Capture Every Trade Decision and Insight
Enhance your trading insights by adding notes to trades. Enjoy rich-text formatting capabilities straight out of the box.
Import Trades from Any Broker
Drag-and-drop CSV imports, automatic API sync, and manual entry - every trade from every broker in one journal, always up to date in your Trading Journal.
Most traders juggle multiple brokers and asset classes - but their journal only ever shows part of the picture.
TraderInsight.pro supports every major asset class - stocks, options, futures, crypto, forex, dividends, and cash transactions. Drop a broker export and it's imported instantly. Connect Interactive Brokers once and your journal syncs automatically every night. Add trades manually when you need to.
New brokers are added daily based on user requests - submit yours here and it's usually done within a few hours. The more complete your data, the more your reports, calendar, and AI insights reflect how you actually trade.
01. API Sync
Automatic IBKR sync - connect once, always up to date
Connect your Interactive Brokers account once and TraderInsight.pro fetches your trades automatically every night. Stocks, options, futures, forex, dividends, corporate events - all of it, without touching a file. More direct broker connections coming soon.
02. CSV Import
Drag-and-drop trade imports from any broker
Drop your broker's export file and you're done. TraderInsight.pro automatically detects the format, maps every field, and populates your journal instantly. No setup, no column mapping, no guesswork. Supports countless brokers across all asset classes.
03. Manual Entry
Add any trade manually when you need to
Not everything comes from a file. Log trades by hand with full support for prices, commissions, asset type, and tags - and they flow straight into every report and dashboard alongside your imports.
04. Custom Scripts
Custom import scripts for non-standard broker exports
Got a non-standard export format? Write a custom script to transform it and import it into TraderInsight.pro. Total flexibility - no data left behind.
Get the most out of every import
🔄
Connect IBKR for automatic sync
Set up the IBKR API connection once and your journal updates every night automatically. No exports, no uploads, nothing to remember.📂
Import after every session
Drop your export file at the end of each trading day so your journal is always current before your next review.🔗
Connect all your brokers
Trade across multiple platforms? Import from each one. TraderInsight.pro merges everything into a single unified journal automatically.💸
Include cash transactions
Don't skip fees, withdrawals, and deposits. Full account context makes your performance numbers accurate - not just trade P&L.✍️
Log manual trades too
Paper trades, hypothetical fills, or brokers without exports - add them manually so nothing is missing from your reports.🌍
Import across all asset classes
Stocks, options, futures, crypto, forex, dividends, and cash transactions - import from all of them and TraderInsight.pro keeps everything organized by asset class automatically.🏷️
Tag right after importing
Import first, then tag strategies and mistakes while the trades are fresh. It takes minutes and makes your reports meaningful.⏮️
Import your full trade history
Don't start from today - import older broker exports too. The more history you have, the faster real patterns become visible.📅
Check your calendar after import
A quick look at the trading calendar after each import instantly shows green and red patterns forming across your sessions.🔗
Import from multiple brokers
Trade across multiple platforms? Import from each one. TraderInsight.pro merges everything into a single unified journal - one view across all your accounts.📊
All imports flow into every report
Every imported trade - regardless of broker or asset class - flows automatically into your performance reports, trading calendar, tags, and AI analysis.🧾
Request missing brokers instantly
If your broker isn't supported yet, request it. New brokers are typically added within the hour - don't let that stop you from starting.📱
Import from any device
The import feature works fully on mobile and tablet. Drop a file on your phone and your journal updates instantly.Frequently Asked Questions
Discover answers to frequently asked questions right here. If you can't find what you're looking for then reach out.
Does TraderInsight.pro support automatic broker sync?
Yes. TraderInsight.pro supports automatic nightly sync with Interactive Brokers via the IBKR Flex Web Service API. Connect your account once and your journal updates automatically every night - stocks, options, futures, forex, dividends, and corporate events all included. Read the IBKR sync setup guide to get started. More direct broker connections are coming soon.
How does the Interactive Brokers API sync work?
TraderInsight.pro connects through IBKR's official Flex Web Service. You generate a read-only token inside IBKR Client Portal, paste it into TraderInsight.pro once, and the connection is live. The first sync backfills up to 365 days of history automatically. After that, your journal updates every night without you touching anything. Full setup instructions are in the IBKR sync guide.
What brokers does TraderInsight.pro support for trade import?
TraderInsight.pro supports countless brokers including Interactive Brokers, Charles Schwab, Fidelity, E-Trade, Robinhood, Webull, Moomoo, Binance, Pepperstone, Tradovate, NinjaTrader, MetaTrader 5, Lightspeed, Revolut, and many more. New brokers are added daily. If yours isn't listed, request it here - typically added within a few hours.
What asset classes can I import into TraderInsight.pro?
Do I need to configure anything before importing my trades?
No. Drop your broker export file and the system automatically detects the format and maps every field. No column configuration, no manual mapping, no setup required.
Can I import trades from multiple brokers into the same journal?
Yes. TraderInsight.pro consolidates imports from any number of brokers into a single unified journal. All trades appear together in reports, the calendar, and dashboards regardless of where they originated.
What if my broker isn't supported yet?
Submit a broker request with a sample export file and the team will typically have your broker added within a few hours. You can also use manual trade entry or a custom import script in the meantime.
Does import work on mobile and tablet?
Yes. The import feature is fully available across web, mobile, and tablet with identical functionality on every device. There is no lite version - you always get the full feature set regardless of platform.
Can I add trades manually without a broker export?
Yes. Manual trades are fully integrated with all reports, the calendar, tags, and AI analysis - exactly like imported trades.
Will importing trades duplicate my existing data?
No. TraderInsight.pro includes automatic duplicate detection. You can safely re-import the same file or re-run an API sync without worrying about double-counting trades.
You might also like
Custom Trade Tags for Strategies, Mistakes and More
Create and use custom tag groups to simplify tracking and analyzing your strategies and trade details.
See Your Trading Performance at a Glance
Gain comprehensive insights into your trading history with yearly and monthly summaries. Dive deeper into specific days with just a single click.
Import anything. Analyze everything.
