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How to export your trades from Lynx

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

  1. Sign in to your LYNX account
  2. Click Reports tab at the top
  3. Click Flex Queries
  4. Click "+" button under Trade Confirmation Flex Query section
  5. Name the query and click on the "Trade Confirmation" button
  6. Click "Select all" and save
  7. Click Continue > Create > OK
  8. Click on the right arrow next to the query you created
  9. Select your target period (only one year at a time) and click "Run"
  10. 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.