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Getting Started

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crux1s edited this page Mar 27, 2026 · 2 revisions

Getting Started

Try it online

No installation required — upload your CSV and explore instantly:

https://tastymechanics-76dxruw38qjhqc2bdxgfrc.streamlit.app/

Run locally

Requirements

python >= 3.10
streamlit >= 1.30
pandas >= 2.0
plotly >= 5.0
yfinance >= 0.2   # optional — only required for live market prices

Install

pip install -r requirements.txt

Run

python3 -m streamlit run tastymechanics.py

Then open http://localhost:8501 in your browser.

Note: Use python3 -m streamlit run rather than calling streamlit directly — the binary may not be on your PATH depending on your environment.

Getting your CSV from TastyTrade

  1. Log in to TastyTrade
  2. Go to History → Transactions
  3. Set your date range — export your full account history, not just a recent window
  4. Click Download CSV
  5. Upload the file using the sidebar in the dashboard

Why full history matters: FIFO cost basis for equity P&L requires all prior buy transactions to be present, even if the shares were purchased years ago. A partial export will produce incorrect basis and P&L figures for any position that has earlier lots outside the date range.

What the CSV must contain

TastyMechanics expects the standard TastyTrade transaction history export. The following columns are required:

Column Used for
Date All date filtering and windowed P&L
Type Distinguishing trades from money movements
Sub Type Strategy classification, income detection
Symbol Option symbol parsing (strike, expiry, type)
Instrument Type Separating equity from options from futures
Quantity Position sizing, FIFO lot matching
Total Cash flow — the actual dollar amount after fees
Commissions Displayed in fee metrics
Fees Displayed in fee metrics

The file must be named tastytrade_*.csv or tastymechanics_*.csv for the local test suite to find it automatically. The Streamlit app accepts any filename via the file uploader.

First upload checklist

  • Full account history exported (not just recent months)
  • CSV downloaded directly from TastyTrade — do not open and re-save in Excel (can corrupt date formats)
  • Upload via sidebar file uploader
  • Check the Portfolio Overview date range shown — confirm it matches your account age
  • If you see a ⚠️ Basis Warning, read the Known Limitations page

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