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E*TRADE CSV Import Guide

Learn how to import your E*TRADE trading data via CSV into Pocket Portfolio for seamless portfolio tracking.

Sovereign import — parse your E*TRADE CSV in the Terminal.
On-device parsing. No uploads. Keep your ledger local.

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About E*TRADE

Online brokerage platform now part of Morgan Stanley

Required CSV Columns

Your E*TRADE CSV export must include these columns:

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

Sample CSV Format

Trade 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 E*TRADE 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 E*TRADE.

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 E*TRADE 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 account statement from E*TRADE
  • Include all transaction types
  • Check date format matches requirements

Ready to Import Your E*TRADE Data?

Sign in to Pocket Portfolio and import your E*TRADE trading data in minutes.

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