Import FYERS trades into your QbarTrade journal.
Follow one clear two-part process: download the Trade Book CSV from FYERS, then upload, validate and confirm the executions inside QbarTrade.
This guide covers
Use Reports → Trade book on FYERS Web or App. Select CSV as the download format and keep its original columns unchanged before importing.
Click to watch the import, validation and review workflow in QbarTrade.
What happens after import?
How to download your FYERS Trade Book.
Sign in to FYERS
Open the FYERS App or FYERS Web and sign in to the trading account whose executions you want to journal.
Open Reports and Trade Book
In the FYERS App, go to Menu → Reports → Trade book. On FYERS Web, open Reports → Trade book.
Choose the view and date range
Select Calendar or Table view, then choose the required financial year or set a custom date range from Preferences.
Download the Trade Book CSV
Select Download and choose CSV. Keep the original FYERS headers and column structure unchanged before uploading the file to QbarTrade.
Use the Trade Book CSV. In FYERS, open Reports → Trade book, choose the date range and download CSV without altering headers or columns.
Need several financial years? Download separate Trade Book CSV files for each financial year and upload them to QbarTrade sequentially.
Upload and validate your FYERS trades.
Follow these 12 steps inside QbarTrade to transform your FYERS Trade Book into a clean, reviewable trade journal.
Open Trades
From the QbarTrade sidebar, open Trades.
Open the import menu
Use the three-dot menu beside the Add button and select Import trades.
Add the FYERS Trade Book file
Select Add file and upload the CSV Trade Book downloaded from FYERS.
Assign the broker account
Select the FYERS broker account that produced the imported trades. This keeps broker-specific trades and analytics organised correctly.
Review the imported rows
QbarTrade displays the mapped trades before final import. Review the instrument, side, quantity, segment, entry, exit, duration, stop-loss, P&L and strategy fields.
Resolve validation warnings
Rows may be marked valid, invalid, needs broker or needs instrument. Correct the missing information or remove rows that do not represent actual trade executions.
Remove unwanted rows
Select invalid or irrelevant rows and use the delete action to exclude them from the final import. Examples include disclaimer text interpreted as a row, empty lines, summary rows, unmapped instruments, or non-trade information.
Merge related executions
Select related trades and use Merge when multiple executions belong to one completed trading idea or round-trip. A merged round-trip can preserve the individual entry, scale-up, scale-down and exit legs while showing the combined position as one reviewable trade.
Edit trade details
Use the edit action to correct the instrument or add broker account, strategy, notes, stop-loss price and charges or taxes.
Save the changes
Save the edited row after confirming the corrected trade information.
Confirm the import
When the valid rows are ready, select Confirm & Import to add them to the QbarTrade trading journal.
View all imported trades
Return to the Trades page and use the All filter to review imported open and closed trades.
Turn execution rows into reviewable trades.
Validate trade rows
Review which rows contain usable execution data and identify rows that require broker or instrument information.
Connect executions into round-trips
Combine related entries, additions, reductions and exits so a complete position can be reviewed as one trading outcome.
Preserve individual trade legs
The complete round-trip can retain its underlying fills, helping you understand how the position was built and closed.
Add strategy context
Assign a strategy so later analysis can compare outcomes across your repeated trading setups.
Add risk and cost details
Add stop-loss and charges or taxes where required so the journal reflects more than gross price movement.
Analyse performance
Evaluate key journal metrics including Net P&L, Win rate, Profit factor, Expectancy per trade, Average R multiple, Maximum drawdown, Equity curve, Daily net P&L, Average win, Average loss, Win and loss streaks, Performance by weekday, and Top traded symbols.
One trading idea can contain several FYERS executions.
Scaling into a stock, adding quantity at a second price, partially exiting and closing the remaining position can create several execution rows in the Trade Book. Reviewing each row separately can hide the outcome of the complete decision. QbarTrade lets related executions be combined into one round-trip while preserving the underlying legs for audit and review.
Round-Trip Example
Common FYERS Trade Book import issues.
The broker is not assigned
Select your FYERS broker account before confirming the import. This ensures the imported executions are connected to the correct account.
An instrument is not linked
Search for and select the correct NSE, BSE, derivatives, currency or commodity instrument. Unlinked instruments may have limited chart or analytics functionality.
The wrong FYERS report was uploaded
Use the CSV downloaded from Reports → Trade book. A P&L report, Order Book, holdings statement, ledger, contract note or PDF may not contain the execution-level columns expected by the importer.
Some historical trades are missing
Check the selected financial year and custom date range in FYERS Trade Book. Download additional CSV files when your trading history spans multiple periods.
The downloaded file is a PDF
FYERS offers PDF and CSV downloads for the Trade Book. Choose CSV for QbarTrade import because it preserves structured execution rows and columns.
The P&L does not match
Check whether you are comparing the same date range, open or closed trades, gross or net P&L, missing brokerage or taxes, incorrect entry or exit mapping, or unmerged execution legs.
Scale-in trades appear separately
Select only the executions that belong to the same completed position and use Merge to create one round-trip.
A row has the wrong strategy
Open the row editor and assign the strategy that accurately represents the original trading setup.
A Trade Book records executions. A journal explains performance.
| Aspect | FYERS Trade Book | QbarTrade Journal |
|---|---|---|
| Primary function | Execution and transaction log | Complete round-trip review |
| Trade details | Date, type, segment, price and quantity | Strategy and setup context |
| Risk tracking | Executed quantities and prices | Risk and stop-loss context |
| Position grouping | Individual transaction rows | Merged trading ideas |
| Analytics focus | Historical broker report | Performance analytics |
| Workflow depth | Broker reporting | Notes, behaviour and review workflow |
FYERS provides the broker report. QbarTrade builds on those rows to deliver structured journaling, round-trip review and decision analytics.
FYERS Trade Import FAQ
Which FYERS file should I import into QbarTrade?+
Use the Trade Book report available under Reports → Trade book on FYERS Web or the FYERS App. Download the report as a CSV file so QbarTrade can read the execution rows.
How do I download the FYERS Trade Book?+
Sign in to FYERS, open Reports → Trade book, select the date range or financial year and click Download to save the CSV file.
Can I import older FYERS trades?+
Yes. Select the relevant financial year or date range in FYERS Trade Book. When your history spans multiple financial years, download separate CSV files and import them in sequence.
Can I import FYERS stock, F&O and commodity trades?+
This workflow is intended for supported stock, derivatives, currency and commodity trade rows contained in the FYERS Trade Book report. Review instrument and segment mapping before confirming the import.
Why are some FYERS rows marked invalid?+
A row may be missing an instrument, contain non-trade text, have incomplete execution data or require broker assignment. Review the warning and correct the row or remove it if it is not an actual trade.
Can I merge multiple FYERS executions?+
Yes. When several executions belong to the same completed trading idea, select them and merge them into one round-trip while retaining the underlying execution legs.
Can I edit a FYERS trade before importing it?+
Yes. The review screen allows fields such as instrument, broker account, strategy, notes, stop-loss and charges or taxes to be reviewed or corrected before final import.
Why does my imported P&L differ from FYERS?+
Check whether you are comparing the same date range, open or closed trades, gross or net P&L, and whether charges, taxes and all execution legs are included correctly.
Does importing trades allow QbarTrade to place FYERS orders?+
No. Importing a Trade Book report is strictly used for journaling and analysis. It does not give QbarTrade permission to place, modify or execute orders in your FYERS account.
Should I upload a FYERS PDF or CSV Trade Book report?+
Use the CSV Trade Book download. PDF reports are better suited to reading or printing, whereas CSV files preserve the raw structured data needed for trade mapping.
FROM TRADE BOOK TO TRADING INSIGHT
Import the executions. Review the decisions.
Bring your FYERS trading history into QbarTrade, organise related executions, add the context missing from a broker report and review the patterns behind your results.