How to Import Questrade Trades into AllInvestView
Follow these simple steps to export your Questrade trading history and import it into AllInvestView for comprehensive portfolio tracking, tax reporting, and analytics.
Auto-Sync Available
Questrade supports automatic portfolio sync via SnapTrade integration. Set up auto-sync instead
Step 1: Export Your Questrade Trading History
- Log in to Questrade.com
- Go to Reports > Account Activity
- Select your date range and account
- Choose CSV format and download
- Upload the file to AllInvestView
Expected CSV Format
Transaction Date | Settlement Date | Action | Symbol | Description | Quantity | Price | Gross Amount | Commission | Net Amount | Currency | Account Type
Step 2: Import into AllInvestView
- Go to AllInvestView Import Tool (or click Import from your dashboard)
- Drag and drop your Questrade CSV file, or click to browse
- AllInvestView automatically detects the Questrade format and maps all columns
- Review the imported trades and confirm — your Questrade portfolio is now tracked!
Common Issues & Solutions
CAD and USD accounts
Questrade accounts hold both CAD and USD. AllInvestView tracks trades in their original currency and converts for your chosen base.
TFSA and RRSP tracking
Import each account type into a separate AllInvestView portfolio for proper tax-advantaged account tracking.
Ready to Import Your Questrade Portfolio?
Start tracking your Questrade investments with professional analytics, tax reports, and dividend tracking — all free.
Import Questrade Trades FreeFrequently Asked Questions
Can I auto-sync Questrade?
Yes! AllInvestView supports automatic portfolio sync with Questrade via SnapTrade. Connect in Settings > Broker Sync.
Are TFSA and RRSP accounts supported?
Yes, create separate portfolios in AllInvestView for each account type (TFSA, RRSP, margin) to keep your tax-advantaged accounts organized.
Does the import include options trades?
Yes, Questrade options trades are imported with strike price, expiry date, and put/call designation.