Broker guides · the export is the obstacle, not the import

Getting the right file out of your broker

These pages say exactly which report to run and which columns carry the events that decide whether your ledger is right.

tastytrade

One CSV covers everything: fills, expirations, assignments, exercises and the cash settlement of index options.

Interactive Brokers

The default Flex Query hides the events that matter. Two sections have to be switched on or an assigned put arrives as a closing buy at a price of zero.

thinkorswim, Schwab and Robinhood follow. Their fills already parse; what is not yet verified is how each one words an expiration and a settlement row, and that is confirmed against a real file rather than guessed.