TradeConverter

Easily convert trades from Questrade Activities report or WebBroker Trade Summary and export them into a CSV file formatted to the adjustedcostbase.ca requirements.

View stock splits and options trades neatly organized on dedicated screens and formatted for an easier manual entry.

Features

import

Import from various data formats

TradeConverter accepts files of the following types:

Once the format is selected, you can import multiple files of the same format.

Note: if you would like to add a brokerage, please use the Contact Form to send us a request

convert

View relevant transactions sorted and organized

Preview converted Buy/Sell transactions, including security name substitutions.

View options transactions grouped together and deciphered for an easier manual entry.

See stock splits with calculated ratio.

Review ignored/skipped transactions.

export

Configure your export

Change the output date format, manage security name substitutions, set the maximum number of records per export file.