Katalyst supports CSV imports from 15 brokers: Rithmic, Interactive Brokers, Tastytrade, ThinkOrSwim, Schwab, Webull, Robinhood, TradingView, Sierra Chart, AMP Futures, Optimus Futures, NinjaTrader, Tradovate, MetaTrader 5, and Fidelity. Each broker exports data in a slightly different format, so Katalyst includes a dedicated parser for each one with automatic format detection.
To import trades, go to the Import page, select the destination trading account, and upload your broker’s CSV file (up to 50 MB). Katalyst automatically detects which broker the file came from and parses the data accordingly. The preview table shows you the first 50 normalized trades with entry time, exit time, quantity, and net P&L. If the parser detects any issues — such as missing columns or unexpected date formats — it will flag them in the preview.
When you are ready to commit the import, you will choose a conflict mode that determines how duplicates are handled: “Skip” ignores executions that already exist in your account, “Overwrite” replaces existing executions with the imported data, and “Keep Both” imports everything regardless of duplicates. Choose the mode that fits your situation — Skip is the safest default for most imports.
Each import is saved as a persistent record that you can view in your Import History. The history shows the detected broker, number of trades created and skipped, the status of each import (pending, completed, committed, or failed), and a timestamp. This makes it easy to track what you have imported and troubleshoot any issues.
Your plan’s monthly execution limit is enforced at import time. If an import would exceed your limit, you will be notified before committing so you can upgrade your plan or reduce the import scope.