Tradier is a favorite among active options traders for its low, flat pricing and its API-first approach, but like every brokerage, it's built to execute trades — not to give you a clean, running picture of your cost basis. Once you've been selling covered calls and cash-secured puts in there for a while, the account activity screen becomes a long, undifferentiated list. What you actually want is your premium folded into each ticker's cost basis, your dividends and cash movements accounted for, and a portfolio-level view of where you stand. The fastest way to get there is a CSV.
That's exactly what MyATMM's AI Import is for. Tradier hands you a CSV of your account transactions; MyATMM reads every row, figures out whether each line is an option trade, a stock trade, a dividend, or a cash movement, and writes it into your portfolio — no manual data entry, no spreadsheet formulas to babysit. This is the next stop in our AI import series, and Tradier turns out to be one of the cleanest, most straightforward brokers to bring across. This walkthrough covers the whole flow: where to find the export inside Tradier, the drag-and-drop import, reading the summary, and what to check once everything's in.
Everything starts on the Tradier side with a quick export. You're after your account activity, and once you find it the rest is a couple of clicks.
Once that file is sitting in your Downloads folder, you're done on the Tradier side. Everything from here happens inside MyATMM, and it really is as simple as dragging the file onto the page.
Inside MyATMM, the tidiest way to handle a fresh import is to aim it at its own portfolio. In the walkthrough, the import lands on a brand-new portfolio called "Tradier CSV transactions" — a clean slate with nothing in it yet. Starting clean means there's nothing for the import to collide with, so the counts and dollar amounts you get back reflect exactly what came out of the CSV.
With your portfolio selected, head to the Tools and Import page. You'll land on the AI Import tab, which is the starting point for every broker import — CSV or screenshot. Then it's just a matter of grabbing the file you exported and getting ready to drop it in.
Take your Tradier CSV and drag it straight onto the upload zone. No file picker, no wizard. MyATMM does a quick read-only pre-parse the moment the file lands and shows you how many rows it found — a fast sanity check that the right file went in before anything is written to your account.
When the row count looks right, click Parse CSV. That's the step that does the real work: MyATMM walks every row, identifies the transaction type, maps Tradier's CSV columns onto its own data model, builds out your ticker list, and writes the transactions into the portfolio. A moment later the result page returns with a structured summary of what just landed.
The summary after the parse is your first real picture of what happened. It breaks the import down by transaction type, with both counts and aggregated dollar amounts:
It's a clean, at-a-glance confirmation that the file went where it was supposed to. From there you can click View Import Details to load the full breakdown of everything that came in and review it row by row as needed. In the walkthrough, the Tradier account is small, so there are no duplicates and nothing flagged for review — it's just nice and simple. Larger or overlapping imports get probable-duplicate detection and a full review pass, but a clean single-file import like this one needs none of that.
With everything imported, head up to the dashboard. The total transaction chart gives you an instant visual of the account's money flow over time — and even a small account can make for an interesting one. In the demo it climbs as cash and trades go in, then drops back down where money was withdrawn after a strategy was set aside. It's a quick way to see the shape of an account at a glance instead of scrolling a flat list of rows.
You'll also notice something on this particular import: there's no reconciliation notice. That's because every transaction matched — there were no uneven, half-paired trades to square up. With a shorter, self-contained history like this Tradier account, the data comes in balanced and needs no maintenance. (On a bigger bulk import where you can't reach all the way back to your earliest trades, you'll sometimes see a reconciliation step instead — the system flags unmatched closes and offers a one-click fix. This account just didn't need it.)
Importing transactions reconstructs your history; it doesn't automatically know which positions are still open right now. So if you have live options or shares out there, take a moment after the import to verify your positions are correct against what's actually sitting in your Tradier account. It's a quick check, and it's the difference between a tracker that merely logs the past and one that reflects your real, current exposure.
Once that's squared away, you've got a credible starting point. From here, tracking is purely incremental — a handful of trades dropped in as you make them — which is far easier to keep in sync than the initial seed.
Tradier's export is one of the well-behaved ones, but it's worth understanding why the import "just works," because not every broker makes it this easy. The hard part of any CSV import isn't reading the file — it's figuring out what each column actually means, and broker exports are wildly inconsistent about it.
The most common headache is the symbol column. Some brokers don't give you the underlying ticker at all — they cram the full option symbol into the ticker field. You don't want that. You want the underlying to be the thing you group by, with each option sitting underneath it, so a year of trades on one stock reads as one position rather than dozens of unrelated rows. When the export doesn't include a clean underlying column, the parser has to do real work: extract just the root symbol out of the option symbol, or fall back to a leading/top-level row to figure out what the trades belong to.
If you've ever tried to open one of those exports in Excel, you know the mess — option symbols tangled up with stock symbols, special copy-paste-and-group gymnastics just to make it legible. That's precisely the work that makes covered call tracking spreadsheets break down over time. MyATMM jumps through those hoops for you on a pre-curated file, so the messy parts are solved once and stay solved.
Tradier joins a growing list of brokers whose CSV exports MyATMM has already worked through and curated. Alongside the sibling walkthroughs for Schwab, Tastytrade, and Robinhood, the kinks and oddities each broker bakes into its export have been ironed out, so the default CSV export from any of them just works when you drop it in. ThinkorSwim — a famously gnarly CSV — is on the way in an upcoming walkthrough.
And if your broker isn't on the list yet, that's not a dead end. The whole point of the curated-mapping approach is that it grows. Run into an issue with a CSV import — for Tradier or any other broker — and you can email a sample export to support@myatmm.com. The team works it out and curates the mapping, so the next time you drag and drop that broker's file, it just works like magic for you too.
After the import, your generic Tradier export has become something purpose-built: a per-ticker view of cost basis with option premium folded in, a portfolio summary that tracks realized and unrealized P&L, and a transaction grid where every new trade adjusts the cost basis the way option sellers actually need.
For wheel strategy traders, that's where it starts paying off. A broker's native history doesn't connect a cash-secured put, the assignment that follows, and the covered calls you write afterward — they're just separate line items in a list. MyATMM treats them as legs of one income cycle on a single underlying, and it treats a roll as one continuous position whose cost basis moves with you rather than two unrelated trades. If you've been wrestling with a wheel strategy spreadsheet up to now, this is the moment you stop maintaining formulas and start running a tool that actually understands how to track covered calls and cash-secured puts as a single income strategy.
Options trading involves risk and is not suitable for all investors. Past performance does not guarantee future results. This content is for educational purposes only and should not be considered financial advice. Always consult with a qualified financial advisor before making investment decisions.
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