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Help Centre

114 guides on importing trades, connecting brokers and everything else in RizeTrade.

Can I import multiple days or years of trades at once?

Yes. Export a date range from your broker and upload the file, or connect with Broker Sync so historical trades can come in when you connect.

Upload a multi-day or multi-year export

Most brokers let you choose a date range when you export. Pick the full stretch you want, download the file, and upload it.

Use the Integration Guide on the import screen for your broker's date range export path.

Broker Sync and historical trades

If your broker supports Broker Sync, connect the account so trades flow in without manual files. On connect, historical trades can import so you are not starting from a blank journal.

Essential and Pro both include unlimited file uploads and unlimited Broker Sync auto-import.

File size limit

Each upload must stay at or under 50 MB. If the file is larger, export a smaller date range. See File too large.

DAS Trader date requirement

DAS Trader CSV files do not include dates. When you upload DAS, select the trade date for the executions in that file. For multi-day DAS history, export and upload one trade date at a time.

After a big import

Check Import History to confirm the file landed, how many trades came in, and whether any rows were already in your account.

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