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Tastyworks - Import
To export, please login to TastyWorks. Click on Activity on the left hand side. Click on History and then click on CSV. This will download a file for you to be able to import into TPM. Navigate back to TPM Click on Trades --> Import. Click on ...
Import Trades
To import trades go to Accounts --> Import Select the Account you wish to import Select your Broker The directions will be on the right hand side to download from your broker. Once you have downloaded the file from you broker Click on Browse and ...
Import from Think or Swim (TOS) Paper Trading
Open and Login into Think or Swim. Go to the Account Page and then click on the hamburger menu on the top right. Click on Export to File and Save it to your Desktop. Once you save that file, go ...
Schwab Import
To download your transaction from Schwab. Go to https://www.schwab.com and login to your account. Click on History and the Transaction tab will show by default. Select the time frame that you wish to download. Click on Export.
Importing - Duplicate Trades
While importing each transaction will be assigned a unique identifier based on the transaction information. We do this so you cannot accidentally import your data more than once.