capital gains calculator
capital gains calculator

Procedure to Convert II (Interactive Investor) Trade History

Log into your II account

Select Portfolio then Trading History

Select a date range then click the download icon to save the data as a CSV file

Open the CSV file in Notepad or a spreadsheet and select and copy all the trades data

Paste the trade data into the text box on the convert format page.

Select the II option and click the CONVERT button to convert the trade information into a valid file format