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How to export your trades from Questrade

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

  1. Login to Questrade
  2. Go to menu: > reports > Account activity
  3. Set date range
  4. Press 'Export to Excel'

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.