Skip to content

How to export your trades from E*TRADE

In this article, we provide a step-by-step guide on how to export your trades from E*TRADE.

  1. Login to E*TRADE.
  2. Go to Transaction tab.
  3. Click on the download icon button on the top right corner.
  4. Select Microsoft Excel format and select your desired date range.
  5. Click Download.
  6. Upload the exported file 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.