Exporting Trades from InnovestX

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

1. Login to your Innovestx account
2. Go to your portfolio page
3. Select your account
4. Go to Portfolio > Transactions tab
5. Select date range of the data
6. Click Export
7. Click Excel
8. 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.