Portfolio Analyzer
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How to Export Your Portfolio as a CSV
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 youa 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
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.
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.
Chase/JP Morgan
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Coming soon... For now, select Other
Webull
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Coming soon... For now, select Other
Select a brokerage above to see download instructions