TickerScribe

// import

Import Your Trades

Bring your whole history in — no retyping. Major brokers are auto-detected on upload; every other broker and journal imports through the universal CSV mapper. Map your columns once and TickerScribe handles the rest.

Start Your Free Journal

// sources

From wherever you trade

Two paths in, one ledger. The brokers we recognize are zero-setup; everything else is a one-time column map.

Auto-detectedrecognized on upload
Interactive BrokersthinkorswimSchwabFidelityRobinhoodTradeStationtastytradeWebullWealthsimpleTrade RepublicM1AlpacaStonkJournalTradervue formatTickerScribe export+ more

Drop the file as-is — TickerScribe recognizes the layout and maps every column for you.

Any broker or journalvia universal CSV
TraderSyncEdgewonk+ more

Export a CSV from anywhere and map your columns once — TickerScribe auto-suggests the matches, so it takes a minute, not an afternoon.

// universal-mapper

Not auto-detected? Map it once.

Any broker or journal that exports a CSV works. TickerScribe reads your headers and auto-suggests a match for every field — confirm once, and it's remembered next time.

broker-export.csv auto-mapped
CSV columnTickerScribe field
SymbolTicker
Exec TimeDate
QtyContracts
PricePremium / contract
StrikeStrike
ExpExpiration

Your columns, mapped to structured trades — confirmed once, remembered after.

Coming from a journal without import? See the StonkJournal alternative comparison. Importing from Interactive Brokers? Follow the step-by-step IBKR guide.

// how-it-works

Four steps, start to ledger

It used to be one more. The Map step is skipped whenever the mapping is already clean — which for a recognized broker file is every time — with an “adjust column mapping” escape hatch on the preview if you want it back.

  1. 01

    Open the Import Wizard

    From Settings → Import Data, launch the guided Import Wizard — it walks you through the rest, one step at a time. You can create the target account right here if you haven't yet.

  2. 02

    Drop your CSV

    Drag in an export from your broker or journal — up to 5 MB. Options, stocks, and cash transactions can all live in one file, and warnings show their detail on this step rather than the last.

  3. 03

    Preview & dedup

    See exactly what will be created before anything is saved. Duplicates are flagged against what you already hold, and rows that were skipped, unsupported or excluded are itemized rather than counted.

  4. 04

    Commit to your ledger

    Trades post to the double-entry ledger — multi-leg positions grouped, rollover lineage linked, P&L accurate to the penny.

// fidelity-of-the-money

The money that lands matches the file

Most of the work here doesn't photograph well: reading real broker files line by line and fixing whatever didn't reconcile. What it buys you is boring and important.

Spreads stay spreads

Imported multi-leg positions arrive grouped instead of dissolving into loose single legs that then read as unrelated trades. There's a repair path for books that already took the hit.

Covered calls find their shares

A call written against a holding links to that holding on the way in, and you can correct the link if it guessed wrong. Wheel cycles get built from imports the same way they do from manual entry.

Splits and adjusted contracts

When an underlying splits, its contracts rescale. Imports handle that, including the case where a contract stops representing 100 shares.

Transferred-in shares

Stock that arrived by transfer rather than purchase can carry its opening basis, so a transferred position doesn't start life at zero cost.

Import only the tickers you want

A searchable ticker filter on the preview, with counts. Useful for a statement spanning years when you only care about ten names — and it makes an oversized file importable in slices.

Better answers when something is off

Overlap checks against what you already hold run on the server, warnings show their detail on the first step, and rows that were skipped, unsupported or excluded are itemized instead of counted.

Files with no trades, declined

A holdings snapshot or a backtest export holds no executions at all. Those are recognized and rejected with an explanation, instead of being mapped into something wrong.

Broker-by-broker money fidelity

Exact share prices instead of rounded averages, option fees that were being dropped, transfer and wire fees, dividend reversals, and reinvestments that were posting as phantom income.

Safe to re-runDedup

Import again without the mess

Every trade carries a content fingerprint, so importing into an account that already has history never doubles anything up. Identical rows are flagged as duplicates on the preview step and skipped; only genuinely new trades are merged in.

That makes a TickerScribe export a real backup — re-import it anytime for a full, lossless restore of your portfolio, strategies, lots, and roll lineage intact.

Bring your trades home

No credit card required. Import your history and see your real numbers in minutes.

Start Your Free Journal

Frequently Asked Questions

Which brokers and journals can I import from?
A growing set of major brokers is auto-detected — drop the file and TickerScribe recognizes the layout and maps every column for you. Guides are available for: Interactive Brokers, thinkorswim, Schwab, Fidelity, Robinhood, TradeStation, tastytrade, Webull, Alpaca, Wealthsimple, Trade Republic, and M1. Several of them recognize more than one export — IBKR activity statements, TradeStation confirms, Fidelity order history, Schwab positions, tastytrade activity. StonkJournal exports and Tradervue-format CSVs are recognized too. Any other broker or journal works through the universal CSV mapper: TraderSync, Edgewonk, and more. Export a CSV, map your columns once (TickerScribe auto-suggests the matches), and import.
Do I have to enter all my trades manually?
No. If your broker or journal can export a CSV, you can bring your history in. Options and stock trades, plus cash transactions, all import together. Manual entry is always there for one-off trades, but it isn't required to get started.
What if my broker isn't auto-detected?
Everything still works. When a file isn't a recognized layout, TickerScribe opens the universal column mapper and pre-fills its best guess for each field — ticker, date, quantity, price, strike, expiration, and so on. You confirm or adjust the mapping once, and it's remembered for next time.
Will importing create duplicate trades?
No. Every trade carries a content fingerprint. When you import into an account that already has history, content-identical rows are flagged as duplicates on the preview step and skipped, while genuinely new trades are merged in. You can re-import the same file safely.
What file formats are supported?
CSV, up to 5 MB and 50,000 transactions per file. That covers the export format of essentially every broker and trading journal. TickerScribe's own export is also a plain CSV, so it re-imports for a full, lossless restore of your portfolio.
Can I import only some of the tickers in a file?
Yes. The preview step has a searchable ticker filter with counts, so a statement spanning years can come in for just the ten names you care about — and an oversized file becomes importable in slices. Cash movements are unaffected, and re-importing the whole file later converges rather than duplicating.
Do I still have to map columns?
Usually not. The Map step is skipped whenever the mapping is already clean, which for a recognized broker file is every time. If you want it back — or the file is from a source we don't recognize — there's an “adjust column mapping” escape hatch on the preview step.
What happens if my file has no trades in it?
It's recognized and declined with an explanation. A holdings snapshot or a backtest export contains no executions at all, so mapping it into trades would invent them. You get told what the file is and which export to download instead, rather than a wall of row errors.
Can I import into an account that already has trades?
Yes. Overlap with what you already hold is checked on the server before anything is saved, and the preview shows you what it found. Importing two different broker accounts into one journal account is blocked, since that mixes two books that should stay separate.
Can I import options strategies and multi-leg positions?
Yes. Multi-leg detection links related legs into a single position on import, and rollover lineage is preserved — spreads arrive grouped rather than dissolving into loose single legs. Covered calls link to the shares they were written against, correctably. Option splits and adjusted contracts are handled, including when a contract stops representing 100 shares.

// keep exploring

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