Exporting Trades from TastyTrade

This guide will help you export your trade history from TastyTrade and import it into Portseido.

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1. Log in to your TastyTrade account and go to History tab
2. Filter symbol if needed
3. Filter Type if needed
4. Adjust the date filter along with the start date and end date
5. Your transactions will populate within the History tab window. The platform populates about 200 lines at a time to prevent the platform from locking up. Scroll down to populate the remaining lines. If you don't populate all line items, they may not appear in the download file
6. Once all of your transactions have populated, click the CSV icon to export your History into a CSV file. A file directory will appear where you can choose where to save your CSV file
7. Upload the exported files 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.