How to Import Swissquote Trades into PipJournal

Swissquote is one of Europe’s largest regulated forex brokers, but its platform doesn’t push trade data directly into third-party journals. To get your full trade history into PipJournal, you export a CSV report from Swissquote and import it manually. This guide walks through each step clearly so your data lands correctly without missing trades or mismatched fields.

This is a beginner-level guide. No programming or advanced configuration is needed — just a Swissquote account and a few minutes.

Step 1: Log into Swissquote and Open Trade History

Log into your Swissquote account at your regional portal (e.g., swissquote.eu or swissquote.com). Once logged in, go to My Account and then navigate to Statements or Trade History — the exact label depends on whether you use Advanced Trader or the SQX platform.

For SQX users: go to Portfolio > Trade History. For Advanced Trader (MetaTrader-based) users: open the Account Statement section under Reports.

You need closed trades only. Open positions will not have complete P&L data and should be excluded.

Step 2: Export Your Trade History as CSV

Set your date range to cover the period you want to import. For a full account history, start from your first deposit date. Swissquote supports up to 24 months per export — if your history is longer, run two separate exports (e.g., Jan 2024–Dec 2024 and Jan 2025–present) and import them one at a time.

Select CSV as the export format. Avoid PDF — it cannot be parsed by import tools. Click Download or Export and save the file to your desktop.

The resulting file typically includes columns for trade ID, instrument, open time, close time, volume (in lots), open price, close price, swap, commission, and P&L.

Step 3: Clean Up the CSV for Import

Open the CSV in a spreadsheet app (Excel, Google Sheets, or Numbers). Check for the following:

• Header rows: Swissquote sometimes adds a summary block at the top of the file with account details. Delete any rows above the actual column headers.
• Footer rows: Totals rows at the bottom of the file should be removed — they cause parsing errors.
• Blank rows: Remove any empty rows between trades.
• Pending/cancelled orders: Delete rows where the trade was not executed (status = “Rejected” or “Cancelled”).

The cleaned file should contain only one header row followed by one row per closed trade. Save it as CSV (not XLSX) before importing.

Step 4: Import the CSV into PipJournal

In PipJournal, go to Import Trades and select CSV Import. Upload your cleaned Swissquote file.

PipJournal will display a field mapping screen showing your CSV columns on the left and PipJournal’s required fields on the right. Map the columns as follows:

Swissquote Column	PipJournal Field
Instrument / Symbol	Pair
Open Time	Open Date
Close Time	Close Date
Volume (lots)	Lot Size
Open Price	Entry Price
Close Price	Exit Price
P&L	Profit/Loss
Commission	Commission
Swap	Swap

If Swissquote includes a “Direction” or “Type” column (Buy/Sell), map it to Trade Direction. Once all fields are aligned, click Import. PipJournal will process the file and flag any rows it cannot parse so you can correct them individually.

Step 5: Verify and Tag Your Imported Trades

After import, go to your Trade Log and filter by import date to review the new entries. Spot-check 5–10 trades against your Swissquote statement to confirm P&L values, lot sizes, and dates match.

Once verified, enrich the trades with context that the broker data cannot provide. Add setup tags (e.g., “breakout”, “pullback”, “news fade”), assign a session, and link any chart screenshots. Trades with tags are fully filterable in the analytics dashboard, so you can break down performance by setup type, session, or pair.

For a structured tagging approach, see the guide on how to journal forex trades.

Pro Tips

• If you trade on both SQX and Advanced Trader under the same Swissquote account, export them separately — the column formats differ and mixing them into one file causes mapping errors.
• Swissquote reports swap costs as a separate column. Always map it to avoid understating costs — on carry-heavy pairs like AUDJPY, swap can account for 10–15% of total trade cost.
• For accounts denominated in CHF, convert your P&L reference currency in PipJournal settings before importing. Running USD analytics on CHF-denominated data distorts per-trade R values.
• Use two import runs when backtesting historical performance: one for the past 6 months and one for the 6 months before that. Compare profit factor across both periods to detect strategy drift.
• After the first import, set a monthly reminder to export and import the previous month’s trades. Keeping your journal current is easier than doing quarterly catch-up imports.

Common Mistakes to Avoid

1. Importing without removing summary rows. Swissquote statements often include totals and account info above the trade data. Leaving these in causes the importer to treat them as trades with invalid data. Delete everything above the column header row.

2. Ignoring the commission column. Many traders only check the P&L column and assume the net figure is correct. If commission is mapped separately, the gross P&L column will overstate results. Always map both P&L and commission fields to get accurate net figures.

3. Using overlapping date ranges across multiple imports. If you import Jan–Jun and then Jan–Dec, the first six months will be duplicated. Use exact non-overlapping ranges (Jan–Jun, then Jul–Dec) and check your trade count before and after each import.

4. Skipping the verification step. Import errors are easiest to catch immediately after the upload. Waiting weeks to notice a mis-mapped lot size or inverted P&L sign makes retrospective correction much harder.

5. Not updating the import after a platform migration. If Swissquote changes your account from Advanced Trader to SQX or vice versa, the CSV column structure changes. Re-check your field mappings after any platform change.

How PipJournal Helps

PipJournal’s CSV importer handles Swissquote’s export format with a flexible field-mapping interface, so you can align columns without editing the raw file. Once imported, every trade from your Swissquote account feeds directly into PipJournal’s analytics — including win rate by session, drawdown tracking, and expectancy calculations broken down by pair or setup type. The AI co-pilot reads your imported history and surfaces behavioral patterns — like a tendency to exit early on EURUSD during the London session — that raw statements never reveal. At $179 one-time, there are no monthly fees eroding the value of the insights you build over time.