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How to export your trades from Lightyear

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

Check out the full guide on Lightyear website here.

  1. Open the main menu by clicking the profile icon (top corner of the app).
  2. Next, select Documents and proceed to the new Statements section.
  3. Pick the date range and download your first Lightyear Statement as Spreadsheet.
  4. 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.