Skip to content

How to export your trades from Yahoo Finance

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

  1. Sign in to your Yahoo Finance account.
  2. Go to Yahoo Finance Portfolio.
  3. Click the portfolio you want to export trades.
  4. On the top right corner, click Export button. The file will be downloaded to your device.
  5. Upload the 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.