Import your TOS Account Statement CSV and instantly see reconstructed spreads, accurate P&L, behavior patterns, and analytics you can't get anywhere else.
Upload your ThinkOrSwim Account Statement and start analyzing in seconds. No manual entry. No configuration. Just drag, drop, and go.
We group individual fills into complete trades — vertical spreads, iron condors, butterflies, calendars. See each strategy as one cohesive journal entry.
Identify revenge trading, overtrading, and emotional patterns. See exactly when and why you deviate from your rules — before they cost you more.
Realized P&L, commissions, fees, and per-trade slippage — all calculated accurately from your TOS fills data.
Win rate, profit factor, max drawdown, time-of-day performance, P&L by day of week, asset class breakdown, and more.
TradeBot plan adds 6 AI tools: trade coach, pattern detector, risk auditor, and personalized improvement recommendations.
In ThinkOrSwim: Monitor → Account Statement → Export to CSV
Drag and drop your CSV file into the Import page
We parse fills, reconstruct trades, and calculate every metric automatically
Review insights, spot patterns, and make data-driven adjustments
InsightTrader automatically identifies every options strategy from your TOS fills — no manual tagging required.
Join ThinkOrSwim traders using InsightTrader to eliminate costly mistakes and build consistent edge.
Yes — InsightTrader is purpose-built for ThinkOrSwim traders. Export your Account Statement CSV from the TOS Monitor tab and upload it directly. We handle all parsing and trade reconstruction automatically.
Your Account Statement should include the "Account Trade History" section with all fills (dates, times, symbols, prices, quantities, fees). We recommend exporting at least 90 days of data for meaningful analytics.
Absolutely. InsightTrader automatically groups individual fills into complete multi-leg strategies — vertical spreads, iron condors, butterflies, calendars, and more. Each strategy appears as a single journal entry.
ThinkOrSwim shows basic P&L but has no behavior analytics, no pattern detection across time, and no actionable insights. InsightTrader identifies revenge trading, overtrading timing, and position sizing issues — things TOS doesn't surface.
All data is encrypted in transit and at rest. We use 256-bit encryption and never share your data with third parties. You own your data.
The Free tier includes 30 days of history, 200 trades, and 5 imports/month — enough to try the full experience. Pro ($29/mo) adds unlimited history and imports. Elite ($49/mo) adds behavior analytics. TradeBot ($99/mo) adds 6 AI-powered tools.
