Thinkorswim (by Charles Schwab/TD Ameritrade) allows you to easily extract your trading history directly from the desktop platform via the Account Statement tab.
Exporting via the Desktop App
- Launch the Thinkorswim desktop application and log in.
- Click on the Monitor tab located in the main top navigation.
- Select the Account Statement sub-tab.
- Adjust the Date Range to cover the trading period you want to import (up to 370 days).
- Scroll down to locate the Trade History (or Account History) section.
- Click the menu/gear icon in the top right corner of the Trade History panel.
- Select Export to file… from the dropdown menu.
- Save the document securely on your computer, making sure it is saved with a .csv extension.
Importar en Trandence
- Abre Trandence y ve a la página de Operaciones.
- Haz clic en Importar Operaciones en la esquina superior derecha y selecciona Subir CSV.
- Choose Thinkorswim and match your CSV’s timezone.
- Sube tu archivo guardado.
- Important: On the Review screen, use the Batch Tags field to assign a custom tag (e.g., “TOS Options”). This is crucial if you track multiple brokerage accounts within Trandence.
- Haz clic en Importar y Revisar Resumen para finalizar.
📎 Download a sample Thinkorswim CSV file to see the expected format.
¿Necesitas Ayuda?
Si tu archivo no se carga, o si el bróker ha actualizado recientemente su formato de exportación, contáctanos en [email protected]. ¡Te ayudaremos a sincronizar tus datos sin problemas!