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How to export your trades from SoFi

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

  1. Log in to SoFi account
  2. Go to "Invest" tab
  3. Click "View Account" on your preferred account
  4. Click "More" on the top-right corner
  5. Click "Tax documents"
  6. Click "Download" on the Transaction History file
  7. 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.