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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

Screenshot: Import button

  1. Look for "Download Template" link
  2. Usually at bottom or top of dialog
  3. Click the link

Screenshot: Download template link

3. Download Template​

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

Screenshot: Downloaded file

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

Screenshot: Template in Excel

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