Trandence

E*Trade (Power E*Trade) permette you to export your filled orders directly from il web platform. For il best results, use il Power E*Trade interface.

Esportare da Power E*Trade

  1. Log in to your E*Trade account on their website.
  2. Hover over Trading in il top navigation panel e click Power E*Trade from il dropdown menu.
  3. Navigate to il Account tab e click on Orders.
  4. Seleziona your desired date range.
  5. Fai clic su il Download pulsante located on il right side of il window to save il file to your computer.

Note: Older trades exported from E*Trade PRO may not include execution times.

Import in Trandence

  1. Apri Trandence e vai a il Trades pagina.
  2. Fai clic su Import Trades e select Upload CSV/TXT.
  3. Scegli E*Trade as il broker.
  4. Imposta CSV Timezone to il timezone used by il 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. Seleziona or drop il exported CSV file.
  7. Rivedi il parsed trades prima saving. Confirm symbols, side, open/close times, quantity, prices, commissions, e il sessione date range.
  8. Usa Batch Tags to label il import, for example ETrade Main or ETrade Swing.
  9. Fai clic su Import & Review Summary to save il import e open il post-import riepilogo.

For il full import workflow, including presets, preview validation, multi-sessione progress, e conflict review, see Importing Trades.

Cosa legge Trandence

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

Trandence conserva i simboli azionari USA supportati, inclusi formati di classe come BRK.A e BRK.B, e organizza le esecuzioni importate in trade completati per la revisione.

Gestione conflitti

Se le righe importate si sovrappongono a trade gia presenti in Trandence, usa Review Conflicts per controllarle prima del salvataggio. L azione piu sicura e Keep Existing, che conserva il trade esistente.

Se devi sostituire dati esistenti, elimina o correggi prima i trade attuali e poi importa di nuovo il file. Puoi controllare gli import completati in Import History.

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

Serve aiuto?

Se your file fails to upload, or if il broker has recently updated their export format, please reach out to us at [email protected]. We’ll help you get your dati synced smoothly!