Prepare the file
Export closed-trade history, keep timestamps intact, and avoid editing columns unless the importer specifically requires it.
Guide
Import first. Annotate second.
Good imports remove manual typing without removing the human review that actually improves performance.
Export the broker file
Check timezone and columns
Import the history
Review anomalies before analysis
Validate the result
Spot-check instruments, quantities, fees, and a few known trades before trusting any report.
Then add judgment
Use human time for screenshots, thesis, mistakes, and rules — not for rewriting fills.
Trevixe as a system
This is not a standalone article — it is a doorway into the trader workspace.
Open the Trevixe overview to see the full product: trading journal, trader diary, playbooks, analytics, AI reviews, and team workflows. If it fits, create an account and start free.