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How to export your trades from RBC Direct

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

  1. Login to RBC Direct.
  2. Go to your trading account.
  3. Download your trades (labelled 'trades' or 'confirmations'.. The correct file should be titled: [number]Activity[number][month][DD]_[YYYY].csv.
  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.