From a CSV to a review you can use on iPhone
If your history lives in a broker export or spreadsheet, move a bounded set of rows into a review workflow instead of rebuilding your whole journal at once. CSV import is a Pro feature, and Proloca does not use a live broker connection.
- Start with a clean source file
Export the period you want to review and keep the original file unchanged. A generic CSV needs a date, symbol and P&L amount that you can identify reliably; begin with a small range if you are checking a new format. - Map the fields, then check the preview
Choose the date, symbol and P&L columns, confirm the date format, and inspect the parsed rows before saving. A skipped row or unexpected value is a prompt to correct the source or mapping—not a reason to guess at the history. - Add the context that makes later review possible
Assign the imported trades to the appropriate market, broker and Trading Account. That context lets you keep a challenge, funded account and personal account distinct when you later compare P&L, fees, risk or execution. - Keep the batch identifiable and review a sample
Proloca records import history so you can identify an imported batch later. Check a small sample against the source, then use the calendar and trade records to begin a review; importing rows is the start of the workflow, not the conclusion.
CSV import and export are deliberate file workflows. They do not create automatic broker sync, and imported results do not prove a strategy, cause or future outcome.
