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Import Thinkorswim Trades
Charles Schwab's active trader platform
File format
CSV
Supported asset types
StocksOptionsFutures
How to export from Thinkorswim
- 1Open Thinkorswim and go to Monitor → Account Statement
- 2Set the date range you want to export
- 3Click the menu icon and choose "Export to File"
- 4Save the CSV file
- 5Upload the Account Statement CSV here
Try it with our demo file
Download this real Thinkorswim export and upload it to SureInsight to see the importer work before exporting your own history.
Download ThinkorSwim_CorrectFile.csvHow SureInsight handles this format
- •Only rows with TYPE = "TRD" are treated as trades.
- •Buy/Sell, quantity, symbol and price are parsed from the Description field.
- •Options contracts are paired per strike/expiry/side.
Ready to import?
Sign in to SureInsight, create a Thinkorswim account, and drop your file in.
Open SureInsight →