Import Your Trades From Robinhood, Webull & Schwab

You have been trading for months — maybe years. You have wins, losses, and a track record that proves you know what you are doing. But that history is locked inside Robinhood, Webull, or Schwab, and nobody on OptionsHood can see it. Yet.

OptionsHood lets you import your complete trade history via CSV. Once imported, your past trades become part of your visible track record. Followers can see your symbol selection, win/loss patterns, position sizing, and consistency over time. Here is how to do it.

Why Import Your Trade History?

When you connect a broker to OptionsHood, the platform starts tracking your trades from that moment forward. But what about everything you did before? That history is valuable social proof. A leader with 6 months of imported trades and 3 months of live broker data has a far more convincing profile than someone who just connected yesterday.

Imported trades also help you analyze your own performance. OptionsHood aggregates your stats across imported and live data, giving you a complete picture of your win rate, average return per trade, and drawdown history.

How to Export From Robinhood

1. Open the Robinhood app or website and go to Account.
2. Navigate to Statements & History → Brokerage.
3. Select your date range. We recommend exporting your full history — up to 2 years if available.
4. Choose CSV as the export format and download the file.
5. The CSV should include columns like: Activity Date, Process Date, Instrument, Trans Code, Quantity, Price, and Amount.

How to Export From Webull

1. Open the Webull app and go to Orders.
2. Tap More → Export.
3. Select your date range. Webull allows custom ranges — export as much as possible.
4. Choose CSV and download the file.
5. The CSV should include columns like: Order No., Symbol, Side, Quantity, Avg Price, Filled Price, Amount, Order Time, and Status.

How to Export From Schwab

1. Log in to Schwab and go to Accounts → History.
2. Select Export and choose your date range.
3. Choose CSV as the format and download.
4. The CSV should include columns like: Date, Action, Symbol, Description, Quantity, Price, Fees & Comm, and Amount.

How to Import Into OptionsHood

1. Log in to OptionsHood and go to Settings.
2. Scroll to the Import Trade History section.
3. Select your source: Robinhood, Webull, or Schwab.
4. Click to upload your CSV file. The platform will automatically detect the format and parse your trades.
5. Review the import summary. You will see how many trades were imported and from which source.

OptionsHood recognizes the CSV formats for all three brokers automatically. You do not need to reformat the file or map columns manually. Just export, upload, and done.

What Gets Imported?

• Symbol — the ticker traded.
• Side — buy or sell.
• Quantity — shares or contracts.
• Price — fill price per share or contract.
• Amount — total principal of the trade.
• Trade Date — when the trade executed.

Dividends, deposits, withdrawals, and corporate actions are filtered out automatically. Only actual buy and sell transactions are imported.

What Followers See

Imported trades do not appear in your live order feed — that feed only shows trades executed through your connected broker on OptionsHood. However, imported trades contribute to your overall statistics, which followers see on your community card:

• Your win rate calculation includes imported sell trades.
• Your trading history shows a longer track record.
• Your consistency over time is more visible.

Think of imported trades as your resume and live broker trades as your daily work. Both matter, but they serve different purposes.

Managing Your Imported Data

You can import from multiple sources. If you switched from Robinhood to Webull last year, import both histories. OptionsHood will keep them organized by source and show you a summary of how many trades came from each.

If you ever want to remove imported data — for example, if you accidentally uploaded the wrong file — you can clear a specific source with one click. This does not affect your live broker data or your copy trading relationships.

Tips for a Clean Import

• Export the full range. Partial exports make your track record look choppy. If you have 18 months of history, export all 18 months.
• Do not edit the CSV. The parser expects the original format. Adding or removing columns can cause import failures.
• Import before going public. If you plan to become a community leader, import your history first, then enable "Show in Community." Your profile will launch with a full track record instead of an empty one.