How import works
Recognised formats import instantly. For everything else, the mapping engine inspects your columns, derives a daily P/L, and — when it isn't fully certain — asks you to confirm in a short review panel.
Three ways to find P/L
The engine tries, in order of reliability:
| Method | What it reads | Typical source |
|---|---|---|
| Per-trade | an explicit profit/loss column | most broker / backtester exports |
| Cash flow | a ledger value minus commissions and fees | tastytrade-style statements |
| Equity | a running balance / account-value column, differenced day to day | equity-curve exports (e.g. Invest Studio) |
All three end up at the same place: a daily P/L series.
Confidence & the review step
The engine scores how confident it is about the date column, the P/L column and the date format.
- High confidence and unambiguous → the file is imported automatically.
- Anything uncertain (a column inferred from content, several possible date columns, an ambiguous date order, or a P/L derived from cash flow) → a review panel opens so you can confirm before the strategy is added.
The review panel
When review is requested, you can set:
01/02/2024.Each pending file shows a confidence badge — auto (ready to import) or needs review — and any warnings explaining what to check. Uploading several files at once collects all the pending ones into a single panel you can confirm or discard individually.
Ambiguous dates
01/02/2024 could be 1 February or 2 January. If VECTOR can't tell from the data, it flags the file and
asks you to pick the day/month order — getting this wrong shifts every trade to the wrong date.
If something looks off after import, see Troubleshooting, which lists every warning and error with a fix.