How to Import Angel One Trades into a Trading Journal

Carry your Angel One history over without typing a thing

To import your Angel One trades into a trading journal, download your Tradebook from Angel One as a CSV or Excel file, then upload it to Fenix. Fenix reads the file, pairs every buy and sell into round-trip trades with real P&L, flags any duplicates, and saves them — no retyping. The import takes about two minutes, and because Fenix de-duplicates on re-import, uploading an updated Tradebook later is safe.

Step 1 — Download your Tradebook from Angel One

1. Log in to Angel One on the web or in the app.
2. Open Reports and select Tradebook (the trade-by-trade report, not the holdings or P&L summary).
3. Choose the segment (Equity or F&O) and the date range.
4. Download as CSV or Excel (XLSX).

If the labels differ in your version, look for the report listing each executed trade with buy/sell, quantity and price.

Step 2 — Upload it to Fenix

Open Import in Fenix and select the Tradebook file. CSV and Excel both work; any file with buys and sells imports cleanly.

Step 3 — Preview and save

Fenix pairs each buy with its matching sell into a complete round-trip trade, calculates real P&L, and flags possible duplicates. Review the preview and save. Your trades then feed your R-multiples, analytics and equity curve automatically.

Good to know

• Round-trip pairing: raw order rows become complete trades with realized P&L.
• Discipline going forward: tag rule-followed trades to build your discipline score.
• Portable: export back to CSV or JSON from Fenix anytime.

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