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.

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CSV in · ledger-accurate · 100% free

// 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 BrokersthinkorswimTickerScribe export+ more

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

Any broker or journalvia universal CSV
RobinhoodSchwabFidelityTastytradeStonkJournalTraderSyncEdgewonk+ 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.

// how-it-works

Five steps, start to ledger

  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.

  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.

  3. 03

    Auto-detect or map

    Recognized brokers are mapped the instant you upload. Anything else opens the column mapper with every field pre-filled to its best guess.

  4. 04

    Preview & dedup

    See exactly what will be created before anything is saved. Content-identical rows are flagged as duplicates; only new trades come through.

  5. 05

    Commit to your ledger

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

Safe to re-run

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.

Import wizard recognizing a TickerScribe export and flagging duplicate rows before restoring

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. Any other broker or journal works through the universal CSV mapper: Robinhood, Schwab, Fidelity, Tastytrade, StonkJournal, 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 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 options strategies and multi-leg positions?
Yes. Multi-leg detection links related legs into a single position on import, and rollover lineage is preserved. Strikes, expirations, premiums, and per-leg outcomes all come across so your P&L stays ledger-accurate.

Explore More Features

Options Journal

30+ strategies, rollovers, Greeks & IV, and per-leg P&L.

Stock Journal

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P&L Calendar

Shareable daily P&L heatmap with drill-down.

Performance Dashboard

KPIs, cumulative P&L chart, and portfolio overview.

Multi-Account Support

Up to three independent portfolios, each with its own currency.