TDLab — Trading Discipline Lab
File import guide

TDLab import resource

Custom CSV Trade Import Template

Prepare closed trade history with stable headers, predictable dates and clean numeric values, then import the file into TDLab using the Custom CSV profile.

Built for data import

This CSV is not the Excel journal. It contains execution data for TDLab; review fields are completed after import.

Blank CSV

One clean header row ready for your closed trades.

Download blank CSV

Filled example

Three fictional trades showing valid values and formats.

Download filled example

Core fields

The minimum useful trade record

Keep the header names unchanged. Symbol, direction and a valid close time are required to build a trade; opening time and PnL make the imported record useful for analysis.

SymbolMNQ

Instrument, ticker, pair or contract.

SideBuy

Use Buy/Sell or Long/Short consistently.

OpenTime2026-07-14 09:35:00

Recommended for duration and sequence analysis.

CloseTime2026-07-14 10:12:00

Required. Use the same timezone throughout.

NetPnL78.38

Positive for a win and negative for a loss.

Format rules

Keep the CSV predictable

Keep one trade per row and do not add title rows above the headers.

Use one date format throughout. YYYY-MM-DD HH:mm:ss is the least ambiguous choice.

Use a decimal point and do not add currency symbols to numeric cells.

Keep every timestamp in one timezone, then select that timezone during import.

Use positive PnL for wins and a leading minus sign for losses.

If NetPnL includes costs, leave Fees, Commission and Swap empty to avoid double counting.

Import workflow

From CSV to reviewable trades

  1. 1

    Prepare

    Keep the template headers and add your own closed trades.

  2. 2

    Import

    Select Custom CSV, choose the file timezone and upload to the correct account.

  3. 3

    Verify

    Check imported and skipped counts, then spot-check timestamps, side, size and PnL.

  4. 4

    Review

    Add setup, execution and discipline context after the objective record is clean.