- Login to the Brokerage WebSite
- Click on Main Portfolio Menu
- Select Transaction History
4. Select Time period (Maximum if you are creating new portfolio)
5. Press on Download Icon
If this information is incorrect or you have a more detailed instruction please let us know at help@snowball-analytics.com. It will help other users a lot, thank you!
How to import new transactions
Later, when you'll start making new trades or receive dividends you can just get new statements from the date of your last import and upload them by clicking a plus sign on a top panel -> Import a spreadsheet.
