Import Transactions - Allinvestview

Connect Your Brokerage Account

Easily connect your brokerage accounts with SnapTrade, a secure cloud-based service. Your personal information is fully protected and will never be shared.

For more details, visit our Help Page.

Import your full transaction history

  1. Connect your brokerage account.
  2. Review the imported trade history. If all data since your first trade is present, no further action is needed.
  3. Note that brokers may limit transaction history visibility. If historical data is missing, visit the Import Page and click Import. Upload a spreadsheet or import directly from your broker’s report.

Learn more about broker synchronization on our help page.

Active Brokerage Connections

There are no active connections.

Here are some brokers you can connect (and many more!):

Degiro Logo Degiro
Schwab Logo Schwab
Fidelity Logo Fidelity
Robinhood Logo Robinhood

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