Skip to content

How to export your trades from JP Morgan Chase

In this article, we provide a step-by-step guide on how to export your trades from JP Morgan Chase.

  1. Login to Chase online account.
  2. Select your account and Click Investments > Transactions
  3. Select Date Range and Click Filter (1 year limit for each download.
  4. Click on Things you can do drop-down arrow
  5. Click on CSV
  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.