Your own Questrade dashboard

There are 4 methods to import your data.

Best Method:

Use the questrade api to sync your account automatically.

Method 2:

To import data from Questrade IQ Edge, follow these steps:

• Open IQ Edge, click Tools (at the top), then click Account.
• Click the Executions Tab in the Account window.
• Right click on the column headers and choose "edit columns".
• In the bottom left, click "Restore Defaults", then Scroll through the list and click the box beside "Exec time", making sure that it's checked. Click OK to save the columns.
• Right-click the column headers again, and click "Export...". Make sure you export to .csv format, not excel.
• Save the file to your computer.
• Here on the import page, click "Choose file", choose the file you created above, and click "Upload".

There are some issues parsing options data so you may not see underlyings, expiration date or price for some options.

Method 3:

From Questrade's website:

• Go to Questrade's web site and log in to your account.
• Select Account from the drop-down menu.
• Make sure all columns are checked to be exported.
• Select the date range you wish to export and then select "View Report".
• Export the report to a CSV file.

Method 4:

Import your activities. It cannot skip duplicate trades due to the lack of full timestamps that can also impact charts and time based metrics. We recommend using the other methods that offer full timestamps. Activities file can be in either .csv or .xlsx formats.

If you get a generic error message importing your excel file, open the file, make sure you enable editing and that it's not in "Protected View" mode. If it is, enable editing and save it before uploading.