How to export your trades from Firstrade
In this article, we provide a step-by-step guide on how to export your trades from .
- Login into your account.
- Go to Accounts > Tax Center.
- Scroll down to “Download Account Information”.
- Select Excel CSV Files.
- Select the account and date range and Click Download.
- Upload the exported file in the upload box.
One of the most convenient methods to add trades to 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.