Tastyworks (TastyTrade) allows you to export your transaction history from the desktop application. Make sure to use the desktop app, not the web browser version.
Exporting from the Desktop App
- Open the Tastyworks (TastyTrade) desktop application.
- Click on the History tab (clock icon).
- Click on the Transactions button located on the left side of the screen.
- Ensure the year-to-date button is not selected.
- Select the desired time period using the date filter.
- On the right side of the screen, click the CSV button.
- Save the downloaded CSV file to your desktop.
Importar en Trandence
- Abre Trandence y ve a la página de Operaciones.
- Haz clic en Importar Operaciones en la esquina superior derecha y selecciona Subir CSV.
- Choose Tastyworks and match your CSV’s timezone.
- Sube tu archivo guardado.
- Important: On the Review screen, use the Batch Tags field to assign a custom tag (e.g., “Tasty Options”). This is crucial if you track multiple brokerage accounts within Trandence.
- Haz clic en Importar y Revisar Resumen para finalizar.
📎 Download a sample Tastyworks CSV file to see the expected format.
¿Necesitas Ayuda?
Si tu archivo no se carga, o si el bróker ha actualizado recientemente su formato de exportación, contáctanos en help@trandence.com. ¡Te ayudaremos a sincronizar tus datos sin problemas!