Trandence

TD Direct Investment permette you to export your historical orders from il Advanced Dashboard web interface.

Esportare da TD Advanced Dashboard

  1. Log in to il TD Advanced Dashboard.
  2. Fai clic su on Historical Orders in il navigation.
  3. Scegli Custom Date Range. Imposta il initial date as far back as il system permette, e il end date to today.
  4. Seleziona YES under Order Detail to include full execution information.
  5. Fai clic su on il gear icon next to Account Detail e select Export List as CSV.
  6. Salva il downloaded file to your computer.

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 TD Direct 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 TD Direct Main or TD Direct CAD.
  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 Ticker, Action, Qty, Avg Fill Price, Order Date, e Comm. Scegli il timezone that matches il TD Advanced Dashboard export.

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 TD Direct 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!