Tastytrade
For the detailed guidance on importing from Tastytrade please refer to their help article found under "Export Transaction Data to a Spreadsheet (CSV File)"
Web Platform Usage:
1. Choose the account you want to view by selecting the 'Account Filter'.
2. Enter a symbol in the symbol filter to narrow down to a specific symbol.
3. To organize by transaction type, use the 'Type Filter'.
4. Set a specific date range by adjusting the 'Date Filter', including the start and end dates.
5. Transactions will appear in the 'History' tab, loading approximately 200 lines at a time to maintain smooth operation. Scroll to load additional lines. Note: Unloaded transactions may not be included in the download.
6. After all transactions are displayed, click the 'CSV' icon to download your history. A dialog will prompt you to choose a save location for the CSV file.
Desktop Platform:
1. Navigate to the 'History' tab.
2. In the 'History' tab, select 'Transactions' at the top.
3. Choose the desired account using the 'Account Filter'.
4. To focus on a specific symbol, input it in the symbol filter.
5. Organize transactions by type with the 'Type Filter'.
6. Set your desired date range with the 'Date Filter', specifying start and end dates.
7. Transactions will be shown in the 'History' tab, loading in batches of 200 lines to ensure platform stability. Scroll down to view additional lines.
8. Once all transactions are displayed, click on the 'CSV' icon to export your history. Choose a save location for the CSV file in the appearing file directory.
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