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Get your eToro trade history into a spreadsheet

Download eToro's account statement from Portfolio, My Portfolio, History, and save it as Excel or PDF. The Excel file has five sheets, including Closed Positions and Dividends. Every step is checked against eToro's own help page.

Independent and unofficialChecked For: Non-coders

Risk warning: CFDs and spread bets are complex instruments and come with a high risk of losing money rapidly due to leverage. You can lose money on these products, and each provider publishes its own loss figure under FCA rules. You should consider whether you understand how they work and whether you can afford to take the high risk of losing your money. Automated and API trading can amplify losses through bugs, connectivity failures and runaway orders.

Steps

  1. Set English first

    The statement comes in the same language as your eToro account. If you will import the file into a tool that only reads English, switch eToro to English in Settings before you create the statement.

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  2. Open your history

    On the eToro website, click Portfolio in the left menu, then My Portfolio, then choose History from the menu.

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  3. Open the account statement

    On the History page, click the icon on the right and choose Account Statement. Another route: Settings in the left menu, then Account, then under Documents click View next to Account Statement.

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  4. Choose dates and Excel

    Pick a ready made time frame, or choose Custom and set your own dates, then click Create. Save the statement as Excel by clicking the Excel icon; PDF is the other option. For UK tax, set 6 April to 5 April.

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  5. On the mobile app

    eToro says the statement is also on the app: tap Portfolio at the bottom, then My Portfolio, then History, then the right side and Account Statement. eToro does not say whether the Excel download works in the app, so use a browser if you need the file.

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