CSV Upload - Trading Analysis Dashboard

Overview

The CSV Upload feature allows you to import trading transaction data through an intuitive web interface with drag-and-drop support and real-time processing feedback.

Features

Drag & Drop

Drag CSV files directly onto the upload area

Progress Tracking

Real-time progress bar during processing

Upload History

View recent uploads and statistics

Validation

Automatic CSV format and size validation

CSV Format Requirements

Your CSV file must include these columns:

Column	Format	Description
Date	MM/DD/YYYY	Transaction date
Action	Text	Buy, Sell, Cash Dividend, etc.
Symbol	Text	Stock ticker
Description	Text	Transaction description
Quantity	Number	Number of shares (can be empty for dividends)
Price	Number	Price per share (can be empty for dividends)
Fees & Comm	Number	Trading fees
Amount	Number	Total transaction amount

Example CSV

Date,Action,Symbol,Description,Quantity,Price,Fees & Comm,Amount
01/15/2024,Buy,AAPL,Apple Inc,100,150.50,6.95,-15056.95
01/30/2024,Sell,AAPL,Apple Inc,100,155.75,6.95,15568.05
02/15/2024,Cash Dividend,MSFT,Microsoft Corp,,,0.00,75.50

Upload Process

Navigate to Upload Page

Go to /upload in your application

Select File

Either drag and drop your CSV file or click to browse

Validation

The system validates file type (CSV only) and size (50MB max)

Processing

Watch real-time progress updates as the file is processed

Completion

View the upload in your history and navigate to the dashboard

Processing Flow

File uploaded to Flask backend
Server validation (file type, size)
Trading analysis script processes CSV
Database synchronization
History updated and temp files cleaned up

Security

Authentication

Validation

File type and size validation

Sanitization

Secure filename handling

Cleanup

Automatic temp file removal

Next Steps

Trading Analysis

Analyze your uploaded data

Portfolio Management

Track your current holdings

Trading Analysis Hybrid Matching Algorithm

​Overview

​Features

Drag & Drop

Progress Tracking

Upload History

Validation

​CSV Format Requirements

​Example CSV

​Upload Process

​Processing Flow

​Security

Authentication

Validation

Sanitization

Cleanup

​Next Steps

Trading Analysis

Portfolio Management

Overview

Features

CSV Format Requirements

Example CSV

Upload Process

Processing Flow

Security

Next Steps