Tastyworks (TastyTrade) allows you to export your transaction history from the desktop application. Make sure to use the desktop app, not the web browser version.
Exporting from the Desktop App
- Open the Tastyworks (TastyTrade) desktop application.
- Click on the History tab (clock icon).
- Click on the Transactions button located on the left side of the screen.
- Ensure the year-to-date button is not selected.
- Select the desired time period using the date filter.
- On the right side of the screen, click the CSV button.
- Save the downloaded CSV file to your desktop.
Importing to Trandence
- Open Trandence and navigate to the Trades page.
- Click the Import Trades button in the top right corner and select Upload CSV.
- Choose Tastyworks and match your CSV’s timezone.
- Upload your saved file.
- Important: On the Review screen, use the Batch Tags field to assign a custom tag (e.g., “Tasty Options”). This is crucial if you track multiple brokerage accounts within Trandence.
- Click Import & Review Summary to finish.
📎 Download a sample Tastyworks CSV file to see the expected format.
Need Help?
If your file fails to upload, or if the broker has recently updated their export format, please reach out to us at [email protected]. We’ll help you get your data synced smoothly!