Questrade allows you to export your filled orders from the IQ Edge desktop application. Make sure to include all available columns for the most accurate import.

Exporting from IQ Edge

1. Open IQ Edge, click Tools at the top menu, then click Account.
2. Right-click the Orders tab and select Edit Columns.
3. In the new window, select all available columns and click OK.
4. Click on Range and select the date range of trades you would like to export.
5. Right-click on Orders again and click Export…
6. Save the file to your desktop.

Note: For certain account types, Questrade only allows the export of trades from the last 30 days.

Importare in Trandence

1. Apri Trandence e vai alla pagina Operazioni.
2. Clicca su Importa Operazioni in alto a destra e seleziona Carica CSV.
3. Choose Questrade and match your CSV’s timezone.
4. Carica il file salvato.
5. Important: On the Review screen, use the Batch Tags field to assign a custom tag (e.g., “QT TFSA”). This is crucial if you track multiple brokerage accounts within Trandence.
6. Clicca su Importa e Rivedi Riepilogo per terminare.

📎 Download a sample Questrade CSV file to see the expected format.

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Hai Bisogno di Aiuto?

Se il tuo file non si carica, o se il broker ha aggiornato il formato di esportazione, contattaci a [email protected]. Ti aiuteremo a sincronizzare i tuoi dati!