Import & sync

Why it matters

Connect tastytrade directly, or link Robinhood, Charles Schwab, Fidelity, E*TRADE, Interactive Brokers, Webull, Vanguard and more through SnapTrade — Sync pulls full trade history, positions, and cash activity. Prefer files? Native parsers handle tastytrade, Robinhood, Schwab, Webull, Empower, and Trading Vault exports.

• Broker sync: tastytrade direct, plus 20+ US brokerages via SnapTrade
• Native CSV parsers for tastytrade, Robinhood, Schwab, Webull, Empower, and Trading Vault
• Unlisted broker? Convert with AI maps your file from its headers and a few sample rows — never the whole export