Exporting Trades from Ally Invest

This guide will help you export your trade history from Ally Invest and import it into Portseido.

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1. Log in to your Ally Invest account
2. Go to Holdings and Activity
3. Select Activity
4. Select Custom Range
5. Click Export to Excel
6. Upload the exported files in the upload box

One of the most convenient methods to add trades to Portseido is by uploading brokerage statements. Simply follow the steps above to export your trades from your brokerage account. Then, upload them to Portseido, and we will automatically process and add them to your portfolio.