Edgewonk Trading Platform Import Documentation
Before you import your trades, using the Edgewonk broker import, please make sure to read this instruction carefully.
Step 1: Get the right broker statement
First, you have to get the broker/platform statement and export. Below you find a list with the platforms we support. *
1) Open the Terminal (shortcut: CTRL + T)
2) Go to the Account History tab
3) Right-click and choose Custom Period – make sure to select the right period for your import
4) Right-click into the trade list and choose “Save as Report”
MetaTrader will then create a new html file which is the one we will use for the import.
1) Open your Account Performance tab
2) Go to the sub-tab Trades
3) Important: Change the Mode to Currency
4) Change the period you want to export
5) Click on Generate to update the table
6) Right-click into the table and choose Grid >> Export to Excel
That’s it. NinjaTrader will create a new Excel file with your trade data. Only .xlsx files can be imported right now. So if your NinjaTrader gives you an .xls file, please convert it to .xlsx. In the future, we will add the old .xls import as well.
1) Click on New at the top and select Trade Performance from the drop down menu
2) Under Display, select Trades and also Currency (Important!)
3) Set the period you want to export
4) Click on Generate to update the view
5) Right-click into the table and select Export
Now, Ninjatrader creates a new Excel file you can you as an import to Edgewonk. Only .xlsx files can be imported right now. So if your NinjaTrader gives you an .xls file, please convert it to .xlsx. In the future, we will add the old .xls import as well.
* If you want to support us to make sure a certain platform gets integrated quicker, you can reach out to us and send us your sample statement from this platform. Please reach us at firstname.lastname@example.org and we will let you know exactly what we need. Thank you.
Step 2: Activate the broker import
If you are a new Edgewonk user, you should go through the regular setup process first: go to settings, select your markets, the account currency and then add your personal setups (important before you do the first broker import).
Then, we go to Settings >> Broker Settings. First, select the Import Type and which platform you are using. Then, enter your Account Number. Tick the box for Enable Importer and click on Activate.
(Don’t worry too much about the Instrument Mapping. We will get to that later)
Step 3: Load the statement
Go to the Edgewonk tab Broker Import and click on the folder icon. Then select your previously exported trade export on your computer. Click on Load Statement.
Note: If nothing happens, you have probably entered the wrong account number.
Step 4: Confirm the instruments
Now, Edgewonk asks you if you want to create new instruments in Edgewonk. For the most part, you can simply click on Copy Instruments from Broker Statement. Then click on Proceed.
Futures traders can change the instruments if they wish. For example, if you wish you can combine all your Crude Oil trades into one instrument. You can rename the individual instruments from CL-01-17 to Crude Oil or CL and Edgewonk will cluster all your Crude Oil trades under one instrument. You can, of course, also do that later.
Step 5: Assign the setups
Now, Edgewonk shows you a list with all your trades ready to import. Here you need to select the setup for each trade. This is a mandatory step and you must assign a setup for each trade to complete the import.
Then click on Save & Apply once you have added all setups.
Note: If you haven’t created a setup in the previous step, you can go back to Settings >> Setups and create setups and then go through the import steps again.
Step 6: Confirm the TP and SL (for Metatrader only)
The MetaTrader import comes with stop loss and take profit price levels. Only import them if those are the initial stop loss and take profit levels. If you have moved your stop loss and take profit around during the duration of the trades, don’t import them.
You can do that by clicking on “Apply TP and SL from Statement”.
That’s it. Now you will see a confirmation that the import has been completed successfully.
Step 7: Add the missing input
You can now to go the journal area and add the missing input for your trades. By default, all imported trades are “flagged” as you can see by the red or green bar at the beginning of the table.
We recommend that you go through each trade one by one, add the missing fields and tags and then ‘unflag’ the trade when you are done.
Here is a step by step video demonstration about the importer:
Question: Importing old data?
How much old data should you really import with the import feature? We recommend as little as possible and there are numerous reasons. First, you will probably not remember the details about your trades such as initial stop loss, take profit level and how you managed it.
Furthermore, the other categories and input fields such as emotional metrics, trade entry/exit/trade management tags, custom statistics, will most likely not be as accurate.
Most importantly, ‘forward journaling’ and only entering the most recent trades offers the most value because the lessons tend to sink in much more effectively. That’s where the real power of journaling and Edgewonk can be found.
Thus, we only recommend adding trades which are maximum 1 week old and not going back further. Over time, your Edgewonk journal will fill itself up automatically so don’t make the mistake of just bulk-importing a lot of ‘dead data’ in the beginning.
The platform import in Edgewonk is manual which means that you have to first export your trade history from your platform and then upload it into Edgewonk. The platform import speeds up the journaling process significantly, but some manual journaling is still required to get the most out of it. We will get to that later.
We recommend that you do it at least every other day. Of course, you will see the best results when you do it every day, when your memories are fresh and you member your trades most clearly. You can also just make a quick import of your trade, make some notes in Edgewonk, add some tags and then come back to it on the weekend to complete the journaling routine.
If, on the other hand, you have little time during the week, you can also do it at once during your weekend.