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TD Ameritrade CSV Import Guide

Learn how to import your TD Ameritrade trading data via CSV into Pocket Portfolio for seamless portfolio tracking.

Sovereign import — parse your TD Ameritrade CSV in the Terminal.
On-device parsing. No uploads. Keep your ledger local.

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About TD Ameritrade

Full-service online broker now part of Charles Schwab

Required CSV Columns

Your TD Ameritrade CSV export must include these columns:

  • Date
  • Symbol
  • Action
  • Quantity
  • Price
  • Amount

Sample CSV Format

Date,Symbol,Action,Quantity,Price,Amount
2024-01-01,AAPL,BUY,10,150.00,1500.00

Step-by-Step Import Guide

Step 1: Export Your Data

Log into your TD Ameritrade account and navigate to the export or account statement section. Download your trading history or account statement as a CSV file.

Step 2: Verify Required Columns

Ensure your CSV contains the required columns listed above. If any columns are missing or named differently, you may need to rename them or export a different report from TD Ameritrade.

Step 3: Sign In to Pocket Portfolio

Sign in to Pocket Portfolio using your Google account to access the CSV import feature. No registration required - just click "Sign in with Google".

Step 4: Upload Your CSV

Navigate to the dashboard and use the "Import CSV" feature to upload your exported data. Pocket Portfolio will automatically detect the TD Ameritrade format and map the columns.

Step 5: Verify Import

Review your imported trades and positions to ensure everything looks correct. You can edit or delete individual trades if needed.

Tips & Troubleshooting

  • Export transaction history from TD Ameritrade
  • Account statements include all trade details
  • Verify commission and fee columns

Ready to Import Your TD Ameritrade Data?

Sign in to Pocket Portfolio and import your TD Ameritrade trading data in minutes.

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