ThinkorSwim (Cash Balance) Trading Journal

Integrate your ThinkorSwim (Cash Balance) 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

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Your own ThinkorSwim (Cash Balance) dashboard

How to import your ThinkorSwim (Cash Balance) trades

Watch this video to learn how to generate the correct file to import.

Options traders: Use this option ONLY if you trade simple (single) options strategies else use the 'ThinkorSwim (Trade History)' import option.

How to generate the export:

  • Open the ThinkorSwim trading platform
  • Click on the "Monitor" Tab
  • Click on "Account Statement" (on the line below Account Statement there is a date range. The default is "1 day back from today" but you can click on it and filter the date range)
  • You can see the results of the filter in the "Trade History" dropdown
  • To export, click on the three lines button in the upper right hand corner and choose "export to file."
  • Save and upload the file to our site. The correct file generated ends with AccountStatement.csv

If you have more than one account, choose the account first, otherwise it won't let you export all accounts combined.

The very first line of your file must start with:

Account Statement for ******** () since 1/10/19 through 1/16/19

If you don't use the thinkorswim platform, choose the "TD Ameritrade" import option.

If you need to edit your file, use notepad as any other program like excel will reformat the file.

Be sure the "Cash Balance" portion of the file generated has trades in it. If it doesn't, you must use the "Thinkorswim (Trade History)" import option.

FX Traders: Use import option "Thinkorswim (FX Report)".

This option will not handle options rolls.

Our Trading Journal Features & Benefits

Portfolio tracker & watchlists

Fed up with juggling logins across multiple brokers to track your portfolio? Our system streamlines everything, consolidating your portfolio on one screen. Plus, keep tabs on your favorite assets through watchlists.

Trading journal

Say goodbye to those cumbersome trading spreadsheet. Embrace our fully searchable WYSIWYG HTML editor, which allows you to effortlessly record your trading events, complete with unlimited storage for trading-related images.

Easy imports and syncs

Multiple import options available (manual entries, csv template, broker files and auto imports via api). We work with 140+ platforms and brokers from all corners of the world.

Account customization

Set account goals, add your own commissions, custom fees, adjustments and have full control of your trading business per account or altogether.

Fundamental Research

Research financial information, earning dates, charts and company profile from 20+ world exchanges. Powered by Trading View.

Multi Markets

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

Share your trades

Share your trades and metrics with your mentor or community and bring extra accountability to your business.

Track deposits, withdrawals and more

Track your broker fees, dividends, deposits, withdrawals, platform fees, you name it. Trademetria is also an accounting system, but made for traders and investors.

Build your own system

Powerful REST API to create custom applications or seamlessly showcase your statistics on your website or application.

Mass Editing Tools

Delete, add, edit trades in batch. Type data just like an excel spreadsheet.

Merge options spreads

Monitor outcomes for individual legs and spreads. Generate spread-specific reports to uncover your best performing options strategies.

Robust Settings

Choose among dark, white or build your own theme. Customize journal templates, default language, report formats, language, filter settings and more.

An array of trading metrics

Profit factor, expectancy, holding times, win rate, daily win rate, long/short ratios, averages, projections, totals and many more.

Entry and exit points on a chart

See a chart with your entry and exit points of single or multiple trades for the day or a particular asset. Great for scalpers or swing traders.

Image journal

Don't like to type? Upload your trading related images and have your own searchable image database.

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