ThinkOrSwim import guide

Import ThinkOrSwim trades into your journal

ThinkOrSwim exports an Account Statement CSV that includes your trade history. Import it into TradeJournal.dev for FIFO positions and full analytics.

  1. 1

    Open the Account Statement

    In ThinkOrSwim, go to the Monitor tab → Account Statement.

  2. 2

    Export to file

    Set the date range, then use the export/save option to download the statement CSV.

  3. 3

    Upload to TradeJournal.dev

    Sign in (free), go to Import, and upload. The importer extracts the trade rows and matches positions FIFO.

TOS is now part of Schwab; the Account Statement export still works as the trade-history source. As of 2026.