How to Import TopstepX Trades into MetriNote (Step-by-Step)

If you're trading on TopstepX and not journaling your trades, you're leaving money on the table. And I don't mean that in a motivational poster kind of way. I mean you're literally repeating the same expensive mistakes because you have no data to catch them.

The good news? Getting your TopstepX trades into MetriNote takes about 2 minutes. Here's exactly how to do it.

Why Journal Your Prop Firm Trades

Before we get into the how, let me be real about the why. Prop firm trading is a different beast. You have rules, drawdown limits, and scaling plans that add pressure most retail traders don't deal with.

That pressure affects your psychology. And your psychology affects your results. If you're not tracking your mental state alongside your executions, you're flying blind. You might know you blew your TopstepX evaluation, but do you know WHY? Was it revenge trading after a red morning? Overtrading on a Friday? Breaking your max loss rule because you were stressed about something outside of trading?

That's the kind of stuff that a proper journal reveals. P&L alone won't tell you any of that.

Step 1: Export Your Trades from TopstepX

Log into your TopstepX dashboard. At the bottom of the page, you'll see an Orders tab and a Trades tab. Click the Trades tab. Do not use the Orders tab. Orders shows individual executions, not completed trades. The Trades tab gives you round-trip trades with P&L already calculated.

Click Export, select your date range, and click Export again. You'll see a confirmation at the bottom-left of your screen once the file is downloaded.

Step 2: Upload to MetriNote

Head to Settings in MetriNote. Right at the top of the page you'll see the Import & Export section. Upload your file there. MetriNote auto-detects TopstepX's column format and maps everything for you. Entry time, instrument, direction, prices, quantity, P&L. It all maps automatically.

You'll see a preview of your trades before anything is imported. Scan through it to make sure the data looks right, then hit Import.

That's it. Your TopstepX trades are now in MetriNote.

Step 3: The Part Most Traders Skip

Your trades are imported. Great. Now what?

This is where most people stop. They see their P&L in a new interface and think they're journaling. They're not. They're just looking at the same numbers in a different app.

The real value comes from what you add on top of the execution data. Go through your imported trades and tag them:

What was your pre-trade mood? Were you following your rules or winging it? Was this a setup from your playbook or a FOMO entry? Rate your execution 1-10, separate from the outcome.

This is the data that actually helps you improve. The import just saves you from manually typing entry and exit prices. The journaling happens when you add the context that TopstepX can't track for you.

Tips for Prop Firm Traders

Use MetriNote's account feature. If you're running multiple TopstepX accounts (evaluation, funded, different sizes), create a separate account in MetriNote for each one. This keeps your data clean and lets you filter analytics by account.

Track your prop firm costs. Monthly fees, evaluation costs, platform subscriptions. These are real business expenses. Log them in MetriNote's account section so you can see exactly how much your prop firm journey is costing over time and whether the math still makes sense.

Watch your rule violations closely. Prop firms have strict rules for a reason. MetriNote's accountability mode will flag when you break YOUR rules, but you should also be tracking when you're getting close to the firm's limits. If your discipline score is dropping, that's a warning sign before the firm catches it.

The Bottom Line

Importing TopstepX trades into MetriNote is the easy part. Two minutes and you're done. The hard part is doing something useful with that data.

Don't just import and forget. Review your trades weekly. Look for the patterns in your behavior, not just your P&L. That's what separates traders who pass evaluations from traders who keep resetting.

Trading on Tradovate too? Here's the Tradovate import guide.

See your trading patterns clearly at metrinote.com. 14-day free trial, no credit card required.