Lightspeed provides detailed execution reports through its Lightspeed Trader desktop platform. To get the most accurate import into Trandence, export your trade data directly from the desktop application.

Exporting from Lightspeed Trader

1. Open the Lightspeed Trader desktop application and log in to your account.
2. Navigate to the Account section or the Trade History window.
3. Set the desired Date Range for the trades you want to export.
4. Ensure all relevant columns are visible (Account Number, Side, Symbol, Price, Qty, Commission Amount, Execution Time, etc.).
5. Click the Export or Save button to download the file as a .csv to your computer.

Importing to Trandence

1. Open Trandence and navigate to the Trades page.
2. Click the Import Trades button in the top right corner and select Upload CSV.
3. Choose Lightspeed and match your CSV’s timezone.
4. Upload your saved file.
5. Important: On the Review screen, use the Batch Tags field to assign a custom tag (e.g., “LS Main”). This is crucial if you track multiple brokerage accounts within Trandence.
6. Click Import & Review Summary to finish.

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Need Help?

If your file fails to upload, or if the broker has recently updated their export format, please reach out to us at help@trandence.com. We’ll help you get your data synced smoothly!