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I tried importing activity from a Charles Schwab account, and it did not work, since they capitalize their field titles. Then after fixing that I got "CSV deser
by Ninjinka 2y ago
I tried importing activity from a Charles Schwab account, and it did not work, since they capitalize their field titles. Then after fixing that I got "CSV deserialize error: record 1 (line: 2, byte: 81): field 4: cannot parse float from empty string" and gave up.
Not sure what accounts this is meant to work for.
- xyst 2y agoI would just switch brokerages. Not just for the csv issue, but their platform has taken a shitter since acquiring TDA.
- FractalHQ 2y agoAre there any you can recommend?
- xyst 2y agohave had no issues with IBKR since switching last year. There was a recent “crash” (the Japanese stock sell off?) that caused a massive influx of retail trading and dark pool trading. At market open on Monday, SCHW account with 401K was not accessible. But IBKR was up and running.
- Ninjinka 2y agoDropped my CSV into ChatGPT with the following prompt and the output file worked: ``` Modify this csv to match this format: Follow these steps to import your account activities from a CSV file: Ensure your CSV file is in the correct format. Columns should include Date, Symbol, Quantity, Activity Type, Unit Price, Currency, and Fee. Click the 'Import' button and select your CSV file. Review the imported activities before confirming. Supported Activity Types: BUY SELL DIVIDEND INTEREST DEPOSIT WITHDRAWAL TRANSFER_IN TRANSFER_OUT CONVERSION_IN CONVERSION_OUT FEE TAX Example CSV format: date,symbol,quantity,activityType,unitPrice,currency,fee 2024-01-01T15:02:36.329Z,MSFT,1,DIVIDEND,57.5,USD,0 2023-12-15T15:02:36.329Z,MSFT,30,BUY,368.6046511627907,USD,0 2023-08-11T14:55:30.863Z,$CASH-USD,600.03,DEPOSIT,1,USD,0 ``` Except it couldn't find the symbol `BRK/B`, `BRK.B` or `BRKB`.