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Firstrade CSV Import Guide

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

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

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About Firstrade

Commission-free online broker

Required CSV Columns

Your Firstrade CSV export must include these columns:

  • Date
  • Symbol
  • Type
  • Quantity
  • Price
  • Amount

Sample CSV Format

Date,Symbol,Type,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 Firstrade 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 Firstrade.

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 Firstrade 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

  • Export account statement from Firstrade
  • Include all transaction types
  • Check date format consistency

Ready to Import Your Firstrade Data?

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