> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nexttick.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Import Your Trade History from Any Supported Broker

> Bring your existing trade history into NextTick by uploading a CSV export from Interactive Brokers, Tradovate, Webull, or ThinkOrSwim in a few steps.

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.

## Supported brokers

NextTick currently supports CSV exports from the following platforms:

* Interactive Brokers (IBKR)
* Tradovate
* Webull
* ThinkOrSwim (TOS)

## Import steps

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  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.
</Note>

## Broker-specific notes

<AccordionGroup>
  <Accordion title="Interactive Brokers (IBKR)">
    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`.
  </Accordion>

  <Accordion title="Tradovate">
    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.
  </Accordion>

  <Accordion title="Webull">
    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.
  </Accordion>

  <Accordion title="ThinkOrSwim (TOS)">
    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.
  </Accordion>
</AccordionGroup>

<Warning>
  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.
</Warning>