TEFS Evolution allows you to export your order history from the desktop Terminal. The exported file uses semicolons as delimiters and European-style decimal formatting.
Exporting from TEFS Evolution
- Log in to your TEFS Evolution account.
- Open Terminal from the main menu.
- Select Orders History.
- Right-click on the orders list and select Export.
- Use the standard settings and save the file to your computer.
Note: The exported CSV file should contain these headers:
Date/Time; Symbol; Side; Quantity; Price; Gross P/L; Execution fee; Net P/L; Trading exchange; Order type. If you see different headers, double-check that you exported from the correct section.
Importare in Trandence
- Apri Trandence e vai alla pagina Operazioni.
- Clicca su Importa Operazioni in alto a destra e seleziona Carica CSV.
- Choose TEFS and match your CSV’s timezone.
- Carica il file salvato.
- Important: On the Review screen, use the Batch Tags field to assign a custom tag (e.g., “TEFS Live”). This is crucial if you track multiple brokerage accounts within Trandence.
- Clicca su Importa e Rivedi Riepilogo per terminare.
📎 Download a sample TEFS CSV file to see the expected format.
Hai Bisogno di Aiuto?
Se il tuo file non si carica, o se il broker ha aggiornato il formato di esportazione, contattaci a help@trandence.com. Ti aiuteremo a sincronizzare i tuoi dati!