Ally

The Best Trading Journal for Ally

Use this Ally trading journal to keep records, analyze your trading activity, and share notes. Learn and improve every day to achieve trading success.

Try Free For 7 Days

Try Free For 7 Days

I find it hard to take a developing trader seriously who isn’t keeping a detailed daily trading journal.

Mike Bellafiore,

Co-Founder, SMB Capital

I find it hard to take a developing trader seriously who isn’t keeping a detailed daily trading journal.

Mike Bellafiore,

Co-Founder, SMB Capital

I find it hard to take a developing trader seriously who isn’t keeping a detailed daily trading journal.

Mike Bellafiore,

Co-Founder, SMB Capital

I find it hard to take a developing trader seriously who isn’t keeping a detailed daily trading journal.

Mike Bellafiore,

Co-Founder, SMB Capital

I find it hard to take a developing trader seriously who isn’t keeping a detailed daily trading journal.

Mike Bellafiore,

Co-Founder, SMB Capital

How to Import Data from Ally into Tradervue

Effortlessly import your trades from Ally into Tradervue using the file upload method. Just follow the straightforward step outlined below.

There are two ways to import data from Ally. You can import historical data, which will not include execution times (leading to limitations), but will include commissions. Or, you can import current-day data, which will include execution times, but will not include commissions.

In both instances, you can use our trade journal template to help you get started/

Do not import data for the same date(s) with both methods - this will lead to duplicate executions within Tradervue.


To import historical data, without execution times, follow these steps:

Step 1:

Sign into your Ally Invest account.

Step 2:

Click the "Activity" tab.

Step 3:

Choose the date range you wish to export, then click "Export to Excel" in the upper right corner of the page.

Step 4:

Save the file in CSV format to your desktop (or anywhere else - just remember where you put it).

Step 5:

Here on the import page, click "Choose file", choose the file you created above, and click "Upload".



To import current-day data, with execution times, follow these steps:

Step 1:

Sign into your Ally Invest account.

Step 2:

Click the "Order Status" tab.

Step 3:

Just below the Order Status tab, click "Export to Excel".

Step 4:

Save the file in CSV format to your desktop (or anywhere else - just remember where you put it).

Step 5:

Here on the import page, click "Choose file", choose the file you created above, and click "Upload".

How to Import Data from Ally into Tradervue

Effortlessly import your trades from Ally into Tradervue using the file upload method. Just follow the straightforward step outlined below.

There are two ways to import data from Ally. You can import historical data, which will not include execution times (leading to limitations), but will include commissions. Or, you can import current-day data, which will include execution times, but will not include commissions.

In both instances, you can use our trade journal template to help you get started/

Do not import data for the same date(s) with both methods - this will lead to duplicate executions within Tradervue.


To import historical data, without execution times, follow these steps:

Step 1:

Sign into your Ally Invest account.

Step 2:

Click the "Activity" tab.

Step 3:

Choose the date range you wish to export, then click "Export to Excel" in the upper right corner of the page.

Step 4:

Save the file in CSV format to your desktop (or anywhere else - just remember where you put it).

Step 5:

Here on the import page, click "Choose file", choose the file you created above, and click "Upload".



To import current-day data, with execution times, follow these steps:

Step 1:

Sign into your Ally Invest account.

Step 2:

Click the "Order Status" tab.

Step 3:

Just below the Order Status tab, click "Export to Excel".

Step 4:

Save the file in CSV format to your desktop (or anywhere else - just remember where you put it).

Step 5:

Here on the import page, click "Choose file", choose the file you created above, and click "Upload".

Attend a Live Webinar with a Professional Trader

Learn how to best navigate Tradervue and ask trading questions in our FREE weekly webinar, even if you aren’t yet a user. The webinar is hosted by a professional trader and business development representative at Tradervue, Richard Dalder.  

Save My Seat

Richard Dalder

Business Development Representative

Attend a Live Webinar with a Professional Trader

Learn how to best navigate Tradervue and ask trading questions in our FREE weekly webinar, even if you aren’t yet a user. The webinar is hosted by a professional trader and business development representative at Tradervue, Richard Dalder.  

Save My Seat

Richard Dalder

Business Development Representative

Attend a Live Webinar with a Professional Trader

Learn how to best navigate Tradervue and ask trading questions in our FREE weekly webinar, even if you aren’t yet a user. The webinar is hosted by a professional trader and business development representative at Tradervue, Richard Dalder.  

Save My Seat

Richard Dalder

Business Development Representative

Attend a Live Webinar with a Professional Trader

Learn how to best navigate Tradervue and ask trading questions in our FREE weekly webinar, even if you aren’t yet a user. The webinar is hosted by a professional trader and business development representative at Tradervue, Richard Dalder.  

Save My Seat

Richard Dalder

Business Development Representative

Attend a Live Webinar with a Professional Trader

Learn how to best navigate Tradervue and ask trading questions in our FREE weekly webinar, even if you aren’t yet a user. The webinar is hosted by a professional trader and business development representative at Tradervue, Richard Dalder.  

Save My Seat

Richard Dalder

Business Development Representative

FAQ

FAQ

Trading with a firm?

Get the power of Tradervue, for everyone in your firm. 
The next level in journaling, performance analysis, trade reviews, and collaboration.\

Trading with a firm?

Get the power of Tradervue, for everyone in your firm. 
The next level in journaling, performance analysis, trade reviews, and collaboration.\

Trading with a firm?

Get the power of Tradervue, for everyone in your firm. 
The next level in journaling, performance analysis, trade reviews, and collaboration.\

Trading with a firm?

Get the power of Tradervue, for everyone in your firm. 
The next level in journaling, performance analysis, trade reviews, and collaboration.\

Trading with a firm?

Get the power of Tradervue, for everyone in your firm. 
The next level in journaling, performance analysis, trade reviews, and collaboration.\