How to Import TradingView Trades into EdrisFinance
Step-by-step guide to exporting your trade history from TradingView Paper Trading or connected broker accounts and importing it into EdrisFinance for performance analysis.
TradingView is the most popular charting platform in the world, used by millions of traders across stocks, crypto, forex, and futures. Whether you trade live through a connected broker or use TradingView's Paper Trading account, EdrisFinance lets you import your full trade history for proper performance analysis.
What You Need
- A TradingView account with trade history (Paper Trading or live broker)
- Access to the List of Trades section in TradingView
- An EdrisFinance account (free or PRO)
Step 1: Open Your Trade History in TradingView
- Log in to tradingview.com
- Open any chart
- At the bottom, click the Paper Trading tab (or your connected broker tab)
- Select the List of Trades tab — this shows all your closed trades
Step 2: Export Your Trades as CSV
In the List of Trades panel:
- Click the Export icon (download arrow) in the top-right corner of the panel
- Select Export to CSV
- The file will download automatically as a
.csvfile
Tip: TradingView exports all trades visible in the current view. Make sure you have no active date filters if you want to export your full history.
Step 3: Import into EdrisFinance
- Go to EdrisFinance → Ledger
- Click Import
- Select TradingView as your broker
- Upload the
.csvfile you just exported
EdrisFinance automatically parses the trade list and imports your complete closed position history.
What Gets Imported
| Field | What it maps to |
|---|---|
| Entry time | Trade entry timestamp |
| Exit time | Trade exit timestamp |
| Symbol | Instrument (stock, crypto, forex pair) |
| Side | Long or short direction |
| Quantity | Position size |
| Entry price | Price at open |
| Exit price | Price at close |
| Profit | Net P&L |
Paper Trading vs. Live Trading
Paper Trading: TradingView's built-in simulated account is fully supported. It's a great way to test your strategy and track your hypothetical performance in EdrisFinance before going live.
Live broker accounts: If you trade live through a TradingView-connected broker (e.g. Interactive Brokers, TradeStation), the List of Trades will show your real trades. The export process is identical.
Frequently Asked Questions
Can I import both Paper Trading and live trades? Yes — create separate EdrisFinance trading accounts for each and import them independently.
Does EdrisFinance support all TradingView asset classes? Yes. Stocks, ETFs, crypto, forex, and futures trades are all supported.
What if my CSV has extra columns or different formatting? EdrisFinance's TradingView parser handles the standard export format. If you've modified the file manually, re-export a fresh copy from TradingView.
Will open or partial trades be imported? No. Only fully closed trades with a defined P&L are imported.
Can I re-import to add new trades? Yes. EdrisFinance deduplicates on re-import so you'll never get double entries.
What Happens After Import
Once your TradingView trades are in EdrisFinance, you unlock:
- P&L dashboard — daily, weekly, monthly breakdowns
- My Report — 6-tab deep analysis: win rate, profit factor, risk metrics, drawdown, and more
- Journal — tag emotions, strategies, and notes to each trade
- Profit Calendar — see your best and worst trading days at a glance
- AI Weekly Report (PRO) — a personalized coaching digest powered by Claude AI
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