Options attribution

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Which brokerage is this CSV from?

Export from Robinhood:
Robinhood web → Profile → Account → Reports and Statements → Activity → Download CSV (web only, about 1 year of history)

Export from Fidelity:
Fidelity → Accounts & Trade → Activity → History → Download (Accounts_History CSV)

Export from Charles Schwab:
Schwab.com → Accounts → Transaction History → choose your account & date range → Search → Export → CSV (the transaction-history CSV, not a positions export)

Wealthsimple CSV import is coming soon.
For now, connect your Wealthsimple account instead — your trades sync automatically, no CSV needed. Connect Wealthsimple →

We’ll detect it for you.
Drop a Robinhood, Fidelity or Schwab activity export below and we’ll recognize which broker it came from.

Drop your CSV here, or tap to browse

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Your file is only used to build your dashboard. Nothing is saved unless you choose to save it.

No file handy? Try a sample: Robinhood sample · Fidelity sample

Reading your trades…

Parsing fills and classifying strategies

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Make sure you downloaded the activity CSV from your broker:

Robinhood: Profile → Account → Reports and Statements → Activity → Download CSV
Fidelity: Accounts & Trade → Activity → History → Download (Accounts_History CSV)
Charles Schwab: Accounts → Transaction History → Export → CSV

Or try a sample: Robinhood sample · Fidelity sample

Wealthsimple CSV import is coming soon

For now, connect your Wealthsimple account instead — your trades sync automatically, no CSV needed.

Connect Wealthsimple →

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