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Import Trades

Trades can be imported to one single program or multiple programs.

1) Import trades for a single fund

  • Select a program in the left frame. Then click “Trades” in the right frame (see picture below).
  • Choose a file. The supported file format is *.xlsx. See Creating import files for more information about files.
  • Upload the file by clicking on save button

2) Import trades for multiple funds using mass import

  • Go to Company Profile / Mass Imports and click “Mass Trades Import” (see picture below).
  • Select a file and click save.
  • Choose a file. The supported file format is *.xlsx. See Creating import files for more information about files.
  • Upload the file by clicking on save button.

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