or 'Strategy C'.

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