Questrade Questrade Import Guide

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

  1. Log in to Questrade.com
  2. Go to Reports > Account Activity
  3. Select your date range and account
  4. Choose CSV format and download
  5. Upload the file to AllInvestView

What Your Questrade File Looks Like

Transaction DateSettlement DateActionSymbolQuantityPriceCommissionNet AmountCurrency
2026-03-142026-03-16BuyFAKEO1030.00-4.95-304.95USD
2026-04-102026-04-10DIVFAKEO——0.002.10USD

Illustrative rows with invented symbols and amounts.

What each column means

  • CurrencyQuestrade holds CAD and USD side by side; each row states its currency so both are tracked natively.
  • Action / Activity TypeThe activity export includes an Activity Type column; the importer keeps "Trades" and drops internal contract-ID rows with no resolvable ticker.

Step 2: Import into AllInvestView

  1. Go to AllInvestView Import Tool (or click Import from your dashboard)
  2. Drag and drop your Questrade CSV file, or click to browse
  3. AllInvestView automatically detects the Questrade format and maps all columns
  4. Review the imported trades and confirm — your Questrade portfolio is now tracked!

What Happens After You Upload

You never import blind. After AllInvestView detects the Questrade format, it shows a review screen where every row is grouped, editable and confirmed by you before anything is saved:

Trades Dividends Cash Options
  • GroupedRows are sorted into buys/sells, dividends, cash movements and options so you can see exactly what will be booked.
  • EditableFix a currency, quantity or date inline before confirming — nothing is written until you approve the batch.
  • De-duplicatedRe-upload an overlapping export and AllInvestView skips rows it has already imported, so you can safely import year-by-year files without creating duplicate trades.

Questrade Gotchas & How We Handle Them

Auto-handled Check on review Needs your action

CAD and USD in one file

Auto-handled

Rows can be in either currency. The importer keeps each row native and converts for your base currency.

Tax wrappers

Needs your action

TFSA, RRSP and margin all export together. Import each into its own portfolio to keep registered accounts separate.

Options supported

Auto-handled

Options rows import with strike, expiry and put/call.

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Ready to Import Your Questrade Portfolio?

Start tracking your Questrade investments with professional analytics, tax reports, and dividend tracking — all free.

Import Questrade Trades Free

Frequently 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.
Questrade Portfolio Tracker
Full overview of tracking Questrade investments
Connect Questrade Automatically
Set up auto-sync instead of manual CSV import