How to export your trades from TD Ameritrade
In this article, we provide a step-by-step guide on how to export your trades from .
- Log on to your trading account web site.
- Click on My Account > History & Statements > Transactions.
- Select Type as "All transaction types" then select the date range (no longer than 365 days.
- Click Download
- Upload the 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.