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Ally Invest CSV Import Guide

Learn how to import your Ally Invest trading data via CSV into Pocket Portfolio for seamless portfolio tracking.

Sovereign import — parse your Ally Invest CSV in the Terminal.
On-device parsing. No uploads. Keep your ledger local.

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About Ally Invest

Online discount brokerage

Required CSV Columns

Your Ally Invest CSV export must include these columns:

  • Date
  • Symbol
  • Action
  • Quantity
  • Price
  • Amount

Sample CSV Format

Date,Symbol,Action,Quantity,Price,Amount
2024-01-01,AAPL,BUY,10,150.00,1500.00

Step-by-Step Import Guide

Step 1: Export Your Data

Log into your Ally Invest account and navigate to the export or account statement section. Download your trading history or account statement as a CSV file.

Step 2: Verify Required Columns

Ensure your CSV contains the required columns listed above. If any columns are missing or named differently, you may need to rename them or export a different report from Ally Invest.

Step 3: Sign In to Pocket Portfolio

Sign in to Pocket Portfolio using your Google account to access the CSV import feature. No registration required - just click "Sign in with Google".

Step 4: Upload Your CSV

Navigate to the dashboard and use the "Import CSV" feature to upload your exported data. Pocket Portfolio will automatically detect the Ally Invest format and map the columns.

Step 5: Verify Import

Review your imported trades and positions to ensure everything looks correct. You can edit or delete individual trades if needed.

Tips & Troubleshooting

  • Download transaction history from Ally Invest
  • Include commission and fees
  • Verify trade execution details

Ready to Import Your Ally Invest Data?

Sign in to Pocket Portfolio and import your Ally Invest trading data in minutes.

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