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How to Export Your Portfolio as a CSV
Select your brokerage from the dropdown on the left to see specific export instructions.
Fidelity
- Log in to fidelity.com
- Go to Accounts & Trade → Positions
- Select the account you want to export (or "All Accounts")
- Select the vertical dots on the right side of your screen (See image below)
- Choose Download
Positions Tab
Download Option
Charles Schwab
- Log in to client.schwab.com
- Click the Download icon in the top right (See image below)
Download Icon
Vanguard
- Log in to investor.vanguard.com
- If you are taken to Dashboard tab, then go to Holdings tab
- Click Download Center (See left image below)
- Complete prompts and click Download (See right image below)
Download Center
Download Prompts
Interactive Brokers
Coming soon... For now, select Other
Public
Coming soon... For now, select Other
Robinhood
Robinhood does not have a native portfolio export feature. You have two options:
Option 1: Using Chrome Extension
- Download the Robinhood Portfolio Exporter Extension for Chrome
- Click on the extension icon and select "Go to Robinhood Investing"
- Log in to your Robinhood account
- Click on the extension icon again and select Export Stocks (or Crypto) as CSV
Option 2: Create Your Own CSV File
Create a CSV file with the following header columns:
- symbol - Ticker symbol for your asset (e.g., GOOGL)
- shares - Number of shares you own (e.g., 1.82)
- equity - (optional) Total value of shares you own for each ticker
- name -
- For Stocks: (optional) Name or description of the company
- For Crypto: Full token name (e.g., Ethereum)
Note: For Cash, put Cash** in the symbol column, leave shares empty, and put the cash value in the equity column.
Chase/JP Morgan
Coming soon... For now, select Other
Webull
Coming soon... For now, select Other
Other
Create a CSV file with the following header columns:
- symbol - Ticker symbol for your asset (e.g., GOOGL)
- shares - Number of shares you own (e.g., 1.82)
- equity - (optional) Total value of shares you own for each ticker
- name -
- For Stocks: (optional) Name or description of the company
- For Crypto: Full token name (e.g., Ethereum)
Note: For Cash, put Cash** in the symbol column, leave shares empty, and put the cash value in the equity column.