Thinkorswim (by Charles Schwab/TD Ameritrade) allows you to easily extract your trading history directly from the desktop platform via the Account Statement tab.
Exporting via the Desktop App
- Launch the Thinkorswim desktop application and log in.
- Click on the Monitor tab located in the main top navigation.
- Select the Account Statement sub-tab.
- Adjust the Date Range to cover the trading period you want to import (up to 370 days).
- Scroll down to locate the Trade History (or Account History) section.
- Click the menu/gear icon in the top right corner of the Trade History panel.
- Select Export to file… from the dropdown menu.
- Save the document securely on your computer, making sure it is saved with a .csv extension.
Importare in Trandence
- Apri Trandence e vai alla pagina Operazioni.
- Clicca su Importa Operazioni in alto a destra e seleziona Carica CSV.
- Choose Thinkorswim 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., “TOS Options”). This is crucial if you track multiple brokerage accounts within Trandence.
- Clicca su Importa e Rivedi Riepilogo per terminare.
📎 Download a sample Thinkorswim 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!