Import Trading Data

Upload CSV files to import your trading data into Wheeler.

Drop your options CSV file here or click to select

Maximum file size: 10MB

Drop your stocks CSV file here or click to select

Maximum file size: 10MB

Drop your dividends CSV file here or click to select

Maximum file size: 10MB

Drop your treasuries CSV file here or click to select

Maximum file size: 10MB

CSV Format Requirements

Options CSV Format

Required Columns

Your CSV file must include these columns in the exact order shown:

symbol,opened,closed,type,strike,expiration,premium,contracts,exit_price,total_commission

Column Definitions

Column Type Required Format Example
symbol Text Yes Stock ticker AAPL
opened Date Yes YYYY-MM-DD 2025-01-15
closed Date No YYYY-MM-DD or empty 2025-02-01
type Text Yes "Put" or "Call" Put
strike Number Yes Decimal 150.00
expiration Date Yes YYYY-MM-DD 2025-02-15
premium Number Yes Decimal per share 3.50
contracts Number Yes Integer 2
exit_price Number No Decimal or empty 1.25
total_commission Number Yes Total commission for entire trade 2.60

Sample CSV Content

symbol,opened,closed,type,strike,expiration,premium,contracts,exit_price,total_commission
AAPL,2025-01-15,2025-02-01,Put,150.00,2025-02-15,3.50,2,1.25,1.30
MSFT,2025-01-20,,Call,400.00,2025-03-20,5.00,1,,0.65

Important Notes

  • Date Format: All dates must be in YYYY-MM-DD format
  • Option Types: Must be exactly "Put" or "Call" (case-sensitive)
  • Open Positions: Leave closed and exit_price empty for open positions
  • Total Commission: Enter the total commission for the entire trade (e.g. 2 contracts sold and bought back @ 0.65 per contract: 4 × $0.65 = $2.60)
  • Decimal Precision: Use decimal format for all prices (e.g., 150.00, not 150)
  • No Headers Duplication: Include the header row only once at the top
  • Symbols: Stock symbols will be automatically created if they don't exist

Stocks CSV Format

Required Columns

Your CSV file must include these columns in the exact order shown:

Symbol,Purchased,Closed Date,Shares (x100),Buy Price,Exit Price

Column Definitions

Column Type Required Format Example
Symbol Text Yes Stock ticker AAPL
Purchased Date Yes MM/DD/YYYY 1/10/2025
Closed Date Date No MM/DD/YYYY or empty 3/31/2025
Shares (x100) Number Yes Decimal (x100 shares) 1.5
Buy Price Number Yes Decimal per share 150.00
Exit Price Number No Decimal or empty 169.67

Sample CSV Content

Symbol,Purchased,Closed Date,Shares (x100),Buy Price,Exit Price AAPL,1/10/2025,3/31/2025,1,150.00,169.67 MSFT,5/15/2025,,0.5,400.00,

Important Notes

  • Date Format: Use MM/DD/YYYY format (e.g., 1/10/2025)
  • Shares Calculation: Value represents hundreds of shares (1 = 100 shares, 0.5 = 50 shares)
  • Open Positions: Leave Closed Date and Exit Price empty for open positions
  • Decimal Precision: Use decimal format for all prices and share quantities
  • No Headers Duplication: Include the header row only once at the top
  • Symbols: Stock symbols will be automatically created if they don't exist

Dividends CSV Format

Required Columns

Your CSV file must include these columns in the exact order shown:

Symbol,Date Received,Amount

Column Definitions

Column Type Required Format Example
Symbol Text Yes Stock ticker AAPL
Date Received Date Yes MM/DD/YYYY 2/14/2025
Amount Number Yes Decimal (with or without $) $41.89 or 41.89

Sample CSV Content

Symbol,Date Received,Amount ABT,2/14/2025,$41.89 KO,4/1/2025,$10.20 VZ,2/3/2025,$241.64

Important Notes

  • Date Format: Use MM/DD/YYYY format (e.g., 2/14/2025)
  • Amount Format: Can include dollar sign ($) or be plain decimal (e.g., $41.89 or 41.89)
  • Symbols: Stock symbols will be automatically created if they don't exist
  • Duplicates: Existing dividend records with same symbol, date, and amount will be skipped
  • No Headers Duplication: Include the header row only once at the top

Treasuries CSV Format

Required Columns

Your CSV file must include these columns in the exact order shown:

CUSPID,Purchased,Maturity,Amount,Yield,BuyPrice,CurrentValue,ExitPrice

Column Definitions

Column Type Required Format Example
CUSPID Text Yes 9-character identifier 912828CG9
Purchased Date Yes YYYY-MM-DD or MM/DD/YYYY 2024-01-15
Maturity Date Yes YYYY-MM-DD or MM/DD/YYYY 2025-01-15
Amount Number Yes Decimal (with or without $) $10,000.00 or 10000.00
Yield Number Yes Decimal (with or without %) 4.5% or 4.5
BuyPrice Number Yes Decimal (with or without $) $9,850.00 or 9850.00
CurrentValue Number No Decimal or empty $9,900.00 or empty
ExitPrice Number No Decimal or empty $10,100.00 or empty

Sample CSV Content

CUSPID,Purchased,Maturity,Amount,Yield,BuyPrice,CurrentValue,ExitPrice 912828CG9,2024-01-15,2025-01-15,$10000.00,4.5%,$9850.00,$9900.00, 912828DH1,2024-03-01,2025-03-01,25000.00,4.2,24800.00,,24950.00

Important Notes

  • CUSPID: Must be a valid 9-character Treasury security identifier
  • Date Formats: Accepts YYYY-MM-DD, MM/DD/YYYY, M/D/YYYY, MM/DD/YY, or M/D/YY
  • Amount/Price Format: Can include dollar signs ($) and commas, or be plain decimal
  • Yield Format: Can include percent sign (%) or be plain decimal (e.g., 4.5% or 4.5)
  • Open Positions: Leave ExitPrice empty for active treasuries
  • Optional Fields: CurrentValue and ExitPrice can be left empty
  • Duplicates: Existing treasuries with same CUSPID, dates, and amount will be skipped