Supported brokers for importing and trading
Import your trades from your broker's CSV file on the free plan. Trade through your own broker on the Quant plan.
Journal import
Import from these brokers with nothing to set up.
Export your trades as a CSV file and import it. TraderPier reads these brokers' columns for you.
| Broker | How to export | Times of day |
|---|---|---|
| Charles Schwab | On schwab.com, open History, then Transactions, and click Export. See the steps | Dates only |
| Fidelity | Download your Activity & Orders history as a CSV file. | Dates only |
| Interactive Brokers | Run a Flex Query of your trades, or save your Activity Statement, as a CSV file. See the steps | Included |
| moomoo | Export your filled orders from History as a CSV file. | Included |
| Robinhood | Download your account activity report as a CSV file. | Dates only |
| tastytrade | In the desktop platform, open History, then Transactions, and click the CSV icon. See the steps | Included |
| thinkorswim | Your trades are in your schwab.com history, so export them from there. See the steps | Dates only |
| Webull | In the desktop app's Orders widget, choose Export Orders. Webull emails you the file. See the steps | Included |
When a file has dates only, add a trade's entry and exit times in its Edit view to mark them on the chart.
Any other broker
Don't see your broker? Import its CSV anyway.
Pick the file in the journal's import and match its columns to the date and time, symbol, side, quantity and price. You can save the format for your next file.
To see your broker on this list, ask for it in Discord.
Live trading
Trade through your broker on the Quant plan.
Connect your broker in Settings and your strategy trades in your account while TraderPier is open in your browser.
Don't see your broker in Settings? Ask us in Discord before you upgrade and we'll connect it. Live trading is for US stocks and ETFs.
No broker needed
Practice on paper on the free plan.
Paper trading is built in. Run a strategy on paper against the live market for as long as you like, with no broker to connect.
Questions
About brokers.
Does TraderPier sync trades from my broker?
No. Export your trades as a CSV file and import it.
My broker isn't listed in Settings. Can I still trade through it?
Yes. Ask us in Discord before you upgrade, and we'll connect it.
Can I trade through a broker on the Trader plan?
No. Trading through a broker is on the Quant plan. On the free and Trader plans, you can run a strategy on paper.
Which markets can I trade and journal?
US stocks and ETFs.
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