Brokerage websites & apps
Look for History, Activity, Statements, or Transaction History and export CSV where offered. Monthly PDF statements still work — retype the few trade rows you need.
Contract note trade review chart
Turn contract notes and 交割单 into buy/sell marker charts.
For traders whose records live in broker paperwork — contract notes, trade confirmations, execution reports, A-share 交割单 and 成交记录, Japanese 取引履歴 and 約定履歴, Korean 거래내역 and 체결내역. Map the fills onto a small CSV and KLinePic renders a review image with buy/sell markers, holding window, return, max run-up, and max drawdown — no manual charting, no account required to start.
How to export your trade records
Markets name the document differently — contract note, 交割单, 取引報告書, 체결내역 — but the content barely changes: instrument, side, time, price, quantity, cost. The export pattern is consistent too: find the account area listing executions, set a date range covering both entry and exit, and prefer CSV or Excel over PDF. The notes below are deliberately generic — menus and column labels vary by broker.
For US accounts, the confirmation is a regulated document: the SEC's investor bulletin How to Read Confirmation Statements explains that a broker-dealer is generally required to send a written confirmation identifying the security, the amount bought or sold, and the price — precisely the fields a review chart is built from.
A-share broker clients
Mainland broker apps and PC clients typically expose 交割单 or 成交记录 under a query or statements menu. Many cap each query at a fixed date window, so pull several ranges if a position spans months.
Japanese & Korean brokers
Trade-history downloads (取引履歴 / 約定履歴, 거래내역 / 체결내역) usually live in the account-service or trading-report area. Labels differ by broker, so identify columns by content.
Separate products, separate exports
Cash equities, margin, futures, and funds often export separately. Export only the product you want to review; times are usually exchange-local, with no timezone printed.
What to keep, what to drop
Statements mix executions with cash and administrative rows. Only genuine fills belong on a review chart:
| Row type on the statement | Keep or drop | Why |
|---|---|---|
| Buy and sell executions | Keep | These become the entry and exit markers. |
| Partial fills of one order | Keep — share one trade_id |
Grouped fills render as a single round trip. |
| Deposits, withdrawals, transfers | Drop | Cash movement is not a trade. |
| Dividends, interest, tax, fee-only rows | Drop | They would draw phantom markers; fold per-trade charges into fee if you track them. |
Map your statement's columns to KLinePic fields
Column headers vary by broker and language, so this table maps by what each column contains rather than by exact label — every contract note carries an instrument identifier, a side, a date or time, a price, and a quantity. The full specification is in the data protocol.
| Typical column in your export | KLinePic field | Notes |
|---|---|---|
| Contract note or order number | trade_id |
One ID per round trip; a hand-made ID such as CN-600519-01 works fine. |
| Security code / ticker / ISIN | symbol |
The exchange code — a plain ticker for US stocks, the six-digit code for A-shares. Drop the security-name column. |
| Side or action indicator | event_type |
Lowercase buy or sell, whatever wording the statement uses. Skip anything that is not an execution. |
| Long/short context | position_side |
Cash-equity purchases are long; use short for short sales or futures shorts. |
| Trade date + execution time | time |
Combine into ISO 8601 with an explicit offset, e.g. 2026-06-10T10:30:00+08:00; date-only still works on daily candles. |
| Executed or average price | price |
The price the fill executed at — not your order's limit price and not the net cash amount. |
| Quantity / shares / units | quantity |
The executed amount as a positive number; the side belongs in event_type, not in a minus sign. |
| Commission and per-trade charges | fee |
Optional — sum the per-fill charges, or use 0 if you do not track fees per fill. |
| Fee currency | note |
There is no fee-currency field. Extra columns are ignored on import and listed back to you; keep the currency as note text such as fee_asset=CNY only when you want it preserved. |
Standard CSV shape
One row per fill, one shared trade_id per round trip. A complete A-share swing trade cleaned out of a 交割单 is two rows:
trade_id,symbol,event_type,position_side,time,price,quantity,fee,note CN-600519-01,600519,buy,long,2026-06-10T10:30:00+08:00,1568.20,100,5.00,fee_asset=CNY CN-600519-01,600519,sell,long,2026-06-18T13:45:00+08:00,1632.40,100,5.00,fee_asset=CNY
The same shape covers US tickers, Japanese and Korean securities codes, futures, and forex — the chart only needs stable trade meaning. From these two rows KLinePic draws entry and exit markers on real candles, shades the holding window, and computes return, max run-up, and max drawdown. For input/output proof, open the broker statement example, or start from the trade template.
Workflow
- Export or collect your trade records. In your broker's app or website, open the statement, activity, or trade-history area, set a date range covering both entry and exit, and download CSV or Excel where offered — a PDF contract note works too, retyped.
- Keep only real executions. Delete cash transfers, dividends, interest, tax-only, and subscription rows — a review chart is built only from buy and sell fills.
- Map the trade rows to the KLinePic CSV fields. Use the mapping table on this page or the template to produce trade_id, symbol, event_type, position_side, time, price, quantity, fee, and note.
- Upload or paste the rows in the broker chart workflow. Confirm the recognized symbol, side, timezone, entry time, and exit time before rendering.
- Review and download the chart. Check that the B/S markers, holding window, return, and drawdown match your contract note, then export the image to journal or share.
KLinePic vs the usual alternatives
How the common options compare for getting statement fills onto a real candlestick chart:
| KLinePic | Manual screenshot + spreadsheet | Typical trading-journal SaaS | |
|---|---|---|---|
| Setup time | Minutes — upload or paste fills in the browser | Slow — recreate chart and annotations by hand per trade | Moderate — sign up, then import or sync broker data |
| Account required | No — render without an account | No | Usually yes |
| Output | Annotated K-line review chart with trade stats | Static screenshot plus separate spreadsheet rows | Dashboards and statistics; chart output varies |
| Buy/sell markers on real K-line | Yes — plotted from your actual fills | Only if you draw them yourself | Varies by product |
| Shareable image | Yes — the chart image is the primary output | Manual cropping and annotation each time | Usually screenshots of dashboards |
| Cost to start | Free to start; watermark-free hi-res export is paid | Free, but costs time on every single trade | Often subscription-based |
Key facts
- KLinePic (klinepic.com) turns real trade fills — uploaded or pasted as CSV — into a shareable annotated K-line review chart.
- Annotations include entry/exit (B/S) markers, holding window, return, max run-up, max drawdown, and optional indicator panels such as MACD.
- Free to start; no account is required to render a chart. Watermark-free high-resolution export is a paid option.
- Coverage spans China A-share statements (对账单/交割单), US stock brokers, crypto exchange fills (Binance, OKX, Bybit, Bitget, Gate, MEXC, KuCoin, HTX), futures, forex, and MetaTrader.
- The KLinePic CSV fields are: trade_id, symbol, event_type, position_side, time, price, quantity, plus optional name, fee, and note — the same fields in every language; anything else, such as a fee currency or exchange name, travels inside note as free text.
- Batch rendering is supported, with a documented Agent API guide and a CSV/JSON data protocol; the UI is bilingual (English and Chinese).
- Per the SEC's investor bulletin How to Read Confirmation Statements, a US trade confirmation identifies the security, the amount traded, and the price — the core inputs of a review chart.
Common mistakes and troubleshooting
Non-trade rows left in the file
If the chart shows an entry you never made, a transfer, dividend, or tax-only row slipped through — keep only actual buy and sell executions.
Settlement date used as trade date
Contract notes often print both. Use the trade date for time — settlement happens days later and shifts markers onto the wrong candles.
Timezone drift
Statement times are usually exchange-local with no timezone printed. Write timestamps as ISO 8601 with an explicit offset (e.g. +08:00 for A-shares).
Partial fills split apart
An order filled in three chunks is three statement rows. Give all three the same trade_id so they render as one trade, not three fragments.
Symbol format mismatches
Use the bare exchange code: 600519 for an A-share, AMZN for a US stock. Security names and ISIN-plus-name strings will not match K-line data.
Net amount mistaken for price
Statements show an executed price and a net cash amount baking in fees and taxes. Map the executed price into price; put charges in fee.
FAQ
Can a contract note or 交割单 become a K-line review chart?
Yes. Keep the rows that represent actual trades, then map symbol, side, time, price, quantity, and fee into the KLinePic trade schema. Two mapped rows — one buy, one sell — are enough to render a full review chart.
Do I need to translate my statement into English first?
No. Map by meaning, not by label: find the columns carrying symbol, side, time, price, and quantity in whatever language. The KLinePic interface is bilingual, in English and Chinese.
My broker only issues PDF contract notes. Can I still use them?
Yes. A review chart needs only a handful of fields per fill, so a round trip retyped from a PDF is two short CSV rows: symbol, side, time, price, and quantity for the entry and for the exit.
How are partial fills under one order handled?
Give every fill of the same round trip the same trade_id. Rows sharing a trade_id are grouped into one trade, so a scaled entry or staged exit renders as a single chart.
Does KLinePic connect to my brokerage account?
No. You upload or paste trade rows yourself — there is no broker login or account sync. KLinePic is free to start with no account required to render; watermark-free high-resolution export is a paid option.
Can I turn a whole statement into charts at once?
Yes. Batch rendering is supported, and a documented Agent API covers automated generation — see the guide at klinepic.com/guides/trade-review-chart-api/ and the data protocol at klinepic.com/docs.
Related guides
- A-share buy/sell marker chart — the dedicated guide for 交割单 rows and A-share review charts.
- Broker statement trade review — the broader statement-import guide across broker formats.
- Multilingual trade review chart — term-by-term mapping of Chinese, Japanese, and Korean wording.
- Broker CSV to K-line chart — the CSV-first path when your broker exports clean files.
- All guides — every exchange, broker, and workflow guide in one index.