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

1. Open the Tastyworks (TastyTrade) desktop application.
2. Click on the History tab (clock icon).
3. Click on the Transactions button located on the left side of the screen.
4. Ensure the year-to-date button is not selected.
5. Select the desired time period using the date filter.
6. On the right side of the screen, click the CSV button.
7. Save the downloaded CSV file to your desktop.

Importare in Trandence

1. Apri Trandence e vai alla pagina Operazioni.
2. Clicca su Importa Operazioni in alto a destra e seleziona Carica CSV.
3. Choose Tastyworks and match your CSV’s timezone.
4. Carica il file salvato.
5. 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.
6. Clicca su Importa e Rivedi Riepilogo per terminare.

📎 Download a sample Tastyworks CSV file to see the expected format.

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Hai Bisogno di Aiuto?

Se il tuo file non si carica, o se il broker ha aggiornato il formato di esportazione, contattaci a [email protected]. Ti aiuteremo a sincronizzare i tuoi dati!