Export a Transactions CSV from the Tastytrade desktop app, then upload it in Rize Trade under Add Trades > File upload with the broker set to Tastytrade.
For the full import flow across brokers, see How to import your trades.
Export from Tastytrade
Use the Tastytrade desktop app (not the web version) so the CSV includes the headers Rize Trade needs.
- Open the Tastytrade desktop application.
- Open the History tab (clock icon).
- Click Transactions on the left.
- Make sure Year to Date is not selected.
- Set the time period with the date filter for the trades you want.
- Click the CSV button on the right to download the file.
- Upload that CSV in Rize Trade using the steps below.
Warning: Do not rename or delete columns before uploading. If the upload fails, re-export from the Tastytrade desktop app and keep the original header names.
Columns Rize Trade expects
Your file needs a header row. These six column names must match exactly, or the import is rejected.
| Column | Required? | Notes |
| --- | --- | --- |
| Date | Required | Trade date and time. When the value carries its own timezone offset (for example YYYY-MM-DDTHH:MM:SS with an offset), Rize Trade uses that offset. Rows with a date it cannot read are skipped. |
| Type | Required | Only Trade rows become normal fills. Receive Deliver rows are handled only for equity options (see below). Other types are skipped. |
| Action | Required | Used for side and open/close on normal trades. Values that start with BUY are buys and values that start with SELL are sells. Other values are skipped. Values that include _TO_OPEN or _TO_CLOSE set position effect to open or close. |
| Symbol | Required | Ticker or option symbol for the fill. |
| Quantity | Required | Size of the fill. Non-numeric quantity is skipped. For normal trades, the absolute value is used. |
| Average Price | Required | Used for the fill price when Description has no price. For stocks it is the price as written. For options and futures it is divided by Multiplier, and the row is skipped if there is no multiplier. Non-numeric price is skipped; the absolute value is used. |
| Description | Optional | When it ends with @ and a price (for example Bought 1 /MESM4 @ 5,237.25), that price is used as the fill price. |
| Multiplier | Optional | Turns Average Price into a per-unit price for options and futures. |
| Commissions | Optional | Commission on the fill. Treated as 0 when missing. |
| Fees | Optional | Fees on the fill. Treated as 0 when missing. |
| Instrument Type | Optional | Sets asset type: Equity Option is option, Future is future, Equity is stock. A blank value on a plain ticker is stock. Other types, such as futures options, crypto and bonds, are skipped. Also required on Receive Deliver rows that should import as options. |
| Root Symbol | Optional | Futures root when present; otherwise the root is taken from Symbol. |
| Underlying Symbol | Optional | Option underlying when present. |
| Expiration Date | Optional | Option expiration when present. |
| Strike Price | Optional | Option strike when present. |
| Call or Put | Optional | Option right when present. |
How trade rows are read
Normal fills come from rows where Type is Trade and Action starts with buy or sell.
- Side: buy if Action starts with
BUY; sell if it starts withSELL. - Open/close:
_TO_OPENsets open;_TO_CLOSEsets close (when those markers appear in Action). - Asset type: follows Instrument Type (option, future, or stock).
Receive Deliver rows import only when Instrument Type is Equity Option:
- Side: taken from Action when it starts with buy or sell. Otherwise, negative quantity is a buy and positive quantity is a sell.
- Price, commission, fees: set to
0. - Option details: read from Underlying Symbol, Expiration Date, Strike Price, and Call or Put when present; otherwise from the OCC-style Symbol.
Rows missing Date, Type, Symbol, or Quantity, or with an unreadable date, quantity, or price, are skipped without failing the whole file.
Upload in Rize Trade
Import the CSV from Add Trades with Tastytrade selected. For the general upload flow, see How to import your trades. Tastytrade-specific settings:
- Set broker to Tastytrade.
- Set Time zone to match the timestamps in your export. Required. Tastytrade has no separate date format control. Timestamps are read from the Date column as written in the file.
- Accepted types: CSV or TXT. Max 50 MB, up to 200,000 rows.
After upload, open Settings > Import History to confirm status, trade count, and duplicates.
Tip: If dates look shifted after a successful import, fix the time zone and re-upload. See Why are my entries and exits on the wrong dates?.
Why your import might be rejected
Tastytrade-specific rejections are below. For generic errors (file too large, wrong file type, empty file, missing account or time zone), see Fix any import problem.
Invalid Tastytrade file: Missing required columns
Message: Invalid Tastytrade file: Missing required columns.
Cause: The header row is missing one or more of Date, Type, Action, Symbol, Quantity, or Average Price, or those names were changed.
Fix: Export again from Tastytrade desktop History > Transactions as CSV. Keep the original column names. Do not rename headers in a spreadsheet.
No valid trades found in the file
Message: No valid trades found in the file.
Cause: Headers are present, but no rows could be turned into trades. Common reasons: no Trade rows, Receive Deliver rows that are not equity options, an Action that does not start with buy or sell, or every data row skipped for bad date, quantity, or price.
Fix: Re-export with Year to Date turned off, pick a date range that includes filled trades, and upload the new CSV without filtering out Trade rows.
No importable trades found
Message: No importable trades found. This file only holds futures options or other instruments that cannot be imported yet.
Cause: Every trade row in the file has an Instrument Type Rize Trade cannot import yet, such as a futures option.
Fix: Only stock, equity option and futures rows import from Tastytrade. Futures options and other instrument types cannot be imported yet.
Failed to read Tastytrade file
Message: starts with Failed to parse Tastytrade file: followed by more detail.
Cause: The file could not be read as a Tastytrade transactions export.
Fix: Export a clean CSV from the desktop app again. Avoid saving as Excel or editing the structure before upload.