Import your Questrade actions

With Questrade you can import your broker history directly into PDT. So you don't have to enter every broker action manually.

Step 1: Log in to Questrade.

Step 2: Go to Reports.

Step 3: Click See all transaction history.

Step 4: In the Date range selector, choose a start date before your first deposit.

In the future, you only need to export the new actions. Overlap is not a problem, because PDT automatically recognizes previously imported actions and will not import them again.

Step 5: Click the Export to Excel button.


Import your Questrade actions

Upload the Excel file by dragging it into PDT. Or go to the actions page → Import actions and select Questrade.

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