Exporting Trades from CommSec
This guide will help you export your trade history from CommSec and import it into Portseido.
- Login to your CommSec account
- Navigate to the confirmation page under the Trading tab
- Select the account you want to import from the dropdown list
- Select the date range and click Search
- Click the Download CSV link
- 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.