Nothing reaches your journal until you say so - you always see a preview first.

- We read the file and show it two ways: your broker statement exactly as it came, and a preview of how those trades will look in EquityLog

- You choose the portfolio the trades belong to (a real one - demo portfolios can't receive imported data) and confirm your broker's timezone, which we detect from the file whenever we can

- We check what you already have, so re-uploading an overlapping statement won't duplicate anything. Those rows are counted as duplicates and skipped

- If a row isn't something we recognize, we tell you how many rows are affected and leave them out rather than guessing

When the preview looks right, click Import and your trades appear in your journal. You can follow every import in the Recent import activity panel on the same page.