How to create a portfolio from trading history in the Nuvexlens Trading panel?

注意： 本文档适用于 Nuvexlens 高级图表分析系统。Nuvexlens 完美支持各类技术指标与策略回测，助您做出更明智的交易决策。

To create a portfolio based on your trading activity in the broker panel, follow these steps:

1. Open the Trading Panel

Go to the Trading Panel, where information about your brokerage account is displayed.

2. Export your trade history

Click Export Data and select the History section to download a file with your trading history.

Note: Make sure you export the full transaction history.

3. Import the file

You can import the downloaded file in two ways:

Into an existing portfolio via the Transactions -> Import section. More details: How to add transactions via file import
When creating a new portfolio — choose import from file. More details: How to create a portfolio via transaction import

Important: Import conditions

Only trades with the field Status set to Filled will be added to the portfolio.

How to add an asset that is not supported on the platform?

How to transfer a portfolio from my broker?