Prepare your export
Obtain a compatible portfolio CSV through the service that holds your original records, then save it somewhere you can identify on your computer. Review the file name and period before import. Logic Process Line does not retrieve this file from an online account.
Select and inspect
Choose the local CSV within the application. The utility reads supported fields and presents import feedback. Check the detected entries and resolve source-file issues where necessary; an organised view can only reflect the data supplied to it.
Review structured views
Explore records organised by available dates and categories. Use totals and summaries to navigate historical information, spot gaps and understand what is represented in the export. These views describe records rather than assess investments.
Maintain a personal reference
Use the organised information for your own record-keeping and revisit it when needed. Import a newer compatible export when you want to review an updated record set. The software does not synchronise live accounts or execute any action on your behalf.
Important limits
No stage involves account funding, wallet access, deposits, withdrawals or transactions. Logic Process Line does not verify the source data against an exchange and does not provide tax, legal, financial or investment advice. Users remain responsible for checking their exports and deciding whether they need guidance from a qualified professional.