Bring your positions in from a CSV, without handing over a login.
Export positions from your broker, paste or upload the file, and Tradune reads it. Fidelity-, Schwab- and Robinhood-shaped exports are recognised from the header row; anything else goes through a column mapper. You see a preview before a single row is saved, and at no point does Tradune ask for your brokerage credentials.
Linking an account is a big ask
Many trackers get your data by linking your brokerage account through an aggregator. That is convenient, and it also means granting a third party ongoing access to your financial accounts. A file export gives the tracker what it needs — symbols, quantities, cost — and nothing else.
Recognised formats, and a mapper for the rest
Tradune detects Fidelity-, Schwab- and Robinhood-shaped exports from their headers — Fidelity’s “Average Cost Basis” column, Schwab’s “Symbol, Quantity, Price, Cost Basis”. Any other broker works through manual column mapping, seeded from your file’s own headers, onto three fields: symbol, quantity and cost basis. An acquisition-date column is read only when its header is one the importer recognises, such as “Acquisition Date”, “Date Acquired” or “Trade Date”. Files up to 8 MB and 200 rows are accepted, pasted or uploaded.
Careful with the columns that cause mistakes
Per-share cost labels are tried before total-cost labels, so an “Average Cost Basis” column is never multiplied by quantity twice. A bare “Date” column is deliberately ignored, because it could mean trade date, settlement date or export date — rename it to “Acquisition Date” if it really holds the purchase date. The preview shows the rows, the detected broker and any symbols that did not match before you commit.
Cash-neutral, and honest about syncing
An import inserts an offsetting deposit so your cash balance is not driven negative, and acquisition-date backdating only applies to history the app has not already measured. Tradune does not sync automatically: when you trade, add the trade by hand — importing the same file again would add every position a second time. Manual buy and sell entry is always available, with FIFO, LIFO or average cost basis and commissions folded into basis.
What you get
- Auto-detects Fidelity-, Schwab- and Robinhood-shaped exports
- Column mapping for any other broker (symbol, quantity, cost basis)
- Paste or upload, up to 8 MB and 200 rows per file
- Preview rows, detected broker and unmatched symbols before saving
- Cash-neutral import via an offsetting deposit
- No brokerage login, no aggregator, no automatic sync
Frequently asked
Which brokers are supported?
Fidelity, Schwab and Robinhood exports are recognised automatically from their header rows. Any other broker’s positions CSV works through the manual column mapper, which starts from the headers in your file.
Do I have to give Tradune my brokerage password?
No, never. Tradune has no brokerage connection of any kind. You export a file from your broker and import it; your credentials never leave your broker.
Does it stay in sync with my account?
No. There is no automatic sync. When you trade, enter the trade by hand; importing the same file again would add every position a second time. That is the trade-off for not linking an account.
What happens to my cash balance when I import?
Tradune adds an offsetting deposit so the imported positions do not push your cash balance negative. You can see and edit your transactions afterwards.
Is this advice?
No. Importing positions only records what you already own so the analytics can run on it. Tradune never tells you to buy or sell.
Related
Try it on your own portfolio
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