3.1. Keeping Tradebooks Current
Your first upload covers your history up to the day you downloaded it. Every trade after that reaches Tradestory only when you upload a newer tradebook. In this section, we look at how much to download each time, and how to look after the uploads you have made.
The Download From Date
Open Load → Tradebooks. Each broker you have loaded has a card, which we met in Figure 1-1. For our example, the Zerodha card shows:
- Latest trade: 25 September 2026, the most recent trade Tradestory holds from Zerodha.
- Download from: 26 September 2026, the day after it.
When you next download from Zerodha, set the date range to start on the Download from date and end today. That file holds exactly the trades Tradestory has not yet seen. Upload it the same way as the first.
There is no fixed timetable for this. Some members upload every week; some once a month. Your positions, numbers and journal queue are as current as your latest upload.
Overlapping Files
You don't need to be exact with dates. If a new file overlaps one you uploaded before, Tradestory keeps one copy of each trade it already holds and adds only the new ones. The report after uploading says how many rows were skipped as already present.
The one exception, as we saw in section 1.2, is Motilal Oswal's pair of formats. Upload one of the two for any period.
The Uploads List
Further down the Tradebooks screen, Uploads lists every upload with its date, its files, the broker and the number of trades it added. The ✕ at the end of a row removes the trades that upload added, once you confirm. If another upload covered some of the same trades, those go too, since Tradestory kept only one copy; uploading that other file again puts them back.
At the very bottom of the screen, under Danger zone, is Clear all trades. It permanently deletes every trade in the portfolio, for when you want to start over, and asks Are you sure? before it does anything.
Next, let's see how to keep separate sets of trades apart, with portfolios.