TurboTax CSV Import Guide
Learn how to import your TurboTax trading data via CSV into Pocket Portfolio for seamless portfolio tracking.
About TurboTax
Tax preparation software with investment tracking
Required CSV Columns
Your TurboTax CSV export must include these columns:
DateSymbolTypeQuantityPrice
Sample CSV Format
Date,Symbol,Type,Quantity,Price,Currency 2024-01-01,AAPL,BUY,10,150.00,USD
Step-by-Step Import Guide
Step 1: Export Your Data
Log into your TurboTax 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 TurboTax.
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 TurboTax 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 investment transactions from TurboTax
- Ensure Symbol column is included
- Check date format matches requirements
Ready to Import Your TurboTax Data?
Sign in to Pocket Portfolio and import your TurboTax trading data in minutes.