Import Merrill Edge
Trades to QSREX

Merrill Lynch's consumer brokerage with equity and ETF trading capabilities — import your Merrill Edge trade history into QSREX for comprehensive performance analytics and discipline scoring.

📄 CSV + AI Import
Step-by-Step Guide

How to Import Merrill Edge Trades

Get your Merrill Edge trade history into QSREX in three simple steps.

01
💾
Export from Merrill Edge

In Merrill Edge, go to Accounts → Activity & Transactions, filter by date range, and download as CSV.

02
📥
Upload to QSREX Journal

In QSREX Journal App, go to Import → Select Platform, choose Merrill Edge, and drop your CSV file.

03
🤖
AI maps your columns automatically

QSREX's AI parser auto-detects the Merrill Edge export format and maps all equity and ETF trade fields without manual configuration.

Analytics Engine

What You Get After Import

Every Merrill Edge trade is analysed instantly — from raw executions to actionable performance insights and discipline scoring.

📈
D-Score Analytics

QSREX's D-Score rates your trading discipline 0–100, analysing your Merrill Edge history for consistency and risk management.

💹
P&L Breakdown

Visual P&L calendar, equity curve, and daily/weekly/monthly breakdowns — all auto-populated from your Merrill Edge trade history.

🎯
Win Rate & Portfolio Insights

Track win rate, profit factor, and holding periods across all Merrill Edge positions. Filter by equity, ETF, and options trades.

Free To Start

Start Analysing Your Merrill Edge Trades

No credit card required. Import your Merrill Edge history and get your first D-Score in minutes.