Read on your device
Your browser opens the file and finds the header row, the broker and the date format. Nothing is uploaded: the file is read by this page's own code.
Free tool · Runs in your browser
Check your broker export before you import it
Drop the CSV or Excel file from your broker, or the YieldCove spreadsheet. See which option trades YieldCove recognises, what it skips and why, and what a new account would import.
Your file stays on this device. Your browser reads it; nothing from it is uploaded, stored or sent.
Drop your file here
or
CSV, TSV or Excel · up to 5 MB · first 1,000 rows checked
Price
$0
No account needed
Broker formats
8
Plus the YieldCove spreadsheet
Sent to a server
Nothing
The check runs on your device
Rows checked
1,000
The importer's own limit
01
What YieldCove would import
The importer's rules, run on your device against an empty account.
Your result appears here
- The broker or file format, the header row and the date order
- Option trades by type: puts and calls sold or bought, buybacks, assignments and expirations
- Rows skipped (stock trades, dividends, cancelled orders) or rejected, each with its reason
- Warnings: dates, currencies, unusual symbols and positions left open past their expiration
02
How the check works
Three steps, all on your device.
The importer's own rules
Each row goes through the same code as YieldCove's importer: option contracts are read, closing trades are matched to their openings, and every position is validated.
You decide what to import
The check shows what a new account would get. To import for real, create a free account and choose the same file in Positions → Import, where you review every row before anything is saved.
03
Files it understands
Where to find the export at each broker, and the YieldCove files.
Interactive Brokers
Where to find it
Client Portal → Performance & Reports → Flex Queries (Trades) or an Activity Statement, downloaded as CSV.
Questrade
Where to find it
Reports → Account activity, pick the dates, then export to Excel or CSV.
Wealthsimple
Where to find it
Activity → export your account activity as CSV.
Charles Schwab
Where to find it
Accounts → History → Transactions, pick the date range, then Export (CSV). Older TD Ameritrade transaction files work too.
Fidelity
Where to find it
Accounts & Trade → Activity & Orders → History, pick the date range, then Download (CSV).
Robinhood
Where to find it
Account → Reports and statements → Reports → account activity report (CSV); it arrives by email.
tastytrade
Where to find it
Activity → History (transactions), set the dates, then export CSV.
Webull
Where to find it
Orders → Options → export the order records (CSV). Webull files have no expirations or assignments.
The free YieldCove spreadsheetThe wheel tracker (.xlsx, English or French) imports as it is: its columns are the importer's. Delete the example rows first.Get the spreadsheet
Any other spreadsheet
A CSV or Excel file with one row per option trade and the template's columns: ticker, type (CSP, CC, LEAPS_CALL, LEAPS_PUT), strike, premium, quantity, entry date and expiration, plus status and close details when the trade is finished.
04
Common questions
What the numbers mean — and what they leave out.
- Is my file uploaded anywhere?
- No. The check runs in your browser with the same code as YieldCove's importer. The file is never uploaded, stored or sent, and it is gone when you close the tab.
- Which brokers can I check?
- Interactive Brokers, Questrade, Wealthsimple, Charles Schwab (and older TD Ameritrade files), Fidelity, Robinhood, tastytrade and Webull, plus the free YieldCove spreadsheet and any CSV or Excel file that uses the template's columns.
- Why are stock trades and dividends skipped?
- YieldCove imports option positions: puts and calls sold or bought, with their buybacks, assignments and expirations. Shares from an assigned put are booked from the assignment itself, so the stock rows aren't needed, and dividends or cash movements aren't trades.
- What is a closing trade with no opening?
- Broker files are transaction logs. If you sold a put before the export's first date, the file only holds its buyback, assignment or expiration. In a new account that row is listed for review, so export a longer date range to bring in the whole trade.
- Will the real import match this check?
- For a new account, yes: it is the same reading, detection and validation code. In an account that already has positions, the importer also flags duplicates and matches closing trades to your open positions, and you can untick any row before saving.
05
The rest of the workbench
Every free tool, one click away — plus the terms behind these numbers.
Next steps
Plan the trade before you place it: the position size calculator shows how many shares or contracts fit your risk, the options profit calculator draws the payoff at expiry, the risk/reward calculator weighs the target against the stop, and the drawdown simulator shows how deep a run of losses can go. New to options? Start with the free lessons Why sell options instead of buy them, Reading an options chain and The Greeks, in plain English.
Terms behind the numbers
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