Import TD Ameritrade / Schwab Trades into Tradapt

thinkorswim is the industry-leading platform for active traders. Here's exactly how to get your trade history into Tradapt from the desktop or web platform.

StocksOptionsFuturesForex

Step-by-step: export from thinkorswim

  1. 1Open the thinkorswim desktop platform
  2. 2Click the 'Monitor' tab at the top
  3. 3Select 'Account Statement' in the left sidebar
  4. 4Set your date range using the date pickers
  5. 5Click the Export button (downward arrow icon) in the Trade History section
  6. 6Choose CSV format and save the file
  7. 7For Schwab web: Accounts → History → Select date range → Export to CSV

What gets imported

Symbol
Trade Date
Spread
Side
Qty
Price
P/L Day
P/L Open

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Frequently asked questions

How do I export trades from thinkorswim?

In thinkorswim desktop, go to Monitor → Account Statement, set your date range, and click the Export (downward arrow) button in the Trade History section to download a CSV.

Does Tradapt support thinkorswim CSV format?

Yes. Tradapt's importer recognises the thinkorswim Account Statement CSV format and maps columns automatically.

How do I import options trades from thinkorswim?

Export your account statement from thinkorswim as CSV (including the options activity) and upload it to Tradapt. Options trades including spreads will be imported correctly.