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Connect Libertex to Finbooks via CSV file

🟣 Traditional Finance guide

In this article, you'll find all the information you need to import your closed trades from Libertex to Finbooks via CSV.


What to upload

To connect Libertex to Finbooks, you'll need the Closed trades report in CSV format. This file contains your full history of closed positions, including opening/closing dates, prices, and results.

⚠ You must import the complete history of your Libertex account

The Closed trades report must cover the entire period of account usage, from the first trade you closed until today. If your full history can't be downloaded in a single export, make sure all uploaded files together cover the full period without gaps.


How to download the report

You can view and download the history of closed trades in CSV format from the Closed trades section:

  1. click on Trades at the top of the terminal

  2. 2. select Closed

  3. 3. download the report of closed trades in CSV format by clicking the Download button


Import your Closed trades CSV into Finbooks

To learn how to import your CSV file into a new connection or an existing one, please check out the dedicated article on how to upload a CSV file to Finbooks.

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