The Best Trading Journal for Ally

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".