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 App.
- Go to your application
- Click File -> Export -> Select Securities Transactions
- upload the exported file in the upload box
One of the most convenient methods to add trades to 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.