Skip to main content
All manual pages

Switch from Tradervue in 5 Minutes

Move your Tradervue history to Tapeboard with one CSV — notes, tags, and setups come across intact. The import is Tradervue-first for a reason: your annotations are the asset.

Switching journals usually means abandoning years of notes, tags, and setup labels — the written context that makes a trade log worth keeping. Tapeboard's import is Tradervue-first: your export lands with annotations intact, and nothing is re-derived.

1. Export from Tradervue

In Tradervue, go to Trades → Export → CSV. Make sure the export includes the Notes and Tags columns (Tradervue exports the columns visible in your Trades view). Your setups carry over via Tags — that's how Tradervue stores them.

2. Import into Tapeboard

  1. Open the Journal and click [ IMPORT / SYNC ].
  2. In the Tradervue block (top of the modal), click UPLOAD CSV FILE and pick your export.
  3. The layout is recognized automatically; your trades land with notes, tags, and setups preserved verbatim.

Re-importing is safe — rows are fingerprinted and duplicates are skipped, and the same rule applies if you later connect a broker for auto-sync: a connected account never duplicates trades you already imported.

What comes over

  • Notes — your full commentary per trade.
  • Tags — split and preserved; they power tag-level stats in Tapeboard's analytics. Setups too (they ride in Tags).
  • Prices, shares, side, commissions — mapped straight across; long vs. short reads from the Side column.

What's different

  • Tradervue exports are trade-level (one row per completed trade), so per-fill executions aren't included — you'll see the round trip, not each partial fill. (For that granularity, connect IBKR or Schwab auto-sync from the same modal.)
  • Once imported, everything Tapeboard knows about a trade applies: R-multiple, MFE/MAE, exit efficiency, per-setup performance, Sharpe/Sortino/SQN.

On IBKR already? See Import IBKR history + auto-sync to keep history flowing without CSV exports.