Can I edit a trade after saving it?

Yes. Open the trade in the Journal page, click the edit (pencil) icon, make your changes, and save. All fields can be updated including price, quantity, and notes.

What file formats are supported for screenshots?

PNG, JPG, and WebP are supported. The file must be under 5 MB. For best AI extraction accuracy, ensure the screenshot is clearly legible and not heavily compressed.

Which brokers' CSV formats are supported?

VantoraTrade uses AI to parse CSVs, so it can handle most broker exports even without a pre-built template. If your broker's format isn't recognised automatically, you'll be prompted to map columns manually.

Is there a limit on how many trades I can add?

Free accounts have a monthly trade limit. You can see your current usage in the sidebar. Upgrading to a paid tier removes the limit.

Can I add trades for multiple asset classes?

Yes. VantoraTrade supports stocks, options, futures, forex, and crypto. Select the asset type when entering a trade so statistics and AI coaching are calculated correctly.

Help

Learn how to add trades, import data, and get the most out of VantoraTrade.

Add a Trade Manually

Enter trade details by hand — ideal for single trades or quick entries.

Open the trade form

Click the "Add Trade" button in the sidebar. On expanded view it appears as a split button — clicking the main area opens the manual entry form directly.

Fill in the core details

Enter the symbol (e.g. AAPL, BTC/USD), direction (Long or Short), entry price, exit price, quantity, and trade date. Required fields are marked.

Add optional context

Use the Notes field to record your reasoning. Add tags to categorise trades by strategy or setup, and set a mood to track your emotional state at the time.

Save

Click Save Trade. Your trade will appear immediately in your Journal and Dashboard.

Tip: You can attach screenshots to any trade after saving — open the trade in your Journal and use the Attachments section.

Add a Trade via Screenshot

Let AI read your broker screenshot and pre-fill the trade form for you.

Open the trade form

Click the Add Trade button in the sidebar to open the manual entry modal. It is in the Dashboard sidebar on the left.

Upload your screenshot

Inside the form, find the screenshot upload area. Drag and drop your broker screenshot, or click to browse and select a file (PNG, JPG, or WebP).

Let AI extract the data

VantoraTrade's AI vision model reads the screenshot and identifies the symbol, direction, entry/exit prices, quantity, and date. This takes a few seconds.

Review and confirm

The extracted values are pre-filled into the form fields. Check each one, make any corrections, then click Save.

Best results: Use screenshots that clearly show the trade confirmation or position summary from your broker. Crop out unrelated content for faster, more accurate parsing.

Import Trades from CSV

Bulk-import your trade history from a broker export or spreadsheet.

Export from your broker

Download a trade history CSV from your broker's platform. Most brokers offer this under Account History, Trade History, or Reports.

Open the Import modal

Click the chevron (▾) on the "Add Trade" button and select "Import", or use the Upload button elsewhere in the app.

Select the CSV tab and upload

Switch to the CSV tab in the Import modal. Drag your file onto the upload area or click to browse. Files up to 5 MB are supported.

Map columns (if prompted)

VantoraTrade will attempt to auto-detect your broker's column format. If a column can't be matched automatically, use the dropdown to map it to the correct field.

Review and import

A preview of the parsed trades is shown. Deselect any rows you want to skip, then click Import. All trades are added to your Journal at once.

Note: Duplicate detection runs automatically — trades with the same symbol, date, and price as an existing entry will be flagged before import.

Quick Reference

Common questions about adding and managing trades.