Learn how to import your Wealthfront trading data via CSV into Pocket Portfolio for seamless portfolio tracking.
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Your Wealthfront CSV export must include these columns:
DateSymbolTypeQuantityPriceAmountDate,Symbol,Type,Quantity,Price,Amount 2024-01-01,AAPL,BUY,10,150.00,1500.00
Log into your Wealthfront account and navigate to the export or account statement section. Download your trading history or account statement as a CSV file.
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 Wealthfront.
Sign in to Pocket Portfolio using your Google account to access the CSV import feature. No registration required - just click "Sign in with Google".
Navigate to the dashboard and use the "Import CSV" feature to upload your exported data. Pocket Portfolio will automatically detect the Wealthfront format and map the columns.
Review your imported trades and positions to ensure everything looks correct. You can edit or delete individual trades if needed.
Sign in to Pocket Portfolio and import your Wealthfront trading data in minutes.