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If you have been tracking trades in your broker platform or a spreadsheet, you do not need to re-enter them manually. NextTick’s CSV import tool reads broker export files, lets you map columns to the correct NextTick fields, and adds the trades to your log in bulk. Column mappings are remembered per broker, so the setup work happens only once.

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Supported brokers

NextTick currently supports CSV exports from the following platforms:
  • Interactive Brokers (IBKR)
  • Tradovate
  • Webull
  • ThinkOrSwim (TOS)

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Import steps

1

Export your CSV from the broker

Log in to your broker platform and download a trade activity or trade history report as a CSV file. See the broker-specific instructions below for where to find the export option in each platform.
2

Go to Trade Log and open Import

In NextTick, navigate to Trade Log and click the Import button in the toolbar. This opens the CSV import panel.
3

Upload the CSV file

Drag your CSV file into the upload area, or click Browse to select it from your filesystem. NextTick reads the file locally and previews the first few rows so you can confirm it loaded correctly.
4

Map columns to NextTick fields

Use the column mapping interface to connect each column in your CSV to the corresponding NextTick trade field. At minimum, map symbol, direction, entry_price, and exit_price. You can also map entry_time, exit_time, position_size, pnl, and any other available fields.NextTick saves your mapping after the first import. On subsequent imports from the same broker, the mapping is pre-filled automatically.
5

Review and confirm

A preview table shows the trades that will be created, with calculated fields like pnl and r_multiple visible where enough data is available. Review the rows for any obvious mapping errors, then click Confirm import to write the trades to your log.
Column mapping is saved per broker. Once you complete the mapping for a given broker, future imports from the same platform will pre-fill the mapping automatically — you only need to verify and confirm.

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Broker-specific notes

In the IBKR Client Portal or Trader Workstation, go to Reports → Flex Queries and create a Trade Confirmation Flex Query, or use Activity → Trade Log and export to CSV. The relevant columns are typically labeled Symbol, Buy/Sell, Price, Quantity, Date/Time, and Realized P&L. Map Buy/Sell to the direction field — NextTick interprets BUY as long and SELL as short.
In Tradovate, open the Account tab and navigate to Reports → Trade History. Select your date range and export as CSV. The columns B/S (Buy/Sell), Instrument, Avg Fill Price, and P&L are the most important to map. Tradovate reports futures by contract name (e.g., NQH4); NextTick stores the root symbol, so you may want to map to NQ manually or use the symbol-cleaning option in the mapping step.
In the Webull desktop app, go to Orders → Order History and use the export function to download a CSV. Key columns include Ticker, Side, Avg Cost, Filled Qty, and Time. Webull does not include a realized P&L column in all export formats; if it is absent, NextTick will calculate P&L from entry and exit prices once both legs are matched.
In ThinkOrSwim, open the Monitor tab, go to Account Statement, and use the Export to CSV option. The trade activity section contains columns like Symbol, Qty, Price, Type (BUY/SELL), and Time. Map Type to direction — NextTick treats BUY TO OPEN as long and SELL TO OPEN as short. If your export contains both opening and closing transactions as separate rows, use the Pair legs option in the mapping step to let NextTick match them into single trade records.
After every import, spot-check several trades against your broker’s official account statement to verify that P&L figures match. Rounding differences in average fill prices, broker commissions, and multi-leg orders can cause small discrepancies. NextTick does not deduct commissions automatically unless your CSV includes a commission column that you map explicitly.