How to export your trades from Portfolio Performance App

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

1. Go to your Portfolio Performance application
2. Click File -> Export -> Select Securities Transactions
3. 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.