In order for Chartlog to pick up your ToS trades you must reset your Cash Sweep Vehicle to the default columns. The columns Chartlog requires are Date, Time, DESCRIPTION, and Commissions & Fees
Step 1
Navigate to the Monitor tab and right click under the Cash & Sweep Vehicle Row. You should get a menu that pops up. Please click on Customize
Step 2
Select Load Defaults
The column order should be as you see it on the above screen shot. If the order is not how you see it in the screen shot, Chartlog will not work correctly.
Step 4:
Click the drop down at the top of the account statement and select a date range for your report. Please be aware, longer date ranges will take longer to upload.
Step 5:
At this point, your trade history should be loaded into the Trade History sub tab.
Go to the top right of your screen and select the button that has a list icon on it. That will bring up a menu with an Export button.
Step 6:
Drag the file onto our upload window.
