Tastyworks Trading Journal

Integrate your Tastyworks account with Trademetria in 3 easy steps

Open a free account

No credit card required. Fully test your integration/upload process.

Sync or upload your trades

Many brokers allow auto sync, but you can still import a file from your broker.

Track your trades

Track, analyze, optimize your trading performance.

Your own Tastyworks dashboard

Mac
Affiliates Dashboard

How to import your Tastyworks trades


  • Open your Tastyworks desktop application.
  • Click on the History tab.
  • Click the transactions button.
  • Select the time period you wish to export and save to csv by pushing the CSV button on the right side.
  • Use the file to import to our system. Must be your transactions report. Don't use the activity or positions report.

By using the option above, we automatically take care of expired options. You'll still have to process assignments and exercises using our assignment tool as tastyworks file doesn't disclose the equity trade received.

Don't upload the positions report. It's not the right file.

Don't upload the year to date report. It's not the right file.

Trading Journal Benefits



More features
View your past performance anytime

The ultimate trade tracker. Track your trades by: Date (e.g. all trades from 2018-2019). Instruments (e.g. all trades on AAPL, ESZ16, EURUSD). Strategies (e.g. all breakout trades, verticals, condors). Swing trade, day trade, instrument rankings over time and more.

Portfolio Tracker & Watchlists
Trading journal features for the most diligent trader

Beautiful layout and usability to monitor your progress including: Individual trade and daily journal entries. Image attachments and full WYSIWYG HTML editor. Search, filter and share your entries. Auto fills your entries with vital trading statistics.

Easy imports
Reduce your research time

Best in class, fully featured customizable charts. Automatically displays your buy and sell entry points on daily, 1 minute and 5 minute charts. Charts work with more than 2500 US equities, most foreign equities, FX and most futures contracts.

Account customization
Know your risks before, during and after you place a trade

Proven risk management metrics to help you trade better. Set your stops and targets and track how close you are from them. Auto plots your stops and targets on a chart. View your risk in terms of Dr. Van Tharp's R-multiples.

Fundamental Research
Run simulations on your trades

Arm yourself with statistical evidence of what's really working. Run simulations on your past trades to discover areas of improvement. Find the best set of trading conditions to trade. Save simulations for further exploration.

Multi Markets
Multi Markets

Trading journal suitable for stocks, futures, options, forex and other markets. Visit our help page for a full list of supported instruments.

Don't miss out on what thousands of traders worldwide are using to improve their trading performance.

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