Q
Import Questrade Trades
Canadian online broker
File format
CSV
Supported asset types
StocksOptions
How to export from Questrade
- 1Log into Questrade
- 2Go to Accounts → Activity
- 3Filter by the period you want
- 4Export to CSV
- 5Upload the CSV here
Try it with our demo file
Download this real Questrade export and upload it to SureInsight to see the importer work before exporting your own history.
Download Questrade_CorrectFile.csvHow SureInsight handles this format
- •Only rows with Status = "Executed" are imported.
- •Action codes BTO/BTC/STO/STC are mapped to long/short direction.
- •Options use the Expiration/Strike/Option type columns for per-contract pairing.
Ready to import?
Sign in to SureInsight, create a Questrade account, and drop your file in.
Open SureInsight →