Importing Trades

AutoSync

Connect your brokerage and Tanto imports your trade history for today and syncs new trades automatically. Click the + Add button, select AutoSync Platform, choose your broker and environment (Live or Demo), and follow the prompts. See our supported integrations for the full list of platforms and brokers.

This is read-only access — Tanto can never place trades or move funds.

For prop firm accounts, select Demo when connecting. If a connection expires, you'll see a Reconnect button on the Accounts page.

CSV Upload

Click the + Add button, select Upload CSV, choose the platform format, and drag your file in (CSV or XLSX, depending on the platform). Tanto shows how many trades were found before you confirm.

If the account already has an active AutoSync connection, you'll see a warning before uploading so synced trades don't get duplicated.

Manual Entry

Click the + Add button and select Add Manual Trade. Enter the symbol, side, entry/exit prices, and quantity. Common futures like ES and NQ autocomplete with full names, and Tanto calculates Estimated P&L automatically for closed trades.

Getting Set Up

Dashboard