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ThinkOrSwim Trading Journal

CSV IMPORTSTOCKSOPTIONSFUTURESFOREX

Import ThinkOrSwim Trades to Vigil

ThinkOrSwim is the platform serious equities and options traders use. Originally built by TD Ameritrade and now owned by Schwab, TOS offers institutional-grade charting, options analytics, and execution tools that most retail platforms cannot match. It is the go-to platform for traders who want full control over their execution.

But ThinkOrSwim has the same blind spot as every execution platform: it shows you what you did, not whether you should have done it. Your TOS account statement lists every fill with timestamps, prices, and P&L. What it does not show is whether that TSLA call violated your position sizing rule, whether your total portfolio delta exceeded your risk limit, or whether you revenge-traded after that morning loss.

Vigil takes your ThinkOrSwim CSV export and runs a complete compliance audit. Export your account statement or activity log from TOS, upload it to Vigil, and the AI engine checks every trade against your personal rules. It handles TOS format quirks like 2-digit year dates, SELL_SHORT action types, and the Pos Effect column that distinguishes opening from closing trades. For equities and options traders who want real accountability without the overhead of manual journaling, Vigil turns your TOS data into actionable compliance insights.

How to Connect ThinkOrSwim

Open ThinkOrSwim and go to Monitor > Activity and Positions.
Click the "Export" icon or go to Account Statement.
Select your date range and choose CSV export.
Save the file to your computer.
Log into Vigil and go to Dashboard > Import.
Upload the ThinkOrSwim CSV file. Vigil auto-detects the format.

Connection method: CSV file upload

What Vigil Tracks for ThinkOrSwim Traders

Trade Entry & Exit

Every execution logged with timestamp, price, direction, and lot/contract size. Partial fills and scaling events are paired automatically.

Realized P&L

Per-trade and per-day profit and loss, net of commissions where your broker reports them. Cumulative P&L tracked against your drawdown floor.

Rule Compliance

AI checks every trade against your prop firm rules -- daily loss, drawdown, news restrictions, overnight holding, consistency. Violations cite the specific rule and evidence.

Drawdown Monitoring

Tracks your drawdown trajectory in real time against static, trailing EOD, or trailing intraday floors depending on your firm. Shows exactly how close you are to breach.

Position Sizing

Compares your actual lot/contract size against what the daily loss math allows. Flags when you oversized, doubled down on losers, or exceeded max position limits.

Try a Free Audit

Upload a ThinkOrSwim trade and see how Vigil audits it against your rules. Create a free account to unlock the full verdict list and save the result.

Frequently Asked Questions

Does Vigil auto-sync with ThinkOrSwim?

ThinkOrSwim integration uses CSV import. Export your account activity from TOS as a CSV file and upload it to Vigil. All parsing happens in your browser and your data stays private.

Does Vigil handle ThinkOrSwim options trades?

Yes. Vigil parses ThinkOrSwim options executions including the Pos Effect column that indicates whether a trade is opening or closing a position. Multi-leg options trades are parsed as individual executions.

Can Vigil track my personal trading rules for TOS trades?

Yes. While ThinkOrSwim is primarily used for personal accounts rather than prop firms, Vigil lets you define custom trading rules and audits every TOS trade against them. Set max position sizes, daily loss limits, restricted hours, or any rule that matters to your plan.

How does Vigil handle TOS date format quirks?

Vigil automatically handles ThinkOrSwim 2-digit year dates, SELL_SHORT/BUY_TO_COVER action types, and the Pos Effect column. No manual column mapping is required.

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Vigil Research

Reviewed current rules dataset | Rules verified against official firm websites