Import Trades
Upload CSV or XLSX exports from Charles Schwab, thinkorswim, Interactive Brokers, tastytrade, Webull, or any generic format. Brokerage is auto-detected from the column headers; duplicate rows are skipped.
Import history
Schwab 683 (2026).csv
schwab · 5201 rows ·
Schwab 683 (2025).csv
schwab · 4227 rows ·
Schwab 683 (2024).csv
schwab · 915 rows ·
Schwab 683 (2023).csv
schwab · 2960 rows ·
Schwab 683 (2022).csv
schwab · 1089 rows ·
Schwab 683 (2021).csv
schwab · 312 rows ·
TDAmeritrade generic import.xlsx
generic · 1828 rows ·
Schwab 462.xlsx
generic · 83 rows ·
Fidelity_generic_import_formatted.xlsx
generic · 770 rows ·
Merrill_generic_import_formatted.xlsx
generic · 75 rows ·
Robinhood_generic_import_formatted.xlsx
generic · 230 rows ·
Individual_XXX780_Transactions_20240527-204311.csv
generic · 1857 rows ·
tastytrade_transactions_history_x5WW92405_200101_to_260503.csv
tastytrade · 3161 rows ·