Robinhood Robinhood Import Guide

How to Import Robinhood Trades into AllInvestView

Follow these simple steps to export your Robinhood trading history and import it into AllInvestView for comprehensive portfolio tracking, tax reporting, and analytics.

Auto-Sync Available

Robinhood supports automatic portfolio sync via SnapTrade integration. Set up auto-sync instead

Step 1: Export Your Robinhood Trading History

  1. Log in to Robinhood on the web (robinhood.com)
  2. Go to Account > Statements & History
  3. Select Account Statements or look for CSV export option
  4. Download your transaction history
  5. Upload the file to AllInvestView

Which export to pick: Use the CSV activity report rather than the monthly account-statement PDF — only the CSV can be parsed into trades.

What Your Robinhood File Looks Like

Activity DateProcess DateSettle DateInstrumentDescriptionTrans CodeQuantityPriceAmount
03/14/202603/14/202603/16/2026FAKEOFakeco IncBuy1030.00-300.00
04/10/202604/10/202604/10/2026FAKEOFakeco Inc DividendCDIV——2.10

Illustrative rows with invented symbols and amounts.

What each column means

  • Trans Code"Buy" / "Sell" for trades, "CDIV" for cash dividends, "OEXP" / "OASGN" for option expiry/assignment.
  • InstrumentThe ticker; option rows describe the contract in the Description column.

Step 2: Import into AllInvestView

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

What Happens After You Upload

You never import blind. After AllInvestView detects the Robinhood 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.

Robinhood Gotchas & How We Handle Them

Auto-handled Check on review Needs your action

CSV report, not the PDF statement

Needs your action

Only the CSV activity report can be imported; the monthly PDF statement cannot.

Options exercise & assignment

Auto-handled

Exercised or assigned options appear as their own rows and are linked back to the original option trade.

Crypto and stock combined

Auto-handled

Mixed exports are separated by asset type on import.

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Ready to Import Your Robinhood Portfolio?

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

Import Robinhood Trades Free

Frequently Asked Questions

Can I auto-sync Robinhood?
Yes! AllInvestView supports automatic portfolio sync with Robinhood via SnapTrade. Connect in Settings > Broker Sync.
Are Robinhood options trades imported?
Yes, options trades from Robinhood CSV exports are parsed with strike, expiry, and option type.
Does the import include dividend payments?
Yes, Robinhood dividend payments are imported and tracked in your AllInvestView dividend calendar.
Robinhood Portfolio Tracker
Full overview of tracking Robinhood investments
Connect Robinhood Automatically
Set up auto-sync instead of manual CSV import