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

1. Log in to your E*Trade account on their website.
2. Hover over Trading in the top navigation panel and click Power E*Trade from the dropdown menu.
3. Navigate to the Account tab and click on Orders.
4. Select your desired date range.
5. 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.

Import To Trandence

1. Open Trandence and go to the Trades page.
2. Click Import Trades and select Upload CSV/TXT.
3. Choose E*Trade as the broker.
4. Set CSV Timezone to the timezone used by the broker export. For most US equities workflows, this is America/New_York.
5. Optionally apply an import preset if you use saved defaults for this account.
6. Select or drop the exported CSV file.
7. Review the parsed trades before saving. Confirm symbols, side, open/close times, quantity, prices, commissions, and the session date range.
8. Use Batch Tags to label the import, for example ETrade Main or ETrade Swing.
9. Click Import & Review Summary to save the import and open the post-import summary.

For the full import workflow, including presets, preview validation, multi-session progress, and conflict review, see Importing Trades.

What Trandence Reads

Trandence reads filled order rows with Symbol, Description, Fill, Time, and related execution fields. The side is inferred from the order description, and the selected CSV Timezone is applied to the timestamp.

Trandence keeps supported US equity symbols, including common share-class formats such as BRK.A and BRK.B, and organizes the imported executions into completed trades for review.

Conflict Handling

If imported rows overlap with trades already in Trandence, use Review Conflicts to compare them before saving. The safest default is Keep Existing, which preserves the trade already in your account.

If you need to replace existing data, delete or correct the existing trades first, then import the file again intentionally. You can review completed imports from Import History.

Sample file: Download a sample E*Trade CSV file to see the expected format.

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Need Help?

If your file cannot be uploaded, or if the broker has recently changed its export format, contact us at [email protected]. We will help you get the data imported smoothly.