Getting your trades into TradeDrift

TradeDrift works from one trade record, whichever way a trade arrives. There are three routes in, and you can mix them.

1. Create a trading account

Trades belong to a trading account. Create one per broker account or per currency — figures are kept per currency and never summed across currencies.

2. Choose a route

• Manual entry: record a trade from the journal with “Record a trade”. Every feature works with manually entered trades.
• CSV import: export the tradebook from your broker, upload it on the Import page, and map its columns to TradeDrift’s fields. The mapping is saved, so the next import from the same broker is quicker, and you can follow each import run.
• Delta Exchange India: create a read-only API key at Delta Exchange India and connect it. Fills sync automatically. You can revoke the key at the exchange at any time.

3. Add what only you know

Imported trades carry the execution data. Open a trade to add the setup and strategy tags, planned risk, emotion and mistake tags, notes, lessons and screenshots.

Good to know

• TradeDrift never asks for a broker password, and nothing it holds can place an order.
• Delta Exchange India is the only automatic sync today. Other brokers are covered by CSV import.
• Which plans include CSV import and broker connections is shown on the pricing page.