Exporting Trades from Interactive Investor

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

1. Log in to Interactive Investor
2. Choose Portfolio > Transaction History
3. Choose Period > Click Download > Choose Format (CSV)
4. 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.