Edge Console 4.46.0 — Phase 9B revision — import guide, going online

Data

Import Thinkorswim CSV

Export your trades from Thinkorswim as a .csv file, check that it has the columns below, then choose the file. You can choose several files at once.

Filled Orders recommended

In Thinkorswim: Monitor → Activity and Positions → Filled Orders, exported to CSV. The file needs one header row with these columns (any order; other columns are ignored):

Header	Also accepted	What it holds
`Exec Time`	`Execution Time`, `Time`	Date and time of the fill, e.g. `09/29/2026 09:30:44 AM` or `9/29/26 09:30:44`, read as New York time
`Side`		`BUY` / `BOT` or `SELL` / `SOLD`
`Qty`	`Quantity`	Shares (a sign like `+100` / `-100` is fine)
`Pos Effect`	`Position Effect`, `Effect`	`TO OPEN` or `TO CLOSE`
`Symbol`		The ticker, e.g. `MMA`
`Price`	`Exec Price`, `Execution Price`	Fill price, e.g. `1.25` or `$1.25`
`Order Type` (optional)	`Type`, `Order`	`LMT`, `MKT`, …

Example:

Filled Orders
Exec Time,Side,Qty,Pos Effect,Symbol,Price,Order Type
09/29/2026 09:30:44 AM,BOT,+400,TO OPEN,DNT,$1.20,LMT
09/29/2026 09:30:58 AM,SOLD,-400,TO CLOSE,DNT,$1.32,LMT

Account Statement (Trade History)

The full Thinkorswim Account Statement CSV also works. Edge Console reads its cash-balance section, which has a header row with these columns:

Header	What it holds
`DATE`	The trade date
`TIME`	The trade time (New York time)
`TYPE`	Only rows with `TRD` (trades) are read
`REF #`	Thinkorswim's reference number
`DESCRIPTION`	The trade, e.g. `BOT +100 ABC @1.25` or `SOLD -100 ABC @1.30`

Good to know

Header names are matched without regard to capitals, spaces or punctuation, so EXEC TIME and Exec Time both work. Lines above the header row (like "Filled Orders") are skipped.
Every row needs a time, side, quantity above 0, symbol and price above 0. If any trade row is incomplete, the whole file is refused and nothing is saved, and the message names the file.
Times are read as New York time on every device.
Importing the same file twice is refused. Trades already imported from another file are skipped, so overlapping exports are safe.
Your trades are grouped into round trips (adds and partial exits stay one trade) automatically after the import.

Choose CSV filesThe result appears at the top of the page.

Imported files

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Data Protection

Backup

This lightweight page does not load or render trading records until requested.

Data Backup

Create a local backup of imported trading data, journal entries, month labels, Playback Links, and saved AI/Discovery records.

The local AI model/runtime is not included.

Ready

Backup Inspection

Validate an existing backup locally. Inspection never restores or changes application data.

Select Backup File

No file selected

Restore Preflight

Compare a valid backup with current Edge Console data. Preflight reads data without changing it.

Select and validate an eligible backup first

Review the current and backup inventories before preparing a restore.

Pre-Restore Safety Backup

Before Edge Console can restore an older or different backup, it must first create and verify a fresh backup of your current data.

1. Validate Backup2. Restore Preflight3. Create Safety Backup4. Confirm Restore5. Verify

Complete Restore Preflight first

Creates and verifies a fresh backup of your current Edge Console data. No restore will occur.

Restore stays disabled until this safety backup is saved and verified.

Transactional Full Restore

Full Restore replaces all Edge Console persistent data with the selected backup. It does not merge records.

Complete and verify a safety backup first

Data Quality

Data Integrity

Review imported executions, reconstructed trades, and any issues that need attention.

Symbol reconciliation

Symbol	Executions	Trades	Start	End	Open	Status

Raw Execution Inspector

Time	Symbol	Side	Qty	Position Effect	Price	Source Row	Execution ID

Reconstructed Trade Inspector

Trade ID	Symbol	Direction	Opened	Closed	Peak	Avg Entry	Avg Exit	P&L	Executions	Status