E*Trade (Power E*Trade) allows you to export your filled orders directly from the web platform. For the best results, use the Power E*Trade interface.
Exporting from Power E*Trade
- Log in to your E*Trade account on their website.
- Hover over Trading in the top navigation panel and click Power E*Trade from the dropdown menu.
- Navigate to the Account tab and click on Orders.
- Select your desired date range.
- Click the Download button located on the right side of the window to save the file to your computer.
Note: Older trades exported from E*Trade PRO may not include execution times.
Importare in Trandence
- Apri Trandence e vai alla pagina Operazioni.
- Clicca su Importa Operazioni in alto a destra e seleziona Carica CSV.
- Choose E*Trade and match your CSV’s timezone.
- Carica il file salvato.
- Important: On the Review screen, use the Batch Tags field to assign a custom tag (e.g., “E*Trade IRA”). This is crucial if you track multiple brokerage accounts within Trandence.
- Clicca su Importa e Rivedi Riepilogo per terminare.
📎 Download a sample E*Trade CSV file to see the expected format.
Hai Bisogno di Aiuto?
Se il tuo file non si carica, o se il broker ha aggiornato il formato di esportazione, contattaci a help@trandence.com. Ti aiuteremo a sincronizzare i tuoi dati!