Import troubleshooting
Most imports just work. When they don't, VECTOR tells you exactly what's wrong. Here's the full list.
Warnings — you can still import
These appear in the review panel. They don't block the import, but they're worth a glance.
| Warning | What it means | What to do |
|---|---|---|
| Date column inferred from content | The date column wasn't named obviously, so it was guessed. | Confirm it's the close date. |
| Several columns look like dates | Multiple date-like columns were found. | Pick the one representing the trade close. |
| Ambiguous date order | A date like 01/02/2024 is unclear. | Set the correct day/month order. |
| P/L taken from cash flow | P/L was derived as value minus commissions and fees. | Check the total matches your platform. |
| P/L column inferred | The P/L column was guessed from content. | Confirm it's the right column. |
| Equity column inferred | A balance/equity column was guessed. | Confirm it's the account equity. |
| P/L is all zeros | The chosen column sums to zero. | Pick a different column — it's probably wrong. |
Errors — import blocked
| Error | Cause | Fix |
|---|---|---|
| Unrecognised format | No date + P/L could be located. | Use the review panel to map columns, or check the export. |
| Missing columns | A recognised format is missing required fields. | Re-export the full report (not a partial view). |
| The file is empty | No rows / only whitespace. | Re-export the file. |
| Excel reading unavailable | The server lacks openpyxl. | Export to CSV instead. |
| Too many files | More than 20 in one upload. | Split into smaller batches. |
| File too large | Over 10 MB. | Trim the date range or export as CSV. |
| No valid strategy in file | Parsed, but no usable series resulted. | Check the file has real trade rows. |
What VECTOR can't ingest
By design
- Daily totals only. Trade-level detail is collapsed to one P/L per day for analysis. (Option Omega is the exception — its per-trade rows are kept for Risk Sizing.)
- No custom formulas. P/L must be a column or derivable from a cash-flow or equity column; you can't define an arbitrary calculation.
- Equity exports have no trade count. A pure equity curve (e.g. Invest Studio) yields P/L by differencing, but the number of trades isn't available.
- No P/L, no import. Position snapshots and holdings reports — anything without a date and a P/L (or a ledger/equity column to derive it) — can't become a series.
Still stuck? The review panel lets you override the date column, value column, method and date order by hand — which resolves most edge cases.