E
Import E*Trade Trades
Retail broker (Morgan Stanley)
File format
CSV
Supported asset types
StocksOptions
How to export from E*Trade
- 1Log into E*Trade
- 2Go to Accounts → Orders
- 3Export the Orders report as CSV
- 4Upload the CSV here
Try it with our demo file
Download this real E*Trade export and upload it to SureInsight to see the importer work before exporting your own history.
Download E-TradeOrders_CorrectFile.csvHow SureInsight handles this format
- •Option contract details (expiry, strike, call/put) are extracted from the Description column.
- •Explicit "to Open" / "to Close" markers make pairing deterministic.
Ready to import?
Sign in to SureInsight, create a E*Trade account, and drop your file in.
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