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

What happens after I import trades (the import summary)

After a file import succeeds, Rize Trade shows a short loading screen while it processes your file, then takes you straight to the Trades page. There is no separate review screen in between: your new trades in the table are the result.

The loading stages

While Rize Trade processes your file, a loading overlay shows four stages in order: Parsing data, Processing trades, Detecting patterns, and Building insights. Status cards rotate underneath while it works, for example Processing your import... and, once rows are read, how many transactions were detected. Let the process finish. The Trades page opens when it completes.

Where you land

When the import finishes, you are taken to the Trades page. Rize Trade clears your saved filters and selects all of your accounts first, so the trades you just imported are not hidden by an old filter or account selection.

From the Trades page you can open any trade to review it, add notes, and check its executions.

Check the import result

Your import status, trade count and duplicates are available any time under Settings > Import History.

If the import fails

If the file cannot be imported, you stay on the import page and an error message explains what went wrong (for example Wrong Broker Selected, Check the Date Format or No Trades Found). See Fix any import problem for the common causes.

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