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How to Download CSV Template for Trade Import

Overview​

Get the standard CSV template for importing trades manually.

When to Use Template​

Use Cases​

📄 Manual trade record keeping
📄 Broker not in supported list
📄 Custom trade format
📄 Offline trade tracking
📄 Learn expected format

Steps​

1. Navigate to Import​

  1. Go to Trades page
  2. Click "Import" button
  3. Import dialog opens
  1. Look for "Download Template" link
  2. Usually at bottom or top of dialog
  3. Click the link

3. Download Template​

  1. CSV file downloads automatically
  2. Save to your computer
  3. File name: tradelyser_import_template.csv

Success!​

You now have the import template.

Template Columns​

Required Fields​

  1. symbol - Stock/Symbol name (e.g., RELIANCE, NIFTY24500CE)
  2. entry_date - Format: DD/MM/YYYY or YYYY-MM-DD
  3. entry_time - Format: HH:MM:SS (24-hour)
  4. exit_date - Format: DD/MM/YYYY or YYYY-MM-DD
  5. exit_time - Format: HH:MM:SS (24-hour)
  6. entry_price - Number (e.g., 2450.50)
  7. exit_price - Number (e.g., 2475.75)
  8. quantity - Number (e.g., 100)
  9. direction - BUY or SELL (or LONG/SHORT)

Optional Fields​

  1. fees - Brokerage charges
  2. taxes - Tax amount
  3. order_id - Broker order ID
  4. notes - Trade notes/comments
  5. tags - Comma-separated tags

Sample Data​

Example Row​

symbol,entry_date,entry_time,exit_date,exit_time,entry_price,exit_price,quantity,direction,fees,taxes
RELIANCE,30/10/2024,09:30:00,30/10/2024,15:20:00,2450.50,2475.75,50,BUY,25.50,10.20

Filling the Template​

Step-by-Step​

  1. Open template in Excel/Sheets
  2. Delete sample row (if any)
  3. Enter your trade data row by row
  4. Save as CSV format
  5. Import into Tradelyser

Data Entry Tips​

✅ Use consistent date format
✅ 24-hour time format
✅ No currency symbols in prices
✅ Decimal separator is dot (.)
✅ Don't skip required columns

Date & Time Formats​

Accepted Date Formats​

  • DD/MM/YYYY (30/10/2024)
  • DD-MM-YYYY (30-10-2024)
  • YYYY-MM-DD (2024-10-30)

Accepted Time Formats​

  • HH:MM:SS (14:30:00)
  • HH:MM (14:30)
  • H:MM AM/PM (2:30 PM)

Common Mistakes to Avoid​

Don't​

❌ Change column headers
❌ Leave required fields empty
❌ Use different date formats in same file
❌ Add extra columns in between
❌ Use commas in numbers

Do​

✅ Keep all headers as is
✅ Fill all required columns
✅ Use consistent formatting
✅ Save as CSV (not XLSX)
✅ Test with few rows first

Quick Tips​

  • Start with template, don't create from scratch
  • Keep a copy of original template
  • Test import with 5-10 trades first
  • Double-check dates and times
  • Save regularly while entering data

Alternative: Generic CSV​

If your broker CSV doesn't match template:

  1. Select "Generic CSV" in import
  2. Map your columns to template columns
  3. System learns your format

Next Steps​

Troubleshooting​

Template won't download? Check browser popup blocker
Can't open template? Use Excel/Google Sheets
Import fails? Check all required fields filled
Date format error? Use DD/MM/YYYY
Need help? Contact support@tradelyser.com

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