Import Positions from CSV - Bulk Position Upload Guide
The CSV import feature allows traders to bulk-upload their options positions from any broker's trade history export, making it easy to populate SecurePutCalls with historical positions for performance analysis or to onboard existing positions from a broker that does not yet support direct OAuth connection. This tutorial explains the required CSV format, how to export trade data from popular brokers, and how to use the import wizard to map your broker's column names to SecurePutCalls fields.
The SecurePutCalls CSV format requires at minimum: the stock ticker, option type (put or call), strike price, expiration date, premium received or paid per contract, and number of contracts. Optional fields include the opening date, closing date, closing premium, and broker account identifier for multi-account tracking. A downloadable template is available in the import wizard that shows the exact column names and acceptable value formats for each field.
Most major brokers allow trade history export as a CSV from their web platform: Tastytrade exports from the History tab, TD Ameritrade from the Monitor tab's Account Statement section, and Schwab from the Accounts section's History and Statements area. After downloading your broker's export, use the import wizard's column mapping interface to match your broker's column names to the required SecurePutCalls fields. The wizard validates your data before import and shows a preview of how the positions will appear in your tracker, allowing you to correct any errors before finalizing the upload.