Tastytrade
tastytrade.comAutomated import from Tastytrade is not yet available — but you can help us launch it! Export your data following the instructions below and send us the file. We'll use it to add Tastytrade support to the calculator.
Exporting Transactions from Tastytrade
Tastytrade allows exporting transaction history from the web panel. The report includes stocks, options, and other instruments — the calculator focuses on stocks and basic types. Export instructions are available in the official Tastytrade broker documentation.
Log in to your Tastytrade account (tastytrade.com)
In the main menu, select "History"
Go to the "Trade History" or "Account History" tab
Set the date range (entire tax year)
Click "Export" / "Download" and download the CSV file
Export the full history if you are settling with the FIFO method and sold shares purchased earlier. For just the tax year, a range of Jan 1 - Dec 31 is sufficient.
The report may contain options and futures. The calculator primarily supports stocks and ETFs. Options or futures transactions may not be included or may require manual adjustment. Automatic stock split support is under development for Tastytrade.
Common Issues and Solutions
The report contains options and futures
The calculator supports basic stock and ETF transactions. Options and futures are often not mapped automatically - if needed, filter them in a spreadsheet or consult a tax advisor.
No export in the mobile app
History export is available in the web version. Log in via browser at tastytrade.com.
Help us add Tastytrade support!
Export your data from Tastytrade using the instructions above and send us a sample file. We'll use it to build automated import — it usually takes just a few business days.
Last updated: 1/8/2026