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Import Trades

It is possible to import trades and automatically update your fund factsheets.

1) Import trades for a single fund

  • Select a program in the left frame. Then click “Trades” in the right frame (see picture below).
  • Select a file from your device and click “Save”.
  • The supported file format is xlsx.
  • It is recommended to start by downloading a sample file (see picture below).

Trading strategy performance report production software - screenshot

Investment performance report software - screenshot

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.
  • The supported file format is xlsx.
  • It is recommended to start by downloading a sample file (see picture below).

Trading strategy performance report production software - screenshot

Investment performance report software - screenshot

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