Most brokers let you download your trade history as a CSV file, which you can import into a trading journal. Here’s where to look in the most popular brokers. Menu names change from time to time, so if something has moved, search your broker’s help center for “export” or “download history.”
tastytrade
In the tastytrade platform, open your History and choose Transactions, or the activity view, set the date range, and look for the option to download or export as CSV.
Schwab
On schwab.com, go to Accounts → History, choose Transactions, set the date range, and click Export.
thinkorswim
In thinkorswim, open the Monitor tab and choose Account Statement. Set the date range, then use the menu in the top right to Export to File as CSV. The file includes an Account Trade History section with every fill.
Robinhood
In Robinhood, open your account menu, go to Reports and statements, and generate an account activity report as CSV. It can take a little while to be ready.
Webull
In the Webull desktop app, open Orders → Order History, choose the Options tab, and export to CSV.
Tips for a clean import
- Pick a date range that covers both the opening and closing of your trades, so each trade is complete.
- Re-exporting the same dates later is fine if your journal skips duplicates.
- Some exports leave out fees. If yours does, your P&L will be shown before fees.
- Don’t edit the file before importing. Changing columns can stop it from being recognized.
Put your trades on the record
Import your broker CSV and see every multi-leg trade grouped, your patterns, and your key findings. Free during early access.
Start freeThis guide is for education only and isn’t investment advice. Options involve significant risk and aren’t suitable for every investor. Examples are hypothetical.