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Import Trades

  • thinkorswim Trades CSV Instructions
  • Doesn't Accept Trade History
  • E*Trade Trades CSV Instructions
  • Interactive Brokers Trades CSV Instructions
  • Manually Importing a Transaction
  • Charles Schwab (web only) Trades CSV Instructions
  • thinkorswim: Can't Filter by Underlying
  • thinkorswim: Formatting Account Statement Columns
  • Importing cryptocurrency positions
  • thinkorswim: Missing Data in Transaction CSV
  • tastyworks Trades CSV Instructions
  • Fidelity Trades CSV Instructions
  • Rolling back imported transactions

Categories

  • Accounts
  • Getting Started
  • Add Brokerage Account
  • Analysis
  • Closed Positions
  • Glossary
  • Import Trades
  • Open Positions
  • Settings
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